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PM L e sson s L earned ...
                                Stephen Duffield
                                           PhD Candidate USQ



How do we learn lessons so we don't repeat the mistakes of the past?

   Literature suggests that the lessons learned process in practice rarely happens...

        and when it does it fails to deliver the intended results.



Master of Project Management - Research Project
(Supervisor: Dr Jon Whitty USQ)

 Disclaimer: The views and opinions expressed by Stephen Duffield in this presentation are his alone, and do
not reflect the views, opinions and position of any organisation with which Stephen may be otherwise affiliated.
                                                                                                                   1
PM lessons learned journey




                                                                                                         (ISSEC August 2011 John Andrews)


Boeing LLdb review…2003 (not effective)…2007 (not effective), Boeing 2010 (a different approach - look at other mechanisms - repeat findings – culture)




                                                   Risk Management




                                      Master of Project Management - Research




                                                                                                                                               2
62% of 522 have a LL process
                                 Only 11.7 % used it Why?

                                                                 LL fails to deliver




80% of 74 attempt LL
60% are dissatisfied




                       http://astore.amazon.com/pmlesleablo-20
                                                                                       3
link




   RandL
http://www.ombudsman.vic.gov.au/resources/documents/Investigation_into_ICT_enable
d_projects_Nov_2011.pdf

                                                                                    Mars Polar Lander




                                                                                                        4
<http://www.slideshare.net/duckcy04/deep-water-horizon-accident-investigation-lessons-learned

              The ‘Swiss Cheese’ model of defences
              Source: Reason (1997)




The Deepwater Horizon Accident – Lessons for NASA

…lessons from this tragedy are potent reminders of the pitfalls
that can plague complex programs and projects in any
industry…even those with long track records of success.

…government oversight, disregard for data, testing, changes
to processes and procedures, safety culture, communications
and lessons learned
http://www.nasa.gov/offices/oce/appel/knowledge/publications/deepwater_horizon.html



                                                                                                                                                                          5
Challenges...
On Lessons Learned What we learn from lessons learned is that we don't learn from lessons learned. T. Block



                        Until we manage to do a bit more learning from our recorded lessons we
                        should expect to see the usual suspects for some time yet - as the saying
                        goes, those who cannot learn from history are doomed to repeat it.
                        Adrian http://www.apm.org.uk/content/lessons-learned 21 May 2010



       ...it would be exciting to get some real example containing important “know-how” (more complex than
       “textbook examples”) – although I know how difficult to “give away” really important PM experience
                          Learn your Lessons http://www.projectsatwork.com/content/Articles/273870.cfm 29 June 2012




       ...I think we've already reached the turn in the road where this can all become very difficult, specifically
       in terms of how an organisation's culture & infrastructures support projects in a wider sense.
       Fisher - LinkedIn Feb 2012 - Lessons learned debate turns to competitive advantage. Have your say.




                 ...capturing lessons is the tip of the iceberg in terms of effort required to translate these
                 into competitive advantage as a result of the organisation doing something different. ...
                 A big challenge is helping individuals and teams learn from the experiences of others.
                 Adrian - LinkedIn Feb 2012 - Lessons learned debate turns to competitive advantage. Have your say.




 On Knowledge Management If only HP knew what HP knows, we would be three times more productive.
 Lew Platt (Hewlett Packard CEO 1992-1999, d. 2005)
                                                                                                                      6
500+

Literature                                                                                                                                   Reason (1997)
                                                                                                                                        O’Dell et al. (1998)
                                                                                                                                              Busby (1999)
                                                                                                                Williams (1999, 2003, 2007, 2008, 2012)
                                                                                                                                Keegan and Turner (2001)
                                                                                                                                            Disterer (2002)
                                                                                                                                      Von Zedtwitz (2002)
                                                                                                                                     Bresnen et al. (2003)
                                                                                                                                       Fernie et al. (2003)
                                                                                                                                                Fong (2003)
                                                                                                                                           Harkema (2003)
                                                                                                                         Liebowitz and Megbolugbe (2003)
                                                                                                                              Schindler and Eppler (2003)
                                                                                                                                              Strang (2003)
                                                                                                                                     Maqsood et al. (2004)
                                                                                                                                           Liebowitz (2005)
                                                                                                                                       Milton (2005, 2010)
                                                                                                                                     Atkinson et al. (2006)
                                                                                                                                           Maqsood (2006)
                                                                                                                                                 Boh (2007)
                                                                                                                               Eskerod and Skriver (2007)
                                                                                                                                              Sense (2007)
                                                                                                                               Ajmal and Koskinen (2008)
                                                                                                                                       Anbari et al. (2008)
                                                                                                                                   Duhon and Elias (2008)
                                                                                                                                               Julian (2008)
                                                                                                                                      Hanisc et al. (2009)
Lessons learned                                                                                                                               Whitty (2009)
Knowledge                                                                                                                                Ajmal et al. (2010)
                                                                                                                                           Krammer (2010)
Networks (complexity)
                                                                                                                                       Bakker et al. (2011)
People (culture, social)        Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured                            Gasik (2011)
Lesson learned process          knowledge (SLLCK) model for project organizations. In: Proceedings of the Annual Project
                                Management Australia Conference Incorporating the PMI Australia National Conference               Lindner and Wald (2011)
Technology and Infrastructure   (PMOz), Melbourne, Australia, 15-16 August 2012.
                                                                                                                                  O’Dell and Hubert (2011)
                                                                                                                                                    7
                                                                                                                                            Thomas (2012)
Research Methodology

