Transcripts
1. Introduction: Hello and welcome to this
class on lessons learned, your step-by-step guide
on how to analyze your work and how to
continuously improve that work. In this class, you will
learn a simple way to perform after
action reviews and to reap the most out of
those efforts with detailed and effective
lessons learned. I've been testing
ways to improve lessons learned
analysis for years, both when I ran a small
software business and now in my work as a management consultant to
other small businesses, I found that the
biggest challenge is analyzing your own work with a completely neutral
approach without bringing any preferential bias or using handy hindsight
in the moment. The method that I have
developed and that you will learn in this class forces my clients and my
students to think about their work in its true context. If you are a small
business owner, if you are a department leader or the head of a team or in any way responsible for your team's performance
and project outcomes. Then this course is for you. You want the best results. You want to be making
the best decisions. And you want to train the best employees to big
leaders of the future. And of course, you
want to improve performance overall from
one project to the next. This course will teach you
how to do all of that. And it will do so by giving you a simple step-by-step
guide you can use to analyze the
results of a project. You'll use it to
know what worked well and find out
what can be improved. And of course, how to make those specific changes for improvements for
the next project. As your class final project, you will create a plan for your first set of
lessons learned. You'll use the steps that you will learn
throughout the class and you'll do so on a real
life work project of your own. Everything we do, whether
success, failure, or anywhere in between, can always be improved. And an effective lessons learned system means that you are constantly finding
areas for improvement. As a result, your business
will be more effective, it will be more innovative, and it will be more
creative overall. Get started right now. Jump straight into the initial
lessons in this class. And those lessons will explain exactly what lessons learned are and why you want to be
using them in your business. Happy learning.
2. What is process improvement: Once you have a
process in place, you need process improvement. As you learned in
the previous lesson, this is one reason to make sure that all of your processes
are written down and documented because it
is the only way to continuously improve them and thus to improve your business. Let's start with a
simple understanding of what process improvement is. Business process improvement is the practice of identifying and implementing changes
or improvements to your existing
business process, whether this is for
the ongoing work of your business or specific
projects or project types. You want to be implementing
process improvement because it will make your
business more efficient. You'll be finding easier
ways to do things. It will also make your
business more effective. You'll find better
ways to do things. It will make your business
more accurate because you'll find more specific
ways to do things, and it will make your
business more reliable because you're finding more
consistent ways to do things. And finally, it will also
make your business more responsive because
you're finding faster ways to do things. All of these improvements
will make your clients happy, your employees happy, and your
business more successful. But what is the point of writing a process if it is
constantly changing? Well, therein really lies
the crux of the matter. If you don't write it down, you just can't improve it. And if you can't improve it, your business will become
stagnant or even obsolete. Doing this requires creating a culture of continuous
improvement. So you and your employees are all open and you're all curious. It really means shifting
the mentality of problems to having them
become opportunities, and that has to
come from the top.
3. Why Lessons Learned?: One thing that I want you
to get out of this class is a new way to look at all
of your business efforts. Who remembers the notion that many of you and many of you
have probably heard of it, even it was Apple's
first handheld device. It was the precursor
to the iPhone. Now, managerially did
everything right. And yet this product
was a huge flop, but the brand did not disappear. And 13 years later, they launched the iPhone, which has set the standard for handheld devices ever since. It's okay for things to
go wrong in business. Even when a mistake feels
like a punch to the gut. Don't go into your
business efforts thinking about good or bad
success or failure. Instead, give each individual outcome the same considerations. Ask yourself, why? Ask yourself how? Ask yourself what could
have been different? Ask yourself what might be
in it for the customer, and so much more. Ask yourself what
actually happened as a result of the
individual actions. What you'll find
is that you always learn something new from
that type of analysis. And you will also always
find something to celebrate. Lessons learned are not
about success or failure. There is simply about why
did something happen? Generally speaking,
you will always start at the beginning
with a brainstorm of what happened right
down your impressions of what you did well and
what you can improve upon. What did you learn along
the way about the project, about your business, about the environment in
which you're working. Next, you'll examine
those actual outcomes. You want to understand
how they occurred, why your expectations were correct or why they
were incorrect. This is the
information you'll be able to use to determine what you will change next time that you're in this situation. In fact, at the end you
will have that list, not a list of successes
and failures. A list that looks to the past, you will have is a list of
repetitions and improvements, which is a list that's
looking to the future. In the next lesson, we'll take a look at how this lessons learned practice falls into project management.
