ISO 21502:2020 Clause 7.18.2 Identifying lessons

Throughout the project, the project team and key stakeholders should identify lessons concerning the technical and managerial aspects of the project. The lessons should be captured, compiled, formalized and stored.

Identifying lessons learned is a critical aspect of the project management process, and there are several methods and approaches that project organizations can use to effectively identify lessons. Here are some common techniques:

  1. Project Team Meetings and Workshops:
    • Hold regular project team meetings and dedicated workshops specifically focused on capturing lessons learned.
    • Encourage open and honest discussions among team members to share their experiences, insights, and observations from the project.
  2. Surveys and Questionnaires:
    • Distribute surveys or questionnaires to project team members, stakeholders, and other relevant parties to gather feedback on their experiences and perspectives.
    • Ask targeted questions about what worked well, what didn’t, and what could be improved to elicit specific lessons learned.
  3. Structured Interviews:
    • Conduct structured interviews with key project stakeholders, including project managers, team leads, clients, and subject matter experts.
    • Use a predefined set of questions to guide the interview process and ensure consistency in capturing lessons learned.
  4. Document Reviews:
    • Review project documentation, including project plans, status reports, issue logs, risk registers, and meeting minutes, to identify lessons learned.
    • Look for recurring themes, patterns, or trends that highlight areas of success, challenges, or opportunities for improvement.
  5. Root Cause Analysis:
    • Perform root cause analysis to delve deeper into significant issues, challenges, or failures encountered during the project.
    • Identify the underlying causes or contributing factors that led to these issues and derive lessons learned to prevent recurrence in future projects.
  6. Review of Performance Metrics:
    • Analyze project performance metrics, such as schedule variance, cost performance index, and customer satisfaction scores, to identify areas of strength and weakness.
    • Use performance data to identify lessons learned related to project execution, resource management, and stakeholder engagement.
  7. External Benchmarks and Best Practices:
    • Benchmark against industry standards, best practices, and lessons learned from similar projects or organizations.
    • Identify successful practices or innovative approaches used by other projects or organizations and consider how they can be adapted or applied to your project.
  8. Ad Hoc Feedback Channels:
    • Establish ad hoc feedback channels, such as suggestion boxes, online forums, or anonymous feedback mechanisms, to encourage project stakeholders to share their insights and lessons learned.
  9. Continuous Monitoring and Reflection:
    • Foster a culture of continuous learning and reflection within the project team by encouraging ongoing monitoring and reflection on project activities and outcomes.
    • Encourage team members to proactively identify and document lessons learned as they arise throughout the project lifecycle.

By employing these methods and approaches, project organizations can systematically identify lessons learned from their projects, enabling them to extract valuable insights, improve project performance, and drive continuous improvement across the organization.

Throughout the project, the project team and key stakeholders should identify lessons concerning the technical and managerial aspects of the project.

Identifying lessons concerning both technical and managerial aspects of the project is crucial for comprehensive learning and improvement. Here’s how project teams and key stakeholders can identify lessons learned in both areas:

  1. Technical Aspects:
    • Regular Technical Reviews: Conduct regular technical reviews of project deliverables, processes, and methodologies to identify technical challenges, successes, and areas for improvement.
    • Feedback from Subject Matter Experts (SMEs): Solicit feedback from technical experts and specialists involved in the project to gain insights into technical complexities, innovative solutions, and lessons learned from similar projects.
    • Analysis of Technical Issues: Analyze technical issues encountered during the project, including defects, bugs, or performance bottlenecks, to understand their root causes and derive lessons for future projects.
    • Evaluation of Technology Usage: Evaluate the effectiveness of technologies, tools, and platforms utilized in the project to identify strengths, weaknesses, and opportunities for optimization or adoption of new technologies.
    • Knowledge Transfer Sessions: Organize knowledge transfer sessions or technical workshops to facilitate peer learning, knowledge sharing, and cross-training among project team members.
  2. Managerial Aspects:
    • Project Management Reviews: Conduct project management reviews to assess the effectiveness of project planning, execution, monitoring, and control processes.
    • Stakeholder Engagement Analysis: Evaluate stakeholder engagement strategies and communication practices to identify lessons learned in managing stakeholder expectations, resolving conflicts, and maintaining stakeholder satisfaction.
    • Risk Management Assessment: Review the effectiveness of risk management processes and risk response strategies to identify lessons learned in anticipating, mitigating, and responding to project risks.
    • Team Dynamics and Collaboration: Assess team dynamics, collaboration, and leadership effectiveness to identify lessons learned in fostering teamwork, promoting accountability, and leveraging diverse skill sets within the project team.
    • Change Management Evaluation: Evaluate change management processes and practices to identify lessons learned in managing project changes, scope creep, and deviations from the baseline plan.
    • Performance Measurement and Reporting: Analyze project performance metrics, dashboards, and status reports to identify lessons learned in tracking project progress, making data-driven decisions, and communicating project status effectively.

By actively identifying lessons learned in both technical and managerial aspects of the project, project teams and key stakeholders can gain valuable insights, enhance project performance, and drive continuous improvement throughout the project lifecycle. These lessons serve as a foundation for refining processes, optimizing resource utilization, and delivering successful outcomes in future projects.

The lessons should be captured, compiled, formalized and stored.

Capturing, compiling, formalizing, and storing lessons learned is essential to ensure that valuable insights and knowledge gained during the project are preserved and accessible for future reference. Here’s how this process can be executed effectively:

  1. Capture Lessons Learned:
    • Document lessons learned systematically throughout the project, capturing insights, experiences, successes, challenges, and recommendations.
    • Encourage project team members and key stakeholders to actively contribute to the lessons learned repository by sharing their observations, feedback, and experiences.
  2. Compile Lessons Learned:
    • Consolidate the captured lessons learned into a centralized repository or database to facilitate organization and accessibility.
    • Categorize lessons learned based on thematic areas, project phases, or relevant topics to ensure easy navigation and retrieval.
  3. Formalize Lessons Learned:
    • Formalize the documentation of lessons learned by structuring it in a standardized format or template.
    • Include key information such as the lesson description, root cause analysis, impact assessment, recommended actions, responsible parties, and implementation status.
  4. Review and Validation:
    • Review and validate the captured lessons learned with relevant stakeholders to ensure accuracy, completeness, and relevance.
    • Solicit feedback and additional input from subject matter experts, project managers, and other stakeholders to enhance the quality and credibility of the lessons learned.
  5. Store Lessons Learned:
    • Store the formalized lessons learned documentation in a secure and accessible location, such as a lessons learned repository, knowledge management system, or project management tool.
    • Ensure that the lessons learned repository is easily searchable, indexed, and categorized to facilitate quick retrieval and utilization.
  6. Accessibility and Dissemination:
    • Promote accessibility and dissemination of lessons learned to relevant stakeholders, project teams, and organizational units.
    • Provide training and guidance on how to access and utilize the lessons learned repository effectively.
    • Encourage continuous engagement with lessons learned by integrating them into project management processes, training programs, and organizational initiatives.
  7. Regular Updates and Maintenance:
    • Regularly update and maintain the lessons learned repository to reflect new insights, experiences, and recommendations gathered from ongoing projects.
    • Conduct periodic reviews and audits of the lessons learned repository to ensure relevance, currency, and alignment with organizational goals and objectives.

By following these steps, project organizations can establish a robust process for capturing, compiling, formalizing, and storing lessons learned, enabling them to leverage past experiences and insights to enhance project performance, drive continuous improvement, and foster organizational learning and growth.

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