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Document your retrospectives using this easy to use document template. It includes best collaboration practices and a sample agenda. You can also use the same retrospective doc for one or many teams and document each successive retrospective on its own page.

Retrospectives are essential for all teams to analyze what's working and where they can improve. But setting up the right process and tools to make them successful can take time. That’s why we’ve created ClickUp’s Retrospective Template!

The Retrospective Template helps you organize, document, and progress on your project with:

  • Pre-built reviews to easily capture team feedback
  • Actionable ideas to implement improvements
  • A dedicated space for open discussion and collaboration

Whether you’re doing a sprint review or just a quick check-in, our template will help you get the most out of every retrospective—all in one place!

Benefits of a Retrospectives Template

Retrospectives are a great way to identify problems, celebrate wins, and improve team dynamics. When you use a retrospectives template, you:

  • Can quickly set up a retrospective meeting and ensure everyone’s voice is heard
  • Have a structure to help guide the discussion, keeping it on track and on topic
  • Can capture key insights and action items in a concise way
  • Can identify patterns or issues that may not have been uncovered without a template

Main Elements of a Retrospectives Template

ClickUp's Retrospectives Template is designed to help you capture ideas and thoughts after a project is completed. This Doc template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the different stages of your retrospectives projects
  • Custom Fields: Categorize and add attributes to manage your retrospectives projects to quickly and easily visualize progress
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve retrospectives tracking with comment reactions, checklists, automations, AI, and more

How to Use a Retrospectives Template

Retrospectives are a great way to reflect on past projects and learn from our successes and failures. Follow these steps to make the most of the Retrospectives Template:

1. Identify the project

The first step is to identify the project for which you will be having a retrospective. This could be a project that was just completed, or an ongoing project that you are currently working on.

Create a Goal in ClickUp and assign tasks related to the project.

2. Gather the data

Gather all relevant data that can help inform your retrospective. This includes things like meeting notes, task lists, project stats, and any feedback or insights from team members.

Organize the data you've gathered in a Doc in ClickUp to make it easy to access.

3. Set the context

Before starting the retrospective, it's important to set the context and make sure everyone is on the same page. This could include a brief overview of the project, the goals, and any key takeaways.

Use a Board view in ClickUp to quickly organize the project data into a visual format.

4. Ask questions

During the retrospective, make sure to ask open-ended questions that can help you gain insights and uncover potential problems. Questions like "What do you think went well?" and "What do you think we can improve?" are great starting points.

Create a task list in ClickUp to keep track of questions that need to be addressed during the retrospective.

5. Brainstorm ideas

Now that you’ve identified areas of improvement, it’s time to brainstorm ideas and solutions. Involve everyone in the discussion and encourage everyone to share their thoughts.

Use a Whiteboard in ClickUp to brainstorm ideas and come up with potential solutions.

6. Follow up

Once you have a plan of action, make sure to follow up and ensure that the changes are being implemented. This could mean setting up recurring tasks, automation, or even setting up email reminders.

Create recurring tasks in ClickUp to ensure that your plan of action is followed through.

Get Started with ClickUp's Retrospectives Template

Teams and organizations can use this Retrospectives Template to help everyone stay on the same page when it comes to reflecting on past projects and learning from experiences.

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.

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Now you can take advantage of the full potential of this template to conduct effective retrospectives:

  • Create a project for each retrospective goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Retrospectives Template Today

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