Closing Phase

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    Ever Jean A. Javillo

    Editha Ention

    Master in Management

    Celebration And Reflection

    Project Management

    Dr. John Calamiong

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    Lessons Learned Reports

    Someone said,

    Anyone can make a mistake, only a fool repeats it.

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    Purpose:

    The purpose of the Lessons Learned Report is to bring

    together any lessons learned during the project that can be

    usefully applied to other projects. At the close of the projectit is completed and prepared for dissemination. As a

    minimum, lessons learned should be captured at the end of

    each stage of the project; ideally a note should be made of

    any good or bad point that arises in the use of the

    management and specialist products and tools at the time.

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    Fitness for purpose checklist:

    Has every management control

    has been examined?

    Have all the reasons for all the

    tolerance deviations and corrective

    actions been recorded?

    Is input to the lessons learned log

    being done (as a minimum) at the

    end of each stage?

    Is there an analysis of the successof quality reviews and other types

    of test used?

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    Suggested contents (lessons learned)

    The Lessons Learned Report

    should contain:

    Which management andquality processes:

    A description of any

    abnormal events causingdeviations from plans.

    wentwell

    went lacking

    went badly

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    WHAT WENT BADLY

    When completing this section, you should dig deeper than just

    describe what went badly. Ask (and answer) all the key questions:

    Process Name (that went badly)

    What exactly went wrong (provide a detailed narrative)

    Why did it go wrong (your analysis)

    Is it worth fixing? Cost/benefit analysis.

    If so, how do we fix it? How do we stop it from happening again?

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    WHAT WENT WELL

    You may have notices Ive switched the order of these

    three sections to put what went well at the end. Typically

    I find managers want to know the bad news first - what

    went wrong, what could hurt them, or who they should be

    hurting. Plus its always nice to end on a positive

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    WHAT WERE LACKING

    Identify what processes were lacking.

    Process Name (that was lacking)

    What exactly was lacking?

    Why is it lacking?

    If missing, refer to standard or previous experience to justify its

    inclusion

    How do we put it in place?

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    Here is your chance to document the events that had a direct and

    tangible impact on your project plan, budget and timeline resulting in

    a deviation from your initial agreed plan. The events are as varied as

    they are random. Some examples could be unseasonal weather,

    CEO shock retirement, market crash, power failure, virus attack oreven something as simple as a stock recall.

    While listing your abnormal events, dont forget to address the

    following considerations.

    How did it impact your project? Time, cost, quality.

    Why wasnt it considered as a risk and mitigated? How can it be avoided next time?

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    An assessment of technical methods and

    tools used.

    Recommendations for future enhancement

    or modification of the project management

    method.

    Useful measurements on how much effort

    was required to create the various products.

    Notes on effective and ineffective qualityreviews and other tests, including reasons

    why they worked well or badly.

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    Problems at theEnd of the Project

    Behavioral Project Team

    Fear of no more work

    Staff seem to go slow

    Loss of interest

    Loss of team identity

    Reassignment issue

    Team gets raided

    Client

    Loss of interest

    Change of key person

    Technical Problems

    Internal Identification of remaining deliverables

    Outstanding commitments

    Control of changes

    Closure of work orders

    Identification of project personnel

    Client As above + audit trails

    Seeking agreement

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    Source information:

    Observation and experience of the processes

    Completed work packages

    Comparisons of stage plans with what actually happened

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    Notes:

    The Lessons Learned Report should be viewed as information that can be

    shared (although sometimes areas may have to be kept confidential) as

    well as what would be valuable for future projects to the form of

    recommendations on any enhancements or modifications. At the start of a

    new project, previous Lessons Learned Reports should be reviewed to

    consider how lessons learnt from previous projects could be applied to the

    project.

    The data in the report should be used by a corporate group, such as quality

    assurance, who are responsible for the quality management system, inorder to refine, change and improve the standards. Measures of how much

    effort was needed for products can help improve future estimating.

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    Why it's useful

    Lessons learned meetings are your best weapon for

    implementing continuous improvement. These reviews giveeveryone a chance to freely discuss the good and bad

    aspects of the project so that good practices are repeated

    and bad practices are eliminated.

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    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 theprocess.

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    Cont..

    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?

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    Process points:

    Have the project manager prepare project overview materials before

    the lessons learned meeting.

    Make sure that all key cross-functional team members can attend the

    scheduled meeting. Many project insights come from issues withinteraction between groups; a great deal of important knowledge can

    be revealed if you have all the core team members at the meeting.

    Start the meeting with a brief overview of the project schedule. What

    were the planned completion dates for each phase of the project,and what really happened? Can the team identify and summarize

    why a particular phase end date slipped?

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    CONCLUSION

    The success and failures of the project process, the technical

    aspects and the managerial processes are examined by the project

    team, by the customer and sponsors. The focus is on recommendingways to improve future project performance. Lessons learned are

    best accumulated through the course of the project and provide

    valuable team-building exercises.

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    McGraw-Hill/Irwin 2008 The McGraw-Hill Companies, All Rights Reserved

    Thank you forlistening.

    Closing Phase/Lessons Learned Reports