LESSONS LEARNED

Guidelines

INTERNAL
Lessons Learned
GUIDELINES

PROJECT IDENTIFICATION
Project Name CPI Project Number
<Project Name>
Customer Name Customer Number
<Customer Name>
SAP Project Manager Customer Project Manager
<SAP Project Manager> <Customer Project Manager>

DOCUMENT IDENTIFICATION
Author Document Location (repository/path/name)
<Author> <Document location>
Version Status Date (YYYY-MM-DD) Document Classification
0.1 Final <Date> Internal

REVISION HISTORY
Version Date Description
December 07,
0.1 <Text here>
2015
0.2

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TABLE OF CONTENTS
APPROACH 4
Key Activities and Tasks................................................................................................................................ 4
References and Related Accelerators and Guidelines 5

3
Lessons Learned Guidelines describe the processes required to ensure the identification, input and
distribution of knowledge and improvement recommendations. Lessons Learned are used to improve the
overall understanding, value, effectiveness and efficiency of the project management practices within a
project. Lessons Learned will also enhance the practices across the organization. The PMO team will
consider Lessons Learned in PM Methodology process improvement efforts.

APPROACH
Capturing Lessons Learned throughout the project will facilitate the continuous improvement of project
management processes. As part of each project management phase, the Program Manager and/or Project
Manager should review lessons learned from previous processes and/or phases as well as lessons learned
from similar projects. Leveraging Lessons Learned from previous phases of the project and from similar
projects will help improve planning and execution of each new project. Key activities and tasks are
described in the following table.

Key Activities and Tasks

Accelerators and
Tasks Roles Output
Guidelines

Identification
Identifying and categorizing the information

▪ Lessons Learned
▪ Lessons Learned
Collect lessons ▪ Project Manager (Built upon after each
Template
learned after each SAP PMM Process)
project management
Lessons learned should be solicited from all team members and stakeholders
process
to help identify areas of improvement.

▪ Project Manager ▪ Lessons Learned ▪ Lessons Learned

Record and categorize Template
information

4
 Accelerators and
Tasks Roles Output
Guidelines

Communication and Review

Distributing the appropriate information to the correct audience, and examining the current project and others for historical
lessons to improve future projects

▪ Lessons Learned
▪ Communications
Matrix
▪ Project Manager ▪ Communications
▪ Project Events
Communicate the Management Plan
information to other ▪ Communications
team members M/C Plan
Execute Communications Events as defined in the Communications M/C Plan
and Communications Matrix.
Communicating Lessons Learned enhances the ability to transfer and repeat
best practices by learning from past challenges.

▪ Project Manager
▪ Lessons Learned ▪
▪ Project Team
Examine Lessons
Learned Examining Lesson Learned from previous projects or earlier processes)
during team meetings at the beginning of each project management process
enhances a project team’s ability to gain knowledge from their findings during
the project to avoid repeating mistakes and rework.

▪ Lessons Learned ▪ Project Closeout

Share Lessons
Learned with Project
Management Office
▪ Communications Report – Lesson
Matrix Learned and Team
▪ Project Closeout Feedback section
▪ Project Manager
Report template ▪ Project Closeout
▪ Project Closeout Presentation --
Lesson Learned and
Presentation
Team Feedback slide
template

REFERENCES AND RELATED ACCELERATORS AND GUIDELINES

 A Guide to the Project Management Body of Knowledge (PMBOK ® Guide) Fourth Edition
 Human Resource Management Guidelines
 Communications Management Guidelines
 Project Communications Matrix
 Project Closeout Report template
 Project Closeout Presentation template

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