lessons learned presentation template free

Free Project Management Lessons Learned Templates

By Kate Eby | April 26, 2021

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We compile free project management lessons learned templates for project managers, product managers, project coordinators, moderators, project sponsors, and more. Also find tips on how to evaluate your project’s effectiveness. 

Included on this page, you'll find a simple project management lessons learned template , a lessons learned log template , a project lessons learned presentation template , and a project lessons learned report example . You’ll also find a list of best practices for using a lessons learned template.

Project Management Lessons Learned Template

Download Project Management Lessons Learned Template

Microsoft Excel | Microsoft Word | Adobe PDF  | Smartsheet

This customizable, project-specific template serves as an all-purpose project evaluation form. You’ll find sections for project overview details, highlights, challenges, post-project tasks for future consideration, execution analysis, and overall lessons learned. Assign a coordinator to assess your post-project lessons learned, so that your project assessment is comprehensive and accurate. Use the section for signing off upon project-close acceptance, including designated space for project management and project sponsor names, dates, and signatures, to complete the document.

Project Lessons Learned Meeting Agenda Template

Download Project Lessons Learned Meeting Agenda Template 

Keep your post-project analysis moving with this project lessons learned meeting agenda template. You’ll find ample room to outline the meeting-specific process for lessons learned, including project name, facilitator, and attendees, as well as sections for your meeting objectives, team discussion notes, action items for future projects, and wrap-up details. Regardless of your sector, this project lessons learned agenda template is an excellent tool for running efficient, all-inclusive meetings to analyze completed projects. 

To learn more, read our guide on how to conduct a lessons learned meeting .

Lessons Learned Log Template

Download Lessons Learned Log Template

Microsoft Excel | Google Sheets | Smartsheet

Use this distinctive lessons learned log template to keep tabs on your project’s progress and ensure that it aligns with company objectives. Enter or update info related to your project’s overview details, key potential risks, and action plan to ensure you can course-correct if your project seems at risk of failure.

Project Lessons Learned Survey Template

Download Project Lessons Learned Survey Template

Microsoft Excel | Microsoft Word | Adobe PDF | Smartsheet

This one-page project lessons learned survey template is ideal for gathering crucial post-project feedback. Use the streamlined form to collect data on lessons learned that you can apply to future projects. Using a rating system with options ranging from Strongly Disagree to Strongly Agree, team members can say whether they thought the project was well-defined and well-communicated, initial project goals were clear, timeline was realistic, and more. This template also includes space for respondents to write in what went well, frustrating moments, and issues to discuss in the post-project lessons learned meeting.

Project Lessons Learned Checklist Template

Download Project Lessons Learned Checklist Template

Microsoft Excel | Adobe PDF  | Smartsheet

This comprehensive project lessons learned checklist template provides everything you need for successful post-project analysis. Use the task-specific check boxes to schedule a post-project meeting within one week after the project ends, assign a meeting moderator and separate note taker, send out a survey to collect feedback from project team members, create a meeting agenda, then share it with the attendees. An additional during-the-meeting section provides a checklist for recapping the initial project objectives, comparing expected results with actual outcome, using project team feedback to lead a discussion, and identifying and assigning actionable items to improve future projects.

Project Lessons Learned Presentation Template

Download Project Lessons Learned Presentation Template

Microsoft PowerPoint | Google Sheets

Designed specifically for introducing a post-project analysis, this project lessons learned presentation template provides an all-inclusive project retrospective plan to assess success and provide guidance for future projects. The presentation template is completely customizable. Use it to evaluate project performance, add goals, set the timeline, compare the budget, and note what went well, key takeaways, action items, and recommendations for future projects. Take the guesswork out of creating a lessons learned presentation from scratch, and leverage the advantages that this template provides.

Software Project Lessons Learned Template

‌Download Software Project Lessons Learned Template

Microsoft Word | Adobe PDF

Manage your software project’s retrospective with this comprehensive software project lessons learned template. In the project summary section, enter project overview details and criteria for evaluating success. You’ll find ample space for project highlights, challenges, and evaluation. Use the lessons learned sections to gain insight into your software development’s practice and how to improve it.

Project Lessons Learned Report Example

Download Project Lessons Learned Report Example 

Companies crucially need to have a lessons learned plan to guide teams and stakeholders through the entire project evaluation process. The report should include project overview details and project-close acceptance, including official project manager and sponsor sign-off. Use this pre-filled project lessons learned report example as a guide. You’ll find step-by-step project evaluation sections, editable examples of project highlights, and challenges. The sections for post-project tasks, future considerations, planning-phase lessons learned, execution, human factors, and overall notes help you capture critical project-specific lessons learned. 

