# A27 — Team Health and Development Record

## Artifact Metadata

| Field | Value |
|---|---|
| **Artifact ID** | A27 |
| **Artifact Name** | Team Health and Development Record |
| **Artifact Type** | Team development and health artifact |
| **Source Type** | synthesis |
| **Governance Layer** | Delivery Ways of Working · PMO Governance |
| **Version** | 1.0.5 |
| **Status** | Active |

---

## Purpose

Track team capability growth, health signals, coaching actions, and development needs in one practical record. Supports the project manager, delivery lead, and PMO coach in maintaining team effectiveness and identifying intervention needs.

---

## When Used

- During execution at periodic team reviews (e.g., retrospectives, sprint reviews, health checks)
- When coaching interventions or development actions are required
- At closure to inform final team development observations

---

## PMI Authority

| Field | Detail |
|---|---|
| **Primary PMI Source** | PMBOK8 |
| **Exact Section** | Guide, Resources Performance Domain; Appendix X2; PMO-Guide |
| **Purpose of Citation** | Support team development, capability improvement, and PMO coaching services where relevant |
| **Source Type** | synthesis |

---

## Performance Domains

Resources · Stakeholders

## Focus Areas

Executing · Monitoring and Controlling · Closing

## Related Processes

- Lead the Team
- Manage Project Knowledge
- Monitor and Control Resourcing

---

## Inputs

- Retrospective insights and team observations
- Coaching feedback from PMO or external coaches
- Capability goals from A26 Resource Capacity and Acquisition Record
- Performance signals from A17 Integrated Performance Reporting Record

---

## Outputs

- Improvement and learning actions
- Health trend observations
- Training or coaching referrals
- PMO or HR escalation recommendations (when required)

---

## Core Fields

| Field | Description |
|---|---|
| Health observations | Signals of team effectiveness, collaboration, or wellbeing |
| Capability gaps | Skills or knowledge areas requiring development |
| Coaching actions | Specific coaching interventions agreed and assigned |
| Learning actions | Training, mentoring, or knowledge-transfer activities |
| Trend notes | Direction of change since last review |
| Owner and follow-up date | Role responsible and next review date |

---

## Ownership and Authority

| Role | Holder |
|---|---|
| **Owner** | Delivery lead, project manager, or PMO coach as assigned |
| **Approval Authority** | Usually none for routine updates; PMO or HR involvement only when organizational intervention is required |
| **Escalation Trigger** | Organizational intervention or HR-sensitive action is needed |

---

## Tailoring Guidance

Merge health observations, development actions, and performance support notes into one lean record. Privacy considerations may require that sensitive individual performance data is handled separately from team-level health observations — document the handling approach in A34 (Information Retention and Records Control Record) if applicable.

---

## Waste Test

**Fail if:** Maturity trackers, psychological safety surveys, and coaching logs are produced on schedule but no improvement actions, training decisions, or intervention referrals result. Observation without action is waste.

---

## Migration Map (v1.0.2 → v1.0.5)

| Legacy Item | Legacy Name | Action |
|---|---|---|
| 187 | Team Progression Tuckman Dynamic Stage Tracker | MERGE TO A27 |
| 188 | Psychological Safety Workplace Friction Index | MERGE TO A27 |
| 189 | Team Performance Assessment Appraisal Workbook | MERGE TO A27 |
| 212 | Project Management Professional Competency Framework | MERGE TO A27 |
| 213 | Customized Professional Mentorship Agreement Log | MERGE TO A27 |
| 214 | Individual Professional Growth Roadmap | MERGE TO A27 |

---

## Related Artifacts

| Artifact | Relationship |
|---|---|
| A26 Resource Capacity and Acquisition Record | Capability gaps in A27 may trigger acquisition or reallocation in A26 |
| A23 PMO Improvement Backlog | Recurring team-capability patterns escalate to PMO improvement actions |
| A30 Knowledge and Lessons Management Record | Team development insights feed lessons and reusable practices |
| A09 Delivery Approach and Team Operating Agreement | Team norms and working agreements form the context for A27 health observations |
