Lessons Learned: Structured Retrospective

Analyse incidents using a structured framework, identify root causes, and encode preventive measures directly into skills, guards, or documentation. The goal is systematic improvement, not blame.

When to Use

• After incidents, mistakes, rollbacks, or near-misses
• When the user says "what went wrong", "lessons learned", "post-mortem", "retrospective", or "how do we prevent this"
• After a stuck session where significant time was lost
• After a wrong-approach event (plan existed but execution diverged)

Process

Phase 1: Incident Definition

Capture the facts first, analysis later.

## Incident Summary

**What happened:** [Factual description]
**When:** [Date/time]
**Impact:** [What was affected, scope]
**Resolution:** [How it was fixed/rolled back]
**Time to resolution:** [How long to fix]

Phase 2: Timeline Reconstruction

Build a chronological sequence of events:

Time	Action	Actor	Outcome
HH:MM	[What was done]	[Claude/User]	[Result]

Key questions:

• What was the trigger?
• Where did the sequence diverge from expected?
• What was the point of no return?

Phase 3: Root Cause Analysis (5 Whys)

1. Why did [incident] happen?
   → Because [immediate cause]

2. Why did [immediate cause] happen?
   → Because [deeper cause]

3. Why did [deeper cause] happen?
   → Because [systemic issue]

4. Why did [systemic issue] exist?
   → Because [process gap]

5. Why did [process gap] exist?
   → Because [root cause]

Stop when you reach a cause that can be addressed by a concrete change to the system (skill, rule, hook, doc).

Phase 4: Contributing Factors

Identify all factors, not just the root cause:

Category	Factor	Contribution
Process	Missing checkpoint, unclear workflow	[How it contributed]
Communication	Ambiguous instructions, assumed consent	[How it contributed]
Technical	Missing guard, no validation	[How it contributed]
Context	Session continuation, prior assumptions	[How it contributed]
Human	Fatigue, time pressure, overconfidence	[How it contributed]

Phase 5: Fix Classification

Classify each fix by type:

Fix Type	When to Use	How to Encode
Skill	Recurring workflow needs structure	Create SKILL.md via skill-extract
Guard	Action requires mandatory checkpoint	Add approval gate to existing skill
Rule	Behavioural constraint needed globally	Create rules/*.md
Documentation	Knowledge gap caused the issue	Update CLAUDE.md, MEMORY.md, or docs/
Hook	Manual step was forgotten	Create script in hooks/
Checklist	Multiple steps need verification	Add to existing skill

Phase 6: Fix Implementation

Implement fixes during the retrospective, not after. This is the critical difference from a report-only post-mortem.

For each fix:

1. Implement it (create/edit the file)
2. Record what was done:

Fix	Type	Location	Status
[Description]	Skill/Guard/Rule/Doc/Hook	[File path]	Created/Updated

Also record a [LEARN] tag in MEMORY.md for each key correction (per the learn-tags rule).

Phase 7: Verification

Define how to verify the fix works:

## Verification

**Test scenario:** [How to test the fix]
**Success criteria:** [What "fixed" looks like]
**Review date:** [When to check if fix is working — default: 2 weeks]

Output

Write the report to log/incidents/YYYY-MM-DD_short-description.md:

# Lessons Learned: [Incident Title]

**Date:** YYYY-MM-DD
**Severity:** [Low|Medium|High|Critical]
**Status:** [Resolved|Monitoring|Open]

## Incident Summary
[Brief description]

## Timeline
| Time | Action | Actor | Outcome |
|------|--------|-------|---------|

## Root Cause
[The fundamental issue]

## Contributing Factors
- [Factor 1]
- [Factor 2]

## Fixes Implemented
| Fix | Type | Location | Status |
|-----|------|----------|--------|

## Prevention
[How this prevents recurrence]

## Lessons
1. [Key takeaway 1]
2. [Key takeaway 2]

Create log/incidents/ if it doesn't exist.

Common Incident Patterns

Pattern	Symptom	Root Cause	Typical Fix
Premature action	Action taken before approval	Implied consent ≠ explicit	Add approval gate to skill
Sequence error	Steps in wrong order	Missing dependency chain	Encode sequence in skill
Missing validation	Bad data passed through	No checkpoint	Add pre-flight check
Context carryover	Stale assumptions from prior session	State assumed to persist	Explicit context verification
Scope creep	Did more than requested	Task scope too broad	Clarifying questions first
Planning loop	Re-planned instead of executing	Perfectionism / uncertainty	Execution stall detector

Anti-Patterns

Anti-Pattern	Problem	Instead
Blame assignment	Creates defensiveness	Focus on process, not people
Single-cause thinking	Oversimplifies	Use 5 Whys, multiple factors
Recommend without acting	Lessons forgotten, recurs	Implement fixes during retro
Vague fixes ("be more careful")	Not verifiable	Encode specific changes
Skip verification	No way to know if fix worked	Define success criteria

Cross-References

• [LEARN] tags — record one-liner corrections in MEMORY.md (the quick complement to this skill)
• skill-extract — extract a full skill from a session (when the fix type is "Skill")
• ideas — if a fix is too large for this session, capture as an idea for later

Success Criteria

The retrospective is complete when:

• Incident clearly defined with timeline
• Root cause identified (not just symptoms)
• Contributing factors documented
• At least one fix implemented (not just recommended)
• Fix encoded in appropriate location (skill, rule, hook, doc)
• [LEARN] tags recorded in MEMORY.md
• Verification criteria defined
• Report written to log/incidents/