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Pre-Mortem Meeting Template

General 75 min As needed, before a project or launch The project team and stakeholders (5-12 people)

A pre-mortem meeting flips the usual retrospective: instead of looking back at what went wrong, the team imagines a future where the project has already failed and works backward to explain why. This technique, sometimes called prospective hindsight, makes people far more willing to voice doubts they would otherwise keep quiet. A good pre-mortem template turns those doubts into preventive action before any damage is done.

When to use it

Run a pre-mortem at the start of a significant project, before a major launch, or ahead of any high-stakes decision where failure would be costly. It is most powerful when the team is confident and momentum is high, exactly when blind spots hide best.

Who attends

The core project team plus key stakeholders, roughly five to twelve people. Diversity of perspective matters: include people close to delivery, to the customer, and to the risks, so no single viewpoint dominates the failure story.

How to run it

Set the scene clearly: it is months from now and the project has failed badly. Give people quiet time to write the story of that failure in concrete detail. Collect every cause without debate first, so the list stays generous. Then cluster related risks and rank them by likelihood and impact. For the top few, agree on mitigations or early-warning signals, each with an owner and a date, and decide how you will revisit them as the work unfolds.

Facilitator tips

  • Make the failure vivid and specific; "it failed" is too vague to learn from.
  • Collect all causes before any debate so people do not self-censor.
  • Rank by likelihood and impact so you act on the risks that matter.
  • Turn every top risk into an owned mitigation, not just a noted concern.

Common mistakes

  • Treating it as a pessimism session instead of structured risk discovery.
  • Listing risks but never assigning mitigations or owners.
  • Letting optimism shut down honest worry too early.
  • Never revisiting the risks once the project is underway.

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Agenda

75 minutes total · 6 sections

  1. Set the stage 8 min
    Frame the project and explain the exercise: assume it is months from now and the project has failed badly.
  2. Imagine the failure 10 min
    Each person silently writes the story of how and why the project failed, in vivid, specific detail.
  3. Gather the reasons 17 min
    Go around the room and collect every cause of failure without debate, building a full list of risks.
  4. Cluster and prioritize 15 min
    Group related risks, then rank them by likelihood and impact to find the few that most threaten success.
  5. Decide preventive actions 15 min
    For the top risks, agree on mitigations or early-warning signals, each with a clear owner and date.
  6. Close 10 min
    Summarize the agreed mitigations, confirm owners, and decide how risks will be revisited as work proceeds.

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