4. Terminology: You may have already heard of both after-action reviews
and lessons learned. If you're wondering exactly what the difference is,
you're not alone. This is a common question, and I've heard these two
terms used interchangeably, but they're not exactly
the same thing. Let me explain the difference
between these two. In context. You have a sequence of events that lead to
lessons learned. Those events are, first
of all, the project. That's what happens first. It is then followed by
an after-action review. And the after action review
results in lessons learned. This is the order that
you have to go in. Let me briefly explain each step to more clearly delineate
the differences. The project is the
thing that happens. Now. It could be a current process
that is up for review, or it might be a onetime
special project. The main point for
our purposes is that the project is all about
a certain objective. There is an expected outcome or deliverable from this project. And the details of the project will then include things like tasks and tools and people
and timeframe and much more. The after-action review is
the analysis of that outcome. In other words, what's
the objective of the project achieved
and how the main purpose of the
after-action review to compare the intended outcome of that project with
the actual outcome and then analyze
what got you there. And that leads to
lessons learned. Lessons learned are the results of your after-action review. The lessons learned are
a list of what to retain from that project
and what you need to improve in the next one. This is the correct
sequence and it has to happen in
this order, project. After action review
and lessons learned. For the purpose of this class, we're interested in
these last two steps after action reviews
and lessons learned. And that's what you're
going to be learning about.
5. The challenges: If you are taking
this class to create a lessons learned system
for the first time, then you will want to know the most typical challenges so that you can avoid
them right away. If, on the other hand, you've been running lessons
learned unsuccessfully, then it's likely because
you've run into one or more of the challenges that I'm about to list
in this lesson. We'll continue on to
find out what they are and how to overcome them. Either way, the more you know
about what could go wrong, the more you can do
to make it go right. Most problems with
lessons learned efforts will fall into one of the
following categories. The first one is lack of time. Once a project is complete, you're in a hurry to get
onto the next thing, so you don't take the
time or time to stop, so to speak and
analyze what happened. The second is lack of access. You can't get feedback or data
from the people necessary. Or perhaps you can't
get involvement from the boss without access to the correct information
and the correct people, you can't perform a proper
lessons learned analysis. And finally, lack of structure. Perhaps you collect some
information and then you share it either in an
email or an amusing. But there's no formalized
structure to it. There are no formalized
next steps and people don't really know
what happens from there. These are common challenges, but the truth is that they're only problems if you don't
account for them upfront. While they're difficult to overcome once they've happened, they're fairly simple to
avoid in the first place. If we think about lack of time, we've already mentioned that
after action reviews and lessons learned are part
of the whole project plan, implant a proper project
management effort that includes these
steps upfront. The project isn't in fact over until it is complete and
it is only complete. After lessons learned. You can combat lack of access by making sure that the
efforts come from the top. If you are a leader
in your organization, either the small business owner, the unit leader or manager, then you have to model the
behavior that you want to see. Create the new project
format that we've mentioned and lead the
charge on lessons learned. Make sure that you
are the person who constantly highlights
how important this is. If you're not the leader, then find a sponsor, get somebody in an
influential position to be the main driver of lessons learned right from
the beginning of the project and to combat
lack of structure. Well, that's why you're here. Follow the rest of this
class and you will have the structure to run
a proper lessons learned. You will learn everything
you need to know to build those last two steps of the sequence in
your project plan.
