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Workflow
Trades & Construction

Post-Mortem Review for Trades & Construction

Conducts a structured review after job completion or significant event to capture lessons learned and improvement opportunities.

Trigger: Job is completed or significant event concludes
Total: 3-7 business days
4 stages
Compliance Note

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.

Workflow Stages

1

Data Gathering

Collect job metrics, documentation, and initial feedback from all team members.

Inputs

  • Job performance data
  • Budget vs. actual reports
  • Feedback survey

Outputs

  • Compiled job data
  • Survey responses collected
  • Initial themes identified
Project Manager
1-2 days
2

Post-Mortem Site meeting

Facilitate a structured discussion with the team to analyze what went well, what did not, and why.

Inputs

  • Compiled job data
  • Site meeting agenda
  • Facilitation guide

Outputs

  • Discussion notes
  • Root cause analysis for key issues
  • Success factors identified
Project Manager
2-3 hours

Decision Points

  • Are there systemic issues requiring organizational change?
3

Lessons Learned Documentation

Job card the lessons learned in a structured format for organizational knowledge sharing.

Inputs

  • Site meeting notes
  • Root cause analysis
  • Lessons learned template

Outputs

  • Lessons learned report
  • Actionable recommendations
  • Knowledge base entry created
Project Manager
1-2 days
4

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
Department Director
Ongoing

Frequently Asked Questions

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.

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 job 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.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.