{"id":290,"date":"2021-03-17T14:13:00","date_gmt":"2021-03-17T19:13:00","guid":{"rendered":"https:\/\/projectmanagementacademy.net\/resources\/?p=290"},"modified":"2021-12-20T11:37:14","modified_gmt":"2021-12-20T16:37:14","slug":"plan-your-project-virtual-postmortem","status":"publish","type":"post","link":"https:\/\/projectmanagementacademy.net\/resources\/blog\/plan-your-project-virtual-postmortem\/","title":{"rendered":"Plan Your Project Virtual Postmortem"},"content":{"rendered":"\n<p>When the project is done, it is easy to simply slip into planning for the next project, whether because you have pressing deadlines, or you are looking for the next challenge. Seasoned project managers know the risk of skipping the project close, or postmortem, and ensure that they and their teams always take time to reflect, share insights, and document lessons learned. With the increase in remote teams, Project Managers must blend best practices for project close meetings with considerations of virtual meetings.<br><br><br><\/p>\n\n\n\n<!--more-->\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong>On this page:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/projectmanagementacademy.net\/resources\/blog\/plan-your-project-virtual-postmortem\/#Project-Postmortem-vs-Retrospective\">Project Postmortem vs Retrospective<\/a><\/li><li><a href=\"https:\/\/projectmanagementacademy.net\/resources\/blog\/plan-your-project-virtual-postmortem\/#Plan-Your-Project-Virtual-Postmortem\">Plan Your Project Virtual Postmortem<\/a><\/li><li><a href=\"https:\/\/projectmanagementacademy.net\/resources\/blog\/plan-your-project-virtual-postmortem\/#Facilitate-Your-Project-Virtual-Postmortem\">Facilitate Your Project Virtual Postmortem<\/a><\/li><li><a href=\"https:\/\/projectmanagementacademy.net\/resources\/blog\/plan-your-project-virtual-postmortem\/#Looking-Ahead-to-Your-Next-Look-Back\">Looking Ahead to Your Next Look Back<\/a><\/li><\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/e360-media.s3.amazonaws.com\/2021\/04\/05154613\/7-Secrets-Passing-PMP-Exam-1.png\" alt=\"7 Secrets to Passing the PMP Exam\" class=\"wp-image-98\" width=\"402\" height=\"152\" srcset=\"https:\/\/e360-media.s3.amazonaws.com\/2021\/04\/05154613\/7-Secrets-Passing-PMP-Exam-1.png 803w, https:\/\/e360-media.s3.amazonaws.com\/2021\/04\/05154613\/7-Secrets-Passing-PMP-Exam-1-300x113.png 300w, https:\/\/e360-media.s3.amazonaws.com\/2021\/04\/05154613\/7-Secrets-Passing-PMP-Exam-1-768x290.png 768w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/figure><\/div>\n\n\n\n\n\t\t\t\t\t<script>\n\t\t\t\t\t\thbspt.enqueueForm({\n\t\t\t\t\t\t\tportalId: 3294842,\n\t\t\t\t\t\t\tformId: \"4091cf73-280a-4cd8-be87-aec72cada392\",\n\t\t\t\t\t\t\ttarget: \"#hbspt-form-1778496467000-6691504412\",\n\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t});\n\t\t\t\t\t<\/script>\n\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1778496467000-6691504412\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Project-Postmortem-vs-Retrospective\">Project Postmortem vs Retrospective<\/h2>\n\n\n\n<p>At the foundation, the postmortem is about looking back to capture insights to improve work in the future. It has similarities to an Agile project\u2019s Retrospective but is specific to the Waterfall\/traditional project methodologies.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\n<p><strong><span style=\"font-size: 16px;\">Characteristic<\/span><\/strong><\/p>\n<\/td><td>\n<p><strong><span style=\"font-size: 16px; color: black;\">Postmortem<\/span><\/strong><\/p>\n<\/td><td>\n<p><strong><span style=\"font-size: 16px; color: black;\">Retrospective <\/span><\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p><strong><span style=\"font-size: 14px;\">Methodology<\/span><\/strong><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">Waterfall<\/span><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">Agile<\/span><\/p>\n<\/td><\/tr><tr><td>\n<p><strong><span style=\"font-size: 14px;\">Purpose<\/span><\/strong><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">review all of past effort within project, both success and failures<\/span><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">review recent past effort including both the successes and failures<\/span><\/p>\n<\/td><\/tr><tr><td>\n<p><strong><span style=\"font-size: 14px;\">Frequency<\/span><\/strong><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">Repeating throughout overall effort; once per iteration <\/span><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">At close when all efforts have stopped<\/span><\/p>\n<\/td><\/tr><tr><td>\n<p><strong><span style=\"font-size: 14px;\">Output<\/span><\/strong><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">Documentation of project lessons learned and results; often stored in knowledgebase and\/or available to any project team<\/span><\/p>\n<\/td><td>\n<p><span style=\"font-size: 14px;\">Action items to apply to the next round of work; specific to the work and often only shared with immediate team members<\/span><\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Plan-Your-Project-Virtual-Postmortem\">Plan Your Project Virtual Postmortem<\/h2>\n\n\n\n<p>As you would with a client or stakeholder meeting, you need to plan beforehand to better ensure success.