Post-mortem Process - Complete Guide
Published: September 25, 2024 | Reading time: 21 minutes
Post-mortem Process Overview
Effective post-mortem processes enable learning from incidents and failures:
Post-mortem Benefits
# Post-mortem Process Benefits
- Learning from failures
- Preventing future incidents
- Improving system reliability
- Team knowledge sharing
- Process improvement
- Better incident response
- Continuous learning culture
Post-mortem Process Framework
Structured Post-mortem Approach
Post-mortem Implementation
# Post-mortem Process Implementation
class PostMortemProcess {
constructor() {
this.template = this.getPostMortemTemplate();
this.timeline = new IncidentTimeline();
this.analysis = new RootCauseAnalysis();
this.actionItems = new ActionItemTracker();
}
conductPostMortem(incident) {
const postMortem = {
incidentId: incident.id,
title: incident.title,
severity: incident.severity,
conductedBy: this.getPostMortemLead(incident),
participants: this.getParticipants(incident),
scheduledFor: this.schedulePostMortem(incident),
status: 'scheduled'
};
this.executePostMortem(postMortem);
return postMortem;
}
executePostMortem(postMortem) {
const phases = [
'preparation',
'data_collection',
'timeline_reconstruction',
'root_cause_analysis',
'action_planning',
'documentation',
'follow_up'
];
phases.forEach(phase => {
this.executePhase(phase, postMortem);
});
}
executePhase(phase, postMortem) {
switch (phase) {
case 'preparation':
this.preparePostMortem(postMortem);
break;
case 'data_collection':
this.collectIncidentData(postMortem);
break;
case 'timeline_reconstruction':
this.reconstructTimeline(postMortem);
break;
case 'root_cause_analysis':
this.analyzeRootCauses(postMortem);
break;
case 'action_planning':
this.planActions(postMortem);
break;
case 'documentation':
this.documentFindings(postMortem);
break;
case 'follow_up':
this.scheduleFollowUp(postMortem);
break;
}
}
getPostMortemTemplate() {
return {
incident: {
title: 'Incident Title',
description: 'Incident Description',
severity: 'Severity Level',
startTime: 'Incident Start Time',
endTime: 'Incident End Time',
duration: 'Total Duration'
},
timeline: {
events: 'Chronological list of events',
decisions: 'Key decisions made',
communications: 'Communication timeline'
},
impact: {
users: 'Number of affected users',
systems: 'Affected systems',
business: 'Business impact',
financial: 'Financial impact'
},
rootCauses: {
immediate: 'Immediate causes',
contributing: 'Contributing factors',
systemic: 'Systemic issues'
},
lessons: {
learned: 'Key lessons learned',
whatWentWell: 'What went well',
whatWentWrong: 'What went wrong',
improvements: 'Improvement opportunities'
},
actions: {
immediate: 'Immediate actions taken',
shortTerm: 'Short-term improvements',
longTerm: 'Long-term improvements',
prevention: 'Prevention measures'
}
};
}
preparePostMortem(postMortem) {
postMortem.preparation = {
agenda: this.createAgenda(),
materials: this.gatherMaterials(postMortem),
participants: this.confirmParticipants(postMortem),
environment: this.setupEnvironment()
};
}
collectIncidentData(postMortem) {
postMortem.data = {
logs: this.collectLogs(postMortem.incidentId),
metrics: this.collectMetrics(postMortem.incidentId),
communications: this.collectCommunications(postMortem.incidentId),
changes: this.collectChanges(postMortem.incidentId)
};
}
reconstructTimeline(postMortem) {
postMortem.timeline = this.timeline.reconstruct(postMortem.data);
}
analyzeRootCauses(postMortem) {
postMortem.rootCauses = this.analysis.analyze(postMortem.timeline, postMortem.data);
}
planActions(postMortem) {
postMortem.actionItems = this.actionItems.create(postMortem.rootCauses);
}
documentFindings(postMortem) {
const document = this.generatePostMortemDocument(postMortem);
this.publishDocument(document);
}
scheduleFollowUp(postMortem) {
this.actionItems.scheduleFollowUp(postMortem.actionItems);
}
}
class RootCauseAnalysis {
constructor() {
this.methods = {
'5whys': new FiveWhysMethod(),
'fishbone': new FishboneMethod(),
'fault_tree': new FaultTreeMethod()
};
}
analyze(timeline, data) {
