In project management, learning from past experiences is essential for driving efficiency, reducing risk, and enhancing performance.

That’s where a lessons learned template becomes a powerful tool. It formalises the process of capturing knowledge from completed projects, enabling teams and organisations to make informed decisions and avoid repeating mistakes. But what should a lessons learned template include, and how can you implement it effectively?

What Is a Lessons Learned Template?

A lessons learned template is a structured document used to record insights gained during and after the execution of a project. It is typically completed during the project closure phase, either as part of a post-implementation review or a dedicated lessons learned session. The goal is to reflect on the project's performance and identify:

  • What went well?
  • What didn’t go as planned?
  • What could be done differently next time?

The purpose of a lessons learned process is not to assign blame, but to support continuous improvement and promote a learning culture.

 

Essential Sections of a Lessons Learned Template

Here’s what a comprehensive lessons learned template should include:

Section

Description

Project Information

Name, ID, Sponsor, Manager, Duration, Team Members

Objectives & Outcomes

Summary of original goals and whether they were achieved

Successes

Things that worked well, innovations, and efficient practices

Challenges/Issues

Problems or obstacles that affected delivery, budget, scope, or quality

Root Cause Analysis

Underlying reasons for both successes and failures

Impact Assessment

The effect of lessons on cost, time, quality, or stakeholder satisfaction

Recommendations

Practical, actionable advice for future projects

Responsible Parties

Who is responsible for applying or actioning these lessons

Next Steps

Follow-up actions and proposed process improvements

Date/Sign-Off

Review date and approval from project leadership

 

Benefits of Using a Lessons Learned Template

  1. Drives Organisational Learning
    • Enables knowledge transfer between teams and departments
    • Prevents the loss of knowledge when staff turnover occurs
  2. Improves Future Project Planning
    • Refines project scoping, risk management, and stakeholder engagement
    • Informs estimations and decision-making processes
  3. Supports Governance and Compliance
    • Provides audit trails and documentation for regulators or sponsors
    • Demonstrates proactive risk and quality management
  4. Encourages Team Reflection
    • Builds trust and transparency
    • Fosters an open culture of feedback and accountability

 

How to Run an Effective Lessons Learned Session

  1. Schedule a Workshop: Hold it during project closure, before memories fade.
  2. Invite the Right People: Include cross-functional representatives, not just project managers.
  3. Facilitate Open Dialogue: Use a neutral facilitator to encourage honest, constructive input.
  4. Categorise and Prioritise: Sort feedback into themes (e.g., communication, resources, tools).
  5. Document and Share: Populate the template and distribute it to stakeholders.
  6. Act on It: Integrate lessons into future planning, templates, training, and policies.

 

Lessons Learned Template Example (Downloadable Format)

Want a head start?

Here’s a simple version you can recreate in Excel, Word, or a collaborative tool:

Project name

 

Sponsor

 

Manager

 

Duration

 

What worked well?

 

 

What didn’t work? Why

 

Recommendations

 

 

Where to Store Your Lessons Learned

  • PMO Central Repository (SharePoint, Teams, Confluence)
  • Project Management Tool (e.g., pmo365, Microsoft Planner, Jira, Asana)
  • Knowledge Base or Wikis
  • Integrate with existing risk logs, issue logs, and improvement registers

 

Final Thoughts

Using a lessons learned template is one of the simplest and most effective ways to transform experience into improvement. Whether you’re managing IT projects, capital works, or business transformation programs, systematically capturing and applying lessons ensures that your organisation grows smarter with every project.

Don’t just finish a project. Learn from it.

Laith Adel
Laith Adel