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong style=\"background-color: transparent;\"><img decoding=\"async\" style=\"width: 300px; float: right; margin: 1px 4px 0px 2px;\" src=\"https:\/\/f.hubspotusercontent40.net\/hubfs\/3294842\/Leading%20Virtual%20Stand-Ups.jpg\" alt=\"Leading Virtual Stand-Ups\" width=\"300\">Include postmortem from the start:<\/strong><span style=\"background-color: transparent;\"> include the postmortem as part of your initial project planning; including it in the plan demonstrates its importance and the expectation of participation by all; keep it to one hour or less to ensure more focus; put it on calendars from the beginning of the project<\/span><\/li><li><span style=\"font-size: 16px;\"><span style=\"font-weight: bold;\">C<\/span><\/span><strong style=\"background-color: transparent;\">reate online questionnaire:<\/strong><span style=\"background-color: transparent;\"> clearly state if your questionnaire is anonymous or not and how submitted information will be used in the postmortem; keep it to 5 or less questions (you are not crafting a final exam you are providing a channel for feedback); communicate to team before you send out questionnaire link the purpose and deadline for it; thank those that submit information via the questionnaire without any comment on the actual submitted information so that the tool is for data collection only<\/span><\/li><li><strong style=\"background-color: transparent;\">Communicate expectations:<\/strong><span style=\"background-color: transparent;\"> including if web cameras should be on, if management is attending, that respectful behavior is required even if there are different opinions; include expectations in agenda and prior to the actual meeting<\/span><\/li><li><strong style=\"background-color: transparent;\">Develop an agenda:<\/strong><span style=\"background-color: transparent;\"> include brief summary of project goals, metrics, and results; building off results, address the wins and successes of each point; include time to wrap up session including how information will be used<\/span><\/li><li><strong style=\"background-color: transparent;\">Check your tech:<\/strong><span style=\"background-color: transparent;\"> consider the tools within your virtual meeting software and decide if chat, whiteboards, polls or other features will enhance your session; practice with tools so that your meeting is not hindered by you trying to figure out tools<\/span><\/li><li><strong style=\"background-color: transparent;\">Prep your space before meeting:<\/strong><span style=\"background-color: transparent;\"> reduce distractions and set up for video; if the project manager is not giving full attention to the sessions others will not either<\/span><\/li><\/ul>\n\n\n\n<p><span style=\"font-size: 16px;\">The communication about expectations, the agenda outline, and the online questionnaire tool can become templates you use across projects with a few tweaks. <\/span><\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"has-text-align-center has-medium-font-size\"><strong>Studying for the PMP Exam?<\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100 is-style-fill\"><a class=\"wp-block-button__link has-white-color has-text-color has-background\" href=\"https:\/\/projectmanagementacademy.net\/free-pmp-questions\" style=\"border-radius:2px;background-color:#366194\" target=\"_blank\" rel=\"noreferrer noopener\">PMP Practice Questions<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:8px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Facilitate-Your-Project-Virtual-Postmortem\">Facilitate Your Project Virtual Postmortem<\/h2>\n\n\n\n<p>As the facilitator for the postmortem, be very conscious that you set the tone for the team\u2019s engagement and participation. <a href=\"https:\/\/projectmanagementacademy.net\/articles\/project-management-doesnt-stop-at-project-closure\/\">Be positive, be focused<\/a>, and keep things constructive. It is your <a href=\"https:\/\/medium.com\/hubilo-official-blog\/11-best-practices-for-virtual-meeting-engagement-48f47e93291d\">responsibility to ensure everyone has an opportunity to contribute<\/a> in an respectful, organized manner. Incorporate questionnaire feedback to show you are listening to all input; leverage the chat tool to call forward input from those that do not feel comfortable speaking with a large group. It is not a meeting about deadlines and assigning tasks. The postmortem is a knowledge sharing discussion.