Retrospectives foster an environment of continuous improvement where teams come together to reflect on work that is done, identify common patterns, share key lessons learned and work on next steps.

In this article, we’re going to share the best practices for using the Collaboration Board templates to run your retrospectives.

Initial Prep + Setting the Stage

Who should be involved: Department Head/Team Manager, Team Members, OKR Champion (Optional)

Start by creating an organization-level collaboration board and select the Retrospectives template. Share the collaboration board with everyone on the team.

Customize the template according to your requirements and lay down some ground rules on how you want to facilitate the session. Add any information on the board that will help inform your team. This should include broader company goals (strategic growth pillars), customer feedback, or the quarters’ OKRs.

Use the ‘Introduction & Basics’ section to list down all the information.

The Retrospectives template is categorized into 3 major sections.

Section 1: Brainstorm

Section 2: Group Similar Topics

Section 3: Create Shared Summary

Section 1: Brainstorm

Collaborate as a team to capture thoughts on - "What went well?" and "What could have been better". Ensure you also focus on identifying opportunities for improvement.

Section 2: Group Similar Topics

Organize thoughts around what worked and what didn't to identify related and similar topics. Drag ideas from the previous section and group similar ideas into themes & patterns.

Section 3: Create Shared Summary

Communicate key learnings broadly to create a shared understanding of takeaways for the next cycle’s planning.

Tip: Run retrospectives on collaboration boards and copy over key learnings to your Ally dashboard for running quarterly/monthly/weekly business reviews.


  1. The early access to Collaboration Boards is now available. Please reach out to [email protected] if you'd like to try this experience first hand.

  2. Collaboration Boards is available only in the 'Enterprise' pricing plan.

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