Project Name:

Prepared by:

Date (MM/DD/YYYY):

1. Project Lessons-Learned Checklist
No.
Lesson Learned
Yes
No
N/A
Impact




Low
High




1
2
3
4
5
Place your cursor in the appropriate boxes and type an X. (Insert additional rows as needed.)
Project Planning
1.
Business Objectives were specific, measurable, attainable, results-focused and time-limited








2.
Product concept was appropriate to Business Objectives








3.
Project Plan and Schedule were well-documented, with appropriate structure and detail








4.
Project Schedule encompassed all aspects of the project








5.
Tasks were defined adequately








6.
Stakeholders (e.g., Sponsor, Customer) had appropriate input into the project planning process








7.
Requirements were gathered to sufficient detail








8.
Requirements were documented clearly








9.
Specifications were clear and well-documented








10.
Test Plan was adequate, understandable, and well-documented








11.
External dependencies were identified, agreements signed








12.
Project budget was well defined








13.
End of Phase Criteria were clear for all project phases








14.
Project Plan had buy-in from the stakeholders








15.
Stakeholders had easy access to Project Plan and Schedule








Project Execution and Delivery
16.
Project stuck to its original goals








17.
Changes in direction that did occur were of manageable frequency and magnitude








18.
Project baselines (Scope, Time, Cost, Quality) were well-managed (e.g., changed through a formal Change Control Process)








19.
Design changes were well-controlled








20.
Basic project management processes (e.g., Risk Management, Issue Management) were adequate








21.
Project tracked progress against baselines and reported accurate status








22.
Procurement (e.g., RFP, Contract with vendor) went smoothly








23.
Contracted vendor provided acceptable deliverables of appropriate quality, on time, and within budget








24.
Stakeholders were satisfied with the information they received








25.
The project had adequate Quality Control








26.
Requirements – specifications – Test Plan were well-managed (e.g., Requirements Management System was used)








27.
Risks were manageable








Human Factors
28.
Project Manager reported to the appropriate part of the organization








29.
Project Manager was effective








30.
Project Manager was not a contracted resource








31.
Project Team was properly organized and staffed








32.
Project Manager and staff received adequate training








33.
Project Team’s talent and experience were adequate








34.
Project team worked effectively on project goals








35.
Project team worked effectively with outside entities








36.
There was good communication within the Project Team








37.
Management gave this project adequate attention and time








38.
Resources were not over-committed








39.
Resources were consistently committed to project aims








40.
Functional areas cooperated well








41.
Conflicting departmental goals did not cause problems








42.
Authority and accountability were well defined and public








Overall
43.
Initial cost and schedule estimates were accurate








44.
Product was delivered within amended schedule








45.
Product was delivered within amended budget








46.
Overall Change Control was effective








47.
External dependencies were understood and well-managed








48.
Technology chosen was appropriate








49.
The project was a technological success








50.
Customer’s needs/requirements were met








51.
Customer was satisfied with the product








52.
Project Objectives were met








53.
Business Objectives were met








2. Project Lessons-Learned Checklist – Agreement Form / Signatures
Project Name:

Project Manager:

I have reviewed the information contained in this Project Lessons-Learned Checklist and agree:
Name
Title
Signature
Date

(MM/DD/YYYY)

















The signatures above indicate an understanding of the purpose and content of this document by those signing it. By signing this document, they agree to this as the formal Project Lessons-Learned Checklist.