# Lessons Learned Report Template, Free Source: https://nerix.ai/templates/lessons-learned-report Look back at a project or incident without blame: what worked, what did not, why, and what to change. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/lessons-learned-report) ### Lessons learned report **Project or event:** Customer portal, release 3 **Dates:** 10 January to 16 April 2027 **Review led by:** Lucia Romero **Date of the review:** 30 April 2027 **Who took part:** Lucia Romero, Jin Park, Priya Nair, Henrik Larsen, Mei Chen The aim of this review is to learn, not to blame. We look at what happened and how our way of working can improve. ## 1. What we set out to do Launch the portal with online payments by 5 April, for EUR 90,000. ## 2. What happened Launched on 16 April, 11 days late, at EUR 96,500. Online payments work and 40 percent of clients use them in the first 2 weeks. ## 3. What went well Daily short meetings kept everyone informed The test team found problems early Clients joined the demos and gave useful feedback ## 4. What did not go well The payment test system was slow and unreliable Changes were agreed by chat and not written down Help texts were written too late ## 5. Why it happened We did not test the bank connection before we planned the work. There was no clear way to approve changes. ## 6. Lessons Test every outside connection in the first month. All changes go through a written change request. ## 7. Actions Add a connection test to the project checklist: Lucia Romero, 14 May Write the change process: Priya Nair, 21 May We will check these actions at the next team meeting and record when each is done. **Shared with:** All project managers, the management team Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Plans and reports ## What this template is for A lessons learned report for the end of a project or incident: what was planned, what happened, what went well, what did not, causes and actions. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Plans and reports templates](https://nerix.ai/templates/plans-reports) Plans and reports ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### Project or event For example: Customer portal, release 3 - ### Dates For example: 10 January to 16 April 2027 - ### Review led by For example: Lucia Romero - ### Date of the review For example: 30 April 2027 - ### Who took part For example: Lucia Romero, Jin Park, Priya Nair, Henrik Larsen, Mei Chen - ### What we set out to do For example: Launch the portal with online payments by 5 April, for EUR 90,000. - ### What happened For example: Launched on 16 April, 11 days late, at EUR 96,500. Online payments work and 40 percent of clients use them in the first 2 weeks. - ### What went well For example: Daily short meetings kept everyone informed The test team found problems early Clients joined the demos and gave useful feedback - ### What did not go well For example: The payment test system was slow and unreliable Changes were agreed by chat and not written down Help texts were written too late - ### Why it happened (root causes) For example: We did not test the bank connection before we planned the work. There was no clear way to approve changes. - ### Lessons For example: Test every outside connection in the first month. All changes go through a written change request. - ### Actions Each with an owner and a date. For example: Add a connection test to the project checklist: Lucia Romero, 14 May Write the change process: Priya Nair, 21 May - ### Who will receive this report (optional) optional For example: All project managers, the management team Plans and reports ## What is inside The parts of this document, in order. - 1 1. What we set out to do - 2 2. What happened - 3 3. What went well - 4 4. What did not go well - 5 5. Why it happened - 6 6. Lessons - 7 7. Actions Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=lessons-learned-report) ### Was this template helpful? Plans and reports ## Questions people ask ### What details does this template ask for? The form asks for 13 details, starting with Project or event, Dates, Review led by, Date of the review, Who took part. 1 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these planning templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### How long should a business plan be? As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses. ### Will a plan get me funding? It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules. Templates ## More in Plans and reports - [Annual operating plan Turn the year's strategy into priorities, quarterly targets, budget, people and risks. Plans and reports Premium, €4.99](https://nerix.ai/templates/annual-operating-plan) - [Annual report summary Sum up the year in plain words: results, money, people, risks and what comes next. Plans and reports](https://nerix.ai/templates/annual-report-summary) - [Board report Give the board one clear report: how the business is doing, the risks, and what you need them to decide. Plans and reports](https://nerix.ai/templates/board-report) - [Business plan Show what you sell, to whom, how you earn money and what you need, in a plan a bank or partner can read. Plans and reports Premium, €4.99](https://nerix.ai/templates/business-plan) - [ESG report summary Summarise your environmental, social and governance results for the year, with targets and next steps. Plans and reports](https://nerix.ai/templates/esg-report-summary) - [Event run sheet Run the day on one page: a timed schedule, who is responsible, contacts and what to do if things go wrong. Plans and reports](https://nerix.ai/templates/event-run-sheet) [See all Plans and reports templates](https://nerix.ai/templates/plans-reports) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Plans and reports](https://nerix.ai/templates/plans-reports)