The unique nature of projects means that the project objectives are likely to be new to most members of the project team, and this uncertainty can create risk and failure if not robustly managed. Improving team understanding, either through learning from other similar projects or capturing their own experiences to reflect and improve upon, and of course, share to others, is a crucial characteristic of organisations that deliver projects successfully.

 

Solverboard captures learning as a knowledge asset throughout the platform, not just on projects; it is paramount to a sustainable and successful business. Here’s how to do it on Projects…

Image showing adding a lesson


Create a lesson


  1. Click on the ‘Monitor’ tab.

  2. Click on the ‘Lessons’ tab.

  3. Click the ‘Add a lesson’ button.

  4. Add a title for the lesson.

  5. Describe what was learnt, detail what triggered the learning, what was the effect and were there any early warning indications. Suggest how this learning could be useful and applied elsewhere.

  6. Select the level of significance as high, medium or low.

  7. Select the type – did the learning produce a positive or negative impact.

  8. Assign an owner the person who either created the learning or person best placed to consult to understand in more detail.

  9. (Optional) check ‘Create another lesson’ to repeat the process.

  10. Click ‘Save’ to save this lesson and/or activate the creation of another one.


Update a lesson


  1. Image showing editing a lessonClick on the Lesson.
     
  2. Click the pencil icon to edit.

  3. Make any amends to the text fields and change the owner if appropriate.

  4. Click the 'Save’ button on the top bar to save your changes.

  5. Create any actions to disseminate this learning or follow up as an improvement activity (See also, Creating and managing Actions).

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