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Lessons Learned Report
Project id – <Client Name> Implementation
COMPANY NAME
COMPANY ADDRESS
Version 1.0
Enter Date Here
Project id – <Client Name> Implementation Lessons Learned Report
V1.0 01-Aug-2013 Page i
Document Control
Date Author Version Change Reference
Document Owner
Name Department Email Contact #
Project id – <Client Name> Implementation Lessons Learned Report
V1.0 01-Aug-2013 Page ii
Table of Contents
1 PURPOSE OF THE LESSONS LEARNED REPORT...............................................................................1
2 PROJECT BACKGROUND...............................................................................................................1
3 EXECUTIVE SUMMARY.................................................................................................................1
3.1 SUCCESS FACTORS...............................................................................................................................2
3.2 PRIMARY CHALLENGES.........................................................................................................................2
3.3 RECOMMENDATIONS...........................................................................................................................2
4 LESSONS LEARNED ......................................................................................................................3
Project id – <Client Name> Implementation Lessons Learned Report
Page 1
1 PURPOSE OF THE LESSONS LEARNED REPORT
Throughout each project life cycle, lessons are learned and opportunities for improvement are
discovered. As part of a continuous improvement process, documenting lessons learned helps project
teams discover the root causes of problems that occurred and avoid those problems in later project
stages or future projects. Data for this report was gathered by surveying the project team and
stakeholders.
The objective of this report is to gather all relevant information for better planning of later project
stages and future projects, improving implementation of new projects, and preventing or minimizing
risks for future projects.
Project lessons learned reports are saved on the project’s SharePoint site so that they can be easily
referenced by project managers, project team members, sponsors, and stakeholders.
Ultimately, the goals of the lessons learned exercise are:
 List successes to document what went right
 Document what can be improved upon
 Streamline processes based on this information
 Communicate this information to project management and user community
2 PROJECT BACKGROUND
<Client Name> (<CLIENT NAME>), with the assistance of Oracle Consulting, reviewed and analyzed the
current Human Resource (HR) Recruiting and Onboarding processes along with best practices to
implement a future state of the Recruiting and Onboarding process to support <CLIENT NAME>’s current
and growing needs. Oracle <Client Name> was implemented to support this process and integrations
were developed to support and automate data sharing between Oracle <Client Name> and ORACLE HR.
3 EXECUTIVE SUMMARY
Effectively communicating across various cultures, time zones, and processes/tools is a challenge and
<Client Name> absolutely critical to the success of the project implementation.
 The project manager should connect stakeholders across the extended team to demonstrate a
clear commitment to building strong relationships and a common goal for project success.
 Project documents and key deliverables should be created, distributed, reviewed, updated and
approved in different project phases accordingly.
 The project manager has full responsibility to verify that the project moves in the right direction
by building a team that supports local talent working jointly with the corporate team.
 Key users must be involved and committed throughout the project lifecycle.
Project id – <Client Name> Implementation Lessons Learned Report
Page 2
3.1 SUCCESS FACTORS
 Strong support during the transition phase helped educate and prepare users for post go-live
activities.
 Scope changes from the Chinese government were effectively managed.
 Local communication and collaboration was strong and thorough.
 A SharePoint site was created to centrally manage and store data.
 Team resources were knowledgeable and skilled.
 User testing was well planned and executed.
 High quality deliverables were distributed.
 Time spent with local and corporate resources were essential to the design and ultimate success
of this project. Very few issues (relative to the size of the project) were encountered.
3.2 PRIMARY CHALLENGES
 Effective communication with Corporate
 Project documentation management
 Resource commitment
 Project management
3.3 RECOMMENDATIONS
 Encourage strong communication between team members who are globally dispersed.
 User participation should be consistent throughout the project lifecycle.
 Manage scope creep, risk and other issues timely and effectively.
Project id – <Client Name> Implementation Lessons Learned Report
Page 3
4 LESSONS LEARNED
The Categories below were considered during the Lessons Learned Session.
