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Project Retrospective Dennis Stevenson April 23, 2008
Re`tro*spec&quot;tive\, a. [Cf. F. r['e]trospectif.] 1. Looking backward; contemplating things past; -- opposed to prospective; as, a retrospective view.  What’s the Point? To do it better next time &quot;retrospective.&quot;  Webster's Revised Unabridged Dictionary . MICRA, Inc. 22 Apr. 2008.  <Dictionary.com  http:// dictionary.reference.com /browse/retrospective >.  Looking Contemplating Stuff that has already happened
What will we achieve today? Identify the major events that led to the outcome Determine root causes for those events Identify monitoring thresholds Develop a shared action plan for the future  (a mini-prospective)
Key Roles Facilitator (Dennis) Keep the meeting on track with the designated processes Prevent dominating/hiding/scape-goating behavior  Enforce the Rules of Engagement Remain neutral to the content being shared Participant (Everyone else) Participate Be honest Listen and share
Rules of Engagement Talking Stick Must go to everyone before repeating the cycle One person speaks… everyone else listens Speaker decides who to pass the stick to next Facilitator can remove from the floor to open discussion No Pronouns (I, We, You, They, Us, Them…) This is not emotional therapy – Stick to the facts.
Exercise 1 – The Camera Perspective Describe the result of the Iteration and the observable events which preceded and influenced that outcome No opinions, no judgments, just the events that happened as a 3 rd  Party bystander would have seen Use your knowledge of the events to determine what is significant  The camera cannot record those things that did not happen (but perhaps should have) – it can only see the things that happened instead.
Exercise 1 – The Camera Perspective On your piece of paper, write down the following: What was the outcome or result of the effort? One concise, yet descriptive statement What were 3-5 key points along the way that were significant in the process? For recurring events, pick a representative instance For events that should have happened, but didn’t share what happened instead
Exercise 1 – The Camera Perspective What was the outcome:
Exercise 1 – The Camera Perspective Outcome Event Event Event Event Event Event Event Event Event Event
Exercise 2 – Fish Bones Each major event leading to the outcome had a number of influences and factors that enabled it to happen. An Ishikawa diagram maps out these forces in a cause-decomposition fashion Focus on the top 4 events Answer the question… “ Why did this happen? ”  What underlying situations or events was it addressing?
Exercise 2 – Fish Bones – Event 1 Factor Factor Factor Factor Factor Factor Factor Factor Event
Exercise 2 – Fish Bones – Event 2 Factor Factor Factor Factor Factor Factor Factor Factor Event
Exercise 2 – Fish Bones – Event 3 Factor Factor Factor Factor Factor Factor Factor Factor Event
Exercise 2 – Fish Bones – Event 4 Factor Factor Factor Factor Factor Factor Factor Factor Event
Exercise 2 – Fish Bones Prioritization For each event, select the 2 most critical factors that caused the event to happen Each person gets 3 votes (post-it notes) and count up the most voted Factors
Exercise 2 – Fish Bones Summary Event 1 Event 2 Event 3 Event 4
Exercise 3 – Risk Management Detection Each of the Events and Factors represents a risk for a successful process going forward. Risk:  An occurrence which has not yet happened, but would negatively impact outcomes if it did. Risks recognize the probability and impact of harm Issue:  An occurrence which has happened, creating consequences that impair the objective of the activity Issues focus on ameliorating certain consequences
Exercise 3 – Risk Detection Knowing when a risk becomes an issue is a critical factor in keeping a project on track. At this point, team actions MUST turn from preventing the occurrence to addressing the consequences. Key Question:  “How do I know I’m in trouble?” For each of the 8 Factors in Exercise 2, Identify 1 or 2 ways the team can identify this factor in the future
Exercise 3 – Risk Detection – Event 1 Factor 1 Factor 2
Exercise 3 – Risk Detection – Event 2 Factor 1 Factor 2
Exercise 3 – Risk Detection – Event 3 Factor 1 Factor 2
Exercise 3 – Risk Detection – Event 4 Factor 1 Factor 2
Exercise 4 – Action Plan If a given risk is detected in the future, what should we do? When a Risk becomes an Issue, certain actions should  immediately  and  automatically  go into effect to reduce the consequences.