Find more useful lessons learned solutions and tools for project management by reading “ Free Post-Mortem Templates Roundup .”

What Is a Lessons Learned Template?

A lessons learned template provides an easy-to-follow design to guide you through the post-project stages of evaluating strengths and weaknesses. 

It’s essential to assess your project’s results so that you can identify and correct any project deficiencies. You’ll want to use that knowledge when planning and implementing future projects. When applying lessons learned in this way, you can help ensure that future projects have a greater degree of success. 

Use a project management lessons learned template to evaluate how well your team met original goals and criteria for project success, as well as determine whether you completed the project according to the original expectations. Evaluate your project with a lessons learned template to capture the following details: 

• What were your original goals and objectives for the project? 
• What were your original criteria for determining the project’s success? 
• Did you execute the project according to the original expected outcomes? 
• What were your major accomplishments with the project? 
• What methods worked well? 
• What did you find to be particularly useful? 
• What elements of the project went wrong? 
• What specific processes need improvement? 
• How can we improve these project processes in the future? 
• What were key problem areas? 
• Did the project have any technical issues?  
• Do you have any continuing/outstanding project development and maintenance objectives?
• What project actions do you still need to complete?
• Who is responsible for completing these tasks? 
• Did you document the project plans and scheduling well? 
• Did the project plans include adequate structure and detail? 
• Did you include all elements in the project schedule? 
• Did you clearly define all tasks? 
• Did all stakeholders have adequate input in the planning process? 
• Did you successfully gather and clearly document all requirements? 
• Did you make criteria clear for all phases of the project? 
• Did the project achieve its original goals? 
• Did any unexpected changes occur during the project? 
• Were you able to manage these changes? 
• Did you thoughtfully manage the project’s baselines (e.g., time, scope, cost, etc.)? 
• Did you effectively and efficiently manage the project’s fundamental management processes (e.g., risk mitigation, issue management, etc.)? 
• Did you track and report project progress in an accurate and organized manner? 
• Did the project manager report to the appropriate parties? 
• Was project management effective overall? 
• Was the project team organized and adequately staffed? 
• Did the project manager and team receive any or all necessary training? 
• Was there efficient communication between team members? 
• Did all the functional areas collaborate effectively? 
• Did any conflicting goals cause interdepartmental issues/problems? 
• Were the project’s original projections/goals reasonable and accurate? 
• Did you meet the clients’ or end-users’ needs? 
• Did you fulfill the project’s objectives? 
• Did the project meet the company’s objectives? 
• Enter project manager name, date, and signature. 
• Enter sponsor name, date, and signature.

Regardless of your line of business, a project management lessons learned template can help guide you through the steps of a post-project assessment. You can use those lessons to improve the planning, execution, and all-around success rate of your future projects. Read our guide to project management lessons learned for more tips and details.

For more information on lessons learned reports, read our “ Guide to Lessons Learned in Project Management .”

For more useful information about post-project lessons learned assessment for project management, read “ The Top 17 Free Project Report Templates For Effective Project Management .” 

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10 Best Lessons Learned Templates & Examples in Excel & ClickUp

Praburam Srinivasan

Growth Marketing Manager

April 2, 2024

Documenting lessons learned is a critical part of project management, allowing teams to reflect on what worked and what didn’t, and to identify opportunities for improvement.

Using a lessons-learned template can make the process of capturing and analyzing project insights more manageable and structured, providing a valuable resource and executing future projects.

In this article, we’ve looked at 10 different lessons learned templates, including both general templates and those specific to certain project management tool s like ClickUp . These templates offer a range of features and benefits, enabling you to choose one that best suits your project management needs.

What is a Lessons Learned Template?

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A lessons-learned template is a powerful tool for project managers to document and analyze the successes and failures of a project. By capturing insights from team members, and identifying what went well, what went wrong, and what could have been done better, project managers can implement changes that increase the chances of success in future projects.

A good lessons-learned template should be easy to use, provide clear instructions, and be adaptable to a variety of projects. It should capture all the relevant information, including project objectives, milestones , successes, and failures, and include a summary of the lessons learned. The template should be able to capture both quantitative and qualitative data and provide actionable recommendations for road-mapping future projects.

Documenting lessons learned is an essential part of project management. It provides an opportunity for project teams to reflect on their work and identify opportunities for improvement. Some of the key benefits of using a lessons-learned template include:

• Capture valuable insights : A lessons-learned template helps you capture valuable insights from team members about what did and didn’t work. These insights can identify areas for improvement—especially when prioritizing future projects.
• Identify opportunities for improvement : By documenting lessons learned, you identify opportunities for improvement and implement changes that increase the chances of success.
• Promote collaboration : A lessons-learned template encourages team collaboration by sharing insights and creating a forum for discussion around the highs and lows of the process and what you can improve in things like project deliverables.
• Improve project management processes : Capturing lessons learned from each project continually enhances processes, so you streamline workflows , reduce costs, and get better outcomes.
• Ensure continual learning : A lessons-learned template lets your team continually learn and grow, which helps you stay competitive in your industry and adapt to changing market conditions.

