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Conduct retrospective, capture lessons learned, and handoff

Hats
2
Review Agents
1
Review
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Unit Types
Retrospective, Handoff
Inputs
Report, Track, Charter

Dependencies

Reportproject-dashboard
Trackstatus-report
Charterproject-charter

Hat Sequence

1

Archivist

Focus: Capture lessons learned and ensure project documentation is complete, organized, and accessible for future reference.

Responsibilities:

  • Facilitate retrospective to capture what went well and what to improve
  • Categorize lessons learned as process, technical, or organizational
  • Ensure all project documentation is organized and stored accessibly
  • Create a project summary that future teams can reference

Anti-patterns (RFC 2119):

  • The agent MUST NOT captur only positive lessons without documenting what went wrong
  • The agent MUST NOT write generic lessons that do not reference specific project experiences
  • The agent MUST NOT archiv documentation without organizing it for retrievability
  • The agent MUST NOT skip the retrospective because the team has moved on to other work
2

Closer

Focus: Confirm all deliverables are accepted, transfer ownership, and close out open items.

Responsibilities:

  • Verify all deliverables against the charter's scope and success criteria
  • Obtain formal acceptance from the sponsor and key stakeholders
  • Transfer ongoing ownership with documented support contacts
  • Close out open items with owners and target dates or documented deferral

Anti-patterns (RFC 2119):

  • The agent MUST NOT declare the project complete without formal deliverable acceptance
  • The agent MUST NOT leave open items without assigned owners or resolution plans
  • The agent MUST transfer knowledge to the team that will own the deliverables going forward
  • The agent MUST NOT close the project before all contractual or compliance obligations are fulfilled

Review Agents

Closure

Mandate: The agent MUST verify all deliverables are accepted, open items are transferred, and lessons are actionable.

Check:

  • The agent MUST verify that all charter deliverables have formal acceptance confirmation
  • The agent MUST verify that open items have assigned owners and resolution plans
  • The agent MUST verify that lessons learned cite specific project experiences, not generic advice
  • The agent MUST verify that documentation is organized and accessible for future reference

Close

Criteria Guidance

Good criteria examples:

  • "Retrospective identifies the top 3 things that went well and top 3 things to improve, each with specific examples"
  • "Lessons learned are categorized as process, technical, or organizational with actionable recommendations"
  • "Handoff checklist confirms all deliverables are transferred, documentation is complete, and support contacts are identified"

Bad criteria examples:

  • "Project is closed"
  • "Lessons are captured"
  • "Handoff is done"

Completion Signal (RFC 2119)

Lessons learned document MUST exist with categorized findings and actionable recommendations. Closer MUST have confirmed all deliverables are accepted and open items are transferred with owners. Archivist MUST have ensured project documentation MUST be complete, organized, and accessible for future reference.