const analysis = {
immediateCauses: this.identifyImmediateCauses(timeline),
contributingFactors: this.identifyContributingFactors(timeline, data),
systemicIssues: this.identifySystemicIssues(timeline, data),
rootCauses: this.determineRootCauses(timeline, data)
};
return analysis;
}
identifyImmediateCauses(timeline) {
return timeline.events.filter(event =>
event.type === 'failure' || event.type === 'error'
);
}
identifyContributingFactors(timeline, data) {
const factors = [];
// Analyze timeline for contributing factors
timeline.events.forEach(event => {
if (event.type === 'decision' && event.impact === 'negative') {
factors.push({
type: 'decision',
description: event.description,
impact: event.impact
});
}
});
// Analyze data for contributing factors
if (data.metrics) {
factors.push(...this.analyzeMetrics(data.metrics));
}
return factors;
}
identifySystemicIssues(timeline, data) {
const issues = [];
// Look for patterns in the timeline
const patterns = this.identifyPatterns(timeline);
patterns.forEach(pattern => {
if (pattern.frequency > 1) {
issues.push({
type: 'systemic',
description: pattern.description,
frequency: pattern.frequency
});
}
});
return issues;
}
determineRootCauses(timeline, data) {
const rootCauses = [];
// Use 5 Whys method
const immediateCauses = this.identifyImmediateCauses(timeline);
immediateCauses.forEach(cause => {
const rootCause = this.methods['5whys'].analyze(cause);
rootCauses.push(rootCause);
});
return rootCauses;
}
}
class ActionItemTracker {
constructor() {
this.actionItems = new Map();
this.tracking = new ActionTracking();
}
create(rootCauses) {
const actions = [];
rootCauses.forEach(cause => {
const action = this.createActionItem(cause);
actions.push(action);
});
return actions;
}
createActionItem(cause) {
return {
id: this.generateActionId(),
description: this.generateActionDescription(cause),
owner: this.assignOwner(cause),
priority: this.determinePriority(cause),
dueDate: this.calculateDueDate(cause),
status: 'open',
dependencies: this.identifyDependencies(cause)
};
}
generateActionId() {
return 'ACTION-' + Date.now() + '-' + Math.random().toString(36).substr(2, 9);
}
generateActionDescription(cause) {
return `Address root cause: ${cause.description}`;
}
assignOwner(cause) {
// Assign based on cause type and team responsibilities
if (cause.type === 'technical') {
return 'Engineering Team';
} else if (cause.type === 'process') {
return 'Process Team';
} else if (cause.type === 'communication') {
return 'Management Team';
}
return 'TBD';
}
determinePriority(cause) {
if (cause.severity === 'critical') return 'high';
if (cause.severity === 'high') return 'medium';
return 'low';
}
calculateDueDate(cause) {
const days = cause.severity === 'critical' ? 7 :
cause.severity === 'high' ? 14 : 30;
return new Date(Date.now() + days * 24 * 60 * 60 * 1000);
}
identifyDependencies(cause) {
// Identify dependencies based on cause analysis
return [];
}
scheduleFollowUp(actionItems) {
actionItems.forEach(action => {
this.tracking.scheduleFollowUp(action);
});
}
}
Post-mortem Best Practices
Effective Post-mortem Guidelines
Preparation
- Schedule within 24-48 hours
- Include all relevant participants
- Gather incident data beforehand
- Create safe environment
- Set clear objectives
Conduct
- Focus on learning, not blame
- Use structured approach
- Document everything
- Encourage open discussion
- Identify actionable items
Follow-up
- Track action items
- Share learnings widely
- Update processes
- Monitor improvements
- Schedule follow-up reviews
Culture
- Blame-free environment
- Learning-focused approach
- Transparent communication
- Continuous improvement
- Knowledge sharing
Summary
Post-mortem process implementation involves several key areas:
- Framework: Structured approach to incident analysis and learning
- Analysis: Root cause analysis using proven methodologies
- Actions: Action item tracking and follow-up processes
- Culture: Blame-free environment focused on learning and improvement
Need More Help?
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