A No-BS Toolkit for Premortems, Postmortems & Getting Sh*t Done

Every agency hits that moment where something breaks—and nobody’s quite sure who was supposed to fix it.

This toolkit exists to prevent that.

Inside, you’ll find three deceptively simple tools that will save your team hours of backtracking and “Wasn’t that your job?” drama:

• 🧠 Pre-Mortem Cheat Sheet – Spot problems before they happen
• 🔍 Postmortem Template – Learn from what went right (and what went sideways)
• 🧱 RACI Matrix – Make it crystal clear who’s doing what (and who just needs to stay informed)

✅ Use them. Share them. Steal them. Just don’t pretend you like chaos.

🧠 Pre-Mortem Cheat Sheet

Use this before any repeatable task like onboarding, campaign launches, reporting, etc.

Ask yourself:

• Have we changed anything since last time?
• Have I changed how I’m thinking about this?
• Is anything different about the client, team, platform, or timing?
• Does the other party still have the same expectations/context?

💡 60 seconds of thinking now saves 6 hours of cleanup later.

🚨 Catastrophic Brainstorm (Big Premortem)

Use this for big risky projects, major campaigns, or anything where excitement might be blinding.