Post-Mortem

Template

It's ok if things didn't go as planned. This post-mortem template helps your team identify opportunities to become better together.

Post-Mortem
Clock Icon
Wednesday, August 17, 11.00am - 11.30am
MinimizeClose
BoldItalicsUnderlineFormatBulletNumberedLinkEmojiMentionTagAttach

Recap of Initial Expectations

Give a brief synopsis of the event. Include aspects like plans, timelines, and deliverables if applicable.

Recap of Outcome

Summarize the incident. What happened compared to what should have happened? Provide context so other team members can understand.

Stakeholder Input

Do any key stakeholders have discussion points to contribute? Share this template before the post-mortem meeting to gather feedback.

Roadblocks & Risks

What barriers or unexpected obstacles arose that changed the outcome of this event?

Root Causes

Identify the main cause of each issue above. Be specific. Were objectives clear? Was the schedule realistic? Did any changes in scope occur?

Main Takeaways

Summarize the key insights from this post-mortem. How can we ensure this incident doesn't happen again? What should we do differently next time?

Resources

List any additional resources that can help the team address all risks and root causes identified.

Next Steps

What can be done now? Who is responsible? Clarify any next steps, who's completing them, and when they should be done by. Note this information here to share.

Add to Agenda IconAsana logoSalesforce LogoJira logoFreshdesk LogoTrello LogoZendesk logoPlus Icon
Connect Apps...
Teammates Icon
All Teammates
Post to
Slack Icon
meetings
Save template
Team Icon
@design
Team Icon
@engineering
Team Icon
@marketing
User Icon
Aaron Matthew
User Icon
Bernadette Grant
User Icon
Edith Lewis

How to use this template

Things don't always go as planned. But that doesn't mean you can't plan for a brighter future. Post-mortem meetings present a powerful opportunity for your team to grow. Ensure your insights from these times of reflection translate into value with our post-mortem template.

When done well, post-mortems become a vehicle to help your team continuously improve their work and become better than before. This meeting note template streamlines this process through adaptability, transparency, and action.

Every team has their own unique way of approaching post-mortem meetings. But every meeting requires the same thing to stay on track: an agenda. This post-mortem template is flexible and customizable. So whether you're dealing with product bugs or system downtimes, simplify meetings by tailoring the agenda to uncover the root causes of these outcomes.

Our meeting note template can also be centralized and shared. Before each meeting, share the agenda to easily gather any discussion points and feedback from key stakeholders. You can also keep your entire team aligned about main takeaways after the meeting, even if they weren't in the room. Sharing the post-mortem process and resulting insights keeps your team moving forward together.

Lastly, this post-mortem template empowers your team to take meaningful action. All too often, teams capture the insights without acting upon them later. With seamless integration into your favorite workflow tools and the ability to make your notes assignable actions, your team can start improving immediately after the meeting.

There are no mistakes, only lessons. Growth is a process of trial and error. This meeting note template lets you identify opportunities for improvement and transform them into a reality.

Hugo is a common platform for your team to save and share meeting insights, in real time.
From your meeting notes, Hugo enables you to break down silos and bring everyone into the conversation - whether or not they were in the room during the meeting!
Connect your team in seconds
Hugo Event Page Screenshot