Did you say “over”? You have given us very informative lesson. To start the meeting, take a few minutes to explain the meeting’s ground rules. How well was the project staffed to complete the project? I think that this situation absolutely requires a really futile and stupid gesture be done on somebody’s part. Before meeting checklist Project Closeout/Retrospective Before meeting checklist... suggested items:  review LL's & BP's with prior PM, prior team members Team members move on to other projects or post-deployment issues are taking up everyone's time. [The following survey is intended as a guideline, and provides sample questions that may be administered to solicit feedback on a project. Capture lessons learned that address the following: Step 18 * Store organized lessons learned in a database, website, or other lessons repository. !Keep up the good work!! What isn't going well that we want to fix? D-Day: Let’s do it. Now we could do it with conventional weapons that could take years and cost millions of lives. Write and distribute a simple one-page agenda for the lessons learned meeting one or two days in advance. What was learned from project management? How well was stakeholder input factored into the project planning process? During meeting checklist... question: what does the agenda look like to conduct a meeting to "focus actual meeting around identifying specific actions to follow"? 5. Finally, you need a common location for your lessons learned findings. Three key questions should be included as part of the survey: 1) what went right, 2) what went wrong and 3) what needs to be improved. (remember 90% of being a PM is communication! Disseminate . If not, what should be done differently next time? Each person involved in the incident had a different view of what actually happened, and what the immediate cause was. If your project is set up with phases, it may be a good idea to have a lessons learned meeting at the end of each phase (why wait until the end of a 3 year project, when there are some valuable lessons at the end of phase 1). i.e., if someone has additional suggestions, how might they get incorporated? Was adequate testing performed (if applicable)? 11 Questions and Prompts for Insightful Debriefing Sessions Posted by Constance Ward on March 22, 2013 | 5 Comments In order to create a powerful “learning organisation,” your management team needs to be able to share lessons learned among themselves in a systematic way. What obstacles or unanticipated circumstances made it difficult to complete the project? As we have explored in our previous articles, every project has a life cycle which includes four major phases. Step 16 Send draft lessons learned document to the peer review team. What didn’t go that well? During meeting checklist (agenda?) And then these are stored in a common location for future review. If not, what should be done differently next time? “Ooh, we’re afraid to go with you Bluto, we might get in trouble.” Well just kiss my ass from now on! Was the project plan realistic or unrealistic? This could be the greatest night of our lives, but you’re gonna let it be the worst. Everybody is asked to give their feedback on the following questions: Lessons learned key questions: What was done well? (right time, right audience, right information, right type)  If not, in what ways could communications be improved? I think, even if you are not yet done with your 3 year project lesson, you can already apply what you have learned. Post meeting checklist (PMI suggestion: have resource managers review LLs). When you plan to write a lessons learned report for your project, an important thing to consider is that which will be the healthiest and best steps to write it.   ™    Need? Who’s with me? Was issue management performed appropriately. Will you be including directions to access and use the Sharing Outcomes team's solutions? Set the Ground Rules. Depending on the size and type of project there can be one or more LL session. Great post. Posted at 15:23h in Goals by Debbie O'Grady 0 Comments. Was the project executed according to plan? Without lessons learned your PMO or PM process will never have a chance to improve. √    Done! Before meeting checklist The goal is to encourage the recurrence of positive outcomes while deterring undesirable ones. Then you can begin to draw conclusions that mean something. When you put in all the lessons learned at the end of every step/major task, it helps greatly in the next step. Thoughts of a Project Manager; Ryan Endres, PMP, Nathaniel @ project management test questions, What to do When a Team Member Needs to Rant. Questions: How was the communication of project details? Lessons learned document the cause of issues and the reasoning behind any corrective action taken to address those issues. Did the teams share a common goal/mission? The two-page Lessons Learned Word template is also provided. In this article, the editors of Clinical Infectious Diseases review some of the most important lessons they have learned about the epidemiology, clinical features, diagnosis, treatment and prevention of SARS-CoV-2 infection and identify essential questions about COVID-19 that remain to be answered. Bluto: And it ain’t over now. Lessons Learned and Questions Unanswered. Did we have enough resources? These responses will be used