Workflow Templates: Project Review and Retrospective Checklist

Project Scope and Objectives

Review the project charter to ensure the project scope is still aligned with business goals.

Confirm that all project objectives have been met or understand the reasons why they haven't.

Assess whether the expected project deliverables have been completed and accepted by the stakeholders.

Team Performance and Collaboration

Evaluate the effectiveness of team communication and collaboration throughout the project.

Discuss team dynamics and identify any interpersonal issues that may have impacted the project.

Review the distribution of tasks among team members and determine if the workload was balanced.

Process and Methodology

Analyze the chosen methodology (e.g., Agile, Waterfall, Scrum) and its effectiveness in the project context.

Identify any process bottlenecks or inefficiencies that occurred during the project lifecycle.

Consider the adequacy of project documentation and the adherence to organizational standards.

Quality and Technical Assessment

Review code quality metrics and any technical debt incurred during the project.

Discuss any known bugs or issues that remain unresolved at project closure.

Evaluate the effectiveness of the testing strategy and the coverage of test cases.

Risk Management and Mitigation

Reflect on the identification, assessment, and management of risks throughout the project.

Analyze the success of risk mitigation actions and their impact on the project outcome.

Discuss any unanticipated issues that arose and how the team responded to them.

Project Outcomes and Benefits Realization

Measure the project's success in terms of ROI, customer satisfaction, and other predefined KPIs.

Assess the long-term benefits of the project and if it has met the expected business value.

Identify any opportunities for further enhancements or lessons learned for future projects.

Client and Stakeholder Feedback

Gather feedback from the client and stakeholders on their satisfaction with the project results.

Review the communication and reporting mechanisms to the stakeholders and their effectiveness.

Discuss stakeholder engagement and whether their expectations were managed properly.

Future Improvements and Action Items

List key areas for improvement identified during the retrospective.

Assign action items and responsibilities for addressing improvement areas.

Set a follow-up meeting to review progress on the action items.

Template Library Home

Project Review and Retrospective Checklist

Project Scope and Objectives

Team Performance and Collaboration

Process and Methodology

Quality and Technical Assessment

Risk Management and Mitigation

Project Outcomes and Benefits Realization

Client and Stakeholder Feedback

Future Improvements and Action Items

Use this template in Manifestly

Template Library Home

Project Review and Retrospective Checklist

Project Scope and Objectives

Team Performance and Collaboration

Process and Methodology

Quality and Technical Assessment

Risk Management and Mitigation

Project Outcomes and Benefits Realization

Client and Stakeholder Feedback

Future Improvements and Action Items

Use this template in Manifestly

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