In my organization, Jira is not an official EPMO project management tool (MS Project is). Last year only ~ 2% of our projects were in Jira. Our Organizational Leadership Team is looking for ways to monitor team health for all teams.
Can the Team Playbook be used/relevant for teams not using JIRA?
Absolutely! The Team Playbook is completely independent of any of Atlassian's software. While they do have some templates that can be used in Confluence, it's really not necessary at all.
There's also a Spotify Squad Health Check which is similar to the Atlassian Health Monitors. I haven't tried it yet because I've been using the health monitors, which has been helpful.
Angela, we purposely published the Team Playbook to be tool agnostic. That said, lots of teams do benefit from tracking results, actions, and updates, in a tool. Helps for sharing, follow up and driving continual improvement. So if you are a Confluence customer, you get the templates in Cloud or Server for free.
In addition, we've added the templates on the site in generic form for you to work with on any tool. Or just on good old fashioned pen and paper ;-)
You specifically mention "leadership" in your question. One bit of advice. I've seen significantly better adoption and value in organisations where the leaders have done a Leadership Health Monitor, and then the other teams do a Project Team Health Monitor. The reason I mention this, is that the temptation for leaders is to get teams to assess their health, without realising that they might be the cause of some of the problems.
Give them a try and please let us know how you progress.
