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AAR Templates

After Action Review Templates


This document offers a handy quick reference guide for setting up and executing an AAR as well as three
fillable word doc forms that you can use as templates for your next AAR or post mortem. The templates
are easily modifiable for your convenience so you can adjust the metrics for what works best for you.

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www.jeff-boss.com Incorporating AARs Into Your Organizational DNA

AFTER ACTION REVIEW PROCESS


Establish Intent
1. Determine the event/topic of discussion to be reviewed. Share this with the team.
2. Set the conditions. Choose an agreed upon date, time, location; select attendees and make attendance
mandatory.
3. Envision how the results from the AAR discussion will be integrated into the business.

Plan
4. Decide upon an unbiased representative to facilitate the discussion.
5. Prepare necessary materials for visuals, note taking, ice-breakers i(f applicable)

Execute
6. Ensure and enforce attendance. If operating remotely, ensure dial-in numbers and screen-sharing web conferences are
emplaced. If material to be presented falls within a certain classification, ensure all attendees are authorized.
7. Revisit the intent of the AAR and performance guidelines. Reconvey that there is no criticism, only information to be shared
that betters the overall performance of the team.
8. Conduct AAR. Capture all notes, participants, visuals, sidebar conversations, and recommendations for improvement.

Follow Up
9. Share AAR with organization to enforce transparency and organizational learning.
10. Implement findings from AAR.
11. AAR the AAR. Reflect upon what worked well during the AAR process and what didn't.
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AFTER ACTION REVIEW TEMPLATE #1

Date: Event: Facilitator: Note


Team/Project: Taker:

AAR Type Select here

Event: What was What actually What caused What What can be
planned to occurred? the change? worked improved?
occur? well?
What
didn’t?
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What didn’t work? How can this be avoided?

What worked well? How can success be repeated?

AFTER ACTION REVIEW TEMPLATE #2


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www.jeff-boss.com Incorporating AARs Into Your Organizational DNA

AFTER ACTION REVIEW TEMPLATE #3

Original
Reality
Intent
What actually
What was happened?
planned?

Lessons
Learned Next Steps
What do we How will
need to success be
improve? measured?
Remove?

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