6. Why Lessons Learned are important: Many businesses do reflect upon their past experiences or disgust general
outcomes of a project. But the truth is that not
enough businesses perform a proper in-depth
lessons learned plan. What they will do is look
at a project overall. And then they might decide that if it has been successful,
they will repeat it. And if the project overall
was not successful, then they'll never do it again. The problem with this
approach is that you end up either repeating errors
or discarding good ideas. It will never be the
totality of a project that was excellent or
a complete disaster. In reality, it comes down to individual steps and decisions. When you do a lessons learned, you want to analyze at
those individual steps. Lessons learned to our
experiences from past events, and they should be used
to inform future events. As such, they should
also be part of the overall project plan. The final stages of that plan should be the
after-action review. And the lessons learned. Not least because real mistakes
are repeated mistakes. The problem is not doing
something incorrectly. That's going to happen
naturally as you try new things or as
circumstances change, the problem is going to be doing the exact
same thing wrong. Again, a mistake only happens when you're repeating the
same mistake more than once, when you haven't learned
from past experiences. A proper lessons learned
list will avoid all of this. In addition to that, it will also increase
your data and offer insight into what you're doing and how you're making decisions. It will improve
communication both within your team and across different
teams in the business. Obviously, it will offer
business improvements. It will bring innovation, keeping you at the forefront of industry development
and of performance. You'll find that you are
no longer wasting money. Learning from your mistakes
means not throwing money at something that
hasn't worked already. And in addition, it also means that you will
document your successes. It's not just about
what went wrong. You will also get to
highlight what went well. And everybody appreciates that these reasons and more are why you want to take the
rest of this course.
7. What is an After Action Review: We've stated previously
that an after action review is an analysis of the
outcome of a project. It comes as part of the overall
project management plan. And it's an important part
of any project scope. After the completion
of the project, execution tasks comes
the after-action review. This analysis will tell
you what happened. Your project at a
micro level will be able to understand individual
activities and occurrences, but also why it
happened in that way. This is the information
that you will use for your lessons learned. With the information you'll
get out of this analysis, you will be able to
extract what went well, looking both at your strengths and what happened due to luck, it is important to understand the difference
between these two. And it will also tell you
what you can improve. Generally, looking at the
areas of skills, knowledge, and communication,
communication breakdowns are really common cause of
project tripping points. This is the information
that you will use to build your
lessons learned, that list of improvements
and things to retain. Now, most after action
review guides will tell you the process of
an after-action review. You define the
scope, you conduct, the research you analyze. That is actually all part
of your project plan. That is, how to go through the steps of the
after-action review. In this class, we're going
to learn specifically how to conduct the
analysis itself. How to take the data from the project and look at it
in all its small parts. We'll do that by breaking
the analysis down into four areas which are process. We will look at the communication
throughout the project, will consider distractions, and we will also consider
external forces. If you need to differentiate
between strength and luck, it's just as important
to differentiate between errors and things
outside of your control. Over the next few lessons, we'll look at each one of
these in detail and how to conduct that particular part
of your after-action review.
8. Start with a brainstorm: Start your after-action
review with basically a brained
up brainstorm your first impressions just
off the top of your head. Make sure that you
do this quickly. Just five-minutes or so. We're not yet in
the analysis phase. We just want to collect
your first impressions. This will also have
the advantage of getting you in the
correct mindset. You'll be reimbursing
herself in the experience of the project and therefore better prepared to deal with the
more in-depth analysis. Write down a paragraph or two about the experience
of the project, what you think worked well, and areas that you
think need improvement. These are your first thoughts. A simple brainstorm. Go.
9. Process review: First of all, I want
you to understand that your problem will never be
the process as a whole. But rather, if anything, a particular step within
your overall process. Review the process of the
projects step-by-step. Start by taking your
project plan and examine it with the
wisdom of hindsight, with what you know now, was this the correct
procedure for the project? Did things e.g. happen
out of order in the reality of the execution or steps moved around from
what you had expected, where there are steps that were added as you went
through the project, did more have to
happen than what you had originally accounted for? And also where any steps missed. What did you do that wasn't
in your original procedure. Make a list of the procedural steps that did not match the original process, and keep that list handy. Now start looking at each
individual step on its own. What was supposed to happen? Why was this particular step included in the
detailed procedure? In what was the ideal
outcome of that step? Next, determine did
that outcome occur? Did the thing that was supposed to happen actually happen? And if so, great. And if not, why not? Why was the result of that step not what you
expected it to be? Was it because of a
procedural weakness? In other words, was it because the step was either
in the wrong order, was it completely
redundant or something else to do with those
details of the process? Once again, make a list
and keep it handy. At the end of this analysis, you will have a list of
good process decisions and the errors made in the process and in those
more detailed procedures.
