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2023 8 Steps For Getting Your Retrospective Planning

Updated: Sep 7, 2023


Retrospective planning, by using these 8 practical steps, you can start to implement retrospective planning techniques that will help ensure success on future projects.


Identify Your Goals: Set clear and realistic expectations and make sure everyone is on the same page.

The first step in retrospective planning is setting clear and achievable goals. Make sure everyone is on the same page in terms of what the purpose of the objective is and that everyone knows the key outcomes expected from it. Everyone should be in agreement about what will be discussed. This helps establish a structure in which all team members can contribute equally to facilitate an effective outcome.

Brainstorm Sessions: Allow for open dialogue and create an environment of creativity, where ideas are freely discussed without fear of criticism.

Brainstorming sessions allow all members of the team to provide creative ideas and solutions during a retrospective application. Make sure that every member contributes, regardless of opinion or seniority. The main goal here is for everyone to feel comfortable providing their input in a free-flowing conversation so the team can focus on finding the best possible solutions. Encourage participation by setting ground rules around how discussions are conducted to ensure all points are heard and judgment is avoided.

Record Results: Document any observations, recommendations, or agreements made during the meetings to ensure continuity.

After the retrospective application discussion, take the time to go back and review the session in detail. Take notes on any observations that have been made, document what solutions were discussed, and agree on action items based on the decisions reached. This record-keeping will produce a wealth of valuable information that can be used to inform future project strategy and decision-making. It also helps ensure that everyone understands their expected roles going forward and understands how collective wisdom has shaped project decisions.

Discuss Action Items: Assign tasks to applicable team members that are necessary to improve performance metrics and address areas of concern later on in the project timeline.

After topics have been discussed and solutions agreed upon, it's time to assign responsibilities for taking actual action. Even if this cannot be done during the meeting itself, make sure that any members responsible for making and implementing changes are aware of their tasks.

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