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lessons learned

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Gaspar Pacheco Project Management Consultant| Consultor PM Mérida, Yucatán, Mexico
I've used plain surveys to obtain information about 'lessons learned' from the project teams.

I've used survey meetings where almost all of the team members expose theirs doubts and comments; however, in front of their bosses not all of them feel enough trust to talk about "problems" and what could be the best way to solve them.

And, finally, the emotional feature rises. Some people try to pass the guilt to the others and viceversa; when this situation occurs, I cannot have enough clear and trusted information.

What can I do?

Is there any methodology or procedures to apply an effective Lessons learned process?

Thanks.

Best regards,

Gaspar Pacheco
PM Consultant
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Tom Welch PMP Mesa, Az, United States
1st, lessons learned should be conducted throughout the life cycle of a project, not just at the end. Today, many companies use fear as a principle motivator, so if you work at such a company, then it is of good reason your team is not forecoming. I would hold the lessons learned meeting without the bosses present just for starters.
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Andy Jordan President| Roffensian Consulting S.A. Cherry Grove, AB, Canada
What I have done in the past is send out a very simple survey ahead of time and allow people to respond anonymously - hard copy replies for example. Typically I will use questions like 'What went well', 'What should the project team do differently next time', 'What should the project manager do differently next time' and 'What should the project sponsor / management / executive do differently next time'. I then collate the responses and send them out to all participants. I will have a meeting to discuss, but try to have the meeting facilitated by someone who isn't involved in the project, and focus on what the critical learning points are that will allow future projects to be more effective. The facilitator's role is critical - they have to stop people from trying to reinterpret comments, prevent justifications, etc and ensure that the focus is on capturing improvement opportunities. Most critical is that the PM / PMO has to actually ensure that the key learnings from these meetings are actioned - there has to be meaningful change as a result of the process otherwise people lose faith in the process itself. One final point, it can be a good thing to 'let off the emotional steam' at the end of a project, but a PIR / post mortem / lessons learned session isn't the place. Andy Jordan, President, Roffensian Consulting Inc., www.roffensian.com
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Anonymous
Lessons Learned are a valuable tool for environments that want to improve and want to leverage the positives for the next projects. The effort in conducting a Lessons Learned needs to be appreciated and the results need to be taken into consideration.

Unfortunately, I have been in too many environments that do neither. Thus, my out loud voice says………………don’t bother, unless you have seen Lessons Learned put into action at your current company.

Good luck.
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Andy Jordan President| Roffensian Consulting S.A. Cherry Grove, AB, Canada
I understand the sentiment anon, it can be frustrating putting a lot of time and effort into something that doesn't seem to go anywhere. I have to believe that companies want to make things better though, so if you can demonstrate that the process will deliver benefits then the company is willing to listen. Too often organisations get stuck in a never ending cycle of 'they just want to moan and complain so there's no point' and 'they never implement any of the suggestions so there's no point'. At the end of the day there has to be a willingness to improve and a willingness to be objective and constructive. Andy Jordan, President, Roffensian Consulting Inc., www.roffensian.com
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Mark Price Perry Business Driven PMO Evangelist| BOT International Orlando, Fl, United States

Hi Gaspar,


Your post is quite pertinent and addresses an issue that many organizations face. And yes, there is a process to effectively apply lessons learned. It's called "Continuous Improvement" and more and more PMOs are adopting it as a post-closing process step. The reasons and need for this are quite clear and you cited many of them.


The Continuous Improvemment process step is performed by the project manager after project closing. Like Mr. Welch mentioned lessons learned should be amassed throughout the project life cycle. And, after completion of the project, the project manager executes the Continuous Improvement process step. The objective of the Continuous Improvement process step is to prepare and submit a Continuous Improvement Recommendation based upon the project experiences and lessons learned of the project.


Thus, lessons learned are not file and forgotten, rather the organization such as PMO receives the Continuous Improvement recommendation. For small improvement opportunities, that recommendation can be submitted to the PMO by the project manager without necessarily even having to meet. For large, significant improvement opportunities, the project manager may need to formally present the recommendation as well as include others that can help communicate the lessons learned problem, alternative remedies, and recommendation. From that point, it is up to the PMO, management, and the leadership team to handle as appropriate.


Continuous Improvement and committment to a culture of Continuous Improvement is the way in which organizations get better, not "hiring and firing" nor "hope and prayer" though these things are regrettably to common.


While PMI has done an exceptional job in so many areas and the Guide to the PMBOK® is an outstanding work, it doesn't address very effectively (nor is it intended to) the many processes and policies that any PMO or project organization needs to put in place in order to manage and continually improve the organization. Continuous Improvement is but one of those things..!


Shameless promotion coming, if offended do not read further..!


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