methodatlas
RunsheetDecision Making

Pre-Mortem

ComplexityLow
Time20-45 min
Participants4-10
FormatWorkshop
MaturityEstablished
01

Prerequisite

What needs to be finished first

Complete firstInitiative definednot in catalog

A concrete initiative, project or launch is described with scope, timeframe and success criterion.

Without: Without a clear initiative, the Pre-Mortem becomes generic risk collection without actionability.
Complete firstPsychological safetynot in catalog

Team culture allows uncomfortable truths to be spoken without sponsors or senior voices suppressing divergent views.

Without: Without safety, risks are omitted and the Pre-Mortem produces a polished list.
02

Preparation

What needs to be ready before start

Materials

Whiteboard or digital board (Miro, FigJam); stickies in one color for risks, second color for mitigations; markers; timer; visible scenario ("It is 6 months later and the initiative has failed badly").

People / roles

One facilitator; 4-10 participants from the project team, mixed functions and experience; optionally a note-taker; ideally a neutral external member (devil's advocate).

Pre-read

Initiative description; already known risks; experience from similar projects; timeframe and scope; stakeholder expectations.

Time needed

20-45 min

Setup

Place scenario sentence at the top: "Imagine it is [target date + 3 months]. The initiative has failed. Why?" Set sticky zones for reasons for failure and mitigation. Set timer to 30 min.

03

Core question

The one question this method answers

What reasons could cause the initiative to fail, and which mitigations can we build in now to reduce these risks?

04

Flow

Marker: Phase

StepDurationActionHint
1Phase 1: Invoke scenario
5 minSponsor or facilitator briefly describes the initiative, then states the scenario sentence: "It is [X months later], and the initiative has failed." Pause for 30 sec for visualization.Anyone who does not take the scenario seriously ("it will be fine") will not contribute real risks. Facilitator sets the tone: serious thought experiment, not pessimism.
2Phase 2: Solo risk writing
5-10 minEach person silently writes 3-5 reasons for failure on stickies. Formulate concretely ("Stripe integration fails due to 3DS2 compliance"), not generically ("tech problems").Solo start avoids groupthink. Otherwise the loudest voices would define the risks. Silence forces diversity.
3Phase 3: Collect and cluster
10-15 minPut stickies on the wall. The author briefly explains each sticky. Cluster similar ones. Consolidate duplicates. Cluster by category (Tech, People, Process, Market, External).Clustering shows risk hotspots. If all stickies land in one category (for example only Tech), other perspectives are probably missing.
4Phase 4: Assess probability and impact
5-10 minFor each cluster or top risk, rate probability (low / medium / high) and impact (minor / moderate / critical). Mark top 5 (high probability x high impact).Do not ignore risks with low probability but critical impact (tail risk). Show-stoppers matter even when unlikely.
5Phase 5: Mitigation per top risk
10-15 minFor each top-5 risk, define concrete mitigation (action that reduces probability or impact). Owner and date per mitigation. Integrate mitigation into project plan.Mitigation must be concrete and assigned. "More tests" is not mitigation. "Stripe integration spike before Sprint 1, Owner @ben, CW 22" is one.
05

Artifact

What comes out at the end

Form

Risk list with categorized risks (Tech, People, Process, Market, External), probability, impact and prioritized top risks; plus mitigation plan with owner, date and integration into project plan; assumption log for unclear assumptions.

Versioning / ownership

Run Pre-Mortem at the start of an initiative, plus optional mid-point refresh. Track risk status (open, mitigated, occurred, discarded) over the lifecycle. After initiative end, compare Post-Mortem with Pre-Mortem predictions for learning.

Tool alternatives
  • Miro or FigJam with risk board
  • Notion or Confluence page with risk table
  • Whiteboard with stickies and photo
  • Spreadsheet with risk matrix
  • Linear or Jira with risk labels

pre-mortem-working-template.md

Compact working template for Pre-Mortem with context, input, output artifacts, and next step.

Pre-Mortem Working Template

Goal

Imagines future failure to identify risks in advance.

Context

When and for what do we use this method?

