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Web 2.0 Technologies to
Support Lessons Learned (LL) in
Project Management (PM)
Marcirio Silveira Chaves
Master of Business Administration - Project Management
Universidade Nove de Julho – UNINOVE
São Paulo – Brazil
http://mchaves.wikidot.com
Motivation
• Little incentive or structure for long-term
organizational learning (Hobday, 2000).
• Research in PM has highlighted the relevance of LL to
support and improve results of projects (Weber, Aha and
Becerra-Fernandez, 2001; Schindler and Eppler, 2003; Petter and Vaishnavi, 2008; Williams,
2008; Jugdev, 2012).

• Emerging web 2.0 technologies and applications start
to gain visibility and use by project managers to
better support daily tasks and processes (Boulos, Maramba, &
Wheeler, 2006; Cleveland, 2012; Grace, 2009; Shang, Li, Wu, & Hou, 2011).

12/11/13

II SINGEP

2
Objective
Propose the use of
web 2.0 technologies to support
lessons learned in
Project Management.

12/11/13

II SINGEP

3
Outline
• LL Processes
• LL Methods
• A Proposal of Use of Web 2.0 Tools in PM
– A proposal of use of web 2.0 technologies to support the
most relevant LL processes
– Web 2.0 tools-centered LL processes
– Web 2.0 tools-centered LL methods
• Final Remarks
• Discussion
12/11/13

II SINGEP

4
LL Processes
• Capture: The process of bringing together information or
knowledge from different sources.
– It includes to gather and collect LL.
– LL can be captured through text, audio, video or image.
• Storage: to define the environment where LL will be stored.
– It should consider a range of formats to allow the capture
process to collect
• talks (audio and video),
• technical procedures (image and video), and
• formal and informal documentation (text).

12/11/13

II SINGEP

5
LL Processes
• Share and Verify: Share LL means to make them available at
the same time for a team of experts who, according to
(Weber et al., 2001), focuses on validating them for
correctness, consistency, redundancy, and relevance.
– Each lesson need to meet the following criteria: to be
significant, valid and applicable (Secchi, Ciaschi, & Spence, 1999).
• Distribute or Disseminate: To spread the knowledge
contained in the LL by a team, department or organization.
• Apply or Reuse: To make useful the LL on current and further
projects.
• Withdraw: To recognize when a LL is no longer useful on
current and further projects.

12/11/13

II SINGEP

6
LL Methods
• Project Review
– participants are project team and third parties that are
involved into the project.
– Its purpose is status classification, early recognition of
possible hazards, and it has also a team-internal focus.
• After Action Review
– has as participant the project team and its purpose are
learning from mistakes and knowledge transfer inside the
team.
– The main benefit is the immediate reflection of the own
doings to improve future actions.
– The interaction mode is cooperative team meetings.
12/11/13

II SINGEP

7
LL Methods
• Micro article
– It is written in an informal style with a framework that
consists of a topic, an introductory short description of its
content and a keyword part for indexing the article.
• Learning history
– Learning history is a written story consisting of the main
events of a project arranged in a chronological order.
– Contrary to micro article that has at most one page, a
story can contain between twenty and one hundred pages
following a story-telling approach.
– Once compiled, learning histories are validated in
discussions with the people involved.
12/11/13

II SINGEP

8
LL Methods
• Journaling
– An articulated narrative that follows from the reflective
and critical thinking about one's learning experiences or
specific learning events. Three-stage model of reflective
learning
1. awareness, the present situation,
2. critical analysis, which connects present with the past
and future, and
3. learning, the development of a new perspective
based upon one's critical analysis and the application
of new knowledge to the learning situation under
reflection.

12/11/13

II SINGEP

9
A proposal of use of Web 2.0 Tools in PM

12/11/13

II SINGEP

10
A proposal of use of web 2.0 technologies to
support the most relevant LL processes

12/11/13

II SINGEP

11
Web 2.0 tools-centered LL processes

Legend: St: Storage, C: Capturing, Sh: Sharing, V: Verification and D: Dissemination.
12/11/13

II SINGEP

12
Web 2.0 tools-centered LL methods

• Legend:
– PR: Project Review
– AAR: After Action Review
– JML: Journaling, Micro article and Learning history
12/11/13

II SINGEP

13
Final Remarks
• There is no “one size fits all”
– Each web 2.0 technology -> profile of the project members.
– Technologies implemented in a project -> organizational
learning.
• Future Work
– The proposal should be validated on project-based
organizations using the action-research and/or case study
research methods.
– Validation process
• to find the main limitations of the proposal
• its extension with regards the processes, methods and
the introduction of other web 2.0 technologies.
12/11/13

II SINGEP

14
Discussion
• The implementation of a new technology in an organization.
• Motivation of the stakeholders to share their knowledge with
the pairs.
• “Projects are complex entities, and learning from complex
systems needs a more sophisticated approach than simply
writing down lessons”. Williams (2003, p. 253)
• Web 2.0 technologies have also a significant impact on the
cost, duration and scope of a project.
– Instead of spend thousands of dollars in commercial LL
applications, web 2.0 tools provide an affordable solution
to manage LL.
12/11/13