10 Lessons-Learned Templates to Plan for Future Project Success

We’ll look closer at the benefits of using a lessons-learned template and explore 10 of the best templates you can use for your project management needs. These templates range from basic Microsoft Word templates to more advanced project management tools like ClickUp.

ClickUp is a project management tool that offers a range of templates for different project management tasks, including lessons learned templates.

The ClickUp Lessons Learned Template is a project management template that can help you organize your insights from working on projects. This template provides a structure to document the successes and failures of a project, as well as lessons learned. With this template, you can capture project objectives, milestones, successes, and failures, and include a summary of the lessons learned.

This template is designed to be easy to use and customizable to fit the needs of any project. It is ideal for project managers who want to ensure they can learn from their experiences and avoid making the same mistakes in future projects.

ClickUp Project Management Lessons Learned Template: Review in Board view

This is the same ClickUp template as the first, but there’s an additional Board view you can use that is specifically designed to review what you’ve—well…learned. Convenient, right?

This template provides a structure to document the successes and failures of a project and includes a summary of the lessons learned. With this template, you can capture project objectives , milestones, successes, and failures, and include a summary of the lessons learned.

ClickUp Project Manager Lessons Learned Template: Needs action view

Again, the same lessons-learned template can be used but this specific version has a custom view to remove or highlight what needs action to continue. Depending on the type of project you’re reviewing, you may want to remove any action items and have the List view work more as a log than a to-do.

This template was designed to be easy to use and customizable to fit the needs of any project. It is ideal for project managers who want to ensure they can learn from their experiences and avoid making the same mistakes in future projects.

ClickUp Project Management Lessons Learned Template: Feedback Form view

The ClickUp Lessons Learned Feedback Form Template is similar to the first template, but instead of a Doc or List view format, it is designed as a ClickUp Form for project stakeholders to provide feedback on the project.

Your collected feedback is then used to start the Lessons Learned process, which is crucial for future project success. The benefits of using this template include gathering valuable feedback and insights, identifying areas for improvement, and ensuring that the Lessons Learned process is initiated.

The ClickUp Project Review Template is a comprehensive report that examines how a project was carried out.

It considers the lessons learned, the best practices used, how it fared during an audit, and whether it had adequate program managemen t and controls. The benefits of using this template include gathering valuable feedback and insights, identifying areas for improvement, and ensuring that future projects are better managed.

A project manager can create a report at the end of the project to evaluate how the project was carried out and identify areas for improvement. The report can then be used to make changes to future project processes and ensure that mistakes are not repeated.

The ClickUp Project Retrospective Template is a procedure for evaluating whether a project was a success or a failure and determining what can be done in the future to prevent failures.

The benefits of using this template include identifying what went well, what could be improved, and ensuring that future projects are better managed. A project manager can create a retrospective report at the end of the project to evaluate how the project was carried out and identify areas for improvement.

The report can then be used to make changes to future project processes and ensure that mistakes are not repeated. Anyone who is managing a project should use this template. By doing so, they will be able to gather valuable insights that can be used to improve future projects.

Bonus: Retrospective Tools !

The 4Ls Retro template is an excellent way to spice up your project team’s retrospective sessions. This creative Doc template allows your team members to go in-depth with their project takeaways.

Specifically, the ClickUp 4Ls Retro Template is based on the four Ls: Liked, Learned, Lacked, and Longed For. By categorizing feedback according to these four elements, your team members can communicate their thoughts and feelings about a project more easily.

This template is ideal for project managers, team leads, and anyone involved in project management who wants to improve real-time team collaboration and gather actionable feedback from their team.

The ClickUp Project Management Review Template is a useful document for determining whether a project is worth continuing or not.

It provides insights into whether the project is producing the expected results for the organization and gives your business an excellent chance to get feedback on the course and success of a project. The review document examines how a project was carried out, considers the lessons learned, best practices used, and whether it had adequate program management and controls.

This template is ideal for project managers, team leads, and anyone involved in project management who wants to gather insights and feedback on a completed project.

Planning ahead is crucial for enhancing your organizational abilities and maintaining concentration on your objectives. However, the significance of reflecting on past performance should not be overlooked—it provides insights into your growth and serves as a solid base for devising future strategies. The ClickUp Year in Review Template enables you to contemplate your advancements, scrutinize your efficiency, and utilize this knowledge as motivation for establishing fresh goals and pursuing them with relentless determination. 🚗

A monthly status report serves as a crucial document, designed to keep supervisors updated on the plans and actions of team members involved in a specific project. This document proves beneficial as a resource for annual performance assessments.

