Introduction
What is PIR?
A Post Implementation Review (PIR) is a form you fill out after implementing a change to document what happened and what you learned. It's like writing a quick report about your change implementation that helps your team improve future changes.
Why Create PIRs?
PIRs help you remember what worked and what didn't during change implementations. They create a record of lessons learned that you and your team can reference for future changes. This leads to better planning, fewer mistakes, and more successful implementations.
When to Create PIRs
Create a PIR for any change implementation where you want to capture lessons learned. This includes:
- Changes that went smoothly (to document best practices)
- Changes that had issues (to prevent repeating problems)
- Emergency changes (to review the urgency and approach)
- Complex or high-risk changes (to build knowledge for similar future work)
Creating a PIR
Step 1: Access the PIR Section
First, make sure you're in the right company and navigate to PIR:
- Select your company from the sidebar dropdown
- Click "PIR" in the main navigation menu
- You'll see the PIR list page
Step 2: Start Creating a PIR
On the PIR list page, look for the "Create PIR" button in the top right corner. Click it to open the PIR creation form.
Important: You can only create PIRs if you have the appropriate permissions for the selected company. If you don't see the "Create PIR" button, contact your administrator.
Step 3: Fill Out the PIR Creation Form
The creation form is simple - you only need to provide a title:
Required Field:
- PIR Title - Enter a clear, descriptive title that explains what implementation you're reviewing (e.g., "Database Server Migration - March 15" or "Emergency Email Outage Resolution")
Optional: You can link the PIR to a specific change plan later in the detailed form, so you don't need to worry about that during creation.
Step 4: Create and Continue to Full Form
After entering your title:
- Click the "Create PIR" button
- The system will create a draft PIR and automatically redirect you to the full PIR form
- Your PIR will be assigned a unique ID (like PIR-KX3M2B7) for tracking
Step 5: Complete the Full PIR Form
Now you'll see the comprehensive PIR form with these sections:
Basic Information:
- Title (pre-filled from creation)
- Review Type - Choose from the dropdown:
Link to Change Plan (Optional):
- Search for and link to a specific change plan if this PIR is about a tracked change
- This will auto-fill some fields like the implementation date
Implementation Details:
- Implementation Summary - Describe what was implemented
- Timeline of Events - Chronological account of what happened
Analysis Section:
- Root Cause - If issues occurred, explain why
- Lessons Learned - Key takeaways from this implementation
- What Went Well - Positive aspects to remember
- What Could Improve - Areas for future enhancement
- Follow-up Actions - Next steps or recommendations
Step 6: Save or Complete Your PIR
Saving as Draft:
- Click "Save" to store your progress without finishing
- You can come back and edit the PIR later
- Draft PIRs can only be edited by their creator
Marking as Completed:
- Click "Mark as Completed" when you're finished
- This changes the PIR status from "Draft" to "Completed"
- Completed PIRs can be peer reviewed by other team members
Linking PIRs to Change Plans
Once you've created a PIR, you have the option to link it to a specific change plan from your change management system. This connection creates a direct relationship between the change request and its post-implementation review, providing complete traceability throughout the change lifecycle.
When you link a PIR to a change plan, the system can automatically populate the implementation date from the change's actual start time, and you'll be able to easily navigate between the change details and its corresponding PIR. This linkage is particularly valuable for organizations that want to maintain comprehensive documentation and ensure every significant change receives proper review and analysis.