Information Technologies
Project Lookback Agenda
Client: Client Name
Project: Project Name
Date: dd-mmm-yyyy
Location:
Date / Time:
Initiated By:
Attendees:
Meeting Purpose:


Discuss and document lessons learned during the project.
Define key recommendations based on the learnings
 For the benefit of future deployments or phases <use this if a Lookback
during the project>
 For the benefit of future project teams <use this if a Lookback at the end of
the project>
Topics
Introductions, Review Meeting Purpose and Agenda
Review Project Objectives, and identify if they: fully met
expectations, partially met expectations or did not met
expectations.
Review significant events and areas of the project.
Identify strengths and areas that could have gone better
as well as recommendations for future projects. See table
below for the types of things that should be reviewed.
Meeting Wrap-up & Close
Document ID: 05001010
Time
(1-2 Hours)
Presenter
5 Min
20 – 30 Min
<Project
Manager>
<Facilitator>
30 - 60 Min
<Facilitator>
5 -10 Min
<Sponsor>
Page 1 of 4
Information Technologies
Project Lookback Agenda
Client: Client Name
Project: Project Name
Date: dd-mmm-yyyy
Human Factors
Project
Management
Project Planning
Technical
Management
Requirements
Communication
Resource
Management
Risk Management
Specification
Team Experience
Test Plan
Change Control
Construction
Procurement
Testing
Budget
Management
Quality Control
Rollout
Interaction with
Sponsor
Interaction with
Customer
Interaction with
Management
Management support
Training
Quality of meetings
Status Reports
Documentation
Vendor Selection
Overall Project
Management
Vendor Management
Quality Assurance
Vendor interaction and
Managment
People and Their Roles
Overall
Customer
Satisfaction
Technical
Success
Quality product
Product Accepted
On Time
Within Budget
Met Project
Objectives
Met Business
Objectives
Transition to
Operations
Deployment
Architecture /
Technical Solution
Topics to consider include all of the following, and do feel free to change the list.
Document ID: 05001010
Page 2 of 4
Information Technologies
Project Lookback Agenda
Client: Client Name
Project: Project Name
Date: dd-mmm-yyyy
Meeting Principles:
1. One conversation at a time
2. RESPECT – everyone’s feedback is equally important & valued, will be a variety
of perspectives
3. CONTRIBUTE – what you say may trigger something for others, which will build
synergy to tap into the ‘reservoirs’ of knowledge and create a better outcome,
don’t holdback, but be constructive
4. SENSITIVE - sensitive information remains in the room, until we have agreement
that it can be documented
5. BALANCE – focus needs to be on both what worked well and what did not
6. Do not place blame
7. Indicate which strategies let to success
8. Indicate which improvement strategies would have the greatest impact on future
work
Document ID: 05001010
Page 3 of 4
Information Technologies
Project Lookback Agenda
Client: Client Name
Project: Project Name
Date: dd-mmm-yyyy
Below is an optional format to use when sending attendees a pre-meeting assignment.
A. List this project’s three biggest successes.
Description
Factors that Promoted this Success
B. List other successes that the team would like highlighted:
Description
Factors that Promoted this Success
C. List areas of potential improvement
Description
Document ID: 05001010
Factors
Page 4 of 4