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Conducting Post-Mortems for Business

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Master Root Cause Analysis, Blameless Facilitation, Lessons Learned Reports, and Continuous Improvement Culture
1
1/5
(92) Ratings
417 students
Created by Dr. Amar Massoud
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What you'll learn

  • Plan and scope a post-mortem investigation by defining clear boundaries, identifying stakeholders, and designing data collection strategies
  • Facilitate blameless post-mortem meetings that manage conflict, maintain psychological safety, and produce actionable insights
  • Conduct root cause analysis using 5 Whys and Fishbone diagrams to distinguish surface symptoms from systemic causes
  • Write diplomatic lessons learned reports and design multi-audience communication strategies for post-mortem findings
  • Build a culture of continuous improvement and psychological safety that transforms how teams learn from failure
  • Evaluate post-mortem practices against industry frameworks including AAR, Agile Retrospectives, and RCA standards
This course includes:
1 total hour on-demand video
0 articles
0 downloadable resources
16 lessons
Full lifetime access
Access on mobile and TV
Certificate of completion
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Course content

Requirements

  • Basic understanding of project management concepts and experience working in a team or organizational environment

Description

This course contains the use of artificial intelligence.

Every project failure holds valuable lessons, but most organizations never capture them. Post-mortems are the bridge between failure and improvement, yet many teams avoid them or conduct them so poorly that they create more blame than learning. This course teaches you how to conduct post-mortems that actually work.

You will follow a realistic case study of ShopSmart, an e-commerce company whose website launch failed due to design delays, payment gateway integration failures, and communication breakdowns. Through this scenario, you will learn every stage of the post-mortem process from planning and scoping through facilitation, root cause analysis, documentation, and building a culture of continuous improvement.

In Section 1, you will learn why post-mortems matter and how they differ from blame sessions. Section 2 covers how to plan and scope an investigation, identify the right stakeholders, and create psychological safety before the meeting begins. Section 3 teaches you how to facilitate difficult conversations, manage conflict between teams, and keep discussions focused on systems rather than individuals. Section 4 dives deep into root cause analysis techniques including the 5 Whys method and Fishbone diagrams, showing you how to distinguish surface symptoms from true systemic causes. Section 5 covers how to write professional lessons learned reports and communicate findings diplomatically to different audiences including executives, team members, and future project teams. Section 6 addresses the hardest part of post-mortems: building a culture where failure is treated as a learning opportunity rather than a career risk. Finally, Section 7 evaluates your post-mortem practices against industry frameworks including After Action Reviews, Agile Retrospectives, and formal Root Cause Analysis standards.

This course includes hands-on assignments, role-play exercises, and quizzes designed to reinforce practical skills. By the end, you will be able to plan, facilitate, analyze, document, and institutionalize post-mortem practices that transform how your organization learns from failure.

Who this course is for:

  • Project managers, team leads, and engineering managers who want to learn how to conduct effective post-mortems
  • Quality assurance professionals, operations leaders, and consultants seeking structured approaches to organizational learning
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