7 Best Lessons Learned Templates & Examples in Excel & ClickUp

Documenting lessons learned is a critical part of project management, allowing teams to reflect on what worked and what didn’t, and to identify opportunities for improvement.

Using a lessons-learned template can make the process of capturing and analyzing project insights more manageable and structured, providing a valuable resource and executing future projects.

In this article, we’ve looked at seven different lessons learned templates, including both general templates and those specific to certain project management tools like ClickUp. These templates offer a range of features and benefits, enabling you to choose one that best suits your project management needs.

What is a Lessons Learned Template?

A lessons-learned template is a powerful tool for project managers to document and analyze the successes and failures of a project. By capturing insights from team members, and identifying what went well, what went wrong, and what could have been done better, project managers can implement changes that increase the chances of success in future projects.

A good lessons-learned template should be easy to use, provide clear instructions, and be adaptable to a variety of projects. It should capture all the relevant information, including project objectives, milestones, successes, and failures, and include a summary of the lessons learned. The template should be able to capture both quantitative and qualitative data and provide actionable recommendations for road-mapping future projects.

Benefits of Using a Lessons Learned Template

Documenting lessons learned is an essential part of project management. It provides an opportunity for project teams to reflect on their work and identify opportunities for improvement. Some of the key benefits of using a lessons-learned template include:

• Capture valuable insights: A lessons-learned template helps you capture valuable insights from team members about what did and didn’t work. These insights can identify areas for improvement—especially when prioritizing future projects.
• Identify opportunities for improvement: By documenting lessons learned, you identify opportunities for improvement and implement changes that increase the chances of success.
• Promote collaboration: A lessons-learned template encourages team collaboration by sharing insights and creating a forum for discussion around the highs and lows of the process and what you can improve in things like project deliverables.
• Improve project management processes: Capturing lessons learned from each project continually enhances processes, so you streamline workflows, reduce costs, and get better outcomes.
• Ensure continual learning: A lessons-learned template lets your team continually learn and grow, which helps you stay competitive in your industry and adapt to changing market conditions.

7 Lessons-Learned Templates to Plan for Future Project Success

We’ll look closer at the benefits of using a lessons-learned template and explore seven of the best templates you can use for your project management needs. These templates range from basic Microsoft Word templates to more advanced project management tools like ClickUp.

1. ClickUp Project Management Lessons Learned Template (4 views)

ClickUp is a project management tool that offers a range of templates for different project management tasks, including lessons learned templates.

The ClickUp Lessons Learned Template is a project management template that can help you organize your insights from working on projects. This template provides a structure to document the successes and failures of a project, as well as lessons learned. With this template, you can capture project objectives, milestones, successes, and failures, and include a summary of the lessons learned.

This template is designed to be easy to use and customizable to fit the needs of any project. It is ideal for project managers who want to ensure they can learn from their experiences and avoid making the same mistakes in future projects.

ClickUp Project Management Lessons Learned Template: Review in Board view

This is the same ClickUp template as the first, but there’s an additional Board view you can use that is specifically designed to review what you’ve—well…learned. Convenient, right?

This template provides a structure to document the successes and failures of a project and includes a summary of the lessons learned. With this template, you can capture project objectives, milestones, successes, and failures, and include a summary of the lessons learned.

ClickUp Project Management Lessons Learned Template: Needs action view

Again, the same lessons-learned template can be used but this specific version has a custom view to remove or highlight what needs action to continue. Depending on the type of project you’re reviewing, you may want to remove any action items and have the List view work more as a log than a to-do.

This template was designed to be easy to use and customizable to fit the needs of any project. It is ideal for project managers who want to ensure they can learn from their experiences and avoid making the same mistakes in future projects.

ClickUp Project Management Lessons Learned Template: Feedback Form view

The ClickUp Lessons Learned Feedback Form Template is similar to the first template, but instead of a Doc or List view format, it is designed as a ClickUp Form for project stakeholders to provide feedback on the project.

