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Lessons Learned Meeting Report


Quick Summary
Process for holding a meeting aimed at capturing project wins, challenges, and resulting "lessons learned" and producing a report at the end. A great way to promote continuous improvement across all your projects.


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What this is

Example "lessons learned" report from holding a team review to discuss how the project is going, and at the end, how it went. What did you do well? What did you not do so well? What was the bottom-line result for the project? What can you learn for next time that will help you and others on other projects? This template gives suggestions for the process, and a sample output report.


Why it's useful

Lessons learned meetings are your best weapon for implementing continuous improvement. These reviews give everyone a chance to freely discuss the good and bad aspects of the project so that good practices are repeated and bad practices are eliminated.


How to use it

Lessons Learned meetings should be held at or near the end of a project, and can also be useful at key interim points during longer projects, such as after the planning phase in a major project. The entire core team attends these reviews. Key functional managers may sit in but should not impede the process. Review project results by asking questions like did we do what we said we would in terms of meeting cost, schedule, and quality goals? What were the cost issues, feature issues, schedule issues? The template in this file contains data from an actual project. In this case, the project experienced a significant slip, but projects that went well overall should also get a lessons learned meeting. You can save off the file and create a blank version to use on your projects. Process points:


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Related Templates
Lessons Learned Survey
A survey that can be sent to team members during or after a project, to solicit their feedback on how the project was conducted.

Lessons Learned Meeting Agenda
A sample agenda for a lessons learned meeting.

Project Closeout Meeting Agenda
Agenda and instructions for conducting a Close Out Workshop.

Problem-Solving Tools and Techniques
Six different problem-solving tools help you do everything from determining root causes to assessing possible solutions, and outline a basic problem-solving strategy so you can be sure you've covered all the bases.





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