<aside> 💡 Notion Tip: Use this template to analyze a project’s success (or lack thereof) and create action items that will help prevent repeat mistakes. You can use this template to capture all key highlights from your post-mortem meeting.

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Meeting details

Project: New template gallery

Time limit: 30 mins

Moderator: @Sohrab Amin

Note taker: @Ben Smith

Project metrics

Cost — Insert the projected cost of the project

Schedule — Insert the agreed timeline

Scope — Insert a summary of the scope of work and deliverables

Project milestones

Use this space to lay out the major points in the timeline of the project, and the achievements and obstacles you experienced. These notes will form the basis of your brainstorm for action items you can take in the future.

👇 Click Add a new milestone to create a new milestone

🎨 Design approval — January 3, 2022

Achievements

Add your achievement below as a toggle block with it’s associated category (cost, schedule or scope)

Build was completed quicker than expected (Schedule)

Obstacles

Add your obstacle below as a toggle block with it’s associated category (cost, schedule or scope)

Design approval came too late (Schedule)

👥 Hired 3 contractors — January 7, 2022

Achievements

Add your achievement below as a toggle block with it’s associated category (cost, schedule or scope)

Obstacles

Add your obstacle below as a toggle block with it’s associated category (cost, schedule or scope)

Action items

Once you’ve compiled a list of all action items and split them up into people, process and project, you can begin your post mortem analysis by clicking the By category drop down and selecting By prioritization view. Order your action items by following the MOSCOW method.