PMO-04.06.06 Phase 04: Planning

Team Psychological Safety and Wellbeing Index

مؤشر الأمان النفسي وصحة الفريق

tasleemat asset PMO-04.06.06 template --lang en

Deliverable Summary & Governance Boundaries

Lifecycle Phase Alignment

Phase 04: Planning

Sizing Tier Requirements

Validation Contract

This deliverable conforms to a strict companion Draft 2020-12 JSON Schema for automated structural and semantic validation.

tasleemat validate PMO-04.06.06 ./completed_data.json

Template Markdown (Bilingual)

<!-- LLM INSTRUCTIONS: Fill in the [ Add details... ] placeholders based on project context.

Context and Definition: A formal human-centered leadership diagnostic tool measuring team psychological safety, cognitive load distribution, and collaborative well-being to sustain high performance.

Section Instructions:
- Assessment Baseline: Provide comprehensive data for all fields.
- Psychological Safety Dimensions: Provide comprehensive data for all fields.
- Cognitive Load and Well-being: Provide comprehensive data for all fields.
-->

<h3 dir="ltr" align="right">{{Company_Name}}</h3>
<h2 dir="ltr" align="right">{{Project_Name}} - {{Project_ID}}</h2>
<h1 dir="ltr" align="center">TEAM PSYCHOLOGICAL SAFETY AND WELLBEING INDEX</h1>

| **Date Prepared:** {{Current_Date}} | **Project Manager:** {{Project_Manager_Name}} | **Prepared By:** {{Prepared_By}} |
| :--- | :--- | :--- |

---

## Assessment Baseline

**Assessment Period and Cadence:**
[ Add details... ]

**Facilitator and Working Model:**
[ Add details... ]

**Team Response Participation Rate:**
[ Add details... ]

---

## Psychological Safety Dimensions

**Vulnerability and Open Inquiry Score:**
[ Add details... ]

**Constructive Dissent and Innovation Score:**
[ Add details... ]

**Blameless Culture and Mutual Support Score:**
[ Add details... ]

---

## Cognitive Load and Well-being

**Cognitive Load and Overtime Health:**
[ Add details... ]

**Focus Time and Meeting Load Ratio:**
[ Add details... ]

**Well-being Action and Working Agreement Update:**
[ Add details... ]

---

### Sign-off and Approvals

| Role | Name | Signature | Date |
| :--- | :--- | :---: | :---: |
| **Team Lead / Scrum Master** | {{Scrum_Master_Name}} | _______________________ | [ .... - .... - .... ] |
| **Project Manager** | {{Project_Manager_Name}} | _______________________ | [ .... - .... - .... ] |
| **People & Culture Partner** | {{HR_Partner_Name}} | _______________________ | [ .... - .... - .... ] |
---

<div dir="ltr" align="right" style="margin-top: 20px; font-size: 12px; color: #7f8c8d;">
  <span>Electronic Audit Trail: Hash SHA256: {{Audit_Trail_SHA256_Hash}}</span> <br>
  <strong>Template:</strong> TEAM PSYCHOLOGICAL SAFETY AND WELLBEING INDEX | <strong>Ref:</strong> PMO-04.06.06 <br>
  <i>Generated on: {{Current_Timestamp}}, by <a href="https://github.com/fakhruldeen/Tasleemat/" style="color: #7f8c8d;">Tasleemat</a></i>
</div>

User Guide & Practitioner Instructions

Tasleemat Forms Guide

Project Artifact: Team Psychological Safety and Wellbeing Index

Document Reference: PMO-04.06.06

This document provides a comprehensive, professional reference to understand the purpose and effective usage of the Team Psychological Safety and Wellbeing Index in alignment with the Tasleemat framework and PMI PMBOK standards.

1. What?

A formal Tasleemat-aligned project artifact known as the Team Psychological Safety and Wellbeing Index. A formal human-centered leadership diagnostic tool measuring team psychological safety, cognitive load distribution, and collaborative well-being to sustain high performance.

2. Why?

Because without a structured team psychological safety and wellbeing index, strategic execution risks misalignment, lack of objective telemetry, and compromised governance.

3. When?

This artifact is prepared during project lifecycle activities and refreshed across iterative cycles.

4. Who?

Responsibilities: Prepared by the designated project lead and approved by accountable governance authorities.

Tailoring Tips

Scale the depth of analysis to match organizational complexity, regulatory standards, and delivery cadence.
Ensure all key cross-functional stakeholders are actively engaged throughout lifecycle reviews.

Alignment & Dependencies

1. Pre-requisites & Inputs (Upstream Dependencies)

Mandatory:
- Enterprise Strategic Plan
Optional / Contextual:
- Project Charter (PMO-03.01)

2. Downstream Dependents

Mandatory:
- Project Governance and Performance Records

5. How?

Fill out each section carefully following the specific field guidance provided below:

Assessment Baseline

Assessment Period and Cadence: The evaluation sprint, sprint cadence, and designated survey period for measuring team psychological safety and cognitive well-being.
Facilitator and Working Model: The designated agile coach, scrum master, or people lead facilitating the assessment, and the team's working arrangement (Co-located, Hybrid, or Fully Remote).
Team Response Participation Rate: The percentage of team members participating in the anonymous assessment to validate sample representation.

Psychological Safety Dimensions

Vulnerability and Open Inquiry Score: Aggregated rating reflecting team members' comfort in asking questions, admitting mistakes, and seeking help without fear of penalty.
Constructive Dissent and Innovation Score: Aggregated rating reflecting psychological comfort in challenging assumptions, proposing novel ideas, and offering dissenting views.
Blameless Culture and Mutual Support Score: Aggregated rating reflecting perceived team trust, peer collaboration, and constructive root-cause problem solving.

Cognitive Load and Well-being

Cognitive Load and Overtime Health: Quantitative assessment of sustained work pressure, cognitive context-switching frequency, and overtime hours worked.
Focus Time and Meeting Load Ratio: Ratio of uninterrupted deep-work focus time compared to total hours spent in synchronous meetings and ceremonies.
Well-being Action and Working Agreement Update: Agreed interventions, meeting hygiene rules, focus-block policies, or team charter amendments enacted to protect team vitality.

6. Reference Example

A fully completed, gold-standard reference example illustrating this artifact in practice is available:

📖 Completed Example: 04_06_06_Team_Psychological_Safety_and_Wellbeing_Index_Example.md

LLM Generation Prompt & Agent Instructions

TEAM PSYCHOLOGICAL SAFETY AND WELLBEING INDEX - LLM GENERATION GUIDE

System Prompt / Instructions: This document serves as the detailed instruction set for generating the TEAM PSYCHOLOGICAL SAFETY AND WELLBEING INDEX. When asked to populate this form, use the guidance provided for each section below to accurately generate the required content. Reference parameters.md for global project variables.

Context & Definition: A formal human-centered leadership diagnostic tool measuring team psychological safety, cognitive load distribution, and collaborative well-being to sustain high performance.

Alignment: This team psychological safety and wellbeing index must be aligned with standard PMI PMBOK principles.

Assessment Baseline

Assessment Period and Cadence

Instruction: The evaluation sprint, sprint cadence, and designated survey period for measuring team psychological safety and cognitive well-being.