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John N. Motlagh, MBA


Lessons Learned Process
Definition   Lessons Learned are the historical data of a project that reflect the reasoning behind actions
             chosen to correct variances.


Process      Lessons learned are collected and recorded throughout the project lifecycle. Anytime a project
             variance is recorded, the corrective action should also be recorded as a lessons learned.

             Examples would be:
             Schedule variance  the project was falling behind, so additional training was implemented

             Cost variance  it was noted that project travel costs were increasing, so we made better use of
             conference calls and video conferencing

             Lessons learned will be review aloud at project kickoff meetings. During project status
             meetings, lessons learned will be collected for review at the end of a project. As part of the
             administrative close out of the project, a formal lessons learned session will be held. All
             lessons learned will be documented and saved as part of the project archive


Lessons      During the administrative close out of a project a formal lessons learned session will be held.
Learned      It might be necessary to hold separate calls for internal Master Halco use and Customers to
Session      protect proprietary information.
Format




                                                   1
John N. Motlagh, MBA

              Step
              Actio
               n

                 1
              Sche
              dule
              a
              locati
              on
              for
              the
              lesso
              ns
              learn
              ed
              sessio
              n.
              This
              may
              be
                     

                    

                    

                    


                 2
              Invite
              the
              appro
              priate
              atten
              dees.
              This
              may
              inclu
              de
              custo
              mers
              as
              well
              as
              Mast
              er
              Halc
              o
              assoc
              iates.
              Sugg
              ested
              invite
              es
              inclu
              de
                     

                        2
John N. Motlagh, MBA



Compile the   The call chair, or someone designated is responsible for compiling the meeting minutes into
document      lessons learned for future use.




                                                   3
John N. Motlagh, MBA

              Step
              Actio
               n

                 1
              Revie
              w the
              lesso
              ns
              learn
              ed
              minut
              es

                 2
              Categ
              orize
              the
              result
              s of
              the
              minut
              es in
              the
              templ
              ate
              sectio
              n
              titled
              Less
              ons
              Learn
              ed

                 3
              Distri
              bute
              the
              lesso
              ns
              learn
              ed to
              the
              appro
              priate
              indivi
              duals
              or
              maili
              ng
              lists,
              and
              thank
              the
              indivi
              duals
              for
              their
              partic
              ipatio
              n
                       4
John N. Motlagh, MBA



                           Continued on next page




                       5
John N. Motlagh, MBA




Notes on     Project phases follow the PMI project management methodology. The following table is
project      provided for reference and prompting questions during the lessons learned session.
phases




                                                6
John N. Motlagh, MBA

                       Process Group
                      Initiating
                      Planning
                     Executing
                     Controlling
                      Closing


              Knowledge Area




              Integration

              Project plan
              development
              Project plan
              execution
              Change control



              Scope
              Initiation
              Scope planning

              Scope change control



              Time

              Activity planning,
              schedule
              development

              Schedule control



              Cost

              Resource planning,
              budgeting

              Cost control



              Quality

              Quality planning
              Quality assurance
              Quality control



              Human Resources

              Organizational
              planning, staff
              acquisition
              Team development

                                       7
John N. Motlagh, MBA




                       8

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Lessons Learned Process

  • 1. John N. Motlagh, MBA Lessons Learned Process Definition Lessons Learned are the historical data of a project that reflect the reasoning behind actions chosen to correct variances. Process Lessons learned are collected and recorded throughout the project lifecycle. Anytime a project variance is recorded, the corrective action should also be recorded as a lessons learned. Examples would be: Schedule variance the project was falling behind, so additional training was implemented Cost variance it was noted that project travel costs were increasing, so we made better use of conference calls and video conferencing Lessons learned will be review aloud at project kickoff meetings. During project status meetings, lessons learned will be collected for review at the end of a project. As part of the administrative close out of the project, a formal lessons learned session will be held. All lessons learned will be documented and saved as part of the project archive Lessons During the administrative close out of a project a formal lessons learned session will be held. Learned It might be necessary to hold separate calls for internal Master Halco use and Customers to Session protect proprietary information. Format 1
  • 2. John N. Motlagh, MBA Step Actio n 1 Sche dule a locati on for the lesso ns learn ed sessio n. This may be 2 Invite the appro priate atten dees. This may inclu de custo mers as well as Mast er Halc o assoc iates. Sugg ested invite es inclu de 2
  • 3. John N. Motlagh, MBA Compile the The call chair, or someone designated is responsible for compiling the meeting minutes into document lessons learned for future use. 3
  • 4. John N. Motlagh, MBA Step Actio n 1 Revie w the lesso ns learn ed minut es 2 Categ orize the result s of the minut es in the templ ate sectio n titled Less ons Learn ed 3 Distri bute the lesso ns learn ed to the appro priate indivi duals or maili ng lists, and thank the indivi duals for their partic ipatio n 4
  • 5. John N. Motlagh, MBA Continued on next page 5
  • 6. John N. Motlagh, MBA Notes on Project phases follow the PMI project management methodology. The following table is project provided for reference and prompting questions during the lessons learned session. phases 6
  • 7. John N. Motlagh, MBA Process Group Initiating Planning Executing Controlling Closing Knowledge Area Integration Project plan development Project plan execution Change control Scope Initiation Scope planning Scope change control Time Activity planning, schedule development Schedule control Cost Resource planning, budgeting Cost control Quality Quality planning Quality assurance Quality control Human Resources Organizational planning, staff acquisition Team development 7