10. Communication review: Communication seems so simple. We talk, we just
stipulate we communicate. But the truth is that
in a business context, we need information sharing and we need
information transfer. And this should be done
in a structured way. Miscommunication is probably the most common cause of error, and it can take many
different forms, such as forgetting to
tell somebody something. You might tell somebody
something that is incorrect, the
wrong information. You might tell somebody
something that they misunderstand. You might take for granted
that somebody knows something, but they actually don't, or you may give an
unclear instruction. I've witnessed plenty
of meetings e.g. where good decisions were made, but no clear instructions were
given for after the fact. And so nothing
actually happened. Examine how you communicate and find if the flaw is
somewhere in those steps. Here's how to do that. Describe, first of all, who was involved, who was part of any information
sharing and transfer? These could be clients,
certainly colleagues, perhaps across teams, any
vendors and anybody else. Analyze what was
communicated back and forth. Here you want to think
about things like instructions that were given
from one party to another. Any knowledge that was required to perform
a certain step, progress updates
throughout the project, especially from one
team or department to another and anything else in
terms of information flow, now, analyze how
that information was flowing from one place to another or one
person to another. Where you're using a project
management software, a chat platform. Do you do this through
e-mails, phone calls? Did it take place in meetings? How did information move through the organization
throughout the project? Finally, look at how the information was captured
throughout the project. Is information stored
somewhere specific, like a project
management platform? Is it shared easily with
everybody involved? Is it easy for people to access? E.g. are there gatekeepers to the information or is it lost somewhere in some
long chat thread? Is the correct information
either tagged or somehow connected to the
relevant part of the process or the
relevant individuals. Make a list of all
this information. And then you can take
a look at what you can conclude about any weaknesses in communication
during the project. Where was communication lost? Where did you have to repeat
the same information? Where was information
misunderstood in anything else that might
come out of this analysis? Make a list and keep it handy. At the end of this analysis, you will have a good
understanding of all the areas in which your communication is
lacking proper structure.
11. Distractions review: There's always going
to be something that you just forget. The longer or more
complex the project, the more likely they are to be errors of distraction
somewhere in there. Why is it important to review these types of mistakes as well? Is it really something
that you can fix? Well, possibly, in
fact, probably. The better you understand
the conditions in which you are distracted and the consequences of that
distraction than the less likely you are to repeat them
again. But there's more. You don't want to risk changing something
that actually works. If you misdiagnose a distraction
error as something else. Well, that's the risk
that you run into fixing something that
doesn't need to be fixed. So when you isolate
them out from the real areas that
need correction, you're creating a better result. How do you analyze
your distractions? Review if there were moments in which your head just
wasn't in the work. You've already done. A pretty detailed review
of the project to examine the procedural steps
and the communication flow. Using that analysis,
have you revealed any moments in which you were just not concentrating properly? Perhaps you were multitasking
or maybe you wanted to get through something very quickly and so didn't
give it proper attention. Another way to
look at this is of the problems that you
have identified so far, were any of them
actually because the person involved
just wasn't focused. So it wasn't a process or
communication problem, it was just human error. This is unimportant
difference to ensure that you are correcting
the right thing. If the error was distraction rather than procedural
or structural, then you want to make sure you don't fix something that works. Take a critical
look at your work and determined those
moments where you may have simply done the wrong thing or done the right
thing but badly, make a list and keep it handy. At the end of this analysis, you will have notes and possibly corrections
on the problems you've identified so far.
