Works with Claude, ChatGPT, Gemini, or your own local model: paste this prompt and your AI will co-facilitate this exercise with you.

Help me prepare and run the exercise below. First ask for my participant count, time, setting, access needs and intended result. Check these against the stated limits. Use the supplied rules and materials. Explain any proposed changes before using them, and label them as adaptations. Do not invent source claims or require personal disclosure. Give me one step at a time when I say start. I manage the people, physical activity and clock; do not claim to observe the room. Ask me what happened before choosing a next step.

Reference revision: 95b9cd5fe59084501a885fcb5713336e6ccf9de6c484ccbf4018d8040c438dd2

# Plus, Minus, Equals Retrospective

Team members post reflections across three columns: what to add (Plus), what to remove or change (Minus), and a wish for the project (Equals). Everyone gets six votes to highlight top priorities, followed by a focused action debrief.

**Time:** 20 minutes. Matches the 20-minute source template duration. For groups above 12, parallel clustering or a digital board keeps the 20-minute schedule intact.
**People:** 4 to 24. Individual drafting, whole-room clustering, individual voting, and whole-group debrief

## Choose this exercise

**Purpose:** Gather and prioritize team ideas on what to add, remove, or change to improve day-to-day delivery.
**Use it when:** Use at the end of an iteration, milestone, or delivery cycle when a team needs practical input on operational blockers and workflow shifts.
**Skip it when:** Skip when diagnosing an isolated technical failure or resolving active personal conflict that needs private mediation.

## Materials and tools

- Sticky notes (at least 6 per person)
- Pens or fine-tip markers (one per person)
- Whiteboard or wall surface marked with three columns: Plus (+), Minus (-), Equals (=)
- 6 dot stickers per person or fine markers for tallying
- Digital whiteboard tool and participant laptops if run online or hybrid

## Before participants arrive

1. Draw three distinct columns on a central board labeled Plus (+), Minus (-), and Equals (=).
2. Write the prompt above each column: Plus: 'What could be added that would help you to be more productive?'; Minus: 'What could be eliminated or changed that slows you down or creates roadblocks?'; Equals: 'If you were granted one wish in regards to the team/project, what would that wish be?'.
3. Place sticky notes, pens, and 6 voting dots at each seat.

## Say this to open

Welcome to our retrospective. We will use three categories displayed on the board: Plus asks what could be added that would help you to be more productive. Minus asks what could be eliminated or changed that slows you down or creates roadblocks. Equals asks what wish you would make regarding the team or project. Please take four minutes of quiet time to write your thoughts.

## How to run it

### 1. Write and post (4 minutes)

Read the opening script. Participants write silently, putting one distinct thought per note. People stick their notes directly into the corresponding column, or hand them to the facilitator to post anonymously. Anyone may choose to pass on writing, post nothing, or keep personal notes private.

### 2. Clarify and cluster (6 minutes)

The facilitator reviews the board aloud. If running with 12 or more people, invite participants to silently cluster identical themes during the first two minutes, then read key clusters aloud. For smaller groups, read each note briefly. Clarify phrasing only; stop any debate or solution planning immediately.

### 3. Vote on priorities (4 minutes)

Each participant has six votes. Participants step up in shifts, or vote simultaneously on a digital board, placing dots or checkmarks on the six items that appeal to them most. People may distribute votes across several items or place multiple votes on a single card. Voting is optional.

### 4. Debrief and assign actions (6 minutes)

Identify the top three voted items. Lead the debrief questions with the room. Before ending, agree on a concrete next step and assign an action owner. An action owner must volunteer freely; if no volunteer emerges, the facilitator documents the top item for the team lead or backlog without forcing an individual assignment.


## Debrief questions

- Looking at the top-voted items, what common pattern stands out between what slows us down and what we want to add?
- What is one immediate change within our direct control that we can implement this week?
- Which wish in the Equals column points to a broader structural issue we need to escalate?

**Finished output:** A prioritized board with dot votes and at least one documented action item assigned to an owner or logged to the team backlog.

## Remote

Set up a digital board with Plus, Minus, and Equals columns. Participants generate notes silently for 4 minutes. In step 2, participants use their cursors to group duplicates while the facilitator reads themes. Configure a 6-vote digital session for 4 minutes. Debrief for 6 minutes, recording assigned action owners directly on the digital board.

## Hybrid

All participants use the same digital board on individual devices so in-person and remote participants write, view, and vote simultaneously. Project the digital board in the room. Route audio through a room microphone and speaker so remote members hear and participate in the debrief.

## Access and participation choices

- Participants may post notes themselves or hand them to the facilitator during writing to ensure anonymity.
- Anyone may choose to pass on writing, posting, voting, or speaking during the debrief without explanation.
- Action item ownership is voluntary; if no individual volunteers, the facilitator records the action item directly to the shared team backlog.

## If the session gets stuck

**Participants confuse the Equals category with general compliments or social praise.**

Remind the room that Equals specifically asks for an aspirational wish for the project or team, such as automated testing or dedicated focus time, rather than a compliment.

**Votes scatter widely with no clear winner across several items.**

Focus the debrief on the top three items collectively, and ask the room for a quick show of hands on which single item to address first this week.


## Terms used here

- Dot-voting: A prioritization method where people place adhesive dots or pen marks to register support for specific items.

## Sources and adaptation

Observed in an EasyRetro template titled 'Plus, Minus, Equals Retrospective' credited to user Tammy Lanius.

Retained the three core prompts (Plus, Minus, Equals) and the 6-vote mechanic observed in Tammy Lanius's EasyRetro template. UWT structured the 20 minutes across four phases, added neutral clustering management for groups up to 24, hybrid guidelines, aligned prompt language between setup and script, and clarified voluntary ownership rules.

[EasyRetro](https://easyretro.io/templates/plus-minus-equals/)

Current run sheet: https://unitedwetransform.com/exercises/plus-minus-equals/