Operating wind farm, with a blade on the ground for another turbine

Method

Lessons learned: what one project teaches the next

We design the lessons learned process so that every significant lesson ends in a change to the company’s standards, such as a procedure, a contract template or a time or cost estimate, before the next project starts.

Photo: Quang Nguyen Vinh, Pexels License

Companies often already hold a close-out meeting and record their lessons, and that is a good base. What is usually missing is the next step, in which someone takes each lesson to the standard it belongs to before the next project. Until that happens, the next project tends to repeat the same deviation.

Our view

  1. 01

    A lesson is closed when a company standard has changed, such as a procedure, a contract template, a typical duration, a contingency line or a gate requirement.

  2. 02

    Each lesson has an owner who takes it to its standard, and a date.

  3. 03

    The process is measured with two indicators, how many lessons have changed a standard and how many deviations have recurred.

What we deliver

We put a light process in place on the tools the company already has.

  • A single lessons register for the whole portfolio, with the cause, the effect on cost or schedule and the area.
  • Short sessions at each phase gate, after each significant deviation and at close-out.
  • A review of lessons from comparable projects at the start of each project.
  • The two indicators and their follow-up by management.
  • Training for the team, and the indicators and meetings the company uses to follow the process, with our support if needed.

Agents and tailored tools

If the company wishes, an agent reads the monthly reports, change logs and project close-outs across the portfolio, finds the causes that recur and proposes the lesson and the standard that should change. Whoever owns that standard decides whether the change is applied.

What it connects to

Lessons come from every process and return to them as standards. Risk management takes in the new risks, planning corrects its standard durations, CAPEX control adjusts its cost benchmarks, readiness adds requirements to its checklists and feasibility reviews its gate criteria. When a lesson changes responsibilities, the RACI matrix is updated. What one project learns passes to the other processes without starting from scratch, and so the connected PMO improves with every project.

What the diagnostic checks in this area

  • Do the lessons from a project change any procedure, template or estimate before the next one starts?
  • Does the team starting a project review the lessons from comparable projects in the portfolio?

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The other areas

  1. 00

    Governance and RACI

    We help the company set who decides, who carries out and who is accountable for each task in its projects, with a RACI matrix shared across the portfolio. It is the base on which the other processes rest.

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  2. 01

    Feasibility and gates

    A renewable project goes through several investment decisions before it is built, from the feasibility study that takes it out of prospecting to secured offtake. We help the company take all its projects through the same phases and the same gates, with written gate criteria and a capitalisation policy consistent with them.

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  3. 02

    Risk management

    We implement a risk register common to the whole portfolio, opened at feasibility, that gives each risk an owner and a plan and, where appropriate, a specific share of the contingency.

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  4. 03

    Planning

    We structure planning around a master plan per technology and country, from which each project's schedule is derived, and an update cycle designed to detect delays while they can still be recovered.

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  5. 04

    CAPEX control

    We organise CAPEX control around the final cost forecast, updated every month line by line and connected to the financial model, so that every deviation is read in terms of returns and answered with a quantified recovery plan.

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  6. 05

    Contracts and changes

    We put order into the contracting strategy, the interfaces between contractors and the control of changes and claims, so that every variation is valued before it is approved and no contractual deadline expires without anyone noticing.

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  7. 06

    Readiness

    We design the readiness lists for the three gates of a project, into development, construction and operations, so that each step is signed off by the person accountable for it and any gaps the project moves ahead with have an owner and a date.

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  8. 07

    Document management

    Dozens of companies take part in a renewable project and produce thousands of documents, many of which remain necessary for the whole life of the asset. We design the document management system so that this information is reliable from development onwards and arrives complete at every change of phase and every due diligence.

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  9. 08

    Handover

    The three transfers in a renewable project, from development to construction, from construction to operations and from the project to asset management, tend to be the points at which most information is lost. We design each one as a formal acceptance, with a package defined from the start of the phase and minutes signed by both the party handing over and the party receiving.

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