Chapter 5: Ai Powered Project Closing

The AI-Facilitated 'Lessons Learned' Document

The project retrospective or post-mortem is one of the most valuable parts of the project lifecycle, but it's often rushed or skipped. The process of gathering feedback, analyzing data, and writing a useful "Lessons Learned" document is time-consuming. An AI can act as an impartial analyst to create a comprehensive first draft.

The Strategy: Synthesizing Multiple Data Sources

The power of this technique comes from feeding the AI several different types of unstructured data from your completed project. The AI's job is to synthesize this information into a structured report.

Step 1: Gather Your Project Artifacts Collect the raw text from several sources. Anonymize any sensitive information.

  1. Final Project Metrics: A simple summary of the outcome. (e.g., "Project finished 2 weeks ahead of schedule. Final budget was 5% under.")
  2. Team Feedback: Copy and paste snippets from Teams/Slack channels or end-of-project survey responses. (e.g., "Jane D: The daily stand-ups felt too long." "John S: The new testing framework was amazing, saved me a ton of time.")
  3. Initial Project Plan: The key goals or timeline from your original project charter.

Step 2: Craft Your "Lessons Learned" Prompt Create a prompt that instructs the AI to analyze all the provided data and structure it into a formal document.

Example Prompt:

"Act as an experienced project manager conducting a project post-mortem.

Your Task: Analyze the three data sources provided below: Final Metrics, Team Feedback, and the Initial Plan. From this data, generate a 'Lessons Learned' document.

The document must have three sections:

  1. What Went Well? (Successes)
  2. What Could Be Improved? (Challenges)
  3. Recommendations for Next Project (Actionable suggestions)

Data Source 1: Final Project Metrics [Paste final metrics text here]

Data Source 2: Raw Team Feedback [Paste team feedback snippets here]

Data Source 3: Initial Project Goals [Paste initial goals text here] ---"

Why This Works

The AI will cross-reference the different data sources to generate insightful points.

  • It will see "finished 2 weeks ahead of schedule" (Metrics) and "The new testing framework was amazing" (Feedback) and conclude that the new framework was a major success.
  • It might contrast the positive schedule outcome with the feedback that "daily stand-ups felt too long" and recommend optimizing meeting structures in the future.

The result is a well-rounded first draft of your lessons learned document. As the PM, your job is to review this draft, add your own strategic insights, and facilitate a final team discussion before publishing it. This AI-first approach saves hours of manual synthesis and ensures that valuable lessons are captured for your next project kickoff.

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