# Post-Incident Review Best Practices for Jira Service Management > Best practices for effective post-incident reviews in Jira Service Management: from preparation through root-cause analysis to action plans and knowledge management. Source: https://www.xalt.de/en/blog/post-incident-review-best-practices/ TEAM XALT Atlassian Platinum Partner · 7 November 2024 · 8 min Would it be sensible for our team to hold a joint debrief after every major issue to learn from the incident and avoid future errors? Would that be helpful for issues in our test and production environments? This is where the Post-Incident Review **(formerly Post-Mortem) comes into play. It offers not only a retrospective on resolved incidents but also the opportunity to improve processes, identify weaknesses, and optimise the entire incident management process.** A Post-Incident Review is a valuable tool that helps minimise future incidents and increase team efficiency. In this article, we look at best practices for effective Post-Incident Reviews in Jira and Jira Service Management and show how your team can draw valuable insights from every incident. ## Why are Post-Incident Reviews important? In hectic times, incidents are often just “fixed” without a detailed analysis of the causes and workflows. However, without systematic follow-up, the opportunity to learn from the incident goes unused. A lack of reviews leads to: - **Repeated errors** occur because the underlying problems are not identified and resolved. - **Inefficient processes** persist, costing valuable time in future incidents. - **Team members are frustrated** because they are constantly confronted with similar problems without finding a sustainable solution. ## Best Practices for effective Post-Incident Reviews in Jira Service Management To conduct a Post-Incident Review in [Jira Service Management](https://www.xalt.de/en/jira-service-management/) effectively, you should follow these best practices: ### 1. Preparation and inviting relevant stakeholders A successful PIR begins with involving all relevant stakeholders. In addition to the direct incident handlers, invite other individuals who can provide valuable perspectives, such as management, affected departments, or external stakeholders. Comprehensive participation ensures that the incident is examined from different angles and enables a more thorough root cause analysis. ### 2. Collect and document all facts Before holding the PIR meeting, all facts and data should be collected and documented. This includes logs, timestamps, screenshots, and all communication records generated during the incident. This ensures that the team discusses based on the same information base. In Jira Service Management, incidents can be documented in detail and recorded chronologically, so all information is bundled in one place. ### 3. Analyse causes and workflows During the review, the team should trace the causes of the incident and the exact workflows. It is important not only to examine the immediate trigger but also to uncover deeper underlying problems. In Jira Service Management, labels, tags, and custom fields can be used to highlight relevant information, making it easier to identify patterns and recurring issues. ### 4. Identify and prioritise areas for improvement After the root cause analysis, measures should be developed to prevent similar incidents in the future. In Jira Service Management, these measures can be recorded and prioritised directly as tasks or To-Dos. Examples of possible measures: - Optimisation of processes (e.g. escalation chains) - Adjustment of monitoring tools - Additional training for the team ### 5. An action plan with clear responsibilities Ensure that all discussed measures are documented in a clear plan with defined responsibilities. In Jira Service Management, measures can be assigned directly to individual team members or departments. By integrating Confluence for documentation and [Jira](https://www.xalt.de/en/atlassian-jira/)for the implementation of measures, PIR results remain transparent and actionable. ### 6. Share and document learning Document all key insights and share them across teams. A well-documented PIR is a valuable knowledge source for future incidents. In Confluence, you can set up a central knowledge base that collects all Post-Incident Reviews. These documents not only serve the current team but also support the onboarding of new team members and promote continuous learning. ## Tips from practice: Further best practices for Post-Incident Reviews According to [Splunk's best practices](https://www.splunk.com/en_us/blog/learn/incident-review-best-practices.html) for incident reviews, PIRs should go beyond mere root cause analysis and cover the entire chain of events. Here are some practical tips that are also applicable to Jira Service Management: - **Focus on process improvements:** A PIR should examine not only the "what" but also the "how" to identify deeper organisational improvements. - **Focus on the entire incident lifecycle:** From