The premortem is a powerful tool for predicting possible failure before it happens. It helps teams anticipate potential pitfalls, spot warning signs, and plan for the future.

ClickUp's Premortem Template makes it easy to uncover hidden risks and plan for success. With this template, you can:

  • Identify areas of risk and develop mitigation plans
  • Encourage cross-team collaboration to uncover blind spots
  • Visualize the process and track progress towards goals

Whether you’re launching a new product or undertaking a complex project, ClickUp's Premortem Template will help make sure everything goes according to plan!

Benefits of a Premortem Template

Premortems can provide a valuable tool for project teams to plan for the unexpected and identify potential issues before they become major problems. Some of the benefits of using a premortem template include:

  • Prompting critical thinking about the project and its potential risks
  • Helping to identify and address potential issues before they become major problems
  • Suggesting alternative strategies for success and ways to reduce the impact of potential risks
  • Encouraging creative problem solving and collaboration among team members

Main Elements of a Premortem Template

ClickUp's Premortem Template is designed to help you prepare for potential problems and risks on a project or goal. This List template includes:

  • Custom Statuses: Mark task status such as Complete, Discussing Now, and To Discuss to keep track of the progress of each task
  • Custom Fields: Use 3 different custom attributes such as Impact Resolution, Discussion Stage, and Project Team, to save vital information about tasks and easily visualize task data
  • Custom Views: Open 4 different views in different ClickUp configurations, such as the Task List, Discussion Board, Premortem Meeting Form, and Getting Started Guide so that all the information is easy to access and organized
  • Project Management: Improve premortem tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Premortem Template

A premortem is a powerful tool for helping teams anticipate potential risks and develop plans to mitigate them. It can be used in any area, from finance to product development, and is a great way to get everyone on the same page and ensure that everyone is prepared and ready for success. Here are five steps for getting the most out of a premortem:

1. Establish a timeline

Before starting the premortem, make sure you have a timeline for the project. Having an end date and a timeline for each step will help keep everyone on track and ensure that no important tasks or discussions are forgotten.

Use the Gantt Chart view in ClickUp to clearly visualize your timeline and make sure everyone is on the same page.

2. Brainstorm potential risks

Once you have a timeline established, the next step is to brainstorm potential risks. Ask each team member to come up with a list of risks they think could arise in the course of the project.

Use a Whiteboard in ClickUp to make a visual representation of the risks associated with your project.

3. Assign tasks and set deadlines

Once you have identified the risks associated with the project, it's time to assign tasks and set deadlines for addressing them. Make sure that each team member has a clear understanding of their role and the timeline for completion.

Use tasks in ClickUp to assign tasks to team members and set deadlines.

4. Monitor progress

As the project progresses, it's important to keep an eye on each team member's progress and make sure that tasks are being completed on time.

Use the Board view in ClickUp to track progress and check in with team members as needed.

5. Review and revise

Once all tasks have been completed, it's time to review the premortem and make changes as needed. Make sure to take into account any changes that have occurred since the premortem was created.

Use the Table view in ClickUp to review and revise the premortem.

Get Started with ClickUp's Premortem Template

Teams/Groups can use this Premortem Template to help everyone stay on the same page when it comes to identifying potential risks and planning for contingencies.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to ensure successful projects:

  • Use the Task List View to keep track of all tasks related to the project
  • The Discussion Board View will give stakeholders a place to share ideas and discuss potential risks
  • The Premortem Meeting Form View will help you plan and structure your premortem meeting
  • The Getting Started Guide View will provide helpful tips and resources to get you started
  • Organize tasks into three different statuses: Complete, Discussing Now, To Discuss, to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Premortem Template Today

Related Templates

Template Includes

    • COMPLETE, DISCUSSING NOW, TO DISCUSS

  • Impact / Resolution
  • Discussion Stage
  • Project Team

  • Task List
  • Discussion Board
  • Premortem Meeting Form
  • Getting Started Guide
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