          Positive openings (facilitators) and negative impediments (barriers) within each lessons learned element/variable:
                                                                People-Learning
                                 Facilitators                                                                 Barriers
   Right skilled people                                                     Takes too much time; time pressures
   Right people to hand                                                     Memories fade
   Training (effective)                                                     Lessons wont apply to my project
   Learning from experience                                                 De-motivated
     (failures, challenges, difficulties and success)                       Lets learn from our failure – witch hunt...
   Staff with a high level of knowledge / qualifications                    People learn differently
   Willingness/passion to share knowledge                                   People do not learn and continue to make the same mistakes
   Understand that people learn differently                                 Difficult to teach practitioners in other parts of the organisation
     (Training sessions; Technical notes; Technical forums)                 Different levels of knowledge and understanding
   Education, training and staff development practices                      Technical arrogance (credibility)
   Reflection                                                               Protecting ones sphere of knowledge
                                                                            Poor training practices
                                                                 People-Culture
                                 Facilitators                                                                 Barriers
   Tone at the top                                                          Anonymous reports
   Routine practices                                                        Blame
   Supportive practices / supporting culture                                Don't have time
   Help needed (help me to help you)                                        Rapid change of staff – redeployment
   Just Culture (Safety culture, learning culture, reporting culture)       Internal politics (credibility)
   Group (work) support in development of learning's                        To use lessons would reflect badly on my reputation
   Understand that knowledge is power but even more so when it is shared    Lack of incentives, buy-in
   Develop individual knowledge sharing plans                               Knowledge is power
   Networking encouraged and supported                                      Shoot the messenger
   Action on positive feedback                                              Communication gap / miss-understandings
   Positive leadership                                                      Delivery culture not learning culture
   Respect                                                                  Complex organisations; Operational silos
                                                                            No senior sponsorship
                                                                            Anxiety about changes
                                                                            Poor leadership practices
                                                                            Lack of adaptability or resilience
                                                                            WIIFM (What is in it for me)
                                                                            Fast moving workforce
                                                                            Social behaviours
                                                                            Old way the only way
                                                                            Personal goals different to organisational goals
                                                                            Low performance results focus culture
                                                                            Financial pressures
                                                                     People-Social
                                 Facilitators                                                                 Barriers
   Custom built teams                                                       Same old team
   Operate as a team                                                        Not invented here
   Custom build the approach (Not one size fits all)                        Unwillingness to share /less valuable
   Keep trying different approaches                                         Don't want to appear vulnerable and stupid by admitting mistakes
   Do not personalise                                                       Teams wont share mistakes and dirty laundry - reputation
   Interact with as many people as possible to capture information          Resistance to change
     (must have credibility)                                                Not my problem
   Teamwork approach                                                        Too stubborn
   Honesty and Integrity                                                    Cynical
   Provide time for unstructured interaction                                Politics
   Generally want to improve                                                Don't understand what it is like to work in other parts of the organisation
   Good enterprise social business                                          Poor communication - anti social behaviour - social interactions
   Productive culture                                                       Personality traits
                                                                            Blame environment
                                                                            Competitive environment
                                                                            Perceived credibility and approachability
                                                                            Social polices
                                                                            Shame personally exposed
                                                                            Lack of trust
                                                                            Poor coordination
                                                              Systems-Technology
                                 Facilitators                                                                 Barriers
   Intranets                                                                Hard to find / locate lessons
   e-libraries                                                              No way to classify lesson for easy retrieval
   Wikis                                                                    Not trained in use of tools
   Multiple channels of information in use                                  Poor (lack of) ICT systems and processes
   Distribution of links to all targeted stakeholders                       Done in inconsistent ways
   Ease of access through different IT solutions                            Too many initiatives
   Systems respected and need to be part of your everyday job               Restrictive audience
                                                                            Poor Search facility
                                                                            SharePoint 2010 governance and funding issues
                                                                            Not everyone uses social media
                                                                            Lack of money / funding / expensive
                                                                            Too complex
                                                                            Set and forget systems
                                                                            Too many systems
                                                                            Systems are not part of your every day job
                                                                            Inappropriate focus on technology
                                                                            Not being able to find what you need when you need it
                                                                            Collection of data just for the sake of it
                                                                            Too structured
                                                                Systems-Process
                                 Facilitators                                                                 Barriers
   Debriefing                                                               Willingness to conduct the process
   Reviews                                                                  Tick the box process / compliance
   Brain Storming                                                           Procedures not being followed, don't exist, are not updated
   Case Studies / Tell a story / Keep it 2 pages - simple                   Post-Implementation reviews not done
   Dissemination (Training, Education)                                      Takes too much time
   Mentoring                                                                Lack of time to mentor
   Staff Transfer                                                           Lack of enforcement
   Functional management enforcement                                        No metrics
   Alignment to Risk Management                                             Lack of formalising the process and incorporating new work
   Senior management commitment                                             Lack of consistency in following the process
   Credibility - endorsement of systems in place - Imprimatur               WIIFM (What is in it for me)
   Simplification                                                           Lack of understanding and commitment
   Capability in methodology                                                Complacency
   Contextualised                                                           Don't bother not my problem
                                                                            Language (taxonomy)
                                                                            Don't exist / fragmented
                                                                            Lack of flexibility in approach (no complex adaption)
                                                                            Read the process but don't understand the process
                                                                            Process/manuals are owned by another organisation
                                                                            Processes don't match with IT systems
                                                           Systems-Infrastructure
                                 Facilitators                                                                 Barriers
   Physical space                                                           Legal constraints
   Training facilities                                                      Governance
   Senior management commitment                                             Poor facilitation
   Good user interface/useability/search                                    Time poor
                                                                            Lack of financial/funding support
                                                                            Language (taxonomy) / poor search
                                                                            Don't have access to emerging technology
                                                                            Remote sites have limited infrastructure (Don't assume everyone has
                                                                            what you may have)




