1、 Project Name Post-Mortem Presentation TemplatePerformance Against GoalsActual:summarize what really happened in relationship to goalsList progress against metricsGoal:state original goal or goals of projectList key metrics(items for measuring success)Performance Against SchedulePlan:summarize origi
2、nal schedule of projectList key milestonesActual:summarize what really happened in relationship to planList differences in terms of original dates(x weeks late,x months early,etc.)Performance Against QualityQuality goal:state original quality goal or goals for the projectList key metrics(items for m
3、easuring success)Actual:summarize what really happened in relationship to quality goalsList progress against metricsPerformance Against BudgetBudget:state original quality goal or goals for the projectList key cost goals,expenditure limitsActual cost/expenditures:summarize what really happened in re
4、lationship to budgetList progress against goals&limitsPost-Mortem By DepartmentProject Planning How Was the Project Planned?Who was responsible for original plans?How did that work?Right set of people?Was project well defined from beginning?Was there an actual written plan?How was project plan commu
5、nicated?How well did that work?Project Planning Was the Plan the Right One?Was the plan a good one?What was good?What was missing?Was the plan realistic?How did the plan evolve over time?Was the change good or bad?How did the changes affect the project?Key areas for improvement:Make very specific re
6、commendations.Research&Development How Was R&D Managed?How was the project managed through R&D?How many teams,number of people,reporting structure,etc.How well did that work?Improvements?How did the R&D teams communicateWhat methods,timing,etc.How well did that work?Research&Development How Effectiv
7、e&Efficient Was R&D?Identifying&solving technical problemsWere issues identified early enough?Were problems solved well?What worked?Didnt work?Could be better?Estimates&executionWere estimates on track with actuals?What helped people estimate well?What caused people to estimate poorly?Project Manage
8、ment How Was the Project Managed?Meetings:who/when/how oftenHow well did this work?Communication:who/when/how oftenHow well did this work?Changes:how tracked,communicatedHow well did this work?Other methods:email,schedules,databases,reports,etc.ManufacturingWas team properly prepared to receive prod
9、uct?BOM&paperwork complete&accurate?Materials ordered&ready?Did product meet manufacturability goals?Were there unexpected delays or problems?Quality Assurance&SupportHow was product quality measured?Was this effective?Efficient?How did final product compare against quality goals?How were quality is
10、sues resolved?Were support teams properly prepared?Is product quality consistent with support resources?MarketingDid positioning match final product?Was positioning successful?Appropriate?Effective?Was product launch effective?Were marketing programs effectively implemented?Did product&launch meet m
11、arketing goals?SalesWas channel&sales force appropriately informed about product?Did product and message meet customer need?Was timing appropriate?Cost?How do initial sales compare to goals?How has product been received?Key LessonsWhat Went RightSummarize in quick bullet points specific things that
12、worked wellUse specific examples:“daily 15-minute morning status meetings worked well”instead of“team communicated well”.Distribute or list network location of forms,procedures,reports,etc.that were found to be particularly useful.What Went WrongSummarize in quick bullet points specific things that
13、caused problemsTry to isolate specific attitudes,procedures,methods,timing issues,etc.that caused problemsHow did team respond to problems?RecommendationsBy department or management level,record critical recommendations for future products of this typeDistribute document or network location of more detailed summary of this presentationQuestions&Comments
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