Lessons Learned Working Group - Facilitations Team

Before the meeting

  • Use online anonymous survey to collect feedback, distill down to areas of discussion and focus actual meeting(s) around identifying specific actions to follow
  • Prepare the team in advance of the meeting for what will be discussed
  • Take steps to ensure that the meeting will be comfortable and non-confrontational
  • Involve a "scribe" or two to ensure that all notes get captured - the PM could be considered for this role
  • Project Manager of the project should not be facilitator of the lessons learned - get another PM or strong facilitator
  • Who is invited?  Should include team members, customers, other stakeholders
  • Try to plan to feed people (when possible), breaks may be needed as well
  • Encourage creative thinking - make it a relaxed environment for having the discussion - go to a less familiar, interesting place

During the meeting

Introduction

  • Be clear about the agenda, what the goals are for the meeting
  • Develop a list of ground rules - have the team develop these (suggested set - be nice, don't blame, be constructive)
  • Hand out set of topics and ask team which items they would like to talk about - go around the table to discuss - make sure each person gets a turn
  • Start session with an overview of the project - goals, what we accomplished, any particular challenges encountered

During discussion

  • Focusing the discussion around actions/solutions rather than rehashing the past
  • Identify top items to be worked on

Closing

  • Identify clear actions and owners where appropriate
  • If you use a meeting to collect the feedback, save a period of time at the end to focus on identifying solutions for the most important issues

After the meeting

  • Followup on actions agreed upon

Other considerations

  • Start out focusing on the positive lessons learned - what went well
  • Be prepared to discuss specific problems (problem, perceived cause, what should have been done differently)
  • For large projects, don't do it only at the end of the project - do LL at various key milestones
  • Develop standard LL templates for online surveys

Next Meeting

Bring in sample questions

  • No labels