Being aware of your business’s advancements is pivotal for its success. In order to maintain alignment with your goals, you need a method to promptly and precisely gauge your progress. This is where a practical tool like the ClickUp Monthly Business Status Report Template becomes invaluable!

With this template, you and your team can:

• Effortlessly track and illustrate performance indicators
• Stay orderly and current with the progression of all projects
• Preempt potential issues with swift identification

ClickUp’s Project Tracker Template is an invaluable tool for capturing and leveraging lessons learned during the course of a project.

It serves as a platform for documenting important takeaways and insights gained throughout the project. These could be about successful strategies, areas of improvement, or processes that need refining for future undertakings.

The template also facilitates tracking of project progress, which helps in pinpointing mistakes or successes that can inform future actions!

The Stakeholdermap Excel Lessons Learned Template is an ideal option for project managers who want a more structured approach to documenting their lessons learned.

This template offers a table format for easy data entry and analysis, allowing you to capture essential project details and lessons learned from team members. You can use the Excel Lessons Learned Template to track project objectives, risks, issues, assumptions, and decisions.

The lessons learned template is suitable for project managers, team members, and other stakeholders who want to capture lessons learned from a project in a structured and consistent format.

The Project Management Institute Lessons Learned Template is another option for project managers who prefer a more thorough approach to documenting their lessons learned.

If you need a way to learn from your software development project experiences, PMI’s spreadsheet template helps collect and share both positive and negative outcomes from a recent project. This template can help improve your current and future projects with outlines for brainstorming sessions with your team.

In the end, the template works well for those wanting to discuss the information after a significant milestone to capture more insights to reach a more successful outcome in your next project.

In project management, the process of capturing lessons learned is crucial for continuous improvement and future project success. The process typically involves five key steps: identification, documentation, analysis, storage, and retrieval.

Here’s an example of a lessons learned process for a newly launched software application that faced significant delays due to unforeseen technical issues:

• Identification: The project team holds a lessons learned session towards the end of the project, focusing on identifying the successes and failures of the project. They identify that unclear communication between the development and testing teams led to repeated errors and these communication issues were a major contributor to the delay.
• Documentation: The team then documents these insights in a lessons learned document, detailing the communication problems, their impact on the project, and how they could be avoided in the future.
• Analysis: The team further analyzes the issue, realizing that the lack of a centralized platform for communication was a critical factor. They conclude that using a dedicated project communication tool could have mitigated this problem.
• Storage: These analyzed lessons are then stored for future reference. The project manager ensures that these insights are accessible to all relevant stakeholders, with the aim of avoiding similar mistakes in future projects.
• Retrieval: When planning for the next project, the project manager retrieves these lessons. They implement a dedicated communication tool right from the start to ensure clear and effective communication between all teams involved, thus applying the lessons learned from the previous project.

Whether you’re looking for a simple Word template or a more complex tool with advanced features, there’s a lessons-learned template out there that can help you capture, analyze, and apply the insights you gain from each project.

If you’re interested in trying out a lessons-learned template, we recommend starting with the ClickUp Lessons Learned Template. You can download it from the ClickUp Template Center , along with other project management templates that can help you streamline your project documentation , timelines , retrospectives, and more.

Whether you choose a general template or one specific to your project management tool, be sure to actively involve your team and stakeholders in the process, use a variety of data sources, be open to feedback, share your lessons learned, and continuously improve your processes and workflows.

Remember, the goal of a lessons-learned process is not just to document what went wrong, but to learn from past experiences and optimize your project performance for future success.

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Lessons Learned in Projects: Everything You Need to Know

• by Adrian Neumeyer

Lessons learned workshops aren’t fun because you always make mistakes in projects. And during a review you often think “ We could have done this better” .

But taking a critical review of your project is actually a good thing. Because if you take the feedback to heart you become a better project leader.

(Talking about mistakes: I recently created a checklist for setting up new projects . It helps you avoid making the same mistake in your next project. Go check it out)

In this article you’ll find everything you need to know about lessons learned. What they are good for and how to conduct an actual workshop.

Table of contents

• What are lessons learned?
• Why do a lessons learned workshop
• How to conduct a lessons learned workshop
• Workshop rules
• Why you should continuously ask for feedback

What are Lessons Learned in Project Management

Lessons learned are an informal conversation where you look at a project in retrospect. It is done after project completion, usually conducted as a meeting involving the project manager and key representatives from customer and contractor side.

