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Master the basics of Neatro Retrospectives 🚀

Who can run a retrospective?

Note that you need to have either an Administrator or a Facilitator role to be able to run a retrospective. Click here to know more about the different roles offered in Neatro.


How can I start a retrospective?

Follow the instructions from this article to start your first Neatro retrospective!


What are the different steps of a retrospective?

A Neatro retrospective will always be made of 4 different steps: Comments, Group, Vote, and Action Plan.

Step 1: Comments

The purpose of this step is to allow participants to write comments and post them through the different columns of your board.

But before that, the first thing you want to do at this step is to invite people to your retrospective.

To do so, click on the "Invite" button (upper-right side of the screen). This will open a window with a pre-generated share link.

Two invite link options are available from there:

Join as a team member

Allow people to participate in this retrospective, join your team, and gain access to all of your team's retrospectives data. A Neatro account is required (it's free).

Join as a guest

People will enter this retrospective without a Neatro account. They won't have access to any retrospective reports.

Pick the option that best suits your needs, and share the link with your teammates.

Once everybody has joined the retrospective, it is time to add your comments! Each column helps you organize your ideas. Try to be as specific as possible so that your teammates can easily understand your comments. You will be able to group similar ideas in the next phase.

Note that you can set the Timer at any step of the retrospective.

Also, be aware that people cannot see what other participants are writing at this stage, as long as the Facilitator has not decided to reveal the comments.

To reveal the comments, you just need to click on "Reveal" (lower-right side of the screen, as either an Administrator or a Facilitator).

Everybody will move on to step 2: Group once you have clicked on "Reveal".

Step 2: Group

This step allows you to regroup similar comments, and attach/create topics.

Drag and Drop Grouping

If you find duplicate or similar ideas, you can drag a comment on another one to create a group. You can then click on the group to display all the comments.

Use topics to identify your challenges

To add a topic to a comment, it's easy: You will find an "Add Topic" button on every comment of this step. We already created 10 topics for you based on the most common team challenges but you will get the best results by creating your own topics.

Get the most out of Neatro with topics

Your topics will be associated with your team and you will find them in each of your retrospectives. Neatro will help you understand and follow your team's biggest challenges by analyzing the recurring topics and giving you insights.

Step 3: Vote

Vote on comments to narrow down the number of items you would like to discuss in the next phase.

Each participant shares the same amount of votes that can be spent on one or multiple items.

The number of votes can easily be changed if needed. Just click on the wheel icon (upper-right side of your screen) to update the maximum number of votes per person.

Note that nobody can see the other's votes.

Step 4: Action Plan

Discuss the most voted topics or comments with your team to create action items.

You can play out with a collection of sorting rules and filters to better identify the comments that need to be discussed.

Assign an owner to each action item, and provide a short and clear description so everyone can understand how to resolve their action items.

Once you're done with the Action Plan, you can access your retrospective report.

Make sure to measure your retrospective effectiveness by completing its ROTI (Return On Time Invested) module.
You can find more details about ROTI in this article.


Do not hesitate to contact us (support@neatro.io) if you have any questions. We are always happy to help! 🚀
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