Input

Which data, observations, decisions, or materials are available?

Execution

Short notes along the runsheet.

Output artifacts

  • Risk List:
  • Mitigation Plan:
  • Assumption Log:

Assumptions and open questions

  • ...

Decision / Next step

Owner, date, and success signal.

06

Example output

Concrete filled scenario, fictional example

pre-mortem-beispiel.md

Concrete filled scenario, fictional example

Pre-Mortem - Checkout v2 Launch (Q3 2026, CW 19)

Initiative: New checkout flow including 3DS2 compliance, Apple Pay, inline validation. Launch planned for 2026-07-15.

Scenario: "It is 2026-10-15. The launch has failed. Conversion dropped by 15%, the compliance audit found gaps, the team is demotivated. Why?"

Risk clusters

Tech (8 stickies)

  • 3DS2 implementation was more complex than expected, sandbox tests were missing - HIGH/CRITICAL
  • Apple Pay does not work on older iOS versions, 12% traffic loss - MEDIUM/MODERATE
  • Performance regression in the new flow was not detected, page load 800ms instead of 300ms - MEDIUM/CRITICAL

People (3 stickies)

  • Main developer @ben was sick for 2 weeks, handover missing
  • Designer-engineering mismatch, inline validation spec unclear

Process (4 stickies)

  • Migration of running orders was not planned, cleanup after launch chaotic
  • Stakeholder sign-off was pro forma, no real testing by Sales

Market/External (3 stickies)

  • Stripe changed 3DS2 API at short notice, rework needed
  • Competitor launched similar feature 1 week earlier, differentiation gone

Top 5 risks (prioritized)

  1. 3DS2 complexity (HIGH/CRITICAL) - Mitigation: sandbox test spike before Sprint 1, Owner: @ben, CW 22
  2. Performance regression (MEDIUM/CRITICAL) - Mitigation: Lighthouse CI per PR, Owner: @anna, CW 21
  3. Migration plan (MEDIUM/MODERATE) - Mitigation: migration script spike, Owner: @lisa, CW 23
  4. Stripe API changes (MEDIUM/MODERATE) - Mitigation: monthly Stripe roadmap check, Owner: @ben, ongoing
  5. Pseudo stakeholder sign-off (MEDIUM/MODERATE) - Mitigation: UAT phase with real Sales test, Owner: @marcus, CW 26
07

Pitfalls

Recognize symptoms and steer against them

Trap

Optimism bias

Symptom

Risks are softened, "it will be fine", polished list.

What to do

Make scenario setup serious. Facilitator asks: "What would competitor XYZ or a security audit criticize?" Optimism kills Pre-Mortems.

Trap

Senior voices block

Symptom

Junior team members stay silent because the sponsor dismisses divergent views.

What to do

Sponsor leaves the room during solo writing. Collect stickies anonymously. Facilitator gives all voices equal weight.

Trap

Risks too generic

Symptom

"Technical problems", "team conflicts" without specificity.

What to do

Force concretization: what exactly goes wrong, how does it show up, how would we notice? Otherwise no mitigation can be derived.

Trap

Mitigation without owner

Symptom

Mitigations are formulated, but nobody takes responsibility.

What to do

Owner and date are mandatory for every mitigation. Without owner, mitigation is wishful thinking. Document it in the project plan or backlog.

Trap

Pre-Mortem as checkbox

Symptom

Pre-Mortem is conducted, results land in the wiki, no integration into project plan.

What to do

Mitigations become sprint items or spikes. Top risks are visible in weekly status. Otherwise the Pre-Mortem was busywork.

08

Stop criteria

Done signals checkable in under a minute

Initiative is not clearly defined, so risks would be generic.
Sponsor demands an optimism show, and honest risks are not allowed.
Workshop is shorter than 20 min, so no depth is reachable.
Team has no experience with similar projects, so risks are guessed.
No willingness to integrate mitigations, so the method becomes theater.
Initiative is trivial, so Pre-Mortem is oversized.

Finished the runsheet?

Go to the profile for purpose, similar methods, and sources or continue to the next method in the catalog.