I have also done lessons learned with the entire project team. This is even more insightful but it requires more organization ( How organized are you? ).

During the lessons learned meeting everyone shares their perspective on what they thought about the project, what they would have changed, what they learned and what could have been done better. That leads us to the next question:

Why you should have lessons learned workshops

Lessons learned workshops are performed for three reasons: The first is to learn from mistakes and to avoid these mistakes in future projects. The second is to gather best practices — that is smart ways of doing something — and to pass on this knowledge to other project leaders.

The third reason is for trust building with your stakeholders and team members. Involving people in the process and giving them the opportunity to share their perspective will make them more supportive towards project management as well as future projects.

That being said, it should be clear that lessons learned workshops are not (just) a forum for people to vent their anger.

Sometimes you might get this impression when people are being very negative. But a project review should always be about  sharing helpful and constructive feedback and ideas to become better.

How to conduct a lessons learned meeting

Let’s look at the typical process for a lessons learned workshop. The process differs depending on the number of attendees:

• When you run the workshop with your entire team, you have team members gather ideas in small groups and then present the findings at the end of the workshop.
• In a lessons learned with only a few attendants though, you will just discuss everybody’s conclusions without any presentation.

The challenge in such workshops is that people will be relatively reserved to give candid feedback. They are afraid of coming across too harsh or to hurt anybody’s feelings, or even to be disadvantaged in the future. What usually breaks the ice is when one person steps up. Then others will follow and share their criticism openly. That’s the kind of atmosphere you should encourage (even if it’s painful).

If you believe it will be hard to get the attendees to open up, consider planning some discussion points in advance. Like, putting in a few self jabs to show humility and humor. And to show others that being self-critical of both themselves and their team is accepted. Also, if you have the relationships in place to do it, consider having a few “plants” in the audience who will chime in with pre-rehearsed lessons learned or comments. This will help to get the ball rolling for the shy people.

STEP 1: WELCOME THE TEAM

Start off by welcoming the team. Then move on to explaining the purpose of a lessons learned workshop. You should have gotten enough ideas from this article.

STEP 2: EXPLAIN THE RULES

Next, explain the meeting rules. You’ll find them further below. Attendees should understand they are supposed to be  constructive , whether they liked the project or not. Everybody is asked to give their feedback on the following questions:

Lessons learned key questions:

• What was done well?
• What didn’t go that well?
• What did you learn?

You have to decide how to record the results. In a small group you would just enter the feedback in an Excel sheet. With a larger audience, you would normally use flip charts or white boards where team members record their thoughts. Irrespective of the tool you always use a 3 column structure: column 1 = what went well, column 2 = what didn’t go well and column 3 = learnings .

Something like this:

Step 3: Gather feedback

Now that everybody knows the process, they can get to work and write down whatever is on their mind. Of course, you as the project manager are not excluded from the process. You should also take the opportunity to reflect on what went well and what didn’t and document your thoughts.

STEP 4: PRESENT FINDINGS (LARGE GROUPS ONLY)

If you are doing the lessons learned with the entire project team, have one or two team representatives present the results in a summarized form.  They will briefly go through all notes and talk about the most frequently mentioned points: Many team members said they were unhappy with the way the product training was done. The 1-day training apparently was not enough, so people mentioned they didn’t feel well prepared for the project. OK, hopefully you will also get positive feedback.

STEP 5: CLOSE the MEETING

After everyone was able to share their feedback and you’re done recording it in an Excel sheet, it’s time to close the meeting. Say a few kind words and thank the attendees for their participation. You should also point at how the feedback is going to be used: ‘We will take your feedback into consideration for improving our future projects, especially when it comes to ‘.

Rules for a lessons learned meeting

• Don’t constrain people on the questions. Let them tell you what they want to tell you.
• Everybody can share their views openly. No judgement.
• There is no good or bad feedback. Any feedback is appreciated.
• Avoid personal attacks or naming names. If somebody wants to complain about a specific individual, they can use the title instead, e.g. saying ‘the head of logistics’ instead of Brian Johnson.

Going into the meeting with the right attitude

I want to help you with your mindset for a project review. Suppose you are the project leader and you are going to have your first lessons learned workshop. Then there are a couple of things you should keep in mind.

Don’t dwell on past mistakes: You may be thinking a lot about problems that have happened in your project. A conflict with a stakeholder or a critical step you forgot to take care of. Although this is understandable, it is also not very helpful. I suggest you accept whatever bad things have happened and focus instead on things you have learned (and the things that went well).

