How to Import Reflections Between Teams

When you manage or contribute to multiple teams, writing separate reflections can be a tedious, time-consuming task. Fortunately, Koan lets you import the reflection you already authored for one of your teams with any of your other teams.

Once you've authored your reflection for any of your teams ("Engineering", say), you can import it to any other team by:

  1. Opening up your reflection for the second team (call it "Bridge Crew")

  2. Checking the "Engineering" reflection in the "Import Responses sidebar" in the right-hand rail

That's it! Your reflection for the Engineering team on the week of October 5th will now be imported into your Bridge Crew reflection.

Custom Questions

Koan will import as much content as possible. Sometimes, though, we aren't able to translate custom questions from one team to another. If a similar question is asked by multiple teams and we aren't able to import it, you may need to copy your answer by hand.

Response Aggregation

Managers of a team can optionally aggregate reflection data from the team to author their own reflection. This is a great way to recognize the team's work and also makes reflection importing between teams much more powerful. In order to do this, the manager must wait to complete their reflection until after their team has completed their reflections. Then, the manager can go through their the team's reflections and select responses to aggregate in their own reflection.

(Response aggregation is only available on paid Koan plans. Learn more about our pricing here.)

Enabling Aggregation

You can enable response aggregation for any team you manage or administer by visiting Team Settings > Reflection. Then you will need to scroll down to Advanced and select the toggle "Team Aggregation" to ON. Once you do so, you will receive the notification to complete you reflection the day after your team receives theirs (increasing the likelihood that your team has submitted their reflections before you are asked to complete yours).

Note: you must be a team manager or admin to enable aggregation.

Aggregating responses

Once your team has submitted their reflections (but before you've authored yours), you can aggregate responses by visiting individual team members' reflections and checking off the progress, priorities, or concerns you would like to cite in your own reflection.

The aggregated responses will be automatically transferred to your own reflection, where you can edit or extend them with additional responses of your own.

Did this answer your question?