Lessons Learned Template [free download!]

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What is a Lessons Learned Template and Why is it Important?

A lessons learned template, in terms of project management, defines the steps necessary to effectively evaluating both the successes and failings of a completed project.

A standardised lessons learned template will make it easier for you to identify the mistakes made during the project and help you to prevent them from reoccurring in the future.

It will also help you identify areas of success highlighting which areas of your project management are strong.

A successful lessons learned template will help improve communication across your organisation whilst also driving the improvement of your processes which is crucial to achieving ISO compliance.

How to Create your own Lessons Learned Template

The first step to planning your template is determining the objectives you want to attain with this process.

For a lessons learned template, your goal is to effectively evaluate the areas of success and failure of a completed project.

Next you need to determine the start and endpoints of your lessons learned template.

In our example which you can download below, we begin with preparing a project survey and end with a review of the lessons learned.

However, this process may be completely different for your organisation. With Jomo247 our template designer is completely customisable so you can configure your templates to your specific requirements.

Once you have established the start and endpoints of your lessons learned template, you can now begin determining the remaining steps required to push your process through from start to finish.

Think about the steps needed to effectively evaluate your projects and address any failures that may have occurred.

Don’t forget to highlight the steps that will require conditional logic, as these will affect the progression of your process.

Now you can determine the stakeholders involved in your template. Think about those involved, their specific duties, and the information they need to successfully complete the task.

When creating roles think about the different departments in your organisation that will be involved in the lessons learned template.

In our example, we used generic roles such as ‘Project Team’ or ‘Project Manager’. However, you may wish to tailor these more specifically to your organisation.

Once a clear plan has been determined it is now time to create your lessons learned template.

Cloud-Based Template Builder

You could use traditional methods to map out an image of your lessons learned template. However, we recommend creating a digital version of your template using software like Jomo247 that can help automate your processes.

Jomo247’s template designer also incorporates customisable roles, meaning it is even easier for you to manage who will be involved in your lessons learned template.

Once the template is complete you can now implement it.

Remember to closely track the performance of the new process just in case adjustments are required.

Continual improvement is key to compliance and ensuring the increasing productivity of your organsiation.

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