What to do

How to do it

1

Compile key review data

Compare initial baseline estimates with final values. The difference between initial and final indicates improvement areas. Standard data to analyze include:

• budget, staffing, schedule & milestones
• scope changes, work & rework effort
• quality targets, risks realized & missed

2

Prepare for post-project review meeting

Use the Communications, Organizational & Student Initiatives (COSI) department for help in meeting preparation. Follow normal meeting guidelines:

• Contact standard post-project review facilitator
• Contact standard post-project review scribe
• Select participants and inform them about the review process.
• Reserve a room, usually off-site or not typically project-associated

3

Prepare and distribute survey

Work with review facilitator to create a survey for the project team. Results will be used in post-project review session.

Analyze, summarize, and distribute survey results prior to post-project review session.

4

Conduct post-project review session

The review facilitator moderates post project review session. Scribe records meeting discussions and resolutions. An effective agenda includes:

• Review of summary information
• Discuss what went well
• group ranking of most important
• for the future, plan to continue things done right
• Discuss what could have been improved
• group ranking of most important
• for the future, plan to prevent things done wrong
• Discuss risk management
• Effective mitigation strategies
• Risks missed
• Risks identified but not realized
• Discuss lessons learned

5

Document and archive post-project review material

Build permanent record of lessons learned.

• Scribe produces project review report.
• Participants review and approve report
• Scribe publishes project review report on DoIT intranet.

Project manager ensures post-project review material is appropriately archived

Distribute key results of post-project review:

• Brown bag seminars
• Presentations to quality groups
• Presentations at technical seminars