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

ClickUp Contributor

February 5, 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 tools 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

What do you think of this template.

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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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Lessons Learned Presentation Template

The Lessons Learned Template offers a simple framework for showcasing essential aspects of a subject through four distinct elements. This invaluable tool serves as a conduit for professionals to delve into project or milestone outcomes, fostering heightened team efficiency through the integration of past experiential insights. By utilizing this template, managers gain access to valuable information concerning departmental strengths and weaknesses, facilitating informed decision-making. The structured arrangement of pivotal insights within the template paves the way for organizations and businesses to reap multifaceted benefits.

Our lessons learned slide template empowers users to eloquently present project takeaways and key findings, streamlining the communication of learned points within a comprehensive system. Download the lessons learned template to unleash your experience!

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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.

Get the template

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.

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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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Presenting this set of slides with name - Learned Lesson Impact Rank Practices Problems Action Implement. This is a five stage process. The stages in this process are Lessons Learned, Project Management, Documented Information.

Presenting this set of slides with name - Learned Lesson Project Lifecycle Information Knowledge Recommendation. The topics discussed in this diagram are Lessons Learned, Project Management, Documented Information.

Presenting this set of slides with name - Learned Lesson Risk Project Scope Resources Category Issues Recommendation. This is a four stage process. The stages in this process are Lessons Learned, Project Management, Documented Information.

Presenting this set of slides with name - Lesson Learned Non Conformity Or Opportunity For Improvement. This is a four stage process. The stages in this process are Lessons Learned, Project Management, Documented Information.

Presenting this set of slides with name - Lesson Learned Opportunity Root Cause Analysis Corrective Action. This is a four stage process. The stages in this process are Lessons Learned, Project Management, Documented Information.

Presenting this set of slides with name - Lessons Learned Creative Splash Pencil And Bulb With School Icons. This is a four stage process. The stages in this process are Lessons Learned, Project Management, Documented Information.

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Lessons Learned Template

Use this free Lessons Learned Template for Excel to manage your projects better.

If you want better results from your team and your work, you should regularly stop to think about what was learned at the end of each project. This will get you thinking about what’s working well and what can improve.

To help you do this, we’ve created a lessons learned template for Excel. At the end of each project, fill out this worksheet and see how a little bit of reflection can help you achieve better results at work!

What Is a Lessons Learned Template?

A lessons learned template is a tool that helps project teams document the knowledge obtained from executing a project. That knowledge comprises positive and negative experiences that occurred throughout the project. This free lessons learned template for Excel categorizes these experiences into wins and issues.

A win is something that happened in your project that led to a positive outcome and should be included in your lessons learned Excel template. Perhaps you used a new collaborative project management software to organize this project and your team was able to finish their work much faster than usual. This would be considered a win because there was a positive outcome.

Wins should be shared with other people in your organization who might benefit from your learnings. If the new project management software helped your team, then it’ll likely help others!

An issue is something that happened in your project that led to a negative outcome. Maybe you needed the IT team for this project but they were busy, which delayed your start date. This is considered an issue because it negatively impacted your work.

Issues should also be included in your lessons learned template and discussed with project stakeholders so that changes can be made to avoid the same problem in the future. In this example, you could talk to management about hiring more IT staff so you don’t have to wait for help to become available.

When Should You Use a Lessons Learned Template?

A lessons learned template should be used at the end of the project closure phase . That’s the time when project management teams can get the most information, as they can look back at the project in retrospect. The lessons learned template applies to any project, regardless of its size or complexity, and can even be used for gap analysis or root cause analysis.

Some project managers might use a lessons learned report more often such as at the end of each project stage or whenever a project milestone is achieved. This creates a continuous improvement atmosphere that helps ensure project success, typically used in lean project management, kanban and other methodologies.

How to Use this Free Lessons Learned Template for Excel

This lessons learned template is intended to be used whenever the project team reaches a project milestone . You can either use it at a stopping point in your project to look at one specific section of work or wait until project completion to look at the entire project. This depends on how long and how complex your project is, but most people use this document once at the end of the project.

Start by downloading the lessons learned Excel template. The first section you should fill out is the project information section.

1. The Project Information Section

In this section, you’ll add a little bit of information about the project, so that if this document is shared, other stakeholders understand what this is in reference to. This is also helpful so that when you look back at this document later, you remember which project it was for.

• Today’s date: Enter today’s date
• Project name: Give your project a name, so it can be quickly identified
• Project manager: Enter the name of the person overseeing the project. This could be a proper project manager or any staff member who is the owner of the work
• Notes: This field is for you to add any relevant information you’d like
• Ideas: Client name, stakeholders, project summary, budget, etc.

2. Recording Your Lessons Learned

This is where you’ll fill out the things that you learned during your project. In this Excel lessons learned template, we’ve added three examples of “lessons learned” so that you can see exactly what should go in each field. Let’s break it down in detail below:

• WIN or ISSUE: Choose either WIN or ISSUE to classify the lesson. A win is something positive that happened, and an issue is something negative that happened.
• Describe what happened: Use this field to give a detailed description of the lesson you learned.
• What was the impact?: Here, you’ll describe the positive or negative result and the impact there may have been. For a win, write about the positive outcome that occurred. For an issue, write about the negative consequences you experienced due to the problem.

3. Assess the Future Impact and Plan Action Items

Here you can further explain the impact of the wins and issues and the following action items that need to be executed afterward.

