Pick a cadence and keep it short
Monthly works for most small teams. Keep it to 45 minutes and hold it even in a quiet month.
Bring a few numbers, not a dashboard
Share ticket volume, first reply time, the top three causes and anything unusual. Numbers start the conversation, they do not end it.
Ask three plain questions
What went well, what slowed us down and what should we change? Let agents answer before managers do.
Keep it blameless
Talk about the process, not the person. If a mistake is named, ask what made it easy to make.
End with two or three changes and an owner
Write each change, who owns it and when you will check. Start the next retro by reviewing them.