                                                                                                                                                          8
LL models...the journey
                                               Project n
                                           (Lesson Learned)




                           Application


                                                                 Organisation Knowledge



                           Dissemination

        Culture (just culture)


                                                Project n
                                           (Lesson Identified)




                                                                                          9
Systemic lessons learned and captured knowledge
                                                     (SLLCK) model
                                                                                                                   Dissemination of
                                                                                                                   Lessons Learned
                                       People                                   Systems




Project
   n                                                                                                                  Organisation




                                                                                                  Infrastructure
                                                                                                                    Application of
                                                                       Technology


                                                                                                                   Lessons Learned
                            Learning




                                                                                     Process
                                          Culture


                                                       Social




          Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured knowledge (SLLCK) model for project
          organizations. In: Proceedings of the Annual Project Management Australia Conference Incorporating the PMI Australia
          National Conference (PMOz), Melbourne, Australia, 15-16 August 2012.
                                                                                                                                      10
Focus Groups
                                                                                Positive openings (facilitators) and negative impediments (barriers) within each lessons learned element/variable:
                                                                                                                                      People-Learning
                                                                                                       Facilitators                                                                 Barriers
                                                                         Right skilled people                                                     Takes too much time; time pressures
                                                                         Right people to hand                                                     Memories fade
                                                                         Training (effective)                                                     Lessons wont apply to my project
                                                                         Learning from experience                                                 De-motivated
                                                                           (failures, challenges, difficulties and success)                       Lets learn from our failure – witch hunt...
                                                                         Staff with a high level of knowledge / qualifications                    People learn differently
                                                                         Willingness/passion to share knowledge                                   People do not learn and continue to make the same mistakes
                                                                         Understand that people learn differently                                 Difficult to teach practitioners in other parts of the organisation
                                                                           (Training sessions; Technical notes; Technical forums)                 Different levels of knowledge and understanding



How the SLLCK model help?
                                                                         Education, training and staff development practices                      Technical arrogance (credibility)
                                                                         Reflection                                                               Protecting ones sphere of knowledge
                                                                                                                                                  Poor training practices
                                                                                                                                       People-Culture
                                                                                                       Facilitators                                                                 Barriers
                                                                         Tone at the top                                                          Anonymous reports
                                                                         Routine practices                                                        Blame
                                                                         Supportive practices / supporting culture                                Don't have time
                                                                         Help needed (help me to help you)                                        Rapid change of staff – redeployment
                                                                         Just Culture (Safety culture, learning culture, reporting culture)       Internal politics (credibility)




“helps with the change management process”
                                                                         Group (work) support in development of learning's                        To use lessons would reflect badly on my reputation
                                                                         Understand that knowledge is power but even more so when it is shared    Lack of incentives, buy-in
                                                                         Develop individual knowledge sharing plans                               Knowledge is power
                                                                         Networking encouraged and supported                                      Shoot the messenger
                                                                         Action on positive feedback                                              Communication gap / miss-understandings
                                                                         Positive leadership                                                      Delivery culture not learning culture
                                                                         Respect                                                                  Complex organisations; Operational silos
                                                                                                                                                  No senior sponsorship
                                                                                                                                                  Anxiety about changes
                                                                                                                                                  Poor leadership practices
                                                                                                                                                  Lack of adaptability or resilience




“can represent knowledge storage and found some alignment                    Facilitators                                                         WIIFM (What is in it for me)
                                                                                                                                                  Fast moving workforce
                                                                                                                                                  Social behaviours
                                                                                                                                                  Old way the only way
                                                                                                                                                                                     Barriers
                                                                                                                                                  Personal goals different to organisational goals
                                                                                                                                                  Low performance results focus culture



with a complex organisational brain”
                                                                                                                                                  Financial pressures
                                                                                                                                           People-Social
                                                                                                       Facilitators                                                                 Barriers
                                                                         Custom built teams                                                       Same old team
                                                                         Operate as a team                                                        Not invented here
                                                                         Custom build the approach (Not one size fits all)                        Unwillingness to share /less valuable
                                                                         Keep trying different approaches                                         Don't want to appear vulnerable and stupid by admitting mistakes
                                                                         Do not personalise                                                       Teams wont share mistakes and dirty laundry - reputation
                                                                         Interact with as many people as possible to capture information          Resistance to change
                                                                           (must have credibility)                                                Not my problem




