The Learning Matrix Retrospective Template

Identify what your team liked or disliked about the past sprint. Give recognition to your peers and find what to do for the future.

What is the Learning Matrix retrospective?

Difficulty Level
Easy

Learning Matrix is an excellent retrospective activity to help you spot how everyone feels about the past Sprint or project. It is also super effective when it comes to identifying your team's strengths and weaknesses.

One of the notable perks of this activity is to invite participants to give recognition to their peers.

Praised by many Scrum Masters and Agile Coaches, this technique is a great way to introduce people to the art of the retrospective ☀️

The 4 elements of Learning Matrix

Sad
Things that should be changed.
e.g., not enough celebrations.
Happy
Things that should be repeated.
e.g., Team Customer Success has a solid understanding of our latest feature.
Ideas
New ideas to try.
e.g., set up a Lunch&Learn session to present our next feature to all teams - in an informal way.
Kudos
Thank the best team players.
e.g., Thank you Julien for your help with weekly analytics reports!

Why & when should you use the Learning Matrix retrospective template?

Let's be honest. Learning Matrix offers everything you need to run a relaxed and productive retrospective session while providing a positive environment.

This activity is pretty broad by design so that the team can study any Sprint or project through this template.

We would highly recommend Learning Matrix to a team willing to run one of their very first retrospectives, simply because this activity is easy to understand for everyone.

Whether you would like to reflect on a past Sprint, project, or event, give Learning Matrix a chance to help your team grow.

How to run the Learning Matrix retrospective?

Learning Matrix is a very popular retrospective technique.

You can try this retrospective template with your team for free by signing up for Neatro. No credit card is required. Note that participants do not need to create accounts to join a retrospective with Neatro.

Although we use the Neatro experience to show how to run the Learning Matrix retrospective online, you can follow this guide and apply our tips for any other tool.

Step 1: Write comments
Let people write ideas and avoid group thinking

Let people write ideas and avoid groupthink.

Let's consider that you have already run an Icebreaker with your team and have done a follow-up on the action items from the last retrospective. Your team is now ready to start the Learning Matrix activity.

This first step aims to let the participants write comments and post them in the different columns of your board.

Pro tip: Make sure you start a Timer.

⌛ Keeping track of time is a simple but crucial tip to ensure your team will successfully run an efficient retrospective.

Each column of your board helps you organize your ideas. Even if you are the facilitator of this retrospective, you will most likely take on the participant's role as well, right? Try to be as specific as possible so that your teammates can easily understand your comments.

To provide an appropriate level of psychological security, allow participants to share comments anonymously.

At this stage, you want to avoid group thinking at all costs. People should not influence each other in the process. Make sure people cannot see what other participants are writing in this step.

Reveal all comments after everyone has finished adding comments.

👍 With Neatro – Participants will only see their own comments at this step. They also have the option of writing comments using their name or anonymously. As a Facilitator, you will be able to set a Timer visible to everybody. Also, when a participant is done writing comments, he/she can click on “I’m finished” to let everybody know he/she’s ready to move on to the next step.

Step 2: Group comments
Get your board lean and well organized

Get your board lean and well organized. This step allows you to regroup similar comments and attach/create topics.

1/ Drag and Drop Grouping

You might have a lot of comments displayed on the board at this point. Regroup similar comments to help your teammates understand the weight of each idea.

👍 With Neatro – If you find similar ideas, drag a comment on another to create a group. Click on the group to display all of the comments.

2/ Use topics to better identify your challenges

Regrouping similar comments is not enough! Adding topics will significantly help you organize your team's ideas.

"What's a topic?" you may ask. It could be anything. We usually tend to see "core team dimensions" reflected in the topics (e.g., Ownership, Value, Speed, Process, Collaboration, etc.). Still, you could create any topic that would help you efficiently manage your team's comments.

👍 With Neatro – To add a topic to any comment on Neatro, click on the "Add Topic" button. We already created 10 Neatro topics for you based on the most common team challenges, but you can also create your own topics.

Step 3: Vote
Time to prioritize items to focus on what really matters

Time to prioritize items to focus on what really matters.

Proceed to a vote session to narrow down the number of items you would like to discuss in the next phase.

Two rules that we heavily suggest to apply at this step:

- Make sure that nobody can see the other's votes.

- Allow each participant to spend their votes on one or multiple items.

👍 With Neatro – The number of votes can easily be changed if needed. The Facilitator needs to click on the wheel icon to update the maximum number of votes per person.

Step 4: Build your Team Action Plan
Collectively define what needs to be done to make the team grow

Collectively define what needs to be done to make the team grow.

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

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

👍 With Neatro – You can play out with a collection of sorting rules and filters to better identify the comments that need to be discussed. Once you're done with the Action Plan, you can access your retrospective report.

Discover Neatro's retrospective templates

The Rock Band
The Zombie Apocalypse
What Did You Learn?
From Canada, with Love
The Learning Matrix
Retro Football Club
The Sailboat
Start Stop Continue
The Appreciation Game
Pros and Cons
Keep Drop Start
The Genie in a bottle
The 4Ls
What Went Well
D.A.K.I
The End-of-Year Retro
Glad Sad Mad