• How does this change future projects?: In this field, record your thoughts on how this lesson might impact future work. Think about how other people in your organization might benefit from learning this lesson.
• Action items: Add the actionable steps that’ll be taken to address your win or issue. Every row should have an action item , even if it’s as simple as “monitor to see if it happens again.” This is the most important part of the template because you’re outlining the steps you’ll take to improve.

What Other Project Management Templates Can Help with Project Closure?

ProjectManager is an award-winning software, but it’s also a valuable resource on all things project management. Our website has training videos, blogs, guides and free project management templates . Here are a few related to our free lessons learned template.

Project Closure Template

This project closure template helps you report on the project deliverables, goals, objectives and milestones that were achieved. In addition, it lets you list any project management documentation that should be reviewed by stakeholders at the project closure.

Punch List Template

This punch list template is a great tool for the project closure phase. It’s a task list that’s made from all the activities that are missing and need to be executed before the project closure can be finalized.

Progress Report Template

While the lessons learned is an important project management report, it’s designed for the project closure phase. Before that, you’ll need to constantly update the stakeholders on the project’s progress. This progress report template is ideal for this.

Why Use This Lessons Learned Template?

There’s a famous quote that says “Insanity is doing the same thing over and over, and expecting different results.” This rings true in the workplace where it’s common to see teams doing things because “that’s the way we’ve always done it.” Teams then wonder why the outcome wasn’t better.

Advantages of Using a Lessons Learned Template for Excel

This lessons learned template is a great way to document the insights you learned so you don’t repeat mistakes, especially when used in tandem with reporting software . This practice also helps you make changes to processes, teams and systems to ensure future projects are more successful than the last.

Lessons learned templates are a great source of information when planning a project . It’s important that your organization uses them so there are qualitative and quantitative background data to analyze whenever a new project or program will be launched.

Disadvantages of Using a Lessons Learned Template for Excel

As noted, a lessons learned template is helpful during the project closure phase. However, it serves a single purpose, which is merely documenting wins and losses. On top of that, it’s an Excel template, so it’s a static document that’s time-consuming to update and can be hard to share. Multiple copies can cause confusion among your team.

If you plan on managing projects, you should use project management software that lets you track tasks, costs and collaborate with your team in real-time. ProjectManager allows you to do that and more with online Gantt charts , kanban boards, project calendars and dashboards. With ProjectManager, you can use your lessons learned template to plan new projects.

Turn Your Lessons Learned Template into an Action Plan with ProjectManager

If you find this template helpful, then you’ll also love our tools. Teams all over the world use our project management software to stay organized and improve productivity. To catch the wins and issues, you have to monitor and track your progress as it occurs, something that ProjectManager does with our real-time dashboards . You get instant feedback about the progress of your projects so you don’t have to wait until the end to learn valuable lessons.

The dashboard is a high-level view of the project, but often issues are simmering below the surface and don’t appear until they’re a problem. ProjectManager gives users the project tracking tools to dig deep with reporting features that can filter data to get only the information they want. These reports are easy to share and archive on the software, which has unlimited file storage.

The project team collects what works and what isn’t working on the front lines. ProjectManager offers a collaborative platform that gives everyone the tools to comment at the task level, including attaching files and images to document wins and issues. As each comment is added, relevant members are notified by email. If you need to bring in another team member, simply tag them. It’s that easy.

Related Lessons Learned Content

ProjectManager is award-winning software, but it’s also a valuable resource on all things project management. Our website has training videos, blogs, guides and more that explain every phase, technique and method in managing a project. Here are a few related to our free lessons learned template.

• What Is Post-Implementation Review in Project Management?
• Five Steps to Project Closure (Checklist Included)
• Why Projects Fail

ProjectManager is a way to learn from the lessons of your past projects and keep historical data close at hand, but it’s so much more. Plan, monitor and report on every phase of your project and gather lessons learned. Sign up here to try it free for 30 days.

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Home PowerPoint Templates PowerPoint Templates Creative Lessons Learned PowerPoint Template

Creative Lessons Learned PowerPoint Template

Summarizing the takeaways of courses, seminars, and other professional engagements have become simpler with our Creative Lessons Learned PowerPoint Template. This education PPT template features a deck of slides with engaging vector images for presenting the learned lessons before the audience. The purpose of lessons learned presentations is to note down the acquired knowledge in either academic or business situations; from then on, avoid repeating past mistakes and share these lessons among your coworkers easily. These lessons learned presentation templates would help us identify strengths and weaknesses since we can collect feedback from our team members after a coaching session. They are also applicable when reviewing a completed project. Presenting the lessons in a visual format helps teams to build stronger skills, sharing insights from stellar workers with the rest of the team members.

The first slide of our lessons learned PowerPoint template shows a human character illustration as a mentor standing beside the whiteboard. This scene can be associated with teaching or training. On the second slide, a mentor character is displayed on the computer screen, and two individuals are shown listening to her. This slide is ideal for online meetings or teaching sessions. The following slides indicate the human vector with a bulb sign and a pencil, respectively. So, users can add these slides to represent brainstorming or learning concepts.

Our Creative Lessons Learned PowerPoint Template also contains a key takeaways slide template with a standing mentor illustration with a board. Presenters can add the descriptions to these creative visuals, i.e., a whiteboard using the editable text boxes. Other decorative elements are also added to enhance the look. Presenters can conveniently change the color scheme and titles of the slides. The dark theme also provides the same set of editable lessons learned in PowerPoint template slides. Our users can work with these slides in all versions of PowerPoint, Google Slides, and Keynote.

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