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End of Project Review Template (from Perfecting Patient Journeys)

Lean Transformations Group

The end of your first round of value-stream improvement is a good time to step back and reflect on your project—what’s been done, what still needs to be done, and what it means for the value stream you targeted for improvement and for your entire organization. The end-of-project review and reflection brings your PDCA cycle of improvement full circle, and prepares you to start the PDCA cycle over again.

In contrast to reviews during a project, which enable a team to assess execution of the plan and progress toward outcomes, the end-of-project review and reflection is intended for all involved to pull back to a higher and broader view. The end-of-project review is a time to assess performance to purpose for the project as a whole, and to reflect on what was learned that can be used when deciding subsequent actions. Options for next actions depend on comparison of actual performance and outcomes to the original stated purpose.

The following template will help you capture your end-of-project reflections and make decisions about what to do next.

Perfecting Patient JourneysPerfecting Patient Journeys, from which this template is taken, is a guide to value-stream improvement for leaders of healthcare organizations who want to implement lean thinking and engage employees in solving problems in order to deliver better and more efficient care. Readers will learn how to identify and select a problem in the performance of a value stream, define a project scope, and create a shared understanding of what's occurring in the value stream. Readers will also learn to develop a shared vision of an improved future, and hopefully work together to make that vision a reality.

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