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Chapter 4 · Lesson 6 of 6Topic: Managing the work

Lessons learned and close-out

At the end of a project, or of each stage, the team captures what went well and what didn't, and turns it into changes to templates, standards and requirements. Close-out also means archiving the record properly, so the next project starts better.

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Mayainformation manager
Even if you do this every day, watch for this: A lessons-learned log that nobody acts on is a diary. Each lesson needs an owner and a change: a template edited, a BEP section rewritten, a requirement added. Measure it on the next project.

The best way to make the next project easier is to learn from this one, deliberately. Lessons learned sessions capture what went well and what didn't; close-out makes sure the project's record is complete and archived. Both are often skipped when everyone rushes to the next job.

Basics

A lesson is only useful when it changes something:

CapturedChanged
"MEP models arrived 2 m off at the first drop"Mobilisation checklist: test exchange in week 1
"FM couldn't load our COBie"Requirements template: test import at stage 4
"Room numbers changed at stage 4"Information standard: room numbering frozen at stage 3

Close-out for information

  • Archive the final models, drawings, documents and decisions, with their status and revision.
  • Hand over what the client needs (as agreed) and check acceptance.
  • Record the lessons and send them to the owners of templates and standards.
  • Close the project's CDE workspaces in an orderly way, keeping access for those who need the record.
Story · The same mistake, three projects in a row
How it goes wrong

Each project ends with a lessons workshop and a long spreadsheet. Nobody owns the actions. Three projects later, the same coordinate problem appears at the first model drop.

How it goes right

Each lesson gets an owner and a change: the BIM lead updates the mobilisation checklist and the office template within a month. On the next project, the first model drop lines up, and the lesson is marked "confirmed".

Mayainformation manager
Your turn. Give it about 10 min and work it out on your own before you open the model answer: that is where it sticks.
Exercise: Turn a story into a lesson 10 min

"At stage 4, the client said our door data was useless because the fire ratings used a different list from their FM system." Write it as a lesson learned with an owner and a change.

Key takeaways

  • Capture lessons at each stage, not just at the end, while people still remember.
  • Write each as what happened, why, and what to change; give it an owner.
  • Turn lessons into changes: templates, BEP, information standard, requirements, training.
  • Close-out archives the project record (final models, documents, decisions) so it can be found later.

Your notes

Check yourself

3 questions · 2 right to complete
  1. 1. When is the best time to capture lessons learned?
  2. 2. What makes a lesson learned useful?
  3. 3. What does information close-out include?
0 of 3 answered
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