Roll-out checklist

Would you like to measurably further develop several teams with Echometer and make the organization as a whole more agile? This list will help you to prepare the typical steps necessary for the roll-out.

Part 1/4: Contractual & commercial matters

  • Sponsorship
    What budget is Echometer paid from and who is the internal sponsor? Is it, for example, individual departments or is there an overarching, central budget?
  • Conclusion of contract
    Has the Echometer SaaS contract already been concluded? If not: How long does the internal approval process take? The setup and use of Echometer can only begin once the SaaS contract has been signed.
  • Data protection
    Are there any special requirements in the company in addition to the GDPR regulations? Please note: Individual contract regulations are only possible in enterprise contracts, starting from 600 € / month as a provision fee.

Part 2/4: Technical

  • Remove restrictions
    Are there technical restrictions for the use of Echometer in the company network or the computers (for example IP filters, restrictions in the VPN or email filter)?
  • Use of modern browsers
    All Echometer users need access to modern browsers such as MS Edge, Google Chrome, Firefox, or Safari. Internet Explorer is not a modern browser (but merely a compatibility solution for outdated software) and is not supported by Echometer.
  • Integrations & SSO (Single Sign On)
    Are there any internal requirements? In addition to the standard integrations (e.g. Jira), individual connections can also be coordinated for enterprise customers.

Part 3/4: Put on the culture barometer

  • Start time
    Ab wann soll das Kulturbarometer genutzt werden? Um möglichst direkt zu Beginn zu starten, könnt ihr erstmal relativ simpel mit einer „Happiness“-Frage beginnen und das Kulturbarometer mit der Zeit dann flexibel erweitern.
    Our recommendation: Start with 1 – 3 preliminary items.
  • Decision for long-term setup
    Um den langfristigen Mehrwert zu maximieren, sollte ein transparenter Entscheidungsprozess zum Setup des Kulturbarometers frühzeitig mit allen Stakeholdern kommuniziert werden. Dazu gehören häufig: Geschäftsführung, Betriebsrat, HR und Agile Coaches/ Scrum Master.
    Our recommendation: Erarbeitet einen Vorschlag und teilt ihn mit allen Stakeholdern, um Feedback und Ergänzungen dazu einzuholen. In einem gemeinsamen Termin könnt ihr dann das Setup finalisieren. Faustregel dabei: Jede Partei hat ein Veto-Recht gegen die Nutzung eines Items. Startet also mit einem Kompromiss, mit dem alle Parteien leben können. Das Setup lässt sich auch später anhand eurer Erfahrungen anpassen. 

Part 4/4: Internal communication

  • Advance information and “buy-in” from stakeholders
    Have all stakeholders been informed and involved before the official introduction? (especially works council, HR, agile coaches / scrum masters and management)?
  • Internal contact person (s) & Echometer workspace admin (s)
    Who is the “single point of contact” internally for inquiries about Echometer (if you are reading this, that could be your role) and was this person communicated internally to all planned Echometer users as such?
  • Häufigkeit der Team-Retros
    Welche Erwartungshaltung bezüglich der Häufigkeit der Retros wird an die Teams gestellt (wöchentlich, zwei-wöchentlich, monatlich)? Passt diese Erwartungshaltung zu den Arbeitsweisen der Teams und wurde sie mit den Teams abgestimmt?
  • Onboarding of facilitators
    Who will moderate the retros in the teams (e.g. agile coach, manager or team members)? How are inexperienced moderators prepared? For example, can coaches or scrum masters help train other moderators?
    Our recommendation: Bietet einen internen Onboarding-Termin an und richtet für Moderator*innen Demo-Teams ein, damit sie vor ihrer ersten Retro einen Trockendurchlauf durchführen können.

Back to the basics again?

Here's how it works

Would you like to roughly understand how Echometer works? Then go this way!

Moderation guide

You want to facilitate your first retro? Here's everything you need to know to get started.

Any further questions?

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