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Confidence vote template

Ask peers to rate their confidence in a plan using “fist to five” or “five finger voting.”

Confidence vote

A confidence vote template is a quick and easy to gauge how your team feels about a project, decision, or upcoming change. It’s a great tool for encouraging open, honest feedback and helping teams stay aligned as they move through key milestones. In fact, 73% of employees do better work when collaborating, and our confidence vote template is the perfect way to kickstart this trend.

By using the confidence vote template, you can spot potential issues early and make smarter decisions. With just a simple scale, you can see at a glance whether everyone’s on the same page or if there are concerns that need attention. It’s easy to implement, keeps everyone aligned, and helps leaders make data-driven decisions to keep projects moving forward.

The confidence vote template helps you:

  • Gauge team alignment: When teams collaborate, workplaces see 30% higher productivity. Use this template to quickly assess how confident the team is about the progress or success of a project, decision, or plan.

  • Identify risks early: Spot potential concerns or areas of low confidence before they become bigger issues.

  • Encourage open feedback: Foster honest communication by giving team members a simple and inclusive way to share their opinions. 

  • Make informed decisions: Use the collective confidence levels to guide whether to proceed, adjust, or reevaluate a course of action.

When to use the confidence vote template

A confidence vote template is useful in various scenarios to gauge team sentiment and make informed decisions. Here are some great times to use it:

  • During project milestones: Assess if the team feels on track after completing key deliverables or stages.

  • Before major decisions: Gauge sentiment before making critical decisions like strategy shifts or budget approvals.

  • When assessing risk: Measure confidence in managing potential risks or uncertainties.

  • During sprint retros: Get feedback on progress and process at the end of each sprint for continuous improvement.

  • Tracking project progress: Regularly assess project health and identify potential issues early.

How to use the confidence vote template

Step 1: Define the purpose

Clearly state what you are seeking feedback on. Are you voting on project progress, a decision, or the risk level of a plan? The purpose should be specific so participants know what they’re voting on.

Step 2: Set the confidence scale

Choose a scale for voting. It can look something like this:

  • 1-5 scale: 1 = Not confident at all, 5 = Extremely confident.

  • Low, Medium, High: This scale should be simple and easy for participants to understand quickly.

Step 3: Gather votes

Have each participant vote privately or anonymously, depending on your preference. You can use tools like online survey platforms or simply ask for verbal votes in meetings. If using a digital template, participants can click or select their confidence level.

Step 4: Review and analyze results

Collect the votes and look for patterns. If most participants show high confidence, the plan is likely on track. If there’s a significant amount of low confidence, it’s time to dig deeper into concerns and possible risks.

Step 5: Discuss and take action

Based on the results, either address concerns (if confidence is low) or reinforce strengths (if confidence is high). A low confidence vote should lead to a discussion about potential adjustments or additional support, while high confidence can be a signal to move forward confidently.

Tips for using the confidence vote template

  • Set clear expectations for voting: Before using the confidence vote, clearly define what the vote is assessing (e.g., project progress, decision readiness, risk management). Ensure everyone understands the scale and what each level of confidence means, so the results are meaningful and actionable.

  • Encourage honesty: Create a safe environment where participants feel comfortable expressing their true feelings. The value of the vote lies in getting honest feedback, so ensure that team members know their input is valued and won’t be penalized.

  • Act on the results: After gathering votes, analyze the results and take appropriate steps based on the feedback. If confidence is low, use the insights to identify and address concerns or risks before moving forward. If confidence is high, reinforce the strengths and keep the momentum going.

Our features help your team make decisions with confidence

Check out how our features can make your confidence vote sessions a breeze.
Sticky notes & text

Sticky notes & text

Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.

Private mode

Private mode

Avoid groupthink and get authentic feedback by allowing collaborators to add content privately.

Anonymous voting

Anonymous voting

Gain consensus and reach alignment quickly, either in real time or asynchronously.

Timer

Timer

Keep collaboration moving forward with a timer to structure and time-box activities.

Summon collaborators

Summon collaborators

Easily direct everyone’s attention to a specific part of the mural — no screen sharing required.

Real-time collaboration

Real-time collaboration

Add more productivity and engagement to meetings and calls with features to guide collaboration.

Confidence vote template frequently asked questions

What is a confidence vote?

Can this template be used in Agile project management?

What are common scenarios for using a confidence vote?

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