There will always be people criticizing: Even the best and most respected project managers face criticism. That’s because projects always trigger controversy and resistance from people in the organization. Therefore, it is natural for people to tell you what you should have done differently. Dogs will always be barking 🙂

Be open to learn: Accept you may not now the best approach for everything. There may be better ways to plan or to conduct certain project tasks. If you’re will to learn, you will become better. And that’s the key. Lack of willingness to introspect is a clear signal project failure is ahead. Read about Seven signs why your project might fail because of you .

Lessons Learned Examples (and what to do with the results)

The whole point of a lessons learned workshop is to learn . To become better. As a project manager and as a team but also as an organization. This learning effect only materializes when action is taken in response to the lessons learned. The type of action depends on whether it concerns only you, your team or the entire company.

Lessons learned for you (project manager):

• lack of PM support during client negotiations: If your team feels you could be more supportive in situations involving the client, you need to be more available and take over leadership in such situations.
• team praises your motivational skills: great job, keep going. Nothing to change here.
• functional expert complains about having been informed too late: True, you could have reached out to the guy 1-2 days earlier. But you were so busy with another issue so you totally forgot about that guys task.

Lessons learned on team level:

• lack of team spirit: This is a criticism that’s often raised in newly formed teams. One way to approach this problem is by organizing a team event where team members get to know each other.
• knowledge sharing: A problem when junior team members don’t get enough support from senior experts. The issue can be overcome by defining senior experts as mentors of the junior workers.
• lack of a specific expertise: Assume you are going into an IT project in the oil and gas industry, but you don’t have anybody on your team with oil and gas industry knowledge. That’s bad, and it will lead to all sorts of awkward situations which in the end the team will complain about.

Lessons learned on company level:

Some of the lessons learned may even require action on company level:

• no organizational alignment: Each department has its own set of objectives and priorities, but the leadership of the different departments often don’t seem to be aligned with one another and/or the upper leadership – leaving a messy situation at the project team level due to the conflicting priorities. This lack of alignment is something to be taken up on management or even CEO level.
• poor company culture: Project issues caused by a poor company culture, e.g. one that relies on blaming and imposing fear on employees always have to be solved at the root. Corporate management or the owner of the company have to initiate a cultural change that creates the kind of environment where people are willing to take over responsibility without fear.
• corporate travel policy: A company’s travel policy could be too restrictive, for example requiring employees to stay within a $70 per night limit for accommodation. Such restrictions can make a business trip even more challenging and unpleasant as it already is. Maybe the company should revise its travel policy?

My advice to you: Always ask for feedback

One important piece of advice I want to give you is to solicit feedback throughout the project, and not just to wait til the end. In project management, you have to respond quickly to issues, and you always want to improve your process so you get optimum results.

The way I collect feedback is to continuously talk to my team: How is this thing going? Are there any issues? Anything we should be doing differently next time? This way I instantly know what areas we have to improve upon and I can take immediate action and course-correct.

Hi! I'm Adrian, former Senior IT Project Manager and founder of Tactical Project Manager. I created the site to help you become an excellent project leader and manage intense projects with success!

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Lessons Learned

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Lessons learned is the knowledge gained from the process of conducting a project. This includes positives and negatives. The idea is to repeat the positives aspects and not repeat the mistakes. Most project managers understand the importance of lessons learned on current and future projects. Capturing and regularly updating the lessons learned can keep the project on track. In the long run, it can also help continually improve how organizations execute projects. The lessons learned process involves 5 steps with activities that will capture and use lessons learned. The steps are: identify, document, analyze, store, retrieve.

The Lessons Learned template is primarily intended for project managers, but can also be used by professionals in other fields. The first slide of this template invites us to describe a sequence of actions that will help make the project better. At the first stage, hypotheses are discussed, then experimentation and ultimately implementation. This slide can be used to prepare the interaction of various departments of the company when working on one project. The closed-loop shown in the slide shows that experimentation can be repeated several times until the desired result is achieved. This slide can be used by research organizations, laboratories, development departments of the company when preparing a report on their research. The second slide is presented in the form of a table, which is a structured way that represents the process of working on a project while making the only correct decision. This slide will be useful for a scrum master when they conduct sprints with the development team and the product owner. The next slide provides an opportunity to describe the main events that occur in the project, give recommendations, and take actions that will take into account previous mistakes. The slide can be used when drawing up instructions for operating equipment or working on a machine with repetitive operations. This slide can be used by occupational safety specialists when drawing up safety rules for working with equipment. This slide will also be useful for business trainers when preparing courses. The last slide is presented in four stylish blocks. Here you can also describe the necessary measures to improve the project. You can also use this slide when preparing a presentation about a new product, describing the advantages of the product over its competitors.

