Enhance project success with our Post-Mortem Template. It guides you through thorough review, validation, lessons learned, and valuable recommendations for future projects.
1
Select a post-mortem team
2
Set a date for the meeting
3
Prepare an agenda for the meeting
4
Document the purpose of the project
5
Collect data from project milestones
6
Review project timeline
7
Analyze project budget
8
Identify accomplished objectives
9
Analyse any unaccomplished objectives
10
Approval: Goals Assessment
11
Identify positives from the project
12
Identify any lessons learned from the project
13
Approval: Lessons Learned
14
Identify areas for improvement
15
Recommend changes for future projects
16
Prepare a post-mortem report
17
Approval: Post-Mortem Report
18
Communicate findings to stakeholders
19
Retrieve feedback from stakeholders
20
Store post-mortem report for future reference
Select a post-mortem team
Choose a group of individuals who will be responsible for conducting the post-mortem. They will be responsible for analyzing the project and making recommendations for future projects. Consider including team members with different perspectives and expertise.
Set a date for the meeting
Decide on a date and time for the post-mortem meeting. Choose a time that works for all team members and allows for sufficient discussion and analysis.
Prepare an agenda for the meeting
Create an agenda that outlines the topics to be discussed during the post-mortem meeting. This will help keep the discussion focused and ensure that all relevant areas are covered.
Document the purpose of the project
Clearly define the purpose of the project. This will serve as a reference point throughout the post-mortem process and help evaluate the project's success in achieving its objectives.
Collect data from project milestones
Gather data and information from key project milestones. This will provide a comprehensive view of the project's progress and help identify areas for improvement.
Review project timeline
Assess the project timeline to identify any delays or challenges that may have impacted project outcomes. Analyzing the timeline will help identify any areas for improvement in future projects.
Analyze project budget
Evaluate the project budget to determine if it was effectively managed and allocated. Analyzing the budget will help identify any financial challenges or successes that can inform future projects.
Identify accomplished objectives
Identify and list the objectives that were successfully achieved during the project. This will help evaluate the project's overall success and identify areas of strength.
Analyse any unaccomplished objectives
Assess any objectives that were not achieved during the project. Identify the reasons for these shortcomings and consider how they can be addressed in future projects.
Approval: Goals Assessment
Will be submitted for approval:
Identify accomplished objectives
Will be submitted
Identify positives from the project
Identify and highlight the positive aspects of the project. This can include successful outcomes, valuable lessons learned, or positive feedback received.
Identify any lessons learned from the project
Reflect on the project and identify any valuable lessons learned. Consider what worked well and what could be improved in future projects.
Approval: Lessons Learned
Will be submitted for approval:
Identify any lessons learned from the project
Will be submitted
Identify areas for improvement
Identify and document areas of the project that could be improved. This can include process inefficiencies, communication challenges, or areas where resources were not effectively utilized.
Recommend changes for future projects
Based on the analysis conducted during the post-mortem, make recommendations for changes or improvements to be implemented in future projects. Consider how the identified areas for improvement can be addressed and what actions should be taken.
Prepare a post-mortem report
Compile all the findings and analysis into a comprehensive post-mortem report. This report will serve as a reference and guide for future projects and decision-making processes.
Approval: Post-Mortem Report
Will be submitted for approval:
Prepare a post-mortem report
Will be submitted
Communicate findings to stakeholders
Share the post-mortem findings and recommendations with relevant stakeholders. This can include project sponsors, team members, or other key individuals or groups.
Retrieve feedback from stakeholders
Seek feedback from stakeholders regarding the post-mortem findings and recommendations. This feedback will help validate the analysis and ensure that all perspectives are considered.
Store post-mortem report for future reference
Save the post-mortem report for future reference. This will allow for easy access to the findings and recommendations for future projects.
