A Holistic Approach to Lessons Learned



Book Title: A Holistic Approach to Lessons Learned: How Organizations Can Benefit from Their Own Knowledge   
Author: Moria Levy
Publisher: CRC Press
List Price:   $59.95
Format: Hardback, 145 pages
Publication Date:   Jan 2018
ISBN: 978-1-138-56476-3
Reviewer: Barbara L LaDue
Review Date: August 2018



I chose this book because Lessons Learned is a subject vital to every company and yet frequently is treated as an after-thought.  As individuals, we know that we should learn from particularly difficult situations or extremely positive events.  However, we frequently pass up the opportunity to improve or capitalize on our current situation until we are forced by circumstances to resolve an issue.

Overview of Book’s Structure

Ms. Levy approached the subject of Lessons Learned in a broad encompassing manner.  She started by defining the need and challenge of incorporating Lessons Learned.

Ms. Levy proceeded with outlining the creation, development, and management of lessons learned.  She followed then by moving into the implementation and good practices of management for these lessons learned.


As Ms. Levy explained various points, she had examples that clearly connected.  For example, things that apply to individuals in their personal lives can help demonstrate how we need to approach applying these lessons to other areas of business, dealing with others in volunteer work, and to other areas of personal life.

There are lessons, in life and in business, that apply across all manner of personnel.  No one individual or group has a corner on the market for the need to learn to do the job better and each of us can learn from others.  What one person learns can directly impact someone’s ability to learn or function in another area.  For example, a salesman anticipates meeting customer needs and a software developer desires to meet customer needs.  The salesman and developer will both approach their tasks differently but they share the experiences of dealing with the customer.  Ms. Levy explains not only the challenges but also how to approach developing a knowledgebase that can facilitate exactly that.

Ms. Levy included a section on approaching cultural change to implement Lessons Learned.  She shared how many times implementation to change is a hurdle since people are resistant to change.  Her book lays out steps to initiate the change, guide personnel through the changes, and turn the process into a positive situation.  Ms. Levy then moved into the various stakeholders needed and described what their tasks would be in order to help generate a successful implementation.


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About the Reviewer

Barbara LaDue, PMP

Texas, USA




Barbara LaDue, PMP is currently employed as a Systems Analyst with Inserso, Corp., working to support the U.S. Air Force Civil Engineering Center (AFCEC) in San Antonio, Texas.  Before starting with Inserso, Ms. LaDue had been a Director with an educational non-profit 501(c)3 in San Antonio, Texas for several years. During this time, she saw the need to become a certified PMP. Ms. LaDue is an active member of the Alamo Chapter of PMI.


Editor’s note:  Editor’s note:  This book review was the result of a partnership between the publisher, PM World and the Alamo PMI Chapter in San Antonio, Texas. Authors and publishers provide the books to PM World; books are delivered to the PMI Alamo Chapter, where they are offered free to PMI members to review; book reviews are published in the PM World Journal and PM World Library.  PMI Alamo Chapter members can keep the books as well as claim PDUs for PMP recertification when their reviews are published.   If you are an author or publisher of a project management-related book, and would like the book reviewed through this program, please contact [email protected].