detection to resolution – all phases of the incident should be discussed in the review. - **Continuous monitoring:** Use the monitoring features of Jira Service Management to keep track of all changes and improvements and evaluate them regularly. You can find a detailed guide to Post Incident Reviews in our article [Error analysis and troubleshooting in distributed system production environments](https://www.xalt.de/en/blog/guide-troubleshooting-production-issues-in-distributed-systems/) and on Post Mortems after incidents in the article [Post Mortem for Incidents – How to deal with downtime](https://www.xalt.de/en/blog/post-mortem-analysis/). ## Benefits of a systematic Post-Incident Review in Jira Service Management A structured **PIR** brings significant benefits to your team and your business: - **Sustainable process improvement:** You identify and resolve underlying issues before they recur. - **Increased efficiency:** Optimised processes reduce response times for future incidents. - **Knowledge management:** PIR documentation serves as a valuable learning resource and supports the onboarding of new employees. - **Proactive risk minimisation:** A PIR promotes preventive measures that catch potential issues early on. ## Why Post-Incident Reviews foster learning and minimise risks Our team uses the Post-Incident Review method not only for problem-solving but also to foster a Continuous Learning Culture, as described in the book *Investment Unlimited* by Gene Kim. For clients in the financial sector, it is crucial to generate valuable knowledge from incidents that strengthens resilience and competitiveness. If you would like to discuss these topics, our DevOps Ambassadors Philipp and Ivan are available; they have read and discussed this book as part of the XALT Book Club. In *Investment Unlimited*, Gene Kim highlights the importance of continuous improvement and proactive incident management in today's technology-driven business world. The blog post and the book share the conviction that incidents should not merely be resolved but utilised as learning opportunities. Some key parallels: - **Systemic learning and knowledge management:** *Investment Unlimited* emphasises how critical it is to document and make knowledge accessible. The blog post shows how PIRs in Jira Service Management serve as a knowledge repository that also helps new team members during onboarding. - **Accountabilities and team collaboration:** Gene Kim stresses the involvement of all stakeholders and clear accountabilities for efficient processes. The blog post recommends involving relevant parties in PIRs and defining clear responsibilities to ensure the sustainability of improvements. - **Proactive risk minimisation:** According to *Investment Unlimited*, preventive measures minimise potential risks. A structured PIR helps identify patterns and act preventively to avoid future incidents. *Investment Unlimited* and our best practices for Post-Incident Reviews illustrate how valuable a structured approach to incident management is. This approach not only promotes short-term problem-solving but also strengthens the knowledge, efficiency, and innovation capacity of the entire organisation in the long term. ## Conclusion A Post-Incident Review is far more than just a final report – it is a powerful tool for continuous improvement. With the right best practices, you can ensure that your team learns from every incident and is better prepared for future challenges. Jira Service Management provides you with the necessary tools to design PIRs effectively and ensure that the insights gained are put into practice. Take this opportunity to sustainably strengthen your incident management! ## Ready for effective post-incident reviews? We help you set up post-incident reviews in Jira Service Management so your team learns from every incident. [Talk to us](https://www.xalt.de/en/contact/) ## More articles ### [The Agent Harness: The Real Foundation of Enterprise AI](https://www.xalt.de/en/blog/agent-harness-foundation-enterprise-ai/) Why the agent harness – not the AI model or the generated code – determines the success of enterprise AI initiatives, and how to build one in five steps. *DevOps* ### [Governing Agentic AI Safely: Zero Trust and Compliance for AI Agents](https://www.xalt.de/en/blog/governing-agentic-ai-zero-trust-compliance/) AI agents are transforming the enterprise at speed – and the risk is growing just as fast. How the "in dubio pro securitate" principle, formal verification, and zero trust keep agentic AI safe and compliant. *DevOps* ### [Shift Left: Catching Bugs Earlier in Your Development Cycle](https://www.xalt.de/en/blog/shift-left/) Bugs found late cost time, money, and trust. The shift-left approach moves testing and quality assurance as early as possible into the development cycle. *DevOps* --- *This version is for AI agents. Every page of this site is available as Markdown: append `index.md` to its path. Index of all pages: [llms.txt](https://www.xalt.de/llms.txt)*