 Integration Management
 Scope Management
 Time Management
 Cost Management
 Quality Management
 Human Resource Management
 Communication Management
 Risk Management
 Procurement Management
 Roles and Responsibilities
 Project Methodology
 Architecture/Technical Solution
 Training
 Testing / QA
 Change Control/Change Requests
 Knowledge Transition
 Project Reporting
 Deployment
Lessons Learned Log
ID Category Situation Description
Impact on
Project
Analysis or Cause Improvement Recommendations
LL-001 Communication/Risk Mgmt Feedback from Security team
needed at project start.
Security impact on
project delayed.
The analysis that was
provided by Security was
delayed because they were
not involved in the project
from the start.
Ensure that the Security department is
included in project initiation and design to
resolve any security related issues that must
be addressed from the beginning. This
participation can reduce risk to the project
and prevent significant changes to the
project after it has started.
LL-002 Communication/Risk Mgmt Resources from Career
Site/Marketing and Web
Design should be engaged
from project start.
Potential risk to the
project and possible
effect on project
scope and plan with
late involvement.
Delay in project timeline
and risk to project’s timely
success.
Additional resources impacted for this
project should be identified early and
included throughout the project. Their
deliverables should be included in the
project plan and timeline to ensure effective
project delivery.
LL-003 Communications Mgmt Communication plans and
training plans were created
late in the project.
These plans were
not assigned in a
timely fashion.
Miscommunication
occurred and delivery of
documents was untimely.
Develop communications and training plans
and assign ownership for development and
execution.
Project id – <Client Name> Implementation Lessons Learned Report
Page 4
Lessons Learned Log
ID Category Situation Description
Impact on
Project
Analysis or Cause Improvement Recommendations
LL-004 Time Mgmt Interface testing/completion
was not given adequate time.
Delay in project
schedule.
Users did not have enough
time to thoroughly test and
complete UAT.
Determine the correct amount of time for
interface testing/ completion – ensure time
is accounted for in project timeline.
LL-005 Time Mgmt Project timeline dates were
missed
Delay in
implementation
Strict dates were not set or
adhered to accommodate
changes in scope or
changes is deliverable due
dates.
Set project update milestones and pre-set
dates / time for updates.
LL-007 Time Mgmt Users were not aware of time
required for on-going and go-
live support.
User’s schedules
were impacted
negatively.
Impact to resource
scheduling.
Better prepare for the required time needed
for ongoing support (HR / IT) for post go live
support.
LL-008 Procurement Mgmt Experienced consultants were
needed during the
implementation.
Errors and issues
were not resolved in
a timely manner.
Consultants were not part
of the project team.
Hire a consultant in the future to provide
guidance and expertise for rollouts.
LL-009 Quality Mgmt/Knowledge
Transition
Product features were
implemented without in
depth knowledge of their
consequences.
Setup could have
been designed and
implemented more
effectively.
The impact of the OLF
(organization, location,
function) was not clearly
explained and may have led
to inadequate setup and in
addition contributed to
confusion on the project.
Fully explain the impact of all features that
are to be implemented so users have a
strong knowledge of their effects.
LL-010 Communication
Mgmt/Knowledge Transition
Key resources should be
informed and engaged in
activities that affect significant
parts of the project.
Lack of knowledge
transferred to key
individuals.
Key resource participation
was needed during parts of
the project which may have
let to miscommunication
and confusion for users.
Ensure that all appropriate team members
are involved with process mapping sessions
so that they can fully understand their
impact.
LL-011 Roles and
Responsibilities/Knowledge
Transition
The appropriate resources did
not have access to key
functionality during testing.
Knowledge transfer
was not adequately
completed.
Resources did not have
access to the correct
permissions/responsibilities
which reduced the
effectiveness of the team.
Train applicable users on all functionality as
it pertains to their roles and responsibilities
prior to go-live.
LL-012 Roles and
Responsibilities/Knowledge
Transition
<Client Name> Consultant was
the only one fully informed
about setup and performed
them in test and production.
