Analysis · intermediate · 30 min

Pre-Mortem

A method for proactively identifying potential risks and challenges before starting a project. By imagining that the project has already failed, teams can uncover hidden assumptions and identify potential pitfalls.

What participants gain

  • Identify potential risks and challenges before starting a project.
  • Uncover hidden assumptions and biases.
  • Develop actionable steps to mitigate risks.
  • Increase the likelihood of project success.

Materials needed

  • Whiteboard or large sheet of paper
  • Markers or pens
  • Sticky notes (optional)
  • Pre-Mortem template
  • Timer

How to run Pre-Mortem, step by step

  1. Imagine that the project has already failed. (5 minutes)
  2. Brainstorm the reasons for the failure. (10 minutes)
  3. Identify the underlying assumptions and biases. (5 minutes)
  4. Develop actionable steps to mitigate the risks. (5 minutes)
  5. Document the risks and mitigation strategies. (5 minutes)

Facilitator tips

  • Create a safe space for honest and open discussion.
  • Encourage participants to think creatively and identify potential problems they might not otherwise consider.
  • Focus on identifying actionable steps to mitigate the risks.

Common challenges

  • Participants are reluctant to imagine failure - Solution: Emphasize that the goal is to identify potential problems, not to predict the future.
  • The discussion becomes too negative and discouraging - Solution: Focus on identifying actionable steps to mitigate the risks.
  • Lack of buy-in from key stakeholders - Solution: Involve all stakeholders in the pre-mortem process and address their concerns.

Running it virtually

Use a virtual whiteboard like Miro or Mural. Create a canvas with different sections for brainstorming potential failure points and mitigation strategies. Use breakout rooms for small group discussions. Facilitate a virtual gallery walk to share the findings.

Expected results

A list of potential risks and challenges, along with actionable steps to mitigate them. Teams will be better prepared to anticipate and overcome obstacles, increasing the likelihood of project success.

Build a session around Pre-Mortem

METODIC drops Pre-Mortem into a complete session plan with timing, materials, worksheets, and a facilitator guide — for any workshop, meeting, or team session.

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