“hard to get a lesson learned through, so it is not just about
                                                                         Teamwork approach                                                        Too stubborn
                                                                         Honesty and Integrity                                                    Cynical
                                                                         Provide time for unstructured interaction                                Politics
                                                                         Generally want to improve                                                Don't understand what it is like to work in other parts of the organisation
                                                                         Good enterprise social business                                          Poor communication - anti social behaviour - social interactions
                                                                         Productive culture                                                       Personality traits
                                                                                                                                                  Blame environment


having a database, it is not just about one thing it is about a                                                                                   Competitive environment
                                                                                                                                                  Perceived credibility and approachability
                                                                                                                                                  Social polices
                                                                                                                                                  Shame personally exposed
                                                                                                                                                  Lack of trust



series of things...I like the way it kind of stacks it up and shows it
                                                                                                                                                  Poor coordination
                                                                                                                                    Systems-Technology
                                                                                                       Facilitators                                                                 Barriers
                                                                         Intranets                                                                Hard to find / locate lessons




working”
                                                                         e-libraries                                                              No way to classify lesson for easy retrieval
                                                                         Wikis                                                                    Not trained in use of tools
                                                                         Multiple channels of information in use                                  Poor (lack of) ICT systems and processes
                                                                         Distribution of links to all targeted stakeholders                       Done in inconsistent ways
                                                                         Ease of access through different IT solutions                            Too many initiatives
                                                                         Systems respected and need to be part of your everyday job               Restrictive audience
                                                                                                                                                  Poor Search facility
                                                                                                                                                  SharePoint 2010 governance and funding issues
                                                                                                                                                  Not everyone uses social media
                                                                                                                                                  Lack of money / funding / expensive
                                                                                                                                                  Too complex
                                                                                                                                                  Set and forget systems
                                                                                                                                                  Too many systems
                                                                                                                                                  Systems are not part of your every day job
                                                                                                                                                  Inappropriate focus on technology
                                                                                                                                                  Not being able to find what you need when you need it
                                                                                                                                                  Collection of data just for the sake of it
                                                                                                                                                  Too structured
                                                                                                                                      Systems-Process

One Project Manager stated that “we were getting lots of push            Debriefing
                                                                         Reviews
                                                                         Brain Storming
                                                                                                       Facilitators



                                                                         Case Studies / Tell a story / Keep it 2 pages - simple
                                                                                                                                                  Willingness to conduct the process
                                                                                                                                                  Tick the box process / compliance
                                                                                                                                                                                    Barriers


                                                                                                                                                  Procedures not being followed, don't exist, are not updated
                                                                                                                                                  Post-Implementation reviews not done



from our KM team to get lessons learned going and get it
                                                                         Dissemination (Training, Education)                                      Takes too much time
                                                                         Mentoring                                                                Lack of time to mentor
                                                                         Staff Transfer                                                           Lack of enforcement
                                                                         Functional management enforcement                                        No metrics
                                                                         Alignment to Risk Management                                             Lack of formalising the process and incorporating new work
                                                                         Senior management commitment                                             Lack of consistency in following the process


implemented to meet deliverables, had we had the model we                Credibility - endorsement of systems in place - Imprimatur
                                                                         Simplification
                                                                         Capability in methodology
                                                                         Contextualised
                                                                                                                                                  WIIFM (What is in it for me)
                                                                                                                                                  Lack of understanding and commitment
                                                                                                                                                  Complacency
                                                                                                                                                  Don't bother not my problem
                                                                                                                                                  Language (taxonomy)
                                                                                                                                                  Don't exist / fragmented


would have been able to present to the Directors to show them                                                                                     Lack of flexibility in approach (no complex adaption)
                                                                                                                                                  Read the process but don't understand the process
                                                                                                                                                  Process/manuals are owned by another organisation
                                                                                                                                                  Processes don't match with IT systems
                                                                                                                                 Systems-Infrastructure

what needs to be invested in to do it properly, as it is not just        Physical space
                                                                         Training facilities
                                                                         Senior management commitment
                                                                                                       Facilitators
                                                                                                                                                  Legal constraints
                                                                                                                                                  Governance
                                                                                                                                                  Poor facilitation
                                                                                                                                                                                    Barriers




about doing a process.”
                                                                         Good user interface/useability/search                                    Time poor
                                                                                                                                                  Lack of financial/funding support
                                                                                                                                                  Language (taxonomy) / poor search
                                                                                                                                                  Don't have access to emerging technology
                                                                                                                                                  Remote sites have limited infrastructure (Don't assume everyone has
                                                                                                                                                  what you may have)




                                                                                                                                                                                                   11
Discussion
...organisational learning is a complex
process and it is clear that organisations
need to enable the facilitators and remove
the barriers and encourage, through their
practices and processes, positive cultural,
social and learning environments.




