Project Title Proj ID Lessons Learned Presented by

[Project Title], #[Proj. ID] Lessons Learned Presented by [Name] [Date] Lessons Learned Template Version 2. 2 10/07/2015

Project Description ACCOMPLISHMENTS WHO Stakeholders and Team Members: • PM Lead: [SU or OCIO] • Sponsor: [Sponsor name and SU] • Other stakeholders: [Other SUs impacted by the project] • OCIO Manager: [Manager name, group)] • OCIO PM/Coordinator: [PM/Coordinator name)] • Other OCIO Groups: [Other OCIO groups involved in the project] • WHAT ASSESSMENT • • Project Description: • [1 -2 Sentence Description of Effort] Actual Completion Date: • [Key Deliverables / Results] Schedule Scope Resources Overall Results represents an overall assessment of the project based on project process and results, along with Schedule, Scope and Resources performance variance measures. Schedule, Scope, and Resources indicate the variance between ACTUAL and LATEST PLANNED project performance as follows: [Date] G = ACTUAL is less than or equal to 10% above LATEST PLANNED; 2 Y = ACTUAL is between 10 -30% above LATEST PLANNED; R = ACTUAL is more than 30% above LATEST PLANNED

Lessons Learned PROJECT PROCESS AND RESULTS WHAT WENT WELL Project Team Management • Were team expectations or ground rules established? • Did the team comply with the team ground rules? • Overall, did the team work well together? Scope Management • Was the project scope clear and verifiable? • Was the potential impact of requested scope changes clearly communicated to stakeholders? • Were changes in Project scope formally agreed and documented? Time Management • Was the project schedule realistic with accurate time estimates? • Was the project schedule kept up to date throughout the course of the project? • Was care taken to ensure the project schedule would be met? Resource Management • Were the right people (skill sets) on the team? • Were all stakeholders adequately represented? • Were the number of required resources accurately estimated? 3 WHAT NEEDS TO CHANGE

Lessons Learned PROJECT PROCESS AND RESULTS WHAT WENT WELL Risk Management • Was the team effective in identifying potential problems? • Were the right people involved in the risk assessment process? • Were the risks accurately measured (probability and impact)? • Were the risks effectively mitigated? Communications Management • Were all planned documents produced? • Was there too much or too little documentation (number of documents, level of detail)? • Were there many or too few meetings? • Did the appropriate individuals receive information in a timely fashion? Quality Management • Were the project requirements traced through execution and control to help ensure requirements would be met? • Was the product tested against project objectives / requirements? • Did the final product meet project objectives / requirements • Overall, was customer satisfied with the final product? 4 WHAT NEEDS TO CHANGE

[Optional Slide for Diagram or Other Useful Material] NOTE: You may include a Design Diagram, Screen Shots or other material that would help illustrate results 5