Improve project management success with our structured workflow, capturing key insights, driving continual improvements, and fostering efficient collaborations.
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Identify key project stakeholders
2
Schedule Lessons Learned Meeting
3
Prepare Lessons Learned Agenda
4
Facilitate Lessons Learned Meeting
5
Document key discussion points
6
Identify recurring themes and patterns
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Classify key lessons identified according to project phase
8
Compile Lessons Learned Report
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Approval: Project Manager
10
Share Lessons Learned Report with all stakeholders
11
Incorporate feedback from stakeholders
12
Approval: Project Sponsor
13
Finalize Lessons Learned Report
14
Store report in Lessons Learned Repository
15
Notify relevant departments for ongoing improvements
16
Schedule and communicate next review meeting
17
Close Lessons Learned process
Identify key project stakeholders
Identify the individuals or groups who have a vested interest in the project's success. Consider internal and external stakeholders, such as team members, executives, clients, and suppliers. Understand their needs, expectations, and level of influence. Plan for effective communication and engagement with stakeholders throughout the project.
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Internal
2
External
Schedule Lessons Learned Meeting
Set a date and time for the Lessons Learned Meeting. Ensure that all key project stakeholders, team members, and relevant parties can attend. Consider the availability and time zones of participants. Reserve a suitable meeting room or schedule a virtual meeting.
1
On-site
2
Virtual
Prepare Lessons Learned Agenda
Create an agenda for the Lessons Learned Meeting. Outline the topics to be discussed and the desired outcomes. Include time allocations for each agenda item. Consider including an icebreaker activity to facilitate engagement and participation from attendees.
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Introductions
2
Review of Project Goals
3
Discussion of Challenges
4
Identification of Successes
5
Action Planning
Facilitate Lessons Learned Meeting
Lead the Lessons Learned Meeting to ensure a productive and open discussion. Create a comfortable and inclusive environment for stakeholders to share their insights, experiences, and perspectives. Follow the prepared agenda and encourage active participation from all attendees.
Document key discussion points
Record the important points discussed during the Lessons Learned Meeting. Capture insights, lessons, and recommendations. Ensure accurate and detailed documentation to enable future reference and analysis.
Identify recurring themes and patterns
Analyze the documented discussion points to identify recurring themes, patterns, or trends. Look for common challenges, successes, and opportunities for improvement. Group similar insights together to gain a holistic understanding.
Classify key lessons identified according to project phase
Categorize the key lessons based on the project phases in which they occurred. Identify lessons specific to project initiation, planning, execution, monitoring, and closure. Understand the impact of these lessons on the overall project and determine appropriate actions for future projects.
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Initiation
2
Planning
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Execution
4
Monitoring
5
Closure
Compile Lessons Learned Report
Consolidate all the identified lessons, insights, and recommendations into a comprehensive Lessons Learned Report. Summarize the key findings and provide clear explanations. Ensure that the report is well-organized, visually appealing, and easy to understand.
Approval: Project Manager
Will be submitted for approval:
Compile Lessons Learned Report
Will be submitted
Share Lessons Learned Report with all stakeholders
Distribute the Lessons Learned Report to all project stakeholders. Ensure that the report reaches the intended audience in a timely manner. Share the report through appropriate communication channels, such as email, project management software, or collaborative platforms.
Incorporate feedback from stakeholders
Collect feedback and opinions from stakeholders regarding the Lessons Learned Report. Encourage stakeholders to provide their thoughts, suggestions, and additional insights. Consider the feedback received to further refine the report and enhance its value.
Approval: Project Sponsor
Finalize Lessons Learned Report
Review and incorporate the feedback received from stakeholders into the final version of the Lessons Learned Report. Make necessary revisions to ensure accuracy, completeness, and relevance. Seek approval from relevant stakeholders before finalizing the report.
Store report in Lessons Learned Repository
Save the finalized Lessons Learned Report in a designated Lessons Learned Repository. Ensure that the report is stored in a secure and easily accessible location. Use appropriate naming conventions and file organization to facilitate future retrieval.
Notify relevant departments for ongoing improvements
Inform relevant departments or teams about the Lessons Learned Report and its findings. Ensure that the insights and recommendations reach the appropriate stakeholders who can implement changes or improvements. Enable cross-functional collaboration for ongoing learning and improvement.
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Operations
2
Marketing
3
Finance
4
Human Resources
5
IT
Schedule and communicate next review meeting
Set a date and time for the next review meeting to discuss the progress of implementing lessons learned. Communicate the meeting details to relevant stakeholders in advance. Ensure that the meeting aligns with the project timeline and provides an opportunity to assess the effectiveness of the identified improvements.
1
On-site
2
Virtual
Close Lessons Learned process
Conclude the Lessons Learned process for the current project. Ensure that all necessary actions have been taken based on the identified lessons. Document the closure and archive the relevant documents, reports, and insights for future reference.