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Templates People and operations

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Incident review template for Word

A blameless review: what happened, why, and what changes.

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it after something went wrong, for a blameless account of what happened, why, and what changes.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each section asks with your own content and numbers.
  3. Download it as an editable Word file, or as a PDF. The file is reopened and checked before it is offered.

Section by section

  1. Incident review: [incident] [date] · written by [author]
  2. Summary What happened, who was affected, and for how long: [duration]?
  3. Timeline A table: When, What happened
  4. Why it happened What were the causes, including the conditions that let it happen? Blame the system, not people.
  5. Next steps: what we will change A table: Action, Owner, Due

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{incident}}
  • {{date}}
  • {{author}}
  • {{duration}}
  • {{time_detected}}
  • {{time_resolved}}
  • {{due_date}}

What is inside

Incident review: {{incident}}
{{date}} · written by {{author}}
Page 1
Summary
What happened, who was affected, and for how long: {{duration}}?
Timeline
WhenWhat happened
{{time_detected}}How was it noticed?
{{time_resolved}}What resolved it?
Why it happened
What were the causes, including the conditions that let it happen? Blame the system, not
people.
Next steps: what we will change
ActionOwnerDue
What changes?Who?{{due_date}}
Page 2