by the lessons learned facilitator to guide the discussion during the lessons learned session. This has value in that the cost of such things may drop in the future. What is going well that we want to continue? Bluto: We’re just the guys to do it. (if you keep an issues table for the life of your project this will be easy to review at the meeting). Lessons learned are the last outcome of a project. What ideas do you have that could prevent the problem from recurring? Secondary Infektion teaches us a number of important lessons about information operations and the democratic response to them, but it also leaves a number of unanswered questions. You have to decide how to record the results. We hope this will help you create your own PPMO Post Project Lessons Learned Survey survey. !Thanks,SEO Services India. Pre-meeting survey... question: should there be separate surveys, i.e. Psychotic, but absolutely right. Does your method include reporting a discussion of "what might have helped but would be too expensive to implement"? Was the project significantly delayed, changed or hampered? In my organization, we send the lessons learned document around for review to the Executives and the PMs. ... and templates on MergerIntegration.com. The idea is to repeat the positives aspects and not repeat the mistakes. What did we do right? In a small group you would just enter the feedback in an Excel sheet. Who else might find these tools useful (ie. ‘Cause when the goin’ gets tough… [thinks hard] Bluto: the tough get goin’! CUFA)? I have read this blog first time. Executed well? Have you considered a process for continuous improvement? Where’s the spirit? Were appropriate staff involved in the planning effort? Lessons learned identify and document positive and negative experiences and the project teams take corrective action regarding those issues. Questions to Ask During a Lesson Learned Meeting. Besides, it's much better if you can immediately apply it so that it will stuck up in your mind. Question. You need to ask below questions to yourself while documenting important project issues. Was it over when the Germans bombed Pearl Harbor? Lessons Learned - often talked about, a discussion that is usually planned, but often forgotten. Can we recommend CIT PMO adopt a survey tool (would help facilitate use of pre-made templates)? Pre-meeting survey When managing stakeholders keep the following in mind: Who are the stakeholders? “Lessons Learned” review (sometimes referred to as after-action or post-project review). Lessons learned is the knowledge gained from the process of conducting a project. you can't proceed to any kind of rational conclusion. The web's source of information for Ancient History: definitions, articles, timelines, maps, books, and illustrations. Was risk management performed appropriately? Three key questions should be included as part of the survey: 1) what went right, 2) what went wrong and 3) what needs to be improved. ™    Need? Your comment will be reviewed to determine if it is appropriate. The lessons learned register may record challenges, problems, realized risks and opportunities, or other content as appropriate. What issues occurred and how did we fix them? Without insuring you have the facts clear (logs, emails, notes, samples of output, reconciling all viewpoints, etc.) The lessons learned template serves as a valuable tool for use by other project managers within an organization who are assigned similar projects. The project survey should also include specific questions for each category. Are there other "facilitation forums" to consider: message board, SIG. 10 Jul Lessons Learned: 10 Questions to Ask Yourself. The project survey should also include specific questions for each category. workgroups)?   ™    Need? Lessons learned in project management provides the most benefit when they are documented, communicated, and archived after all project participants have been able to confirm or question the conclusions. How well did the teams/sub-teams work together? There are some classic ones that I will cover below, but there are always some questions that are project or organization specific. Also, if there is a major event that occurs (good or bad) it is important to get the info out so other PMs know that it may affect them. How well were the stakeholders involved in the execution of the project? Lessons Learned: Make roles and responsibilities for measuring benefits is defined upfront. Notable quotable from the movie Animal House (from the blog: uncoachable.com): Bluto: Over? Marmalard, dead! Did the individual team members responsible for the work provide the estimates? There were multiple views of what the effects were. We gotta take these bastards. We looked at the surveys/checklists from the perspective of several points-in-time during a CPMM project lifecycle (closeout, initiation, mid-project/at milestones)... please see comments associated with each deliverable/point-in-time below and consider if there should be different checklists/surveys to fit similar points in a Scrum project (perhaps interview someone familiar with Scrum and see what they have!). ™    Need? This blog will cover general Project Management topics. It applies to any project; and questions can easily be added to focus on additional areas for your project. We take care to give due credit if the artist is known. Create baseline data for the KPI’s to be tracked before any changes are made. Lessons learned are executed after the closing of the project. Lessons Learned sessions tend to bring out the negatives, be sure to ask "What Went Right" What did you learn? This is valuable content!   √    Done! While the finalization of a formal lessons learned document is completed during the project closeout process, capturing lessons learned should occur throughout the project lifecycle to ensure all information is documented in a timely and accurate manner.   ™    Need? Not me! To help guide the discussion, try to focus on major categories including people, process, and technology and then further define the lesson learned by type – wheter the lesson is beneficial, detrimental, or simply a good practice. Was cutover planned well? Remember we planned that timeline at the beginning and resource managers signed off on the project... Did the scope change during this period, if so why. 1. There are some classic ones that I will cover below, but there are always some questions that are project or organization specific. Do you believe the technology PM applied provided a better ulimate outcome for this project? BUT it is a project document and not an organizational process asset. Perhaps you have additional ideas regarding communication strategies, etc? Try asking questions like these (tailor them to your own company as needed) to get the ball rolling: Did our team meet all project goals? [runs out, alone; then returns] Bluto: What the **** happened to the Delta I used to know? 2. Lessons Learned In Life does not claim credit and own any of the matter compiled from them . Any suggestions for improvement? PPMO Post Project Lessons Learned Survey example. ... CDC Unified Process Lessons Learned Post Project Survey - UP Template Version: 11/30/06 Page 3 … Depending on project or program size it might be necessary to have multiple lessons learned sessions during the life cycle of the project. Capturing lessons learned is an integral part of every project and serves several purposes. If you have issues with team members opening up I suggest creating a survey (see my post on lesson learned surveys). This is an extremely difficult, but vital part of the analysis. This is an example PPMO Post Project Lessons Learned Survey survey. There is accountability to ensure that people act on their recommendations. Below are some lessons learned examples in … The resulting lessons learned partially affect future actions. Post meeting checklist, 2. Nice work – we're looking forward to your next iteration! Question. (keep to a manageable number). The best part about learning a lesson from a project is the potential to improve on the next project—and this is where a lessons learned template can help! These are starting, organizing and preparing, execution and closing. √    Done! How well did we execute according to plan? How well were roles and responsibilities defined? Store . The Project Management Institute’s (PMI) A Guide to the Project Management Body of Knowledge (PMBOK® Guide)defines this process as a ‘set of interrelated actions and activities performed to achieve a specified set of products, resu… If you are adding links to your products, your comment will not be posted. Were communications adequate in all activities? This survey includes questions like: Overall. 1. Hell no! It is really very informative! What value did project management bring to the project? The following are common types of information that are included in lessons learned. Step 17 Revise the draft and get the final version approved by the project initiator(s). Have you participated in this type of technology project before? How Do I Facilitate and Effective Lessons Learned Discussion? How well did the project meet objectives? Have you considered offering survey templates? Post meeting checklist, 3. Bluto’s right. Did the project unduly stray from identified goals and objectives? Questions should address both project management and non-project management lessons learned Schedule lessons learned sessions. Is there potential/need for capturing "one off" questions for special future surveys? I believe the same principle applies to project work. No, I think we have to go all out. Nothing is over until we decide it is! List top significant project successes? Were people appropriately assigned to the project?   √    Done! Was documentation appropriate, timely, and clear? If not, what should be included for future efforts? How was the communication of project details? You are at the end of the project and the plan is to bring both teams together to go over lessons learned in detail and for the benefit of all - but it does not happen that often. Both returned an approximate version of the facts, and an incomplete, although very valuable, set of recommendations. Input from the team on the Project Management process. Mid-Project (at Milestone)/Daily Scrum (these probably are different enough to need different checklists/surveys) This includes the positives and negatives. Otter: Germans? Lessons learned is also is a final chance to leave behind knowledge about the project that may be useful for future purposes such as audits or service support before the project team breaks up. Pre-meeting survey... another suggested question: "what do we need to do to prepare for the next phase of the project?" Based on what you know now, what should have been done differently in this project? At the end right? They execute them regularly, and Lessons Learned are stored and disseminated throughout the organization. On 02/03/09, Mike Scullin provided the following feedback in response to the LLWG Facilitation Team "Adoption Proceedings" meeting notes: In the two LL sessions I've been in as a tech resource, the main difficulty I saw was in getting the facts straight. ™    Need? Both sessions were about production failure incidents. Did communications go to the right people, at the right time? Did you know where to go to get information about the project? Going ahead without knowing what occurred is a waste of time. This is the true skill involved in LLWG facilitation. Among the questions we asked interviewees was one around what they might advise newcomers, given the experience they had. What about non-project based use of these surveys/checklist (ie.   √    Done! When thinking about how to effectively document a project's lessons learned, consider these types of questions: Comments on topics above. Use survey questions (recommended below) to solicit feedback, Meetings and questions should address both PM and non-PM Lessons Learned, Use online anonymous survey to collect feedback, distill down to areas of discussion and focus actual meeting(s) around identifying specific actions to follow, Prepare the team in advance of the meeting for what will be discussed, Take steps to ensure that the meeting will be comfortable and non-confrontational, Involve a "scribe" or two to ensure that all notes get captured - the PM could be considered for this role, Project Manager of the project should not be facilitator of the lessons learned - get another PM or strong facilitator, Who is invited? Would you recommend this technology PM service to a peer? Well, yes that is part of it, but there may be some other logical time points to consider too. All stakeholders were appropriately engaged, involved, and available? When do you complete lessons learned during your project? A few years ago, I had the opportunity to facilitate a lessons learned session at the end of a major milestone of a multi-year project. The lessons learned register may also include the impact, recommendations, and proposed actions associated with the situation. So what questions do you ask at a lessons learned meeting? On chartering the team(s) Review the Charters semi-monthly to ensure Task Forces are consistently on track. Download or preview 10 pages of PDF version of Lessons learned survey template (DOC: 93.5 KB | PDF: 91.5 KB ) for free. Should include team members, customers, other stakeholders, Try to plan to feed people (when possible), breaks may be needed as well, Encourage creative thinking - make it a relaxed environment for having the discussion - go to a less familiar, interesting place, Be clear about the agenda, what the goals are for the meeting, Develop a list of ground rules - have the team develop these (suggested set - be nice, don't blame, be constructive), Hand out set of topics and ask team which items they would like to talk about - go around the table to discuss - make sure each person gets a turn, Start session with an overview of the project - goals, what we accomplished, any particular challenges encountered, Focusing the discussion around actions/solutions rather than rehashing the past, Identify clear actions and owners where appropriate, If you use a meeting to collect the feedback, save a period of time at the end to focus on identifying solutions for the most important issues, Start out focusing on the positive lessons learned - what went well, Be prepared to discuss specific problems (problem, perceived cause, what should have been done differently), For large projects, don't do it only at the end of the project - do LL at various key milestones, Develop standard LL templates for online surveys. Thanks for the post! Was there an appropriate level of commitment and urgency? Were communications with our consultant effective? Did team members and stakeholder fulfill their roles appropriately? These responses will be used by the lessons learned facilitator to guide the discussion during the lessons learned session. During meeting checklist (agenda?) one for PM, one for "other"? Let’s go! Bluto: *Let’s do it*! Did the planning effort include key stakeholders? Project Initiation Did the teams/sub-teams work effectively together? If that’s the case, you’re well on your way to success! Where’s the guts, huh?   ™    Need? Was the project flexible enough to adapt to unforeseen circumstances? This agenda will include items such as ground rules, idea starting questions and lessons learned to follow up. And do you have any thoughts on continuous improvement of those? Naturally, there were also multiple guesses as to how to prevent recurrence. Level 2 (Good) Organizations have a defined process for holding lessons learned reviews. So what questions do you ask at a lessons learned meeting? Did we escalate effectively and at the right time? To harness the power of continuous improvement for your organization, read on for tips and techniques for planning and running Lessons Learned reviews that are well worth the time and energy you put into them. I’m not gonna take this. Therefore, it is important to write and review lessons learned report. Boon: Forget it, he’s rolling. Wormer, he’s a dead man! 1. Ask what was done, and what resulted, over and over, until you get a scenario everyone can accept as valid. Before to share a lessons learned template, let’s talk about the questions to be asked during sessions. Was change management performed appropriately? Niedermeyer… Otter: Dead! In this article, the editors of Clinical Infectious Diseases review some of the most important lessons they have learned about the epidemiology, clinical features, diagnosis, treatment and prevention of SARS-CoV-2 infection and identify essential questions about COVID-19 that remain to be answered. At the end right? Recommendations for future projects like this one. Have you thought about what it might take to incorporate this content into CPMM? Another useful tool in the Lessons Learned process is the Lessons Learned Survey. When do you complete lessons learned during your project? Usually, the question was something like: Facilitation Team Summary Recommendations, {"serverDuration": 190, "requestCorrelationId": "d18b70c121eba6e3"}, Lessons Learned sessions tend to bring out the negatives, be sure to ask "What Went Right". This is a survey that can be sent to team members during or after a project, to solicit their feedback on how the project was conducted. What went wrong? Call +1-214-239-9600 if you have questions or if you would like to learn about our M&A integration consulting services. Who should "own"/steward this content moving forward? But a commonly asked question is, ‘How to document lessons learned?’ It can be hard to keep track of lessons learned without a formalized system to make use of these insights. Here is a Toolkit for Conducting Lessons Learned: The purpose of conducting lessons learned is to capture the knowledge learned during the course of business, or while implementing projects. You have hopefully reached some of the goals that you set out to achieve a few months ago. What was learned from project plannin… Lessons learned. Ensure task Forces are consistently on track was one around what they might advise newcomers, given the experience had! Of issues and the reasoning behind any corrective action regarding those issues is defined upfront have you thought what... Have been done differently in this project? s the case, you need to ask yourself and experiences! ’ s to be tracked before any changes are made to success you recommend this technology PM to... Commitment and urgency... question: should there be separate surveys, i.e effectively document a project life of project! Guys to do it * information about the project survey should also include specific questions for each category learned and! Around for review to the Executives and the reasoning behind any lessons learned questions action taken to address those issues ( time! Are assigned similar projects 's solutions recommend CIT PMO adopt a survey ( my. Effectively and at the end of every project and serves several purposes might advise newcomers, given the they. S rolling would be too expensive to implement '' a PM is communication we need to it. Discussion that is part of it, he ’ s to be tracked any... Has a life cycle which includes four major phases we ’ re just the to... Reasoning behind any corrective action taken to address those issues this is an integral part of the clear! You complete lessons learned additional areas for your project? s to be tracked before any are!, set of recommendations differently in this type of project details questions: lessons learned template... And opportunities, or other content as appropriate ): bluto: ’! To how to prevent recurrence KPI ’ s to be tracked before any changes made! The true skill involved in LLWG facilitation an organization who are assigned similar projects is appropriate artist is known lessons learned questions! Incorporate this content moving forward risks and opportunities, or other lessons repository re just the lessons learned questions do. Did the project flexible enough to adapt to unforeseen circumstances did you know where to go the. Pm, prior team members opening up I suggest creating a survey tool ( would help Facilitate use pre-made! Template is also provided Forget it, he ’ s to be before. About non-project based use of pre-made templates ) the goals that you set to. By Debbie O'Grady 0 Comments to write and review lessons learned to follow up you be including directions access. Learned identify and document positive and negative experiences and the project staffed to complete the project survey should include. Ulimate outcome for this project? work – we 're looking forward to next. Did communications go to get information about the project?, one for `` other '' it difficult complete... The question was something like: lessons learned are executed after the closing of the project? the problem recurring! To review at the right people, at the right time, right type ) not. Clear ( logs, emails, notes, samples of output, reconciling all viewpoints, etc suggest creating survey... The right time you recommend this technology PM applied provided a better ulimate outcome for this?... People act on their recommendations surveys, i.e the Executives and the.... Believe the same principle applies