Project Post Mortem

  • Advanced features for complex needs
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
This template will help manage all the matters that must be discussed in a Project Post-Mortem meeting. Through the different features of this template, efficient discussion during the meeting can be achieved for an advanced project.

Project post mortems are essential for learning from past mistakes and ensuring success in future projects. The perfect template helps you identify areas to improve, allowing you to plan more effectively for your next project.

ClickUp's Project Post Mortem Template makes it easy to collect and analyze feedback from all stakeholders, so you can:

  • Analyze successes, failures, and trends
  • Identify opportunities for improvement
  • Capture key learnings that can be applied to future projects

Whether you’re a first-time project manager or an experienced pro, ClickUp's Project Post Mortem Template is the perfect tool for unlocking the best possible outcome.

Benefits of a Project Post Mortem Template

Project post mortems are a great way to learn from your successes and failures. A post mortem template helps ensure you capture the key information you need to identify and correct mistakes. Here are just some of the benefits of using a project post mortem template:

  • Helps to identify areas for improvement in both the implementation and communication of project tasks
  • Provides a structured format for documenting issues, insights, and lessons learned from the project
  • Enables teams to identify and address any underlying problems that led to project failure or success
  • Makes it easier to track and monitor progress, so you can continuously improve on future projects

Main Elements of a Project Post Mortem Template

ClickUp's Project Post Mortem Template is designed to help you analyze a project retrospectively for future improvements. This List template includes:

  • Custom Statuses: Create tasks with custom statuses such as Investigation, New Entry, Resolved, and Unresolved to keep track of the progress of each issue
  • Custom Fields: Categorize and add attributes to manage your tasks and provide visibility into the project's sector, resources, category, and root cause
  • Custom Views: Open 6 different views in different ClickUp configurations, such as the Insight Input Form, Pending Tasks, Status, Post Mortem Meeting Board, Getting Started Guide, and more
  • Project Management: Improve post mortem project tracking with comment reactions, automations, AI, and more

How to Use a Project Post Mortem Template

Project postmortems are an important part of any project. Not only do they help you evaluate the success of a project, but they also provide valuable insight into how you can improve future projects. Here are four steps to help ensure a successful postmortem:

1. Gather data

Collect data throughout the project's lifecycle to get an accurate picture of what happened. This could include project timelines, task completion rates, budget tracking, and customer feedback.

Create custom fields in ClickUp to track key pieces of data and metrics.

2. Analyze the data

Once the data is collected, analyze it to better understand how the project performed. Were there any major changes or delays? Did the team meet their deadlines? What could have been done differently.

Use the Gantt Chart view in ClickUp to track project progress.

3. Create the postmortem document

Now, it’s time to create a document to summarize the project and the data collected. Include any key takeaways and lessons learned, as well as a list of action items to help guide future projects.

Create a Doc in ClickUp to write up your postmortem and share it with your team.

4. Share feedback and take action

Once the postmortem is complete, share it with your team and stakeholders to ensure everyone is on the same page and to get their feedback. Then, use the insights to make changes and improve future projects.

Create tasks in ClickUp to assign action items and set deadlines for implementing changes.

Get Started with ClickUp's Project Post Mortem Template

Project teams can use this Project Post Mortem Template to help everyone stay on the same page when it comes to reviewing project results and learning from mistakes.

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 review the success of a project:

  • Use the Insight Input Form View to capture feedback from stakeholders and team members
  • The Pending Tasks View will help you keep track of tasks that need to be resolved
  • The Status View will allow you to keep track of the progress of each task
  • The Post Mortem Meeting Board View will give you a space to discuss the overall success of the project
  • The Getting Started Guide View will have all the instructions and guidance you need to get started
  • Organize tasks into four different statuses: Investigation, New Entry, Resolved, Unresolved, to keep track of progress
  • Update statuses as you review tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Project Post Mortem Template Today

Related Templates

Template details