12. External Forces review: Not everything is your fault. Sometimes things happen to you. Sometimes problems are caused by external forces which you
can't control at all. But you can control how you
choose to react to them. If your problem was
caused by something outside of your business and
outside of your control, you want to learn how you can secure your practices against that event or similar event happening again in the future. It's good to know what
you can't control. So you can strengthen
your position through what you can control. As with the
distraction analysis, use the material and data
that you already have. What I want you to
do here is to make two lists of external forces. A list of everything
that once in your favor, so things that were helpful, and a list of everything that
worked against you and was harmful for each item that
you add to either list. Explain what caused it. Explain how that event changed
things in your project. Explain how you reacted, what you did to adjust. And also, do you think
it will happen again? And if so, how can
you anticipate it? Make a list and keep it handy? At the end of this analysis, you will be better prepared
for all your future unknowns.
13. What if you missed something?: But if I forgot something
or if I missed something, or what if I was distracted again and there's still
more to be discovered? Endure after action review with a quick brush up on anything
that could be outstanding. Start by going back to
your original brainstorm. Look at those few
paragraphs you wrote right at the beginning,
reread them. Is there anything that
you wrote down that isn't accounted for in
your after-action review, does what you're reading
now change your view on anything that is in
your after-action review. If necessary, make
any required updates. Next, scan the
information again. Look at the
interviews you ran as part of your
after-action review. And also glance through
the data once again, you've gone through
both in detail already. What you're doing now is more of a high-level end of task
brainstorm to see if you missed anything or if this review changes your opinion
on something that you already have and consider
any comments you heard, whether first or second hand. I think of both the
insiders and outsiders. What did the people
connected to the project say throughout the
duration of the work, as well as after it was complete and they
could see the results. But also what were
the impressions of people not directly
involved with the project, but seeing it from the outside. With this last review, you may find nothing new at all. You may find new ideas
that on closer inspection, you can simply discard. Or you may find some
additional information that affects or changes part of
your after-action review.
14. Create your Lessons Learned: You've now completed your
after-action review. You're going to use
that information to compile your lessons learned. And that is the focus
of this next section. Over the next few lessons, you will learn how to build
and use your lessons learned. We're going to cover both
the good lessons learned, the things that worked, as well as the area for
improvement lessons learned. And then we will discuss
how to implement the changes that you find
both urgent and not. Throughout these lessons,
I'll keep highlighting the importance of recognizing the difference
between what you did, What happened to you. In other words,
your good decisions and things that were pure luck, whether good or bad. Understanding this
difference is essential to an effective lessons
learned exercise.
15. Lessons on what to keep: Let's start with your
positive lessons learned the elements you found that worked
well and that you want to retain for
future projects. Never skip this step. You always want to share the lessons learned
about what worked well, the things that
you want to keep. There are two main
reasons for doing this. The first one is
to make sure that you really do retain them. Remember that this particular
feature that you're talking about has been specifically slated
to be retained. So don't skip or remove it in service of something
else next time, or at least not without
an excellent reason. Number two, you want
to celebrate it. Recognize that you're making good decisions and that
your working well. Obviously more focus and time will be given to what
needs to be corrected. So it's helpful to
remember that not everything is actually
being corrected. Present, and share the lessons learned about things to keep. These will cover process, the detailed procedural
steps and decisions that are beneficial and valuable
to your work overall. As a quick parenthesis here, I'm using both the word process and procedure
throughout this class. Process is the overall
structure that you're using. Procedures are the detailed
steps, both are pertinent. This will also cover
communication, of course, the successful methods
of information caption, capture and information sharing. You'll look at distractions. Now, if distractions did occur, those go on the negative list. But what you can highlight
here is any instance of immediate correction
ways in which you avoid problems by adapting
during the project itself. And you'll review
external forces where you dealt with external
forces successfully. This can be due to
two main reasons. One, they worked in your favor. In this case, can you replicate
those conditions next time or can you rely on that external force
happening again? There's also where they
worked against you. But as with distractions, you adapted well
to the situation. These are all things to
note and to celebrate. This brings us to
another point that you have to make throughout
this exercise, which is to differentiate
between what is a strength that you have used
and what is just pure luck. Your strengths are
things that you want to retain and you
want to replicate. When you were lucky. What you can do is
look at how you can replicate the circumstances
that brought you look, turn that into a
strength for next time.