Retrospective Summary Summarize the outcomes and the achievements of the session
Plus / Delta Plus Delta

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Post Mortem Template

  • 1. Project Retrospective Dennis Stevenson April 23, 2008
  • 2. Re`tro*spec&quot;tive\, a. [Cf. F. r['e]trospectif.] 1. Looking backward; contemplating things past; -- opposed to prospective; as, a retrospective view. What’s the Point? To do it better next time &quot;retrospective.&quot; Webster's Revised Unabridged Dictionary . MICRA, Inc. 22 Apr. 2008. <Dictionary.com http:// dictionary.reference.com /browse/retrospective >. Looking Contemplating Stuff that has already happened
  • 3. What will we achieve today? Identify the major events that led to the outcome Determine root causes for those events Identify monitoring thresholds Develop a shared action plan for the future (a mini-prospective)
  • 4. Key Roles Facilitator (Dennis) Keep the meeting on track with the designated processes Prevent dominating/hiding/scape-goating behavior Enforce the Rules of Engagement Remain neutral to the content being shared Participant (Everyone else) Participate Be honest Listen and share
  • 5. Rules of Engagement Talking Stick Must go to everyone before repeating the cycle One person speaks… everyone else listens Speaker decides who to pass the stick to next Facilitator can remove from the floor to open discussion No Pronouns (I, We, You, They, Us, Them…) This is not emotional therapy – Stick to the facts.
  • 6. Exercise 1 – The Camera Perspective Describe the result of the Iteration and the observable events which preceded and influenced that outcome No opinions, no judgments, just the events that happened as a 3 rd Party bystander would have seen Use your knowledge of the events to determine what is significant The camera cannot record those things that did not happen (but perhaps should have) – it can only see the things that happened instead.
  • 7. Exercise 1 – The Camera Perspective On your piece of paper, write down the following: What was the outcome or result of the effort? One concise, yet descriptive statement What were 3-5 key points along the way that were significant in the process? For recurring events, pick a representative instance For events that should have happened, but didn’t share what happened instead
  • 8. Exercise 1 – The Camera Perspective What was the outcome:
  • 9. Exercise 1 – The Camera Perspective Outcome Event Event Event Event Event Event Event Event Event Event
  • 10. Exercise 2 – Fish Bones Each major event leading to the outcome had a number of influences and factors that enabled it to happen. An Ishikawa diagram maps out these forces in a cause-decomposition fashion Focus on the top 4 events Answer the question… “ Why did this happen? ” What underlying situations or events was it addressing?
  • 11. Exercise 2 – Fish Bones – Event 1 Factor Factor Factor Factor Factor Factor Factor Factor Event
  • 12. Exercise 2 – Fish Bones – Event 2 Factor Factor Factor Factor Factor Factor Factor Factor Event
  • 13. Exercise 2 – Fish Bones – Event 3 Factor Factor Factor Factor Factor Factor Factor Factor Event
  • 14. Exercise 2 – Fish Bones – Event 4 Factor Factor Factor Factor Factor Factor Factor Factor Event
  • 15. Exercise 2 – Fish Bones Prioritization For each event, select the 2 most critical factors that caused the event to happen Each person gets 3 votes (post-it notes) and count up the most voted Factors
  • 16. Exercise 2 – Fish Bones Summary Event 1 Event 2 Event 3 Event 4
  • 17. Exercise 3 – Risk Management Detection Each of the Events and Factors represents a risk for a successful process going forward. Risk: An occurrence which has not yet happened, but would negatively impact outcomes if it did. Risks recognize the probability and impact of harm Issue: An occurrence which has happened, creating consequences that impair the objective of the activity Issues focus on ameliorating certain consequences
  • 18. Exercise 3 – Risk Detection Knowing when a risk becomes an issue is a critical factor in keeping a project on track. At this point, team actions MUST turn from preventing the occurrence to addressing the consequences. Key Question: “How do I know I’m in trouble?” For each of the 8 Factors in Exercise 2, Identify 1 or 2 ways the team can identify this factor in the future
  • 19. Exercise 3 – Risk Detection – Event 1 Factor 1 Factor 2
  • 20. Exercise 3 – Risk Detection – Event 2 Factor 1 Factor 2
  • 21. Exercise 3 – Risk Detection – Event 3 Factor 1 Factor 2
  • 22. Exercise 3 – Risk Detection – Event 4 Factor 1 Factor 2
  • 23. Exercise 4 – Action Plan If a given risk is detected in the future, what should we do? When a Risk becomes an Issue, certain actions should immediately and automatically go into effect to reduce the consequences.
  • 24. Retrospective Summary Summarize the outcomes and the achievements of the session
  • 25. Plus / Delta Plus Delta