Project Post-Mortem Templates
Post-Mortem Report Template
You can use this post-mortem report template to analyze and report on any type of project. Simply edit the questions in the report to reflect your specific project. For example, if you need a marketing post-mortem template, include questions for evaluating your marketing-related planning and strategy, campaign methods, or product launch. The marketing team can then provide useful feedback and determine actionable takeaways. Whether your project succeeded or missed the mark, you should create a thorough post-mortem report to understand how you reached the results you did and what you can do in the future to be more effective.
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Project Post-Mortem Checklist
Ensure consistency in your post-mortems by creating a checklist that includes each step in the process. To track efficiency, mark the checkbox and add a completion date as you fulfill each item. Choose from an Excel or PDF checklist template, and edit it to match your project post-mortem requirements.
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Project Post-Mortem Survey Template
Gathering feedback from your project team is a key part of examining the challenges and successes of a project and finding better ways to work together. This survey template provides an easy way to collect information prior to a post-mortem meeting. Find out what went well and what you could have done better so that you can learn from mistakes and improve future projects. Download the template as an Excel, Word, or PDF file, customize the questions based on your project, and share the answers with stakeholders.
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Post-Mortem Meeting Template
You’ll likely schedule a post-mortem meeting within a week of project completion, which leaves little time for preparation. Use the insight you’ve gained from a post-mortem survey or pre-meeting gathering to synthesize the talking points you want to discuss in the meeting. Then organize the agenda with this meeting template. The template includes sections for the date and time of the meeting, the facilitator’s name, the meeting’s objectives, a recap of the project, important lessons, and an action plan. To keep the meeting productive and on track, distribute a copy of the meeting’s agenda to all attendees.
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Software Post-Mortem Template
This template is designed for evaluating a project after completion. The template provides both a broad overview and a deep dive into multiple elements of a project. You can easily modify the template to focus on one aspect of a project, such as software engineering. You can also make the template into an Agile document, so you can conduct retrospectives after each iteration or sprint. Include a project overview, criteria for assessing success, key wins and issues, and ongoing development tasks.
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Incident Post-Mortem Templates
Incident Post-Mortem Checklist
Make your incident post-mortem procedure more efficient with a checklist template that outlines the process from start to finish. The template includes example steps, which you can edit to fit your company’s approach. Add any crucial details about scheduling and conducting the post-mortem meeting, investigating the incident and creating a clear timeline, crafting internal and external messaging, and other post-mortem activities.
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Incident Post-Mortem Report Template
Create a comprehensive incident post-mortem report that includes the following: an incident summary; details about the incident’s severity, impact, and resolution; and a chronological timeline for the incident. List the name of the incident and that of the post-mortem owner, and provide details about contributing factors and corrective actions. After evaluating the incident and identifying lessons learned, use the post-mortem email template below to share the report internally with your organization.
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Post-Mortem Email Template
After completing the post-mortem meeting, use this email template to send a general message about the incident to company employees. Keep the communication brief, with a short summary of the incident and instructions on how to access post-mortem information. The email template gives you a simple outline to follow as you create your own message.
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Root Cause Analysis Template
Identify the root causes of an incident with this analysis template. It includes a series of questions to help you understand what led to the occurrence and what you could have done differently. A root cause analysis is not about placing blame, but rather about gaining clarity in order to implement appropriate solutions and avoid future problems. Combine this template with your post-mortem report to create an in-depth review of incident events, root causes, and planned actions.
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For tips on how to conduct a post-mortem and the right questions to ask, visit our essential guide to business post-mortem.
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