Sheets
9
Review basics
Free Download
Download the Retrospective Report Template for free. Capture findings, root causes, actions, and follow-up in one workbook.
Consultation
Need help choosing a template?
We can tailor the workbook to the columns you actually use. Then we can align it with your current review flow.
If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.
Use this free Excel template to keep retrospective findings, actions, and follow-up in one workbook. The page also includes a matching system example.
Retrospective
Lessons learned
Actions
History
Focus
Clear
See causes fast
Output
Actionable
Easy to act on
Input example
Retrospective summary
You can review findings, actions, owners, and follow-up at a glance.
Findings
6 items
Root cause
3 items
Actions
7 items
Next review
Next sprint
Free Download
See what is inside the Excel version first
A free workbook for organizing retrospective findings, actions, and follow-up in one place. After downloading, start by aligning the review questions.
File
Retrospective Report Template.xlsx
File name: project_management_milestone_review_log_template_en.xlsx
Sheets
9 sheets
Purpose
Project review and lessons learned
Align the facts and review questions before the session.
Keeping actions and owners together reduces searching across files.
Use the record as source material for the next review and handover.
Start with the review questions.
Workflow
How retrospectives work in Excel
When findings, actions, and follow-up stay in one flow, the team can keep lessons visible and reusable.
Step 1
Align the review date
Confirm the review date and what the team needs to prepare.
Step 2
Gather findings
Collect the facts so every owner can see what happened.
Step 3
Decide the actions
Turn the necessary follow-up into clear, owned actions.
Step 4
Keep the history
Save the lessons so they support the next review and handover.
Screen Mapping
Which columns become which screens
When the retrospective data model carries directly into the screen design, the path from learning to action is easier to understand.
Excel element
System element
Notes
Excel element
Review sheet
System element
Retrospective board
Notes
Helps record findings quickly.
Excel element
Cause list
System element
Cause map
Notes
Makes root causes easier to sort.
Excel element
Action request
System element
Action workflow
Notes
Clarifies owners and deadlines.
Excel element
Action closed
System element
Improvement history
Notes
Leaves material for the next review.