How to Get Real Value from Lessons Learned
From the The Professional Project Manager Blog
by Sean Whitaker
This series of articles examines, and offers insights and opinions, on all aspects of the profession of project management. I welcome your comments, feedback, support or dissent. I am passionate about the profession of project management and if, through our discussion, we can add value to the profession and practitioners then I am happy.
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When I am teaching project management and we get to the subject of lessons learned I often make a joke that if people did lessons learned properly that consultants like me would go out of business – In truth, I’m only half joking. But the point I am making in jest is that if companies fully committed to gathering and learning from lessons they wouldn’t need half the advice that consultants bring to the table.
But here’s the thing, there are 3 important steps on the lessons learned process and if you aren’t doing all three you may as well not do any of them.
Here are the 3 steps:
Step 1: Lessons Gathered
This should be a continual effort throughout the life of the project and not just done at the end. You should be regularly asking team members and stakeholders, regularly collecting data and analysing it, regularly holding formal and information sessions all focused on gathering lessons.
Don’t forget that you should be gathering both the good and the bad. Too many people focus on gathering lessons about what went wrong and make the assumption that if you find out what went wrong and do the opposite in the future that somehow you will be doing what’s right – this logic simply doesn’t stack up. Learn to avoid the bad, not do the opposite of it. Learn about the positives and what worked and replicate that in future. Gathering lessons learned should be an accepted and expected practice throughout your entire project lifecycle.
Step 2: Lessons Stored
If you gather the lessons learned and don’t store them, or don’t store them where people can access them, there is no point in gathering them. You need to be able to store them somewhere highly visible where everyone who needs to see them can easily find them, search them filter them and actually learn from them. I’ve seen companies using Excel for this very well, and I’ve seen specialist pieces of software that allow filters, and meta tags, and keyword searches as well.
But I’ve also seen companies gather lessons learned and then store them deep in a sub-folder in the project folder where no one will ever know about their existence. This is pointless and they could’ve just avoided gathering them for the benefit they will bring.
So, please, make sure you have an easily accessible and searchable repository for your lessons learned.
Step 3: Lessons Learned
If you do steps 1 and 2 and don’t actually learn from the lessons then there is no point in doing the first two steps. Learning the lessons and applying them in the future is the key to getting better.
You may have the opportunity to apply lessons learned on the current project to improve its future prospects. You will definitely have the opportunity to learn from the past on future projects and you need to make sure you are actually doing this. Here are some tips to make sure that you apply the lessons learned and reap the benefits:
1. Insert a section into your project initiation documents that ask “what have you learned from recent similar projects, and how will you apply these lessons to this project?”. This means that right at the beginning that the database has to be consulted and lessons applied to the current project.
2. Make it a standing item on governance groups agendas. Ask about lessons gathered, stored and how they have been applied to the current project.
3. Get people to regularly present to others to share the knowledge or put up posters each month showing valuable lesson learned.
4. Do some data analysis, such as Pareto analysis, to determine which lessons provide the greatest value.
5. Prize and reward continual improvement and value the time, money and effort spent in gaining individual and organisational wisdom through lessons learned.
So, make sure you are gathering AND storing AND learning from experience to get the full benefits.
On a final note, I can guarantee you that if you do gather, store, and learn from experience you will get better at delivering your portfolios, programmes, and projects.
Posted on: December 05, 2023 02:18 PM |
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Comments (6)
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Al Taylor
I.T. Contractor| Independent
Waterloo, Ontario, Canada
hello! I enjoyed your post. For several years I ran a web site where project stakeholders could enter the results and attributes of completed projects. Graphs and lists would show trends and patterns that lead to project success or failure. Also, using the metrics the tool would predict outcome of in-progress projects. No one was interested, not even all the PMs I reached out to. Perhaps it was well conceived but poorly executed All the best!....Al
Aaron Porter
Community Champion
IT Director| Blade HQ
Payson, UT, United States
In my experience, repositories of lessons learned documents rarely have more than short-term value, due to the nature and speed of change and the volume of obsolete information. Even a searchable tool can result in scrolling through questionably relevant results within a couple of years, depending upon the number of project managers and projects they complete. I discuss a different approach in this post - https://www.projectmanagement.com/blog-post/73046/lessons-learned-from-lessons-learned.
Kwiyuh Michael Wepngong
Community Champion
Financial Management Specialist | US Peace Corps
Yaounde, Centre, Cameroon
Markus Kopko
AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM
AI Coach| PMotion.ai
Hamburg, Hamburg, Germany
Dear Sean,
Thank you for sharing your valuable insights on the lessons learned process in project management. Your perspective is not only enlightening but also emphasizes a critical aspect of project management that is often overlooked or not fully utilized. The steps you've outlined for effectively learning from past projects are indeed essential for continuous improvement and success in project management.
Lessons Gathered: Your emphasis on continual gathering of lessons throughout the project lifecycle is crucial. It's a proactive approach that allows for real-time adjustments and avoids the pitfall of retrospective analysis when it's too late to impact the project. The balance of focusing on both what went well and what didn’t is key to a comprehensive understanding of project dynamics.
Lessons Stored: The point about making lessons learned easily accessible and searchable is vital. Storing these lessons in a user-friendly, searchable database not only preserves knowledge but also makes it more likely that this knowledge will be utilized in future projects. It’s essential that this information is not just archived but integrated into a living knowledge base that evolves with each project.
Lessons Learned: The implementation of lessons learned is indeed where the real value lies. Your suggestions, like including a section on lessons learned in project initiation documents, making it a regular item in governance meetings, and sharing knowledge through presentations or visual tools, are practical and can effectively embed learning into the organizational culture.
Your final tips for ensuring the application of lessons learned, such as conducting data analysis and rewarding continuous improvement, are particularly helpful. These steps can help in identifying the most impactful lessons and encourage a culture that values learning and adaptation.
The process you've described goes beyond mere documentation; it's about embedding a culture of learning and continual improvement within the organization. This approach not only enhances the efficiency and effectiveness of individual projects but also contributes to the overall growth and maturity of the project management discipline within the organization.
In line with your approach, how do you suggest organizations foster an environment where lessons learned are not just recorded but actively sought out and integrated into future projects? What challenges might organizations face in implementing this approach, and how can they be overcome? Your experience and insights in these areas would be invaluable for enhancing project management practices.
BR,
Markus
Ming Yeung
Adjunct Professor| Various academic institutes
Toronto, Ontario, Canada
Thank you for sharing the steps/views to do a proper "lessons learnt" exercise as a project concludes.
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