The Lessons Learned template is made in soft colors, but you can change the colors to cool ones or those that are your corporate colors. The template will be useful when preparing instructions, rules, describing repetitive processes. You can also use this template when analyzing negative results that led to increased costs or termination of the contract. These slides can be used by team leaders in their daily or weekly meetings. Lessons Learned template is easy to use and does not require deep knowledge of PowerPoint. You can by himself change the sizes of fonts and blocks, and change their position on the slide. Be sure to complement your collection with this modern and stylish template.

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What is a lessons learned template? Guide with examples

Every project hits a few (or many) bumps along the way, but they are opportunities to learn and improve the next go around. Many teams use a “lessons learned” template.

This article spells out the benefits of using a lessons learned template, provides some example templates to get started, and shares monday.com’s interactive lessons learned template built for all kinds of professionals.

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What is a lessons learned template?

During post-project review meetings, teams usually discuss the various lessons they learned throughout the project. A lessons learned document or template is often the document that captures all of this feedback.

A lessons learned template is a document or presentation that helps team members review positive and negative experiences of a completed project and identify any key learnings.

This opens up opportunities for improvement on future projects. The high-level buckets include:

• Everyday management
• Communication
• Technical elements of the project
• Overall project management

This type of organization means a comprehensive summary of how people worked together, reacted to setbacks, and executed tasks.

When should you use a lessons learned template?

Naturally, use of a lessons learned template is during the fourth stage of the project life cycle, project closeout. Project closeout is the time period in which the team reviews the deliverables, as well as compares and tests their quality to the intended project outcome.

They also deliver the project and documents to the client or stakeholder. At this point you have both the time and data needed to be able to reflect and parse out important reflections and learnings.

To learn more about this phase of the project life cycle, read our blog on project closure.

3 reasons to use a lessons learned template

While we could probably list 100+ reasons, the top 3 are:

1. Avoid repeating mistakes

There’s nothing more frustrating than making the same mistakes over and over again. Unless a project manager makes a conscious effort, your team may lose out on ‌valuable insight by not learning from their experiences.

A lessons learned template is an excellent tool to get the knowledge gained down on paper (virtual paper works too). Make good use of what you’ve learned and avoid the same mistakes. It also encourages knowledge sharing within your team so everyone can learn from each other.

2. Identify strengths and weaknesses

If there are aspects of your projects that always seem to take more effort than others, a lessons learned template can help. These templates often contain a section for challenges the project team experienced during the project.

It’s hard to to address a problem if you are not aware of what the challenge is! Collecting feedback from the team makes it easier to dentify common threads and pinpoint … which links in the chain are causing the setbacks.

Similarly, if there are team members or departments that always do a stellar job or get things done ahead of schedule, learn why.

A lessons learned template can identify what they are doing that the rest of the team is not. It then becomes easier to spread productive habits around the entire team.

3. Make team members feel heard

74% of employees report that they’re more effective at their job when they feel heard.

Collaborating on a lessons learned document is an excellent opportunity for your team to vocalize what they struggle with and what makes life easier. Giving your team the space to voice their opinions will make them feel heard and appreciated. This kind of company culture is more likely to boost employee morale and productivity.

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What’s an example of how to use a lessons learned template? 

Here is a real-life, practical example of when you could use a project lessons learned template.

You are supplying a large corporation with office furniture, including installation. You’ve planned out every detail, including stock, logistics, labor, timelines, etc.

During installation, some things go poorly — the office chairs you ordered from the supplier came in the wrong size, a delay. Once installation begins, your team works at a slower pace than anticipated.

Everything else goes according to plan, and despite the hiccups, you complete the installation a couple of weeks behind schedule. So, how do you put a lessons learned template help into action? Let’s break it down into four steps.

Step 1. Share it with the right people

First, assemble representatives from all involved parties — the labor team, management team, and stakeholders. Then, provide a copy of the following lessons learned template and ask them to fill it in honestly .

( Image Source )

Step 2. Solicit feedback

From the labor team: You glean nobody was there to inspect the delivery of office chairs when they arrived. There was only a security guard on duty who signed off. You also learned the onsite manager arrived at least half an hour late daily.

From the drivers: You learn the vehicles were in good shape and had plenty of space to transport your goods and equipment.

From the managers: You learned the communication chain between your headquarters and the installation site was flawed.

This feedback gives you several key insights.

Step 3. Turn feedback into insights

First, your onsite manager was negligent in their time management and communication. Second, there is no qualified staff to oversee and inspect deliveries.

Third, the logistics company provides good quality vehicles (you can trust them for future projects).

monday.com makes it easy to request, record, and analyze feedback and turn this feedback into actionable improvements for future projects. So next time you’re faced with a similar project, you can access this feedback from anywhere and use it to guide your actions.

Step 4: Analyzing the lessons

Going back to the example: when considering how to do things better the next time, it’s essential to check in with the onsite manager to ensure they arrive on schedule and relay communications accurately.

