This document discusses five proactive methods for managing lessons learned from projects according to ISO 19650. The methods are: 1) track missed scope items and add them to current/future projects, 2) implement shorter review cycles to avoid overproduction, 3) integrate lessons learned tracking for easier updates, 4) use a centralized template database to ensure improvements are not lost, and 5) analyze root causes of repetitive mistakes to prevent recurrences. The document provides examples and diagrams for implementing each method.

1. Five Lessons We Learned
Implementing ISO 19650
ISO 19650 Information Management Process
Episode 6

2. Close-Out
+ Lessons
(Episode 6):

3. Ok, The Project Went Great!!!
...But How Did We Get Here?

4. What people
think it looks
like
What it really
looks like
Project Execution:

5. 💡 Capture Lessons Learned (ISO 19650-2 Clause 5)
+ BS 8536-1 & 2 Code of practice for facilities management (Buildings
infrastructure)
+ Lean!
How do we do this?...

6. Step 1:
Meet With Project Team

8. Step 2:
Gather Lessons Learned

9. 9
Reactive capture of lessons learned

10. Step 3:
Implement Improvements

11. 11
Ideas Go To
Committee
Lost Opportunity
Not Proactive
Not Top Priority
Takes Ages To
Implement
Not Lean

12. How Can We Be More Proactive? (UK BIM Framework)
Post Project Evaluation (PPE)
Post Occupancy Evaluation
(POE)
Lessons Learned In
Appointments
https://ukbimframeworkguidance.notion.site/ISO-19650-Guidance-Part-2-Delivery-phase-6124641a84d64bd09d30ad57a506629f#f9b8e411dd4e45ca9dc3cb369d3da8b
Throughout Project

13. Lessons Learned Examples (From A Large Campus Owner)
How Do We Solve Some Of
These?

14. 1. Un-scoped Tasks
2. Overproduction
3. Missed Opportunities
4. Broken Feedback Loop
5. Repetitive Mistakes
Five Proactive Methods To Manage Lessons Learned:

15. Lessons Learned Method #1:
“Un-scoped Tasks”
(Items Missed Within Original Scope)

16. 16
Lessons Learned Method #1 “Un-scoped Tasks”
Items Missed Within Original
Scope

17. 17
Add Name, Image,
Details Required etc.
Add New “Unscoped Items”
To Support Project Sequence
Requirements
Add Dependencies
Lessons Learned Method #1 “Un-scoped Tasks”

18. 18
Drag and Drop into
scope for future
projects
Turn on “Unscoped
Items”
Lessons Learned Method #1 “Un-scoped Tasks”

19. Lessons Learned Method #2:
“Overproduction”
(Items Modeled Too Early Or Unnecessarily)

20. 20
Lessons Learned Method #2 “Overproduction”
Not Following Plan Rework + Waste
Additional Modeling
Time Required
Cascading Delays
⚠️

21. 21
Lessons Learned Method #2 “Overproduction”
Stage 4 Stage 5
Filter For Un-linked Elements
Checking For Stage 4 Content

22. 22
Lessons Learned Method #2 “Overproduction”
Sprint
1
Sprint
2
Sprint
3
Sprint
4
Sprint
5
Sprint
6
Shorter Review
Cycles
Don’t wait till end of
Milestone to review models
/ deliverable
⚠️
Customer
Feedback
Customer
Feedback
Customer
Feedback
Customer
Feedback
Customer
Feedback
Customer
Feedback

23. Lessons Learned Method #3:
“Missed Opportunities”
(Not Integrated + Too Much Too Late)

24. 24
Lessons Learned Method #3 “Missed Opportunities”
Lessons Learned File
Traditional Approach:
Files
Traditional Approach:
Database
Overloaded At
End Of Project?
Rarely Used

25. Lessons Learned Method #3 “Missed Opportunities”
Lessons Learned
Templates

26. 26
Lessons Learned Method #3 “Missed Opportunities”
Integrate Lessons
Learned Collection
Together With Project
Documents
Just Another Tab

27. Lessons Learned Method #3 “Missed Opportunities”
Post Occupancy
Evaluation Templates

28. Lessons Learned Method #3 “Missed Opportunities”
Aftercare Expectations
Templates

29. 29
Lessons Learned Method #3 “Missed Opportunities”
Checklist With Assigned
Responsibility
Task Per
Milestone
Linked To
Captured
Lesson

30. Lessons Learned Method #4:
“Broken Feedback Loop ”
(Improvements That Do Not Make It Back To the
Template)

31. 31
Lessons Learned Method #4 “Templates Administration”
Template
Download
Template
Published
For Use
Without
History
⚠️
Published and
Share For
Feedback
⚠️
Make
Changes
⚠️

32. 32
Lessons Learned Method #4 “Templates Administration”
Track Full History Since
First Use + Who Made
Updates
Templates
Team Admin
Control
Unobtrusive Access To
Projects
Sections Provide Bite-sized Information Containers
Central Templates
Database

33. 33
Lessons Learned Method #4 “Templates Administration”
Always Access The
Latest Templates
Controlled Access
To Templates

34. Lessons Learned Method #5:
“Repetitive Mistakes”
(Making The Same Mistakes Again And Again)

35. 35
Lessons Learned Method #5 “Learn From Fixes”

36. 36
Lessons Learned Method #5 “Repetitive Mistakes”
Create Fixes Report
GOAL: Resolve Root Cause

37. 37
Lessons Learned Method #5 “Repetitive Mistakes”
Team missed requirements
Missing
Requirements
I didn’t know it was my
responsibility
WHY
It wasn’t on my scope of work
WHY
The requirements were not
assigned
WHY
The owner needed more help
WHY
⚠️
USE THE FIVE WHYS

38. Summary

39. Introduction + Templates: https://www.plannerly.com/what-is-iso-19650
PREVIOUSLY (Episode 1):
Access in-app | Reviewer Team:
plannerly.com/reviewer

40. Tendering
(Episode 2):

41. Contracting
(Episode 3):

42. Production
(Episode 4):

43. Delivery
(Episode 5):

44. Close-Out
(Episode 6):

45. Summary:
ISO 19650 Close-Out | Lessons Learned
✓ Track missed items and implement to current project or template
✓ Shorter deliverable cycles keep teams focused on only what’s
necessary
✓ An integrated document is easier to update
✓ Use Templates to track challenges consistently
✓ Improvements are not lost and updates can be made at any time
✓ Review mistakes to uncover the root cause
✓ Never make the same mistake twice!

46. ISO 19650 Resources:
plannerly.com/iso-19650-webinar
plannerly.com/iso-19650-pdf
1
2

47. 47
New Customer Discounts - Now Live! 🎉
plannerly.com/quote

48. Training videos: plannerly.com/demo
Your own BIM Management Masterclass:
plannerly.com/masterclass
1
2
TWO BIM MANAGEMENT RESOURCES:

49. 🎉 Next ISO 19650 Series:
REGISTER HERE: https://bit.ly/ISO-19650-Audit

50. Q&A
Bookmark for deep dive articles: plannerly.com/what-is-iso-19650
Free Company Plan Trial: plannerly.com/trial

51. Let’s Partner!
Find out more: www.plannerly.com

52. ISO 19650-2 Clause 5 - Project close-out

53. Archive Project Information Model (PIM)
Verify Project
Information Model (PIM)
Archive

54. 54
Asset Information Model (AIM) ≠PIM
Plan The Content Of AIM
Maintenance Cleaning Warranty
Record Functional
Information Requirements
AIM Is Not The PIM