Users are not
knowledgeable
about setups and
how they impact
functionality.
Users know little about
creating or changing
processes in transitions.
Users should have been knowledgeable and
had the ability to perform all setups in
production as applicable.

Lessons learned report

  • 1.
    ADD LOGO HERE LessonsLearned Report Project id – <Client Name> Implementation COMPANY NAME COMPANY ADDRESS Version 1.0 Enter Date Here
  • 2.
    Project id –<Client Name> Implementation Lessons Learned Report V1.0 01-Aug-2013 Page i Document Control Date Author Version Change Reference Document Owner Name Department Email Contact #
  • 3.
    Project id –<Client Name> Implementation Lessons Learned Report V1.0 01-Aug-2013 Page ii Table of Contents 1 PURPOSE OF THE LESSONS LEARNED REPORT...............................................................................1 2 PROJECT BACKGROUND...............................................................................................................1 3 EXECUTIVE SUMMARY.................................................................................................................1 3.1 SUCCESS FACTORS...............................................................................................................................2 3.2 PRIMARY CHALLENGES.........................................................................................................................2 3.3 RECOMMENDATIONS...........................................................................................................................2 4 LESSONS LEARNED ......................................................................................................................3
  • 4.
    Project id –<Client Name> Implementation Lessons Learned Report Page 1 1 PURPOSE OF THE LESSONS LEARNED REPORT Throughout each project life cycle, lessons are learned and opportunities for improvement are discovered. As part of a continuous improvement process, documenting lessons learned helps project teams discover the root causes of problems that occurred and avoid those problems in later project stages or future projects. Data for this report was gathered by surveying the project team and stakeholders. The objective of this report is to gather all relevant information for better planning of later project stages and future projects, improving implementation of new projects, and preventing or minimizing risks for future projects. Project lessons learned reports are saved on the project’s SharePoint site so that they can be easily referenced by project managers, project team members, sponsors, and stakeholders. Ultimately, the goals of the lessons learned exercise are:  List successes to document what went right  Document what can be improved upon  Streamline processes based on this information  Communicate this information to project management and user community 2 PROJECT BACKGROUND <Client Name> (<CLIENT NAME>), with the assistance of Oracle Consulting, reviewed and analyzed the current Human Resource (HR) Recruiting and Onboarding processes along with best practices to implement a future state of the Recruiting and Onboarding process to support <CLIENT NAME>’s current and growing needs. Oracle <Client Name> was implemented to support this process and integrations were developed to support and automate data sharing between Oracle <Client Name> and ORACLE HR. 3 EXECUTIVE SUMMARY Effectively communicating across various cultures, time zones, and processes/tools is a challenge and <Client Name> absolutely critical to the success of the project implementation.  The project manager should connect stakeholders across the extended team to demonstrate a clear commitment to building strong relationships and a common goal for project success.  Project documents and key deliverables should be created, distributed, reviewed, updated and approved in different project phases accordingly.  The project manager has full responsibility to verify that the project moves in the right direction by building a team that supports local talent working jointly with the corporate team.  Key users must be involved and committed throughout the project lifecycle.
  • 5.
    Project id –<Client Name> Implementation Lessons Learned Report Page 2 3.1 SUCCESS FACTORS  Strong support during the transition phase helped educate and prepare users for post go-live activities.  Scope changes from the Chinese government were effectively managed.  Local communication and collaboration was strong and thorough.  A SharePoint site was created to centrally manage and store data.  Team resources were knowledgeable and skilled.  User testing was well planned and executed.  High quality deliverables were distributed.  Time spent with local and corporate resources were essential to the design and ultimate success of this project. Very few issues (relative to the size of the project) were encountered. 3.2 PRIMARY CHALLENGES  Effective communication with Corporate  Project documentation management  Resource commitment  Project management 3.3 RECOMMENDATIONS  Encourage strong communication between team members who are globally dispersed.  User participation should be consistent throughout the project lifecycle.  Manage scope creep, risk and other issues timely and effectively.
