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The first pages of the Data Incident Postmortem template

Data Incident Postmortem

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every page (8)

Overview

When a pipeline loads bad data, the damage spreads quietly into dashboards, invoices and models before anyone notices. This eight-page document gives a data platform team one place to record what broke, which datasets and consumers were hit, why the system allowed it, how the backfill ran and what will change.

The sample follows Everdale Labs through a renamed field that loaded empty revenue values for 3 hours 40 minutes. Replace the incident ID, UTC times and summary first, rebuild the timeline from your paging tool, then swap in your own causes and give every action item one owner and one due date.

Useful for

  • A review the day after a pipeline loaded nulls or duplicates into tables that finance and support rely on
  • A readout for the CTO showing impact, root cause and which prevention actions are funded
  • A shared record that on-call engineers check against their memory and the paging history

What's included

  • Summary page with headline figures, four key findings and a recommendation
  • Timeline in UTC with a table of affected datasets and the customer-facing effect
  • Downstream impact page with a service level scorecard and consumer table
  • Two-column root cause article with contributing factors and what went well
  • Backfill page with a layered data flow diagram and a step-by-step replay
  • Prevention heat map, action item register and a step-by-step guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Set the incident ID, severity and UTC start and end times, then replace the summary with two sentences a customer would understand.

  3. 3

    Rebuild the timeline from your paging tool and chat export, then replace the root cause with your own chain of causes.

  4. 4

    Give every action item one owner, one due date and a tracker link, and delete any action you will not fund.

  5. 5

    Delete the guide page, then share the postmortem with your team or present it in the review meeting.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Does this template name the person who caused the incident?

No. It describes systems and decisions, uses roles in the timeline and asks why a change could ship, which keeps the review blameless and the team honest.

Is the sample data real?

No. Everdale Labs, the people, the datasets, the dollar figures and the dates are fictional and exist only to show what a finished postmortem looks like.

Can I use it for outages that are not about data?

Yes. Rename the affected datasets as affected services and rewrite the backfill page as recovery. The timeline, scorecard, causes and action items work for any incident.

  • #incident-postmortem
  • #blameless-postmortem
  • #post-incident-review
  • #sre
  • #data-platform
  • #google-docs
  • #pipeline-failure

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