<\/p>\n\n\n\n<p>Use your agenda to guide the meeting. The majority of time should be on the discussion of wins\/failures; that is also the hardest part of a postmortem as you are encouraging candor and that can lead to strong feelings. The questions you use can help you guide the discussion so that it is productive and not just a complaint session. Consider these questions from Karla Cook\u2019s \u201c<a href=\"https:\/\/blog.hubspot.com\/marketing\/productive-project-post-mortem#:~:text=It's%20an%20inquiry%20to%20uncover,unfolded%20the%20way%20they%20did\">How to run a Seriously Productive Project Post-Mortem<\/a>\u201d:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/blog.hubspot.com\/marketing\/productive-project-post-mortem#:~:text=It's%20an%20inquiry%20to%20uncover,unfolded%20the%20way%20they%20did\"><em>Quantitative Questions<\/em><\/a><br><em>These are your standard yes or no questions. Were deadlines met or missed? Did we provide all deliverables outlined in the project scope? Were pre-defined success metrics achieved? Were outline workflows and processes followed? Was there a budget overrun?<\/em><\/li><li style=\"font-size: 16px;\"><em>&nbsp;<\/em><a href=\"https:\/\/blog.hubspot.com\/marketing\/productive-project-post-mortem#:~:text=It's%20an%20inquiry%20to%20uncover,unfolded%20the%20way%20they%20did\"><em>Qualitative Questions<\/em><\/a><br><em>These open-ended questions should evaluate the project beyond the hard data and planning. Did we deliver work at the high standards we and our client expect? Does the client agree? Did people feel like they had the resources, information, and support they needed to get their own tasks done? <\/em><\/li><li style=\"font-size: 16px;\"><a href=\"https:\/\/blog.hubspot.com\/marketing\/productive-project-post-mortem#:~:text=It's%20an%20inquiry%20to%20uncover,unfolded%20the%20way%20they%20did\"><em>Subjective Questions<\/em><\/a><br><em>Subjective questions help assess how your team members are feeling, and can help leadership identify troubling signs of burnout and fatigue early on. These questions also let leadership know what processes worked best with their team, helping them plan future projects.<\/em><\/li><\/ul>\n\n\n\n<p>Through the discussions, you should be <a href=\"https:\/\/projectmanagementacademy.net\/articles\/project-management-doesnt-stop-at-project-closure\/\">actively listening for actions to take to do things differently in the future<\/a>. Your action items need to be specific, not \u201clet\u2019s just do better next time.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Looking-Ahead-to-Your-Next-Look-Back\">Looking Ahead to Your Next Look Back<\/h2>\n\n\n\n<p>The postmortem is more than a milestone for documentation, it is an important part of team building and modeling a growth mindset. The project close meeting, or postmortem, is included in <a href=\"https:\/\/projectmanagementacademy.net\/project-management-fundamentals\">Project Management Fundamental training<\/a> because of its importance within the overall project effort. With purposeful consideration of the virtual environment, you can create a powerful team-sharing session that fosters trust and prepares you for future success.<\/p>\n\n\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p style=\"font-size:25px\"><strong>Upcoming PMP Certification Training &#8211; Live &amp; Online Classes<\/strong><\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><table class=\"table table-striped table-bordered table-responsive-sm font-md mt-5 mb-0 d-none d-md-table\"><tr><td>Name<\/td><td>Date<\/td><td>Place<\/td><td><\/td><\/tr><\/table>\n<\/div><\/div>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>When the project is done, it is easy to simply slip into planning for the next project, whether because you have pressing deadlines, or you are looking for the next challenge. Seasoned project managers know the risk of skipping the project close, or postmortem, and ensure that they and their teams always take time to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1259,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[4],"tags":[],"class_list":["post-290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.0 - 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