pre-mortem

Installation
SKILL.md

Pre-Mortem Risk Analysis Expert

Overview

A pre-mortem is a prospective hindsight exercise: imagine that your product has launched and failed, then work backward to identify why. This skill uses the Tiger / Paper Tiger / Elephant classification to categorize risks by type and urgency, ensuring launch-blocking issues are addressed before launch while avoiding wasted effort on unlikely risks.

When to Use

  • Before committing significant resources to build (post-ideation, post-validation).
  • Before a major launch, migration, or architectural change.
  • When the team has "a bad feeling" they cannot articulate.
  • When stakeholder confidence is high and you need to stress-test it.

Core Concept

The Thought Experiment

"It is 14 days after launch. The product has failed. What went wrong?"

This framing exploits a cognitive bias: people are better at explaining past events than predicting future ones. By placing the failure in the "past" (even fictitiously), participants generate more specific and honest risk assessments.

Risk Classification

Tigers (Real Risks)

Tigers are real, evidence-backed risks that could cause serious harm if not addressed.

Characteristics:

  • Supported by data, past experience, or observable trends.
  • The team can describe a plausible failure scenario in concrete terms.
  • Ignoring them would be negligent.

Examples:

  • "Our authentication service went down 3 times last month. A launch-day outage is plausible."
  • "We have zero customers in the enterprise segment. Our sales team has no enterprise relationships."
  • "The EU regulation takes effect in 60 days. We have not started compliance work."

Paper Tigers (Look Scary but Unlikely)

Paper Tigers are risks that sound alarming but, on closer inspection, are unlikely or have minimal real impact.

Characteristics:

  • Based on hypothetical scenarios without supporting evidence.
  • The probability is very low, or the impact would be manageable.
  • Often raised because of general anxiety rather than specific knowledge.

Examples:

  • "A competitor might copy our feature" -- possible, but their execution timeline is 6-12 months.
  • "The server might not handle 100x traffic" -- but our realistic projection is 5x, with auto-scaling.
  • "Users might hate the new UI" -- but usability testing with 8 users showed high satisfaction.

Elephants (Unspoken Concerns)

Elephants are the risks everyone knows about but nobody talks about. They are the "elephant in the room."

Characteristics:

  • The team avoids discussing them due to politics, hierarchy, or discomfort.
  • Often involve people, process, or organizational issues rather than technical ones.
  • Frequently the actual cause of failure when projects fail.

Examples:

  • "The tech lead does not believe in this project and has been disengaged for weeks."
  • "The CEO's pet feature is driving the roadmap, but customers have not asked for it."
  • "We do not have a plan for what happens when the contractor's contract ends next month."

Tiger Urgency Classification

Once a risk is classified as a Tiger, assign an urgency level:

Urgency Definition Action Required
Launch-Blocking If unresolved, the launch should not proceed. Concrete mitigation plan, assigned owner, decision date before launch.
Fast-Follow Must be addressed within 2 weeks after launch. Documented plan, assigned owner, scheduled for first post-launch sprint.
Track Should be monitored and addressed if it escalates. Added to risk register, reviewed at regular cadence.

Methodology

Phase 1: Set the Scene (5 minutes)

The facilitator reads this prompt to the group:

"Imagine it is 14 days after our launch. The product has failed. Users are not adopting it, key metrics are down, and leadership is asking what went wrong. Take 10 minutes to write down every reason you can think of for why we failed. Be specific. Be honest. Nothing is off limits."

Ground rules:

  • Anonymous contributions (sticky notes or digital equivalent).
  • No attribution, no blame, no judgment.
  • Quantity over quality in the first round.

Phase 2: Generate Risks (10 minutes)

Each participant independently writes down failure scenarios. One risk per sticky note. Aim for 5-10 per person.

Prompts to stimulate thinking:

  • What technical system is most likely to break?
  • What customer objection have we not addressed?
  • What team dynamic could derail us?
  • What external event could change our assumptions?
  • What are we pretending is not a problem?
  • What decision are we avoiding?