So you appoint a staff member to oversee deliveries and keep the details of the logistics company for future use. You have eliminated weak links and fortified strong ones by analyzing the lessons learned.

monday.com’s lessons learned template

monday.com Work OS is a no-code/low-code platform that allows businesses of all sizes to work without limits using a variety of pre-built templates, automations, real-time insights, and other features.

We’ve created a comprehensive, highly-customizable, and interactive lessons learned template to make managing the lessons learned process quick and intuitive.

Some of the critical ways monday.com can help:

Accessible from anywhere

When asking yourself, “What could have been done better?” simply access your monday.com project lessons learned template from anywhere. Then, watch in real-time as all insights are consolidated and available for analysis and presentation.

Our template provides space for reflection, documentation, consolidation, and storage of ideas that you can retrieve later. With the wisdom of past projects readily accessible, your business is in a better position to learn and grow.

Easily collect feedback with forms

With monday.com, we don’t just give you a template ( though we have many of those available ). Using our Work OS, you can create a custom-made, shareable form to quickly solicit feedback from your team. Simply send the link to your form, and voila! Each response will populate directly onto the respective board for you to analyze.

Harness the power of automation

monday.com’s lessons learned template saves time and resources by automating processes that used to waste valuable hours — no more sifting through endless stacks of forms and trying to piece them together yourself.

You can sit back and watch as it categorizes, assigns, or organizes information in a presentable format from the word go. Beyond those we’ve already mentioned, there are many (many) templates to help manage workflow and complete successful projects.

Related monday.com templates

Project schedule template.

The Project Schedule Template maps out the project timeline by phase. It has space to include all the necessary details like schedule, budget, resources, risks, and task status.

Action plan template

The Action Plan Template breaks down a project into actions and their subsequent details. For each step, you can assign a person responsible, a priority level, a start and end date, and any other relevant notes.

Employee review template

The Employee Review Template makes it easy when you need a standardized way to assess employee performance. It includes sections for characteristics such as initiative, group work, client relations, technical skills, attendance, and consistency.

Self-assessment template

Similar to the employee review template, the Self-Assessment Template asks employees to indicate how they view their performance. Based on this reflection, they can identify areas to improve.

Frequently asked questions

How do you create a lessons learned document.

To create a thorough lessons learned document, you need a lessons learned template. monday.com draws on years of collective workplace solutions experience to create a powerful lessons learned template. We make it simple to assess task success by guiding you through the pros, cons, and suggestions for every aspect of a completed project.

What do you write in lessons learned?

All lessons learned documents should cover the following:

• What went wrong during the project?
• What went well?
• What could have been done better?
• What valuable lessons can be taken away?

How do you introduce lessons learned?

Any insight gleaned from a lessons learned template should be documented and stored. We recommend appointing a project manager to present the lessons learned during the planning phase of your next project.

How do you share lessons learned?

Any lessons learned should be communicated with the whole company in a respectful and team-oriented way. Remember, our lessons learned template is designed to advance the interests of everyone in the business, from admin staff and technicians to senior management. Plus, it’s easy to grant and control access so you can view the lessons learned and add commentary in real-time.

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Home PowerPoint Templates PowerPoint Templates Lessons PowerPoint Template

Lessons PowerPoint Template

The Lessons PowerPoint Template is a widescreen layout to showcase the key takeaways and lessons learned in company presentations . For continuous improvement, it is always essential to learn from past experiences. So, professionals discuss the outcomes at the end of every project and highlight the significant gains and losses. This discussion enables the teams to align and work toward a common goal, and apply the concepts learned for future projects. This lessons PowerPoint template helps create such project presentations in a few simple steps by editing with PowerPoint or Google Slides.

Our Lessons PowerPoint Template starts with a cover slide having an image and abstract design in the background. Presenters can add their presentation title or project name in the defined text box. The following three slides are meant to display the learned lessons. The first lesson slide has a top image cut into a circular abstract shape. In addition, there are three bullet points with a pen infographic icon to mention important points. Presenters can add more data to this slide using the text area on the left panel of the slide. The following slides show the lesson number title on the right side in vertical style. The rest of the slide panel has text areas and infographic icons to present the information. Users can change the color scheme and make other alternations with font and text designs accordingly.

The last slide of this PPT template is ideal for key takeaways presentations. It has a dark background with a door lock clipart icon. Professionals can mention their points and conveniently arrange them on this slide. All these slides are 100% editable. This PowerPoint template can be used for other purposes mentioned here. For instance, by replacing the images, presenters can customize them for training or educational presentations. Therefore, download this creative Lessons PowerPoint Template and prepare your professional presentations in a few steps.

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