Post-Mortem Review
Conducts a structured review after project completion or significant event to capture lessons learned and improvement opportunities.
Workflow Stages
Data Gathering
Collect project metrics, documentation, and initial feedback from all team members.
Inputs
- Project performance data
- Budget vs. actual reports
- Feedback survey
Outputs
- Compiled project data
- Survey responses collected
- Initial themes identified
Post-Mortem Meeting
Facilitate a structured discussion with the team to analyze what went well, what did not, and why.
Inputs
- Compiled project data
- Meeting agenda
- Facilitation guide
Outputs
- Discussion notes
- Root cause analysis for key issues
- Success factors identified
Decision Points
- • Are there systemic issues requiring organizational change?
Lessons Learned Documentation
Document the lessons learned in a structured format for organizational knowledge sharing.
Inputs
- Meeting notes
- Root cause analysis
- Lessons learned template
Outputs
- Lessons learned report
- Actionable recommendations
- Knowledge base entry created
Action Item Assignment and Follow-Up
Assign improvement action items to owners and track them to completion.
Inputs
- Actionable recommendations
- Owner assignment list
- Tracking system
Outputs
- Action items assigned with deadlines
- Progress tracked
- Improvement implementations confirmed
Frequently Asked Questions
Who participates in the post-mortem?
All core team members and key stakeholders are invited. Participation is encouraged from everyone who was involved in the project or event.
How are lessons learned shared across the organization?
Lessons learned are published in the organizational knowledge base and highlighted in relevant team meetings. High-impact lessons may be incorporated into process updates or training materials.
Is the post-mortem a blame session?
No. Post-mortems are conducted in a blameless manner focused on understanding system and process factors. The goal is learning and improvement, not assigning fault.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.