Phase 3: Share and Cluster (15 minutes)

  1. Read each risk aloud (without attribution).
  2. Place on the board.
  3. Group similar risks together.
  4. Merge duplicates.

Phase 4: Classify (15 minutes)

For each cluster, the group decides:

Classification Criteria
Tiger Supported by evidence. Plausible failure scenario.
Paper Tiger Sounds scary but unlikely or low-impact on inspection.
Elephant The room got quiet when this was read. People exchanged glances.

For each Tiger, assign urgency: Launch-Blocking, Fast-Follow, or Track.

Phase 5: Mitigation Plans (15 minutes)

For each Launch-Blocking Tiger, complete:

Field Description
Risk Clear description of the risk
Evidence What data or experience supports this being a real risk?
Mitigation Specific, concrete action to reduce the risk
Owner Single person accountable
Decision Date Date by which the mitigation must be complete or the launch decision revisited

Phase 6: Address Elephants (10 minutes)

Elephants require a different approach than Tigers:

  1. Acknowledge -- Name the elephant explicitly. "The team is concerned that..."
  2. Assess -- Is this actually a Tiger in disguise? If so, reclassify.
  3. Decide -- Either address it (assign an owner) or consciously accept it (document the acceptance and rationale).

Python Tool: risk_categorizer.py

Categorize and analyze risks using the CLI tool:

# Run with demo data
python3 scripts/risk_categorizer.py --demo

# Run with custom input
python3 scripts/risk_categorizer.py input.json

# Output as JSON
python3 scripts/risk_categorizer.py input.json --format json

Input Format

{
  "risks": [
    {
      "description": "Authentication service has had 3 outages in the last month",
      "category": "tiger",
      "evidence": "Incident reports from last 30 days",
      "urgency": "launch_blocking"
    }
  ]
}

Output

Risk distribution summary, action plans for launch-blocking tigers, and flags for elephants that may need investigation.

See scripts/risk_categorizer.py for full documentation.

Output Format

Pre-Mortem Summary

Pre-Mortem Analysis: [Product/Feature Name]
Date: YYYY-MM-DD
Participants: [list]
Total risks identified: N
  - Tigers: X (Launch-Blocking: A, Fast-Follow: B, Track: C)
  - Paper Tigers: Y
  - Elephants: Z

Risk Registry

# Risk Category Urgency Evidence Mitigation Owner Decision Date
1 ... Tiger Launch-Blocking ... ... ... ...
2 ... Tiger Fast-Follow ... ... ... ...
3 ... Paper Tiger -- ... -- -- --
4 ... Elephant TBD ... ... ... ...

Use assets/pre_mortem_template.md for the full document template.

Integration with Other Discovery Skills

  • Use after brainstorm-ideas/ and brainstorm-experiments/ -- pre-mortem is the final check before committing to build.
  • Feed launch-blocking Tiger mitigations back into identify-assumptions/ if they surface new assumptions.
  • Elephants often reveal assumptions that the team has been avoiding.

Troubleshooting

Symptom Likely Cause Resolution
Team generates mostly paper tigers Risk aversion or surface-level thinking; team not fully immersing in the failure scenario Re-read the thought experiment prompt slowly; extend silent writing time from 10 to 15 minutes; use specific prompts
No elephants surfaced Psychological safety too low, or facilitator is a manager creating power dynamics Use anonymous contribution (sticky notes or digital tools); consider an external facilitator; separate session from performance reviews
All risks classified as tigers Team lacks calibration on what constitutes real evidence vs. anxiety Require concrete evidence for each tiger; if evidence is hypothetical, reclassify as paper tiger
Elephant escalation check flags too many false positives ESCALATION_KEYWORDS list is broad, matching common words in non-critical contexts Review matched keywords in output; refine escalation thresholds; use the recommendation as a prompt, not a verdict
Launch-blocking tigers have no owners assigned Pre-mortem session ended without Phase 5 mitigation planning Always reserve 15 minutes for mitigation plans; do not skip Phase 5 even if the session runs long
Validation errors on input JSON Missing required fields (description, evidence, category) or invalid urgency for tigers Check that every tiger has urgency set to one of: launch_blocking, fast_follow, track

