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Incident Post-Mortem (RCA) for IT Consultants

The root cause analysis you send a client after a significant incident, setting out what happened, why, what it affected, and what will change so it does not happen again.

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What this template covers

  1. 1

    Incident Summary

    The incident ID, date and time, duration, severity, and what happened.

  2. 2

    Impact Assessment

    The systems, users, and clients affected, and the business impact.

  3. 3

    Timeline

    A time-stamped table from detection through escalation and mitigation to resolution.

  4. 4

    Root Cause Analysis

    The specific action, change, or omission that caused the incident.

  5. 5

    Contributing Factors

    What made the incident worse or harder to detect and resolve.

  6. 6

    What Went Well

    The parts of the response that worked, tied to events in the timeline.

  7. 7

    What Could Be Improved

    The gaps in process, tooling, or communication the incident exposed.

  8. 8

    Corrective Actions

    Each action with an owner, a due date, and its status.

  9. 9

    Prevention Measures

    The systemic changes that stop the incident from recurring.

Example Incident Post-Mortem (RCA)

Generated by PropellaDocs AI from a real project brief. Review all terms before sending to clients.

An incident post-mortem for Harmon Retail Group's database outage, drafted by PropellaDocs and open in the editor
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How to use this template

  1. 1

    Pick your template

    Choose from proposals, SOWs, and more, all structured for IT consulting engagements.

  2. 2

    Complete your brief

    Add project details, client context, and scope. The more context, the more specific the output.

  3. 3

    Generate and refine

    Review the AI draft section by section. Regenerate anything that needs work and edit inline.

  4. 4

    Export and deliver

    Send professional PDF or DOCX exports with your branding, or share a link directly with clients.

Incident Post-Mortem (RCA) questions

A post-mortem should include an incident summary and severity, full impact assessment, a chronological timeline of events, a specific root cause (not "human error"), contributing factors, what the response got right, what could be improved, and corrective actions with owners and due dates. PropellaDocs generates all of these from your incident notes.

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