post mortem template
DESCRIPTION
Use this template to find improvement opportunities once a project is over.TRANSCRIPT
Project Retrospective
Dennis Stevenson
April 23, 2008
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To do it better next time
Re`tro*spec"tive\, a. [Cf. F. r['e]trospectif.]
1. Looking backward; contemplating things past; -- opposed to prospective; as, a retrospective view.
What’s the Point?
"retrospective." Webster's Revised Unabridged Dictionary. MICRA, Inc. 22 Apr. 2008. <Dictionary.com http://dictionary.reference.com/browse/retrospective>.
LookingContemplating
Stuff that has already happened
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What will we achieve today?
Identify the major events that led to the outcome Determine root causes for those events Identify monitoring thresholds Develop a shared action plan for the future
(a mini-prospective)
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Key Roles
Facilitator (Dennis)• Keep the meeting on track with the designated processes
• Prevent dominating/hiding/scape-goating behavior
• Enforce the Rules of Engagement
• Remain neutral to the content being shared
Participant (Everyone else)• Participate
• Be honest
• Listen and share
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Rules of Engagement
Talking Stick• Must go to everyone before repeating the cycle
• One person speaks… everyone else listens
• Speaker decides who to pass the stick to next
• Facilitator can remove from the floor to open discussion
No Pronouns (I, We, You, They, Us, Them…) This is not emotional therapy – Stick to the facts.
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Exercise 1 – The Camera Perspective
Describe the result of the Iteration and the observable events which preceded and influenced that outcome
No opinions, no judgments, just the events that happened as a 3rd Party bystander would have seen• Use your knowledge of the events to determine what is
significant
• The camera cannot record those things that did not happen (but perhaps should have) – it can only see the things that happened instead.
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Exercise 1 – The Camera Perspective
On your piece of paper, write down the following: What was the outcome or result of the effort?
• One concise, yet descriptive statement
What were 3-5 key points along the way that were significant in the process?• For recurring events, pick a representative instance
• For events that should have happened, but didn’t share what happened instead
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Exercise 1 – The Camera Perspective
What was the outcome:• • • • • • • • • •
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Exercise 1 – The Camera Perspective
Outcome
EventEvent Event Event Event
EventEvent Event Event Event
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Exercise 2 – Fish Bones
Each major event leading to the outcome had a number of influences and factors that enabled it to happen.
An Ishikawa diagram maps out these forces in a cause-decomposition fashion
Focus on the top 4 events Answer the question… “Why did this happen?”
What underlying situations or events was it addressing?
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Exercise 2 – Fish Bones – Event 1
FactorFactorFactorFactor
FactorFactorFactorFactor
Event
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Exercise 2 – Fish Bones – Event 2
FactorFactorFactorFactor
FactorFactorFactorFactor
Event
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Exercise 2 – Fish Bones – Event 3
FactorFactorFactorFactor
FactorFactorFactorFactor
Event
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Exercise 2 – Fish Bones – Event 4
FactorFactorFactorFactor
FactorFactorFactorFactor
Event
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Exercise 2 – Fish Bones Prioritization
For each event, select the 2 most critical factors that caused the event to happen
Each person gets 3 votes (post-it notes) and count up the most voted Factors
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Exercise 2 – Fish Bones Summary
Event 1
Event 2
Event 3
Event 4
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Exercise 3 – Risk Management Detection
Each of the Events and Factors represents a risk for a successful process going forward.
Risk: An occurrence which has not yet happened, but would negatively impact outcomes if it did.• Risks recognize the probability and impact of harm
Issue: An occurrence which has happened, creating consequences that impair the objective of the activity• Issues focus on ameliorating certain consequences
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Exercise 3 – Risk Detection
Knowing when a risk becomes an issue is a critical factor in keeping a project on track.
At this point, team actions MUST turn from preventing the occurrence to addressing the consequences.
Key Question: “How do I know I’m in trouble?” For each of the 8 Factors in Exercise 2, Identify 1 or
2 ways the team can identify this factor in the future
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Exercise 3 – Risk Detection – Event 1
Factor 1
Factor 2
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Exercise 3 – Risk Detection – Event 2
Factor 1
Factor 2
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Exercise 3 – Risk Detection – Event 3
Factor 1
Factor 2
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Exercise 3 – Risk Detection – Event 4
Factor 1
Factor 2
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Exercise 4 – Action Plan
If a given risk is detected in the future, what should we do?
When a Risk becomes an Issue, certain actions should immediately and automatically go into effect to reduce the consequences.
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Retrospective Summary
Summarize the outcomes and the achievements of the session
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Plus / Delta
Plus
Delta