                                                                                  Lessons Learned

                                                                                  Lessons Identified

                                                                                  Lessons Disseminated

                                                                                  Lessons Application


      Graphic sourced from: Anumba, CJ, Egbu, CO & Carrillo, PM 2005, Knowledge
                                                                                                         12
      management in construction, Blackwell Pub., Oxford ; Malden, MA.
Refined SLLCK model
                                                                                                                                     Dissemination of
                                                                                                                                     Lessons Learned
                                     People                                                        Systems




Project
   n                                                                                                                                     Organisation




                                                                                                                   Infrastructure
                                                                                                                                    Application of Lessons




                                                                                      Technology
                          Learning




                                                                                                                                           Learned
                                           Culture




                                                                                                         Process
                                                               Social

                                                           Ho w th ey
                                     Wh at they            relate to
                                       do                    each
                                                            o th er




                                                     Pro vide eq uipment an d d ata
                                                     to h elp th em

                                              In structions to fo llow wh en th ey d o wh at th ey d o

                                              Supportive elements




          Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured knowledge (SLLCK) model for project organizations.
          In: Proceedings of the Annual Project Management Australia Conference Incorporating the PMI Australia National Conference (PMOz),
          Melbourne, Australia, 15-16 August 2012.



                                                                                                                                                             13
Future Research
Case studies and action research...
More consideration should be given to the
alignment, interaction and complexity issues of
the people and systems elements within the                                                          People      Systems
lessons learned organisational environment.


                                                                                                        Complexity



                                                                                         ...focus on how best project management
                                                                                         lessons learned is represented to the
                                                                                         practitioner community and their
                                                                                         organisations, in a way that can be captured
                                                                                         in project management reference books,
                                                                                         methodologies and bodies of knowledge.
Mike Licht, NotionsCapital.com http://www.flickr.com/photos/notionscapital/3082592630/


                                                                                                                                  14
Future Research cont.
PM World Today (August 2011) editorial post on ‘Lessons Learned but Knowledge Lost’.
                              http://www.pmworldtoday.net/editorials/2011/aug/David-Pells.html



In response... Max Wideman a recognised project management global expert stated:

     ...in spite of all the technology that is available to
     us today, we have not yet found a presentation
     format that captures the essence of this wisdom
     in a way that is relevant to future usage, readily
     searchable and easy to store.

     ...we have a serious cultural problem.

     ...we are probably condemned to continue to
     throw away the valuable resources.
                              http://www.pmworldtoday.net/letters/2011/sep/LETTER-Wideman.html




                                                                                                 15
Conclusion
The study suggests that by reconceptualising
lessons learned, the SLLCK model can
influence the dissemination and application
of project management lessons learned

...established the alignment of people and
system elements could positively influence
the success of an organisation’s lessons
learned processes

...found that the people element and culture
factor may well be the most likely to
negatively influence lessons learned in
organisations

...established that several variables of the
model and their elements need to align to
ensure organisational lessons are learned by
means of projects

                                               16
Contact Stephen for further information:
http://www.pmlessonslearned.info
stephen@pmlessonslearned.info
  #pmoz @invictaprojects

Contact Jon for further information:
http://www.usq.edu.au/users/whitty/
jon.whitty@usq.edu.au
  #pmoz @jon_whitty



          Thank you... Over to Questions   17

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Presentation PMOz2012 A systemic lessons learned and captured knowledge (SLLCK) model for project organizations.

