A concrete initiative, project or launch is described with scope, timeframe and success criterion.
Pre-Mortem
Prerequisite
What needs to be finished first
Team culture allows uncomfortable truths to be spoken without sponsors or senior voices suppressing divergent views.
Preparation
What needs to be ready before start
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").
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).
Initiative description; already known risks; experience from similar projects; timeframe and scope; stakeholder expectations.
20-45 min
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.
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?
Flow
Marker: Phase
| Step | Duration | Action | Hint |
|---|---|---|---|
1Phase 1: Invoke scenario | 5 min | Sponsor 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 min | Each 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 min | Put 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 min | For 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 min | For 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. |
Artifact
What comes out at the end
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.
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.
- 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.
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)
- 3DS2 complexity (HIGH/CRITICAL) - Mitigation: sandbox test spike before Sprint 1, Owner: @ben, CW 22
- Performance regression (MEDIUM/CRITICAL) - Mitigation: Lighthouse CI per PR, Owner: @anna, CW 21
- Migration plan (MEDIUM/MODERATE) - Mitigation: migration script spike, Owner: @lisa, CW 23
- Stripe API changes (MEDIUM/MODERATE) - Mitigation: monthly Stripe roadmap check, Owner: @ben, ongoing
- Pseudo stakeholder sign-off (MEDIUM/MODERATE) - Mitigation: UAT phase with real Sales test, Owner: @marcus, CW 26
Pitfalls
Recognize symptoms and steer against them
Optimism bias
Risks are softened, "it will be fine", polished list.
Make scenario setup serious. Facilitator asks: "What would competitor XYZ or a security audit criticize?" Optimism kills Pre-Mortems.
Senior voices block
Junior team members stay silent because the sponsor dismisses divergent views.
Sponsor leaves the room during solo writing. Collect stickies anonymously. Facilitator gives all voices equal weight.
Risks too generic
"Technical problems", "team conflicts" without specificity.
Force concretization: what exactly goes wrong, how does it show up, how would we notice? Otherwise no mitigation can be derived.
Mitigation without owner
Mitigations are formulated, but nobody takes responsibility.
Owner and date are mandatory for every mitigation. Without owner, mitigation is wishful thinking. Document it in the project plan or backlog.
Pre-Mortem as checkbox
Pre-Mortem is conducted, results land in the wiki, no integration into project plan.
Mitigations become sprint items or spikes. Top risks are visible in weekly status. Otherwise the Pre-Mortem was busywork.
Stop criteria
Done signals checkable in under a minute
Finished the runsheet?
Go to the profile for purpose, similar methods, and sources or continue to the next method in the catalog.