How Healthy Is Your Team? Free Team Health Check Template

Teams can look busy, productive and even successful on the surface while still carrying hidden issues underneath.

Trust may be weakening. Communication may be unclear. People may be working hard but moving in different directions. Accountability may depend too heavily on the manager.

The Phoenix Destinations Team Health Check is a simple one-page tool designed to help teams step back, assess how they are working together and identify where improvement will have the greatest impact.

Rather than relying on assumptions, the worksheet creates a structured conversation around five essential dimensions of team effectiveness.

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What Is The Team Health Check?

The Team Health Check gives teams a practical way to assess their current effectiveness across:

Trust
Do people feel comfortable being open, asking for help, challenging ideas and admitting mistakes?

Communication
Do we share information clearly, listen to one another and address important issues directly?

Alignment
Are we clear about our goals, priorities and what success looks like?

Collaboration
Do we use each other’s strengths, share responsibility and work effectively across roles?

Accountability
Do people take ownership, follow through on commitments and address missed expectations?

Each area is rated on a simple 1–5 scale, creating a quick visual picture of where the team is strong and where attention may be needed.

More Than Just A Score

The purpose of the Team Health Check is not to produce a perfect score.

The real value comes from the conversation behind the numbers.

For each dimension, the team is encouraged to capture evidence and observations.

Instead of simply saying:

“Our communication is a 3.”

Ask:

What are we seeing or experiencing that makes it a 3?

One team member may feel communication is working well while another sees important information arriving too late.

That difference in perspective is useful data.

How To Use The Team Health Check

Set aside around 30–45 minutes during a team meeting, workshop, retreat or project review.

Ask team members to first complete their ratings individually.

This matters because people are often influenced by the first opinion they hear.

Once everyone has reflected independently, compare the ratings as a group.

Look for areas where scores are similar, but pay particular attention to areas where perceptions are very different.

Then discuss the evidence behind the scores.

The objective is not to debate who is right.

The objective is to understand why people are experiencing the team differently.

Turn The Insight Into Action

The final section of the worksheet, From Insight To Action, helps the team identify:

Strongest Area
What should we continue protecting and building on?

Greatest Opportunity
Where would improvement make the biggest difference?

One Team Commitment
What will we do differently as a team?

The worksheet also includes a Team Health Score out of 25, together with an Owner and Next Check-In.

This makes it easy to repeat the exercise later and see whether the team’s experience is actually improving.

Why Use A Team Health Check?

A regular Team Health Check can help teams:

  • Surface issues before they become bigger problems
  • Create more open and constructive conversations
  • Understand different perspectives within the team
  • Identify strengths worth protecting
  • Focus improvement efforts on the areas that matter most
  • Build stronger trust and accountability
  • Track changes in team effectiveness over time
  • Turn general concerns into specific actions

It works particularly well for leadership teams, project teams, newly formed teams, teams going through change, corporate retreats and team development workshops.

When Should You Use It?

You do not need to wait until something is wrong.

A Team Health Check can be useful at the beginning of a new project, after a period of significant change, during a quarterly team review or before planning the next phase of work.

It can also be repeated every few months.

The most interesting question is often not:

“What is our score?”

It is:

“What has changed since the last time we checked?”

That is where the conversation becomes genuinely useful.

Download The Free Team Health Check

The Phoenix Destinations Team Health Check is available as a professional A3 landscape vector PDF, designed for both color and black-and-white printing.

Print one for your next team meeting and use it to start a conversation that might otherwise never happen.

Free to download and use with your team.

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