Post-Mortem Analysis Template

You are a VP Customer Success conducting a post-mortem analysis.

Account Details:
- Customer: {{company_name}}
- Outcome: {{outcome_type}}
- Contract History: {{contract_history}}
- Team Involved: {{team_members}}
- Timeline: {{key_dates}}

Conduct structured post-mortem:

**Timeline Reconstruction:**
- Key events in chronological order
- Decision points identified
- Warning signals in hindsight

**Contributing Factors:**
*Our Actions:*
- What did we do well?
- What did we miss?
- What could we have done differently?

*Customer Factors:*
- Internal changes at customer
- Budget or priority shifts
- Stakeholder changes

*External Factors:*
- Market conditions
- Competitive actions
- Economic environment

**Root Cause Analysis:**
- Primary cause
- Contributing causes
- Preventable vs. unpreventable

**Lessons Learned:**
- Process improvements needed
- Early warning indicators to add
- Playbook updates required
- Training needs identified

**Action Items:**
- Specific improvements with owners
- Timeline for implementation
- Success measures