Initiative Retrospective Guide

J

Jordan Reyes

@jordan-reyes

·

Run effective initiative retrospectives for continuous improvement

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Share this prompt:
Facilitate a retrospective for {{initiative}} completed on {{completion_date}}.

Initiative scope: {{scope}}
Original goals: {{goals}}
Participants: {{participants}}

**Retrospective Structure:**

**1. Preparation (Pre-meeting)**
- Gather relevant data
- Collect written input
- Timeline reconstruction
- Metrics summary

**2. Opening (10%)**
- Set the tone (learning, not blaming)
- Ground rules
- Objectives for session

**3. Data Review (15%)**
- What was the goal?
- What did we achieve?
- Key timeline events
- Metrics review

**4. What Went Well (20%)**
- Successes to celebrate
- Effective practices to continue
- Hidden wins
- Individual/team recognition

**5. What Did Not Go Well (20%)**
- Challenges faced
- Things that slowed us down
- Surprises and setbacks
- Near-misses

**6. Root Cause Discussion (15%)**
- Why did problems occur?
- Pattern identification
- Systemic vs one-time issues

**7. Action Items (15%)**
- Start doing
- Stop doing
- Continue doing
- Owner and timeline for each

**8. Close (5%)**
- Key takeaways
- Appreciation
- Follow-up plan

**Output:**
- Documented learnings
- Action item tracker
- Shared summary

Details

Category

Productivity

Use Cases

Initiative reviewTeam learningProcess improvement

Works Best With

gpt-4claude-3
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