INCIDENT POSTMORTEM CHECKLIST

X	ITEM	ASSIGNED TO	NOTES
Initiate the postmortem process for a new incident.
Schedule a meeting within a few days after the event to discuss the incident. Invite attendees to the postmortem meeting via a shared calendar to encourage transparency and a blameless culture.
Investigate the incident and begin writing a postmortem report.
Create a detailed incident timeline that includes a chronological breakdown of events, what information was available at the time, and what decisions were made.
Conduct an analysis of the incident to identify the impact and the root cause.
Review your postmortem content before the meeting.
Create tickets for follow-up actions.
Write the external messaging that you will share with customers.
Conduct the postmortem meeting.
Share the postmortem report and key learnings with internal stakeholders.

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.