  • 1. PM L e sson s L earned ... Stephen Duffield PhD Candidate USQ How do we learn lessons so we don't repeat the mistakes of the past? Literature suggests that the lessons learned process in practice rarely happens... and when it does it fails to deliver the intended results. Master of Project Management - Research Project (Supervisor: Dr Jon Whitty USQ) Disclaimer: The views and opinions expressed by Stephen Duffield in this presentation are his alone, and do not reflect the views, opinions and position of any organisation with which Stephen may be otherwise affiliated. 1
  • 2. PM lessons learned journey (ISSEC August 2011 John Andrews) Boeing LLdb review…2003 (not effective)…2007 (not effective), Boeing 2010 (a different approach - look at other mechanisms - repeat findings – culture) Risk Management Master of Project Management - Research 2
  • 3. 62% of 522 have a LL process Only 11.7 % used it Why? LL fails to deliver 80% of 74 attempt LL 60% are dissatisfied http://astore.amazon.com/pmlesleablo-20 3
  • 4. link RandL http://www.ombudsman.vic.gov.au/resources/documents/Investigation_into_ICT_enable d_projects_Nov_2011.pdf Mars Polar Lander 4
  • 5. <http://www.slideshare.net/duckcy04/deep-water-horizon-accident-investigation-lessons-learned The ‘Swiss Cheese’ model of defences Source: Reason (1997) The Deepwater Horizon Accident – Lessons for NASA …lessons from this tragedy are potent reminders of the pitfalls that can plague complex programs and projects in any industry…even those with long track records of success. …government oversight, disregard for data, testing, changes to processes and procedures, safety culture, communications and lessons learned http://www.nasa.gov/offices/oce/appel/knowledge/publications/deepwater_horizon.html 5
  • 6. Challenges... On Lessons Learned What we learn from lessons learned is that we don't learn from lessons learned. T. Block Until we manage to do a bit more learning from our recorded lessons we should expect to see the usual suspects for some time yet - as the saying goes, those who cannot learn from history are doomed to repeat it. Adrian http://www.apm.org.uk/content/lessons-learned 21 May 2010 ...it would be exciting to get some real example containing important “know-how” (more complex than “textbook examples”) – although I know how difficult to “give away” really important PM experience Learn your Lessons http://www.projectsatwork.com/content/Articles/273870.cfm 29 June 2012 ...I think we've already reached the turn in the road where this can all become very difficult, specifically in terms of how an organisation's culture & infrastructures support projects in a wider sense. Fisher - LinkedIn Feb 2012 - Lessons learned debate turns to competitive advantage. Have your say. ...capturing lessons is the tip of the iceberg in terms of effort required to translate these into competitive advantage as a result of the organisation doing something different. ... A big challenge is helping individuals and teams learn from the experiences of others. Adrian - LinkedIn Feb 2012 - Lessons learned debate turns to competitive advantage. Have your say. On Knowledge Management If only HP knew what HP knows, we would be three times more productive. Lew Platt (Hewlett Packard CEO 1992-1999, d. 2005) 6
  • 7. 500+ Literature Reason (1997) O’Dell et al. (1998) Busby (1999) Williams (1999, 2003, 2007, 2008, 2012) Keegan and Turner (2001) Disterer (2002) Von Zedtwitz (2002) Bresnen et al. (2003) Fernie et al. (2003) Fong (2003) Harkema (2003) Liebowitz and Megbolugbe (2003) Schindler and Eppler (2003) Strang (2003) Maqsood et al. (2004) Liebowitz (2005) Milton (2005, 2010) Atkinson et al. (2006) Maqsood (2006) Boh (2007) Eskerod and Skriver (2007) Sense (2007) Ajmal and Koskinen (2008) Anbari et al. (2008) Duhon and Elias (2008) Julian (2008) Hanisc et al. (2009) Lessons learned Whitty (2009) Knowledge Ajmal et al. (2010) Krammer (2010) Networks (complexity) Bakker et al. (2011) People (culture, social) Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured Gasik (2011) Lesson learned process knowledge (SLLCK) model for project organizations. In: Proceedings of the Annual Project Management Australia Conference Incorporating the PMI Australia National Conference Lindner and Wald (2011) Technology and Infrastructure (PMOz), Melbourne, Australia, 15-16 August 2012. O’Dell and Hubert (2011) 7 Thomas (2012)
  • 8. Research Methodology Positive openings (facilitators) and negative impediments (barriers) within each lessons learned element/variable: People-Learning Facilitators Barriers Right skilled people Takes too much time; time pressures Right people to hand Memories fade Training (effective) Lessons wont apply to my project Learning from experience De-motivated (failures, challenges, difficulties and success) Lets learn from our failure – witch hunt... Staff with a high level of knowledge / qualifications People learn differently Willingness/passion to share knowledge People do not learn and continue to make the same mistakes Understand that people learn differently Difficult to teach practitioners in other parts of the organisation (Training sessions; Technical notes; Technical forums) Different levels of knowledge and understanding Education, training and staff development practices Technical arrogance (credibility) Reflection Protecting ones sphere of knowledge Poor training practices People-Culture Facilitators Barriers Tone at the top Anonymous reports Routine practices Blame Supportive practices / supporting culture Don't have time Help needed (help me to help you) Rapid change of staff – redeployment Just Culture (Safety culture, learning culture, reporting culture) Internal politics (credibility) Group (work) support in development of learning's To use lessons would reflect badly on my reputation Understand that knowledge is power but even more so when it is shared Lack of incentives, buy-in Develop individual knowledge sharing plans Knowledge is power Networking encouraged and supported Shoot the messenger Action on positive feedback Communication gap / miss-understandings Positive leadership Delivery culture not learning culture Respect Complex organisations; Operational silos No senior sponsorship Anxiety about changes Poor leadership practices Lack of adaptability or resilience WIIFM (What is in it for me) Fast moving workforce Social behaviours Old way the only way Personal goals different to organisational goals Low performance results focus culture Financial pressures People-Social Facilitators Barriers Custom built teams Same old team Operate as a team Not invented here Custom build the approach (Not