Busy Season Retrospective for Beginners: Workload and Mood Wave Board

Team & People

Busy Season Retrospective for Beginners: Workload and Mood Wave Board

Managers of small retail, restaurant, or accounting teams use this busy season retrospective template for beginners after a year-end rush or closing period. Page 1 sets the review period, a no-blame pledge, what was planned before the rush, and a three-level workload guide. Page 2 layers six weeks of workload, mood, events, and days off in one table. Page 3 sorts the work from low-mood weeks by importance and urgency into move earlier, share, or stop. Page 4 sets a one-month check flow, owners, due dates, and the next review date. The task board has four columns (to discuss, discussing, decided, ready) with 4 parent tasks and 3 subtasks each, 16 in all. Copy the examples and fill in from the top, even if you have never run a review. Four to eight people can share one board in a limited-visibility team. Questions about shifts or time off are not decided here, so check with the responsible department.

0 Likes 0 Copies Author: WeProcess
busy season retrospective team workload Eisenhower matrix work-life balance for beginners
Other language versions
Sign up free and use this template

Once you have a free account, you can copy this template from the marketplace

Whiteboard preview

Preview mode Busy Season Retrospective for Beginners: Workload and Mood Wave Board
Sign up free and use this template

Whiteboard preview

① Review period and no-blame pledge (... ② Decided before the rush ③ Goals for the rush ④ Staffing ⑤ Three workload levels (fill in the ... ⑥ Six-week wave table (workload per t... ⑦ What helped ⑧ What was hard ⑨ Why people could not rest ⑩ Low-mood weeks and the work that pi... ⑪ Sorting the ⑩ work (importance × ur... Plan it (important, not urgent) Do it now (important, urgent) Skip it (not important, not urgent) Hand it off (not important, urgent) ⑫ How to handle each task (move earli... ⑬ One-month check flow before the rus... ⑭ Prep task table (what, who, by when... ⑮ Next review and carry-overs Busy Season Workl... How to use (4 pag... Goals and what he... Decisions and ple... Trouble and overload Insights and next... 1/4 Recall before the... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Chart the weekly ... ↙ 3/4 Review periode.g. 6 weeks, Dec 1 to Jan 12 Facilitator and participantse.g. Led by the store manager, 6 team members No-blame pledgee.g. Write about events, not people. No talk of whose fault it was e.g. Finish inventory counts in the second week of December e.g. Ship holiday orders by Dec 20 Also write what was decided but not done If nothing was decided, write None e.g. Zero mistakes taking reservations e.g. Everyone takes one day off a week Put goals in numbers when you can If there were no goals, write None e.g. 3 people on weekdays, 5 on weekends e.g. 2 short-term part-timers added e.g. 2 people with under a year on the job Include staffing that changed along the way Guide (by numbers) What it looks like What we do then Calm e.g. Up to 200 customers a day e.g. Breaks happen as planned e.g. The usual staff handles it Busy e.g. 201 to 350 customers a day e.g. Breaks slip by 15+ minutes e.g. Add one person at the register Overloaded e.g. Over 350 customers a day e.g. Some people cannot take breaks e.g. Tell the manager and decide what to put off Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Workload e.g. Calm e.g. Busy e.g. Busy e.g. Overloaded e.g. Overloaded e.g. Busy Team mood e.g. Sunny e.g. Sunny e.g. Cloudy e.g. Rainy e.g. Rainy e.g. Cloudy What happened e.g. Store layout change e.g. Reservations 1.5x last year e.g. One person out sick e.g. Inventory and shipping overlap e.g. Training 2 new hires e.g. Customer count settles People who got a ... e.g. 6 of 6 people e.g. 5 of 6 people e.g. 4 of 6 people e.g. 2 of 6 people e.g. 3 of 6 people e.g. 5 of 6 people e.g. A 5-minute morning huddle to share reservation counts e.g. A nearby store sent help for a day e.g. Packed the best sellers into bags ahead of time Write what worked, not whose idea it was e.g. Inventory and shipping overlapped in week 4 e.g. Phone inquiries stopped the register e.g. No time to teach the new hires Make events, not people, the subject e.g. Nobody could cover for them e.g. Work piled up the next day e.g. It was hard to ask for time off Write only the reasons, not who missed out Low-mood weeks (from table ⑥)e.g. Weeks 4 and 5, when 3 or more people chose rainy Work that piled up (from ⑦ to ⑨)e.g. Inventory, holiday shipping, training new hires, daily reports Insighte.g. Mood dropped when work overlapped, more than when it was just busy 3/4 Sort the work → 4/4 4/4 Even out the next... 縦軸: Importance (t... e.g. Inventory prep, training new hires. Make these candidates to move earlier, before the rush e.g. Holiday shipping. The deadline will not move, so split the steps and share them between 2 people e.g. Daily reports. Stop them during the rush, or combine them into one a week e.g. If it is not in ⑩, add one from ⑧. Share the first answer to phone inquiries with the helper How Why Watch out for Inventory prep e.g. Move earlier (finish in November) e.g. It overlapped with shipping in week 4 e.g. Settle the November owners first Holiday shipping e.g. Share (2 people take turns) e.g. It piled onto one person and ran late e.g. Put the steps on one sheet New hire training e.g. Move earlier (practice in November) e.g. No time to teach during the rush e.g. Count the trainer's effort too Daily reports e.g. Stop (combine into once a week) e.g. It took 15 minutes every day e.g. Talk with your boss about whether it is needed 4 weeks beforeStart the move-earlier worke.g. Start inventory prep and new hire practice 3 weeks beforeAlign the steps you will sharee.g. Put the shipping steps on one sheet and have 2 people read it through together 2 weeks beforeAnnounce what you will stope.g. Tell everyone daily reports go weekly 1 week beforeRevisit the workload guidee.g. Check the ⑤ guide and how to call for help together First weekCheck the first weeke.g. On the weekend, fill in a table like ⑥ for 5 minutes What Who By when How to check Inventory prep e.g. Decide the order of shelves to count e.g. Assistant manager e.g. Nov 15 e.g. Check shelves finished by end of November New hire practice e.g. Practice the register and reservation intake e.g. Experienced staff e.g. Nov 30 e.g. Watch them do it alone Shipping steps e.g. Put the steps on one sheet e.g. Shipping owner e.g. Nov 10 e.g. Test whether a second person can follow the sheet alone Report change e.g. Say reports go weekly in December e.g. Store manager e.g. Nov 17 e.g. Ask at the morning huddle who knows Guide review e.g. Fix the ⑤ numbers and how to call help e.g. Everyone e.g. Nov 24 e.g. Check the guide fits the first week's table Next review datee.g. Feb 9, 30 minutes after closing, led by the manager Carry-overse.g. Talk again next time about making it easier to ask for time off Check with the responsible departmente.g. Do not decide shift or time-off rules here, check with the responsible department → 2/4 Chart the weekly ... ↙ 3/4 Sort the work → 4/4 Even out the next...
100%

Drag to move, scroll to zoom

Task board contents

To discuss 16 items

Recall the run-up
Chart weekly waves
Sort the work
Even out the peak
Set period, pledge
List earlier plans
Set workload levels
Fill the week table
Share wins and pains
List low-mood weeks
Split work in four
Pick a way per task
Check what to stop
Set the check flow
Assign prep owners
Set next review

Discussing 0 items

Decided 0 items

Ready 0 items

Related templates

← Back to templates