How do you evaluate and update your project charter and plan based on feedback and lessons learned?

2 Collect feedback and lessons learned

The second step is to collect feedback and lessons learned from the project team, stakeholders, and customers throughout the project lifecycle. You can use surveys, interviews, focus groups, workshops, or other methods to gather their opinions, suggestions, complaints, and compliments. You should also document and share the best practices, challenges, risks, and opportunities that emerged during the project execution.

3 Analyze the feedback and lessons learned

The third step is to analyze the feedback and lessons learned and identify the gaps, strengths, weaknesses, opportunities, and threats of the project. You should also compare the feedback and lessons learned with the project charter and plan and determine if there are any discrepancies, deviations, or changes in the project scope, objectives, roles, resources, or timeline. You should also prioritize the feedback and lessons learned based on their urgency, impact, and feasibility.

4 Update the charter and plan

The fourth step is to update the project charter and plan based on the feedback and lessons learned analysis. You should make sure that the changes are aligned with the project vision, goals, and benefits and that they are approved by the project sponsor and stakeholders. You should also communicate the changes clearly and transparently to the project team, stakeholders, and customers and explain the rationale and implications of the changes.

5 Implement the changes

The fifth step is to implement the changes in the project charter and plan and monitor their effects on the project delivery. You should also update the project baseline, schedule, budget, and risk register accordingly and track the progress and performance of the project against the updated charter and plan. You should also evaluate the satisfaction and engagement of the project team, stakeholders, and customers with the changes and address any issues or concerns that may arise.

6 Repeat the process

The sixth and final step is to repeat the process of evaluating and updating the project charter and plan based on feedback and lessons learned throughout the project lifecycle. This will help you ensure that the project is responsive, adaptive, and aligned with the changing needs and expectations of the project team, stakeholders, and customers. It will also help you deliver a successful project that meets or exceeds the project scope, objectives, quality, and benefits.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?