  • 6.
    Project id –<Client Name> Implementation Lessons Learned Report Page 3 4 LESSONS LEARNED The Categories below were considered during the Lessons Learned Session.  Integration Management  Scope Management  Time Management  Cost Management  Quality Management  Human Resource Management  Communication Management  Risk Management  Procurement Management  Roles and Responsibilities  Project Methodology  Architecture/Technical Solution  Training  Testing / QA  Change Control/Change Requests  Knowledge Transition  Project Reporting  Deployment Lessons Learned Log ID Category Situation Description Impact on Project Analysis or Cause Improvement Recommendations LL-001 Communication/Risk Mgmt Feedback from Security team needed at project start. Security impact on project delayed. The analysis that was provided by Security was delayed because they were not involved in the project from the start. Ensure that the Security department is included in project initiation and design to resolve any security related issues that must be addressed from the beginning. This participation can reduce risk to the project and prevent significant changes to the project after it has started. LL-002 Communication/Risk Mgmt Resources from Career Site/Marketing and Web Design should be engaged from project start. Potential risk to the project and possible effect on project scope and plan with late involvement. Delay in project timeline and risk to project’s timely success. Additional resources impacted for this project should be identified early and included throughout the project. Their deliverables should be included in the project plan and timeline to ensure effective project delivery. LL-003 Communications Mgmt Communication plans and training plans were created late in the project. These plans were not assigned in a timely fashion. Miscommunication occurred and delivery of documents was untimely. Develop communications and training plans and assign ownership for development and execution.
  • 7.
    Project id –<Client Name> Implementation Lessons Learned Report Page 4 Lessons Learned Log ID Category Situation Description Impact on Project Analysis or Cause Improvement Recommendations LL-004 Time Mgmt Interface testing/completion was not given adequate time. Delay in project schedule. Users did not have enough time to thoroughly test and complete UAT. Determine the correct amount of time for interface testing/ completion – ensure time is accounted for in project timeline. LL-005 Time Mgmt Project timeline dates were missed Delay in implementation Strict dates were not set or adhered to accommodate changes in scope or changes is deliverable due dates. Set project update milestones and pre-set dates / time for updates. LL-007 Time Mgmt Users were not aware of time required for on-going and go- live support. User’s schedules were impacted negatively. Impact to resource scheduling. Better prepare for the required time needed for ongoing support (HR / IT) for post go live support. LL-008 Procurement Mgmt Experienced consultants were needed during the implementation. Errors and issues were not resolved in a timely manner. Consultants were not part of the project team. Hire a consultant in the future to provide guidance and expertise for rollouts. LL-009 Quality Mgmt/Knowledge Transition Product features were implemented without in depth knowledge of their consequences. Setup could have been designed and implemented more effectively. The impact of the OLF (organization, location, function) was not clearly explained and may have led to inadequate setup and in addition contributed to confusion on the project. Fully explain the impact of all features that are to be implemented so users have a strong knowledge of their effects. LL-010 Communication Mgmt/Knowledge Transition Key resources should be informed and engaged in activities that affect significant parts of the project. Lack of knowledge transferred to key individuals. Key resource participation was needed during parts of the project which may have let to miscommunication and confusion for users. Ensure that all appropriate team members are involved with process mapping sessions so that they can fully understand their impact. LL-011 Roles and Responsibilities/Knowledge Transition The appropriate resources did not have access to key functionality during testing. Knowledge transfer was not adequately completed. Resources did not have access to the correct permissions/responsibilities which reduced the effectiveness of the team. Train applicable users on all functionality as it pertains to their roles and responsibilities prior to go-live. LL-012 Roles and Responsibilities/Knowledge Transition <Client Name> Consultant was the only one fully informed about setup and performed them in test and production. Users are not knowledgeable about setups and how they impact functionality. Users know little about creating or changing processes in transitions. Users should have been knowledgeable and had the ability to perform all setups in production as applicable.