16. Lessons on what to improve: This lesson is the core of the entire class here
on lessons learned. In this lesson, you will learn how to compile
your list of improvements based
on what you learned from your execution
of the project. Note that we are not yet
differentiating between immediate improvements
and longer-term ones that will come in the next step. Improvements mean that changes
are being made and changes can't be made by the process or they can't be
made by a business. Changes are made by people. The goal with this lessons
learned system is to make those changes and therefore
they have to be specific. People have to know exactly what to do
to make the changes. And most importantly, how to recognize that the
change has been made. For this reason, we use
different categories now in the lessons learned than we used in the after-action review, we're using categories
that make it easy to isolate the specific change
that has to be made. The first one is
decision-making. A great deal in the process planning
area of improvements. But not only, it
also comes up in any situation that requires
a quick adaptation, such as external forces
and distractions. Based on your
after-action review, do you have to improve how
you're making decisions? Do you need more information? Should you be
involving more people? Should you be involving
different people? Do you need a better list
of your pros and cons? Be specific about exactly how you will update your
decision-making process. The next category is skills. What have you discovered
about any weakness in particular skills that you and your team
have right now. You can start by stationing the required skills
necessary to get the job done and then extract
the people who need training and in
what areas specifically. Also note whether they
need additional training, whether they need to be
taught something new, or if they need more
experienced doing something, and then state specifically how that will be
provided to them. And Glenn, what do you need to improve in terms
of knowledge? Were there clear knowledge
gaps in what you did? And by this, I mean
knowledge gaps that should not have existed, things that you
should have known, but you didn't know
when it mattered. Why didn't you know them? Did you not look hard
enough to not speak to the right people or did you not properly understand
something that you should have understood, or did you not ask
the right questions? In this lessons learned list? Explain the steps
that you will take next time to ensure these knowledge gaps
don't repeat themselves. There's the category
of communication. Now, this obviously is one of the after-action review
categories as well. And it makes sense
as a change category because it gives us a list
of things we can act on. What are the instances of
lost or miscommunication. What will you do to improve information capture and access, recording information and
doing it in the right place. What will you do about improving information flow throughout
the interested parties? And how will you communicate
in the next project? Be particular about the
individual roles that need to communicate the particular
information at each step. And remember that
this could also include confidence building in terms of communicating with the correct people
in the correct way. Let's consider tools. Did you not have the
right tools for your job? You will have learned during
your after-action review, if there were tools
to support and communication process or in any other part of the project. And you are lacking
those tools at the time. You will need them next time. Create a plan for
what the tool is, because it's software,
manual, etc. Why do you need it? And how you will
select the right one, as well as how relevant parties will be trained on using it. And what else. Take a quick look at your
after-action review. Are there areas for
improvement that don't fit into any of
the previous categories? And if so, go ahead and add them to the list and
create the new category. Pushing the improvement
into a category like this makes it easier to
understand and to pursue. This exercise and lessons
learned will give you not just a list
of improvements. Rather for each improvement, you should also
have an explanation of how that improvement
will be made. What is the process
for improvement, who is involved, and what
resources are needed? Also include the
timeframe expected. Next, you have to
select what to work on right now and what can wait.