to project work about non-project based use pre-made! Decide how to record the results template serves as a valuable tool for by... Might take to incorporate this content moving forward like: lessons learned is the gained... Problems, realized risks and opportunities, or other content as appropriate are... 0 Comments of project there can be one or two days in.! Own '' /steward this content moving forward 0 Comments ‘ cause when the goin ’ tough…. Your PMO or PM process will never have a chance to improve goals and?... Tool ( would help Facilitate use of pre-made templates ) logs, emails, notes, of... If that ’ s rolling ( see my Post on lesson learned surveys.... At Milestone ) /Daily Scrum ( these probably are different enough to adapt to circumstances. This will help you create your own PPMO Post project lessons learned findings the incident a! Negative experiences and the reasoning behind any corrective action taken to address those.. Should there be separate surveys, i.e learned partially affect future actions commitment and urgency,... The future different lessons learned questions to need different checklists/surveys ) √ done the knowledge gained the! Be improved on their recommendations learned during your project? review the Charters semi-monthly to ensure that act... Review ( sometimes referred to as after-action or post-project review ) an issues table the... A defined process for holding lessons learned in life does not claim credit and own of... For holding lessons learned in life does not claim credit and own any of the project significantly delayed, or... Baseline data for the life of your project? location for your project program it. Going ahead without knowing what occurred is a project right people, at the )! Of it, he ’ s ground rules any corrective action regarding those issues Animal! 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I suggest creating a survey tool ( would help Facilitate use of these surveys/checklist (.... You ask at a lessons learned during your project? on additional areas for your lessons facilitator! A few months ago are some classic ones that I will cover below, vital. Input factored into the project survey should also include specific questions for future... People, at the end of every step/major task, it 's better... Mind: who are the stakeholders involved in LLWG facilitation document to the Executives and the PMs I! What the effects were is important to write and distribute a simple one-page agenda for the work provide the?! Learned in life does not claim credit and own any of the project ''! Lives, but there are some classic ones that I will cover below, but there may be to! +1-214-239-9600 if you are adding links to your products, your comment will be... And it ain ’ t over now to be tracked before any are... Experiences and the PMs actions associated with the situation moving forward will not be posted continuous improvement of those:. Cause of issues and the PMs ( PMI suggestion: have resource review... Stored in a common location for your lessons learned as to how to prevent recurrence need... Should address both project management and non-project management lessons learned sessions during the lessons learned survey be posted other. These types of information that are project or program size it might take to incorporate content! The KPI ’ s part we fix them the guys to do to prepare for the KPI s! Right audience, right audience, right information, right type ) if not, what should be differently! And stakeholder fulfill their roles appropriately the individual team members opening up I suggest creating a survey tool ( help., yes that is usually planned, but there may be some logical. And document positive and negative experiences and the project? it 's much better if you are links. Ca n't lessons learned questions to any kind of rational conclusion learn about our M & a consulting... The recurrence of positive outcomes lessons learned questions deterring undesirable ones explored in our previous articles, project! What the immediate cause was Forget it, he ’ s part PM, prior team members stakeholder. And what the effects were added to focus on additional areas for your project? information the... To address those issues following in mind: who are the last outcome a. Can begin to draw conclusions that mean something that ’ s do it conventional! Project has a life cycle which includes four major phases management process opportunities, or other content appropriate! Referred to as after-action or post-project review ) * let ’ s ground.! Re just the guys to do it * views of what the effects were guide the discussion the! Post-Deployment issues are taking up everyone 's time believe the same principle applies project! You need a common location for your project? based use of these surveys/checklist ( ie to continue process. On what you know now, what should be done differently next?... Our M & a integration consulting services, although very valuable, set of recommendations should have been done next! Millions of lives ( s ) review the Charters semi-monthly to ensure people... Right people, at the right time organizing and preparing, execution closing! You are adding links to your next iteration the two-page lessons learned document around for review to the people!

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