one size fits all) Unwillingness to share /less valuable Keep trying different approaches Don't want to appear vulnerable and stupid by admitting mistakes Do not personalise Teams wont share mistakes and dirty laundry - reputation Interact with as many people as possible to capture information Resistance to change (must have credibility) Not my problem Teamwork approach Too stubborn Honesty and Integrity Cynical Provide time for unstructured interaction Politics Generally want to improve Don't understand what it is like to work in other parts of the organisation Good enterprise social business Poor communication - anti social behaviour - social interactions Productive culture Personality traits Blame environment Competitive environment Perceived credibility and approachability Social polices Shame personally exposed Lack of trust Poor coordination Systems-Technology Facilitators Barriers Intranets Hard to find / locate lessons e-libraries No way to classify lesson for easy retrieval Wikis Not trained in use of tools Multiple channels of information in use Poor (lack of) ICT systems and processes Distribution of links to all targeted stakeholders Done in inconsistent ways Ease of access through different IT solutions Too many initiatives Systems respected and need to be part of your everyday job Restrictive audience Poor Search facility SharePoint 2010 governance and funding issues Not everyone uses social media Lack of money / funding / expensive Too complex Set and forget systems Too many systems Systems are not part of your every day job Inappropriate focus on technology Not being able to find what you need when you need it Collection of data just for the sake of it Too structured Systems-Process Facilitators Barriers Debriefing Willingness to conduct the process Reviews Tick the box process / compliance Brain Storming Procedures not being followed, don't exist, are not updated Case Studies / Tell a story / Keep it 2 pages - simple Post-Implementation reviews not done Dissemination (Training, Education) Takes too much time Mentoring Lack of time to mentor Staff Transfer Lack of enforcement Functional management enforcement No metrics Alignment to Risk Management Lack of formalising the process and incorporating new work Senior management commitment Lack of consistency in following the process Credibility - endorsement of systems in place - Imprimatur WIIFM (What is in it for me) Simplification Lack of understanding and commitment Capability in methodology Complacency Contextualised Don't bother not my problem Language (taxonomy) Don't exist / fragmented Lack of flexibility in approach (no complex adaption) Read the process but don't understand the process Process/manuals are owned by another organisation Processes don't match with IT systems Systems-Infrastructure Facilitators Barriers Physical space Legal constraints Training facilities Governance Senior management commitment Poor facilitation Good user interface/useability/search Time poor Lack of financial/funding support Language (taxonomy) / poor search Don't have access to emerging technology Remote sites have limited infrastructure (Don't assume everyone has what you may have) 8
  • 9. LL models...the journey Project n (Lesson Learned) Application Organisation Knowledge Dissemination Culture (just culture) Project n (Lesson Identified) 9
  • 10. Systemic lessons learned and captured knowledge (SLLCK) model Dissemination of Lessons Learned People Systems Project n Organisation Infrastructure Application of Technology Lessons Learned Learning Process Culture Social Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured knowledge (SLLCK) model for project organizations. In: Proceedings of the Annual Project Management Australia Conference Incorporating the PMI Australia National Conference (PMOz), Melbourne, Australia, 15-16 August 2012. 10
  • 11. Focus Groups Positive openings (facilitators) and negative impediments (barriers) within each lessons learned element/variable: People-Learning Facilitators Barriers Right skilled people Takes too much time; time pressures Right people to hand Memories fade Training (effective) Lessons wont apply to my project Learning from experience De-motivated (failures, challenges, difficulties and success) Lets learn from our failure – witch hunt... Staff with a high level of knowledge / qualifications People learn differently Willingness/passion to share knowledge People do not learn and continue to make the same mistakes Understand that people learn differently Difficult to teach practitioners in other parts of the organisation (Training sessions; Technical notes; Technical forums) Different levels of knowledge and understanding How the SLLCK model help? Education, training and staff development practices Technical arrogance (credibility) Reflection Protecting ones sphere of knowledge Poor training practices People-Culture Facilitators Barriers Tone at the top Anonymous reports Routine practices Blame Supportive practices / supporting culture Don't have time Help needed (help me to help you) Rapid change of staff – redeployment Just Culture (Safety culture, learning culture, reporting culture) Internal politics (credibility) “helps with the change management process” Group (work) support in development of learning's To use lessons would reflect badly on my reputation Understand that knowledge is power but even more so when it is shared Lack of incentives, buy-in Develop individual knowledge sharing plans Knowledge is power Networking encouraged and supported Shoot the messenger Action on positive feedback Communication gap / miss-understandings Positive leadership Delivery culture not learning culture Respect Complex organisations; Operational silos No senior sponsorship Anxiety about changes Poor leadership practices Lack of adaptability or resilience “can represent knowledge storage and found some alignment Facilitators WIIFM (What is in it for me) Fast moving workforce Social behaviours Old way the only way Barriers Personal goals different to organisational goals Low performance results focus culture with a complex organisational brain” Financial pressures People-Social Facilitators Barriers Custom built teams Same old team Operate as a team Not invented here Custom build the approach (Not one size fits all) Unwillingness to share /less valuable Keep trying different approaches Don't want to appear vulnerable and stupid by admitting mistakes Do not personalise Teams wont share mistakes and dirty laundry - reputation Interact with as many people as possible to capture information Resistance to change (must have credibility) Not my problem “hard to get a