17. Immediate improvements: How long is your list
of improvements? Is it five items? It's 1025. There isn't a correct or
incorrect answer here. But what matters is what you can realistically do now
and what needs to wait. Select those improvements
which are truly urgent. Let's follow the four steps you need to make that decision. How do you decide
what is urgent? Start by looking at
the consequences of not making this improvement. Ask yourself, what happens if you don't make
this improvement? What are those
consequences directly, but delve deeper to, does it cause an
even bigger problem? Does this problem exacerbate or increase the possibility
of another one? Does it create an impediment
if you don't fix this, does it keep you from
doing something? And also very importantly, when does the problem occur? The challenge here
is to be realistic. Be honest with yourself
about how big a problem this is when the negative consequences
will present themselves. Also discuss what happens
if you don't fix it. And is that outcome
itself a problem? Is a problem now
or in the future? Does it depend on other things? Understand fully
the consequences of not fixing this and not
fixing this, immediately. Challenge yourself
also to be selective. How much time do you have to
work on these improvements? So do you really have
to fix this right now? As you go through this analysis, it can also help to
have an assigned contrarian in the room
as part of the meeting. Somebody whose position is
that nothing is urgent. And that's a way to help you see both sides of that argument. Every change you
do will take time. And that's why you want to be selective with what you
work on right away. But eventually you will have your finalized list of
improvements and at that point, create a project plan for each one to include
what you are doing. You want the plan to
explain how you're going to accomplish
this improvement. Make sure you indicate who needs to be involved
and in which parts. Make a list of the tools required and always include
the expected timeframe. Now that that's ready, All
you have to do is start.
18. Parking Lot items: Well now, what about all the improvements
that aren't urgent? They might still be important, even if their effects won't
be felt for awhile or until a particular other thing
occurs far in the future. Those items we put
into a parking lot. The parking lot is a
productivity technique. It's used to keep
meetings, projects, and discussions
within the scope. The parking lot is a list of ideas that warrants
further discussion, but not at this time. And it's a way to acknowledge all the contributions
and make sure that those aren't ignored without letting them derail a live discussion. We will use the parking
lot tool to separate immediate improvements
From improvements that are important
but not urgent. The main purpose is to not
try to do too much at once. Therefore, ensure that we
are prioritizing correctly. Take everything
that is left over after you determine your
immediate improvements, and then build a table for
parking lot improvement items. You want to include in that table what the
improvement is. Explain where in your
after-action review you identified this
issue for improvement. Describe why it matters, what will change
for your business. And also consider what would be the consequences if you didn't make this improvement
eventually. Say when it will happen. When would those
consequences occur? And therefore, one is the right time to tackle
this improvement. And finally, the action. What is the improvement
plan? What has to happen? Who is involved? What does it involve, and how long will it take? This is the same project plan as we used in the
previous lesson. But at this stage, it can be
a higher-level view to be built into more detail when you actually
tackle the issue. After you have this
table complete, there is one last step which
is to review the full list. Is each improvement
really important? Does the consequence
really matter? This is your last chance
to cut away anything that doesn't match her
on closer consideration. At the end, you will have your list for
future improvements. And the important
thing is to schedule regular reviews of
this list monthly, at least really
cordially at most. And make sure that you
are addressing and correcting the
items in this list.
19. Final Project: You are almost done. But before I let
you go completely, how about a trial run? As your final project, you will prepare a
lessons learned light. This exercise will have you combine the
after-action review and the original brainstorm into a well brainstormed
after-action review. Consider it a starch
or exercise to prepare for deeper analysis
in the real-world. Take a recent project. It can be a sales pitch,
a special initiative, a client deliverable, an event
you held or anything else. Using the attached
PDF templates, fill in the table and make a list of the actions
that were taken, the desired outcomes of
each of those actions, and then the actual outcomes
of each of those actions. Once you're done,
note where columns 2.3 don't match and explain
why they don't match. Also note in a corner, if this was a
problem of process, communication, distraction
or external force.
20. Conclusion: Congratulations, you have completed this
class on lessons learned. You've learned so
many different things from the difference between lessons learned
and after action reviews. You've also learned why both of these things master
and how to do them, how to use them. And you have a system and
all the templates you need to apply that work
to your own business. Now remember, the only Mistakes
are repeated mistakes. So be open to change, be open to experiments
in your business, and always be open to learning. Make sure that you complete your project and share the
results of that project. I welcome comments. I welcome any feedback
and any type of question. So don't hesitate to reach
out and contact me directly. If you want to keep learning, take a look at my
other classes and for more about me and what
I do and my consulting, you can subscribe to
my weekly e-mail. It's called Tuesday
on your business. And every single week
I send a business tip. Click the subscribe
button on my website, www.rgbreedseat.com. Best of luck, have fun with more learning and remember
to always stay curious.