II SINGEP

15

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WEB 2.0 TECHNOLOGIES TO SUPPORT LESSONS LEARNED IN PROJECT MANAGEMENT

  • 1. Web 2.0 Technologies to Support Lessons Learned (LL) in Project Management (PM) Marcirio Silveira Chaves Master of Business Administration - Project Management Universidade Nove de Julho – UNINOVE São Paulo – Brazil http://mchaves.wikidot.com
  • 2. Motivation • Little incentive or structure for long-term organizational learning (Hobday, 2000). • Research in PM has highlighted the relevance of LL to support and improve results of projects (Weber, Aha and Becerra-Fernandez, 2001; Schindler and Eppler, 2003; Petter and Vaishnavi, 2008; Williams, 2008; Jugdev, 2012). • Emerging web 2.0 technologies and applications start to gain visibility and use by project managers to better support daily tasks and processes (Boulos, Maramba, & Wheeler, 2006; Cleveland, 2012; Grace, 2009; Shang, Li, Wu, & Hou, 2011). 12/11/13 II SINGEP 2
  • 3. Objective Propose the use of web 2.0 technologies to support lessons learned in Project Management. 12/11/13 II SINGEP 3
  • 4. Outline • LL Processes • LL Methods • A Proposal of Use of Web 2.0 Tools in PM – A proposal of use of web 2.0 technologies to support the most relevant LL processes – Web 2.0 tools-centered LL processes – Web 2.0 tools-centered LL methods • Final Remarks • Discussion 12/11/13 II SINGEP 4
  • 5. LL Processes • Capture: The process of bringing together information or knowledge from different sources. – It includes to gather and collect LL. – LL can be captured through text, audio, video or image. • Storage: to define the environment where LL will be stored. – It should consider a range of formats to allow the capture process to collect • talks (audio and video), • technical procedures (image and video), and • formal and informal documentation (text). 12/11/13 II SINGEP 5
  • 6. LL Processes • Share and Verify: Share LL means to make them available at the same time for a team of experts who, according to (Weber et al., 2001), focuses on validating them for correctness, consistency, redundancy, and relevance. – Each lesson need to meet the following criteria: to be significant, valid and applicable (Secchi, Ciaschi, & Spence, 1999). • Distribute or Disseminate: To spread the knowledge contained in the LL by a team, department or organization. • Apply or Reuse: To make useful the LL on current and further projects. • Withdraw: To recognize when a LL is no longer useful on current and further projects. 12/11/13 II SINGEP 6
  • 7. LL Methods • Project Review – participants are project team and third parties that are involved into the project. – Its purpose is status classification, early recognition of possible hazards, and it has also a team-internal focus. • After Action Review – has as participant the project team and its purpose are learning from mistakes and knowledge transfer inside the team. – The main benefit is the immediate reflection of the own doings to improve future actions. – The interaction mode is cooperative team meetings. 12/11/13 II SINGEP 7
  • 8. LL Methods • Micro article – It is written in an informal style with a framework that consists of a topic, an introductory short description of its content and a keyword part for indexing the article. • Learning history – Learning history is a written story consisting of the main events of a project arranged in a chronological order. – Contrary to micro article that has at most one page, a story can contain between twenty and one hundred pages following a story-telling approach. – Once compiled, learning histories are validated in discussions with the people involved. 12/11/13 II SINGEP 8
  • 9. LL Methods • Journaling – An articulated narrative that follows from the reflective and critical thinking about one's learning experiences or specific learning events. Three-stage model of reflective learning 1. awareness, the present situation, 2. critical analysis, which connects present with the past and future, and 3. learning, the development of a new perspective based upon one's critical analysis and the application of new knowledge to the learning situation under reflection. 12/11/13 II SINGEP 9
  • 10. A proposal of use of Web 2.0 Tools in PM 12/11/13 II SINGEP 10
  • 11. A proposal of use of web 2.0 technologies to support the most relevant LL processes 12/11/13 II SINGEP 11
  • 12. Web 2.0 tools-centered LL processes Legend: St: Storage, C: Capturing, Sh: Sharing, V: Verification and D: Dissemination. 12/11/13 II SINGEP 12
  • 13. Web 2.0 tools-centered LL methods • Legend: – PR: Project Review – AAR: After Action Review – JML: Journaling, Micro article and Learning history 12/11/13 II SINGEP 13
  • 14. Final Remarks • There is no “one size fits all” – Each web 2.0 technology -> profile of the project members. – Technologies implemented in a project -> organizational learning. • Future Work – The proposal should be validated on project-based organizations using the action-research and/or case study research methods. – Validation process • to find the main limitations of the proposal • its extension with regards the processes, methods and the introduction of other web 2.0 technologies. 12/11/13 II SINGEP 14
  • 15. Discussion • The implementation of a new technology in an organization. • Motivation of the stakeholders to share their knowledge with the pairs. • “Projects are complex entities, and learning from complex systems needs a more sophisticated approach than simply writing down lessons”. Williams (2003, p. 253) • Web 2.0 technologies have also a significant impact on the cost, duration and scope of a project. – Instead of spend thousands of dollars in commercial LL applications, web 2.0 tools provide an affordable solution to manage LL. 12/11/13 II SINGEP 15