Your collected feedback is then used to start the Lessons Learned process, which is crucial for future project success. The benefits of using this template include gathering valuable feedback and insights, identifying areas for improvement, and ensuring that the Lessons Learned process is initiated.

2. ClickUp Project Review Report Template

The ClickUp Project Review Template is a comprehensive report that examines how a project was carried out.

It considers the lessons learned, the best practices used, how it fared during an audit, and whether it had adequate program management and controls. The benefits of using this template include gathering valuable feedback and insights, identifying areas for improvement, and ensuring that future projects are better managed.

A project manager can create a report at the end of the project to evaluate how the project was carried out and identify areas for improvement. The report can then be used to make changes to future project processes and ensure that mistakes are not repeated.

3. ClickUp Project Retrospective Template

The ClickUp Project Retrospective Template is a procedure for evaluating whether a project was a success or a failure and determining what can be done in the future to prevent failures.

The benefits of using this template include identifying what went well, what could be improved, and ensuring that future projects are better managed. A project manager can create a retrospective report at the end of the project to evaluate how the project was carried out and identify areas for improvement.

The report can then be used to make changes to future project processes and ensure that mistakes are not repeated. Anyone who is managing a project should use this template. By doing so, they will be able to gather valuable insights that can be used to improve future projects.

Bonus: Retrospective Tools!

4. ClickUp 4Ls Retro Template

The 4Ls Retro template is an excellent way to spice up your project team’s retrospective sessions. This creative Doc template allows your team members to go in-depth with their project takeaways.

Specifically, the ClickUp 4Ls Retro Template is based on the four Ls: Liked, Learned, Lacked, and Longed For. By categorizing feedback according to these four elements, your team members can communicate their thoughts and feelings about a project more easily.

This template is ideal for project managers, team leads, and anyone involved in project management who wants to improve real-time team collaboration and gather actionable feedback from their team.

5. ClickUp Project Management Review Template

The ClickUp Project Management Review Template is a useful document for determining whether a project is worth continuing or not.

It provides insights into whether the project is producing the expected results for the organization and gives your business an excellent chance to get feedback on the course and success of a project. The review document examines how a project was carried out, considers the lessons learned, best practices used, and whether it had adequate program management and controls.

This template is ideal for project managers, team leads, and anyone involved in project management who wants to gather insights and feedback on a completed project.

6. Stakeholder Map Excel Lessons Learned Template

The Stakeholdermap Excel Lessons Learned Template is an ideal option for project managers who want a more structured approach to documenting their lessons learned.

This template offers a table format for easy data entry and analysis, allowing you to capture essential project details and lessons learned from team members. You can use the Excel Lessons Learned Template to track project objectives, risks, issues, assumptions, and decisions.

The lessons learned template is suitable for project managers, team members, and other stakeholders who want to capture lessons learned from a project in a structured and consistent format.

7. Project Management Institute Lessons Learned Excel Template

The Project Management Institute Lessons Learned Template is another option for project managers who prefer a more thorough approach to documenting their lessons learned.

If you need a way to learn from your software development project experiences, PMI’s spreadsheet template helps collect and share both positive and negative outcomes from a recent project. This template can help improve your current and future projects with outlines for brainstorming sessions with your team.

In the end, the template works well for those wanting to discuss the information after a significant milestone to capture more insights to reach a more successful outcome in your next project.

Don’t Make the Same Mistakes By Tracking Your Lessons Learned

Whether you’re looking for a simple Word template or a more complex tool with advanced features, there’s a lessons-learned template out there that can help you capture, analyze, and apply the insights you gain from each project.

If you’re interested in trying out a lessons-learned template, we recommend starting with the ClickUp Lessons Learned Template. You can download it from the ClickUp Template Center, along with other project management templates that can help you streamline your project documentation, timelines, retrospectives, and more.

Whether you choose a general template or one specific to your project management tool, be sure to actively involve your team and stakeholders in the process, use a variety of data sources, be open to feedback, share your lessons learned, and continuously improve your processes and workflows.

Remember, the goal of a lessons-learned process is not just to document what went wrong, but to learn from past experiences and optimize your project performance for future success.