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116 Chapter 4

Table 4.1
Sample learning history template

For example, “ Repurposing of objectives for the ACME
Division in 1995 in response to new environmental
Theme title regulations ”
Part 1: Overview of theme Brief overview of the event, emphasizing why it was a
signifi cant event in the organization ’ s history, why it
needs to be well understood in order to better meet
today ’ s objectives, who was involved, what triggered the
event, etc.
Part 2: Description Chronological commentary, conclusions, and the
questions that were asked together with the responses;
quotes representing key responses to questions should
appear as separate right-hand side column and be aligned
with the content the quote refers to.
Part 3: Summary Brief summary of quotes, additional questions to provide
more clarity to the theme; a stand-alone section that can
be made available and be understood by those who were
not participants in the original event.
Part 4: Best practices Describe any best practices that group consensus
identifi ed. Include the following information:
• Date prepared
• Point of contact (name, contact information)
• Members who contributed to the development of the
best practice
• Problem statement (what does best practice address)
• Background (enough context to understand the
problem and the proposed solution)
• Best practice description (model, business rules — use
graphics where appropriate)
Part 5: Lessons learned Describe any lessons learned identifi ed by the group.
Include the following information:
• Date prepared
• Point of contact (name, contact information)
• Members who contributed to the development of the
best practice
• Problem statement (what does best practice address)
• Background (enough context to what happened, what
went wrong and how to prevent a recurrence)
• Lesson learned description (model, business rules — use
graphics where appropriate)