lesson learned through, so it is not just about Teamwork approach Too stubborn Honesty and Integrity Cynical Provide time for unstructured interaction Politics Generally want to improve Don't understand what it is like to work in other parts of the organisation Good enterprise social business Poor communication - anti social behaviour - social interactions Productive culture Personality traits Blame environment having a database, it is not just about one thing it is about a Competitive environment Perceived credibility and approachability Social polices Shame personally exposed Lack of trust series of things...I like the way it kind of stacks it up and shows it Poor coordination Systems-Technology Facilitators Barriers Intranets Hard to find / locate lessons working” e-libraries No way to classify lesson for easy retrieval Wikis Not trained in use of tools Multiple channels of information in use Poor (lack of) ICT systems and processes Distribution of links to all targeted stakeholders Done in inconsistent ways Ease of access through different IT solutions Too many initiatives Systems respected and need to be part of your everyday job Restrictive audience Poor Search facility SharePoint 2010 governance and funding issues Not everyone uses social media Lack of money / funding / expensive Too complex Set and forget systems Too many systems Systems are not part of your every day job Inappropriate focus on technology Not being able to find what you need when you need it Collection of data just for the sake of it Too structured Systems-Process One Project Manager stated that “we were getting lots of push Debriefing Reviews Brain Storming Facilitators Case Studies / Tell a story / Keep it 2 pages - simple Willingness to conduct the process Tick the box process / compliance Barriers Procedures not being followed, don't exist, are not updated Post-Implementation reviews not done from our KM team to get lessons learned going and get it Dissemination (Training, Education) Takes too much time Mentoring Lack of time to mentor Staff Transfer Lack of enforcement Functional management enforcement No metrics Alignment to Risk Management Lack of formalising the process and incorporating new work Senior management commitment Lack of consistency in following the process implemented to meet deliverables, had we had the model we Credibility - endorsement of systems in place - Imprimatur Simplification Capability in methodology Contextualised WIIFM (What is in it for me) Lack of understanding and commitment Complacency Don't bother not my problem Language (taxonomy) Don't exist / fragmented would have been able to present to the Directors to show them Lack of flexibility in approach (no complex adaption) Read the process but don't understand the process Process/manuals are owned by another organisation Processes don't match with IT systems Systems-Infrastructure what needs to be invested in to do it properly, as it is not just Physical space Training facilities Senior management commitment Facilitators Legal constraints Governance Poor facilitation Barriers about doing a process.” Good user interface/useability/search Time poor Lack of financial/funding support Language (taxonomy) / poor search Don't have access to emerging technology Remote sites have limited infrastructure (Don't assume everyone has what you may have) 11
  • 12. Discussion ...organisational learning is a complex process and it is clear that organisations need to enable the facilitators and remove the barriers and encourage, through their practices and processes, positive cultural, social and learning environments. Lessons Learned Lessons Identified Lessons Disseminated Lessons Application Graphic sourced from: Anumba, CJ, Egbu, CO & Carrillo, PM 2005, Knowledge 12 management in construction, Blackwell Pub., Oxford ; Malden, MA.
  • 13. Refined SLLCK model Dissemination of Lessons Learned People Systems Project n Organisation Infrastructure Application of Lessons Technology Learning Learned Culture Process Social Ho w th ey Wh at they relate to do each o th er Pro vide eq uipment an d d ata to h elp th em In structions to fo llow wh en th ey d o wh at th ey d o Supportive elements Duffield SM, Whitty S J (forthcoming 2012). A systemic lessons learned and captured knowledge (SLLCK) model for project organizations. In: Proceedings of the Annual Project Management Australia Conference Incorporating the PMI Australia National Conference (PMOz), Melbourne, Australia, 15-16 August 2012. 13
  • 14. Future Research Case studies and action research... More consideration should be given to the alignment, interaction and complexity issues of the people and systems elements within the People Systems lessons learned organisational environment. Complexity ...focus on how best project management lessons learned is represented to the practitioner community and their organisations, in a way that can be captured in project management reference books, methodologies and bodies of knowledge. Mike Licht, NotionsCapital.com http://www.flickr.com/photos/notionscapital/3082592630/ 14
  • 15. Future Research cont. PM World Today (August 2011) editorial post on ‘Lessons Learned but Knowledge Lost’. http://www.pmworldtoday.net/editorials/2011/aug/David-Pells.html In response... Max Wideman a recognised project management global expert stated: ...in spite of all the technology that is available to us today, we have not yet found a presentation format that captures the essence of this wisdom in a way that is relevant to future usage, readily searchable and easy to store. ...we have a serious cultural problem. ...we are probably condemned to continue to throw away the valuable resources. http://www.pmworldtoday.net/letters/2011/sep/LETTER-Wideman.html 15
  • 16. Conclusion The study suggests that by reconceptualising lessons learned, the SLLCK model can influence the dissemination and application of project management lessons learned ...established the alignment of people and system elements could positively influence the success of an organisation’s lessons learned processes ...found that the people element and culture factor may well be the most likely to negatively influence lessons learned in organisations ...established that several variables of the model and their elements need to align to ensure organisational lessons are learned by means of projects 16
  • 17. Contact Stephen for further information: http://www.pmlessonslearned.info stephen@pmlessonslearned.info #pmoz @invictaprojects Contact Jon for further information: http://www.usq.edu.au/users/whitty/ jon.whitty@usq.edu.au #pmoz @jon_whitty Thank you... Over to Questions 17