Free Strategy Retrospective Self-Assessment Template

Five dimensions, scored 1–5 and weighted into one result.

• Outcome vs intent — did results match what we said we'd achieve?
• Execution quality — did we do what we said we'd do?
• Assumptions tested — which beliefs were validated or broken?
• Learning capture — is the lesson written where next-year-us sees it?
• Adjustment speed — did we pivot when evidence asked?

Everything you need to run this template.

From copy to deliverable in four steps.

Pick your role — see how it fits your workflow.

What makes this template work as a professional deliverable.

• Outcome vs intent
• Execution quality
• Assumptions tested
• Learning capture
• Adjustment speed
• Weighted composite score
• Personalized AI PDF report
• Free to copy and customize

A preview of real questions — the full version adds scoring and a personalized report per respondent.

1. Our outcomes this cycle match our stated intentions (1–5)
2. We executed the plan we committed to, not a drifted one (1–5)
3. Our key assumptions were written and then tested (1–5)
4. Lessons are captured where the next plan will read them (1–5)
5. We adjusted quickly when evidence contradicted us (1–5)
6. Which assumption proved most wrong, and when did you notice? (open)
7. What will you refuse to repeat next cycle? (open)