Campaign Operations & Execution: What Should Be Included in a Campaign Post-Mortem Analysis?
Turn every launch into a learning engine. Standardize blameless post-mortems that capture insights, correct root causes, and fuel faster, smarter campaigns across channels.
A high-quality post-mortem includes: objectives & hypotheses, final results vs. targets, funnel diagnostics (reach→engagement→conversion→revenue), creative & offer analysis, audience/consent & data quality, channel mix & spend, tracking/attribution integrity, operational performance (SLAs, cycle time, defects), external factors, root-cause analysis, and a prioritized action plan with owners, due dates, and expected impact.
What to Capture in Every Post-Mortem
The Post-Mortem Playbook
Use this cadence to move from reporting to real, repeatable learning—and to decisions that improve the next launch.
Collect → Normalize → Diagnose → Synthesize → Decide → Publish → Follow-Through
- Collect: Pull final data from MAP, CRM, web analytics, ad platforms, finance; snapshot assets and briefs.
- Normalize: Reconcile IDs & UTMs, de-duplicate leads, align timeframes and definitions (MQL, pipeline, revenue).
- Diagnose: Analyze funnel drop-offs, segment cohorts, compare variants, validate tracking coverage.
- Synthesize: Convert findings into insights: what mattered, why it happened, confidence level, impact.
- Decide: Prioritize actions with RICE/ICE; assign owners, target dates, and expected ROI.
- Publish: Store in a searchable hub with links to dashboards, raw data, assets, and the decision log.
- Follow-Through: Convert actions into tickets; review progress in the next ops standup; close the loop.
Campaign Post-Mortem Capability Maturity Matrix
Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
---|---|---|---|---|
Data Readiness | Manual exports; mismatched UTMs | Standard schemas; auto data pack & versioning | RevOps/Analytics | Time-to-insight |
Definitions & KPIs | Inconsistent MQL/SQO | Unified metric glossary & dashboard | Ops PMO | Dispute rate |
Root-Cause Method | Opinion-based | 5 Whys/Fishbone with evidence | MOPS Lead | Defect recurrence |
Decision Tracking | Slides lost in drives | Central decision log with owners/ETAs | Program Manager | Action completion % |
Knowledge Reuse | One-off learnings | Playbooks & templates updated | Enablement | Playbook adoption |
Blameless Culture | Finger-pointing | Facts, systems & safeguards focus | Leadership | Participation rate |
Automation & AI | Manual slides | Auto scorecards, anomaly alerts, summaries | Analytics/IT | Prep hours saved |
Client Snapshot: From Reports to Decisions
After standardizing post-mortems and a central decision log, a B2B team cut time-to-insight by 58%, doubled test velocity, and improved ROMI by 14% in two quarters. Explore results: Comcast Business · Broadridge
Close the loop with The Loop™ and govern decisions with RM6™ so lessons become operating standards.
Frequently Asked Questions
Make Post-Mortems Pay Off
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