Success Criteria

  • Pre-mortem conducted before every major launch, migration, or significant resource commitment
  • At least 5-10 risks generated per person during the silent writing phase
  • Risk distribution includes all three categories (not all tigers, not all paper tigers)
  • Every launch-blocking tiger has an assigned owner, concrete mitigation plan, and decision date
  • Elephants are explicitly named and either addressed or consciously accepted with documented rationale
  • Pre-mortem findings are reviewed against actual outcomes post-launch to calibrate future sessions
  • Session duration stays within 60-90 minutes total across all 6 phases

Scope & Limitations

In Scope:

  • Prospective hindsight exercises using the "14 days after launch failure" framing
  • Tiger / Paper Tiger / Elephant risk classification with urgency levels
  • Automated elephant escalation detection based on keyword signals
  • Risk registry generation with category distribution and action plans
  • Facilitation methodology for both in-person and remote teams

Out of Scope:

  • Ongoing risk management and tracking (see senior-pm/risk_matrix_analyzer.py)
  • Quantitative risk analysis with probability/impact scoring (see senior-pm/ skill)
  • Product discovery and hypothesis validation (see brainstorm-experiments/)
  • Technical architecture risk assessment (see engineering/ skills)

Important Caveats:

  • Pre-mortems are most effective with 4-8 participants. Fewer than 4 limits perspective diversity; more than 10 makes classification unwieldy.
  • The elephant escalation keyword check is a heuristic. It catches common patterns but cannot detect all political or organizational risks.
  • Pre-mortems complement, not replace, assumption mapping. Use identify-assumptions/ for systematic risk categorization and pre-mortem/ for surfacing unspoken concerns.
  • Psychological safety is a prerequisite. If the team cannot speak honestly, the pre-mortem will produce sanitized results.

Integration Points

Integration Direction Description
brainstorm-ideas/ Receives from Ideas that passed initial validation are subject to pre-mortem before full build
brainstorm-experiments/ Receives from Post-experiment, pre-mortem stress-tests the build decision
identify-assumptions/ Bidirectional Launch-blocking tigers may surface new assumptions; elephants often reveal avoided assumptions
execution/create-prd/ Feeds into Tiger mitigations become PRD risk sections and assumption validation plans
senior-pm/ Feeds into Launch-blocking tigers escalate into portfolio risk registers via risk_matrix_analyzer.py
scrum-master/ Feeds into Fast-follow tigers become sprint backlog items with mitigation-focused stories

Tool Reference

risk_categorizer.py

Categorizes pre-mortem risks as Tigers, Paper Tigers, or Elephants. Generates action plans for launch-blocking tigers and flags elephants with escalation signals.

Flag Type Default Description
input_file positional (optional) Path to JSON file with risks array
--demo flag off Run with built-in sample data (7 risks across all categories)
--format choice text Output format: text or json

Input fields per risk:

  • description (required): Clear description of the risk scenario
  • category (required): One of tiger, paper_tiger, elephant
  • evidence (required): Supporting data or observations
  • urgency (required for tigers): One of launch_blocking, fast_follow, track

References

  • Gary Klein, "Performing a Project Pre-Mortem," Harvard Business Review (2007)
  • Daniel Kahneman, Thinking, Fast and Slow (2011) -- prospective hindsight
  • Chip Heath & Dan Heath, Decisive (2013) -- decision-making under uncertainty
  • Amy Edmondson, The Fearless Organization (2018) -- psychological safety for surfacing elephants
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