Project Summary


In this lesson, we'll review why and how to create a Project Summary.

Project Summary Importance

Utilize the Project Summary to create a one-page overview of your project.

The project summary can be:

  • Used as a report-out to your project sponsor​​​​
  • Shared with other project leaders as part of your lessons learned
  • Documented in a project repository as a reference for future projects
  • Shared as part of your communications plan
  • Utilized as a starting point for your next improvement project
  • Celebrated!

Project Summary Template

Most of the fields in the Project Summary Template can be copied from your Project Charter. 

Fields from Project Charter:
- Project Name
- Problem/Opportunity
- Objective
- Impacted Metric (current state)
- Project Team

Fields to be completed:
- Impacted Metric (actual result)
- Solutions Implemented: provide a description of the changes that were made to improve the process
- Lessons Learned: list your Top 3 Lessons Learned from the Sustain & Share template
-Project Documentation: provide a link or directory location to the project documentation

Collect all of your project documentation and store it in a shared location or repository. As the business or customer requirements change, your project documentation can provide a starting point for future improvements. As employees move to new roles or on to new opportunities, this documentation helps support better knowledge transfer.

Download the Project Summary Template to document the results of your project.


Take time to celebrate your success and to recognize your project team!

Nothing else can quite substitute for a few well-chosen, well-timed, sincere words of praise. They’re absolutely free and worth a fortune.

Sam Walton, Founder of Walmart

Recognizing your team does not have to cost a lot of money. A simple Thank You note or recognition at a Team Meeting can go a long way. Ask your project sponsor to help you prepare a recognition.

Don't skip this step. Rewarding your teammates will motivate them to continue to work ON the business and not just FOR the business.

Action Items for This Course

  • Create a Sustain & Share plan to sustain the gains!
  • Standardize and mistake-proof processes wherever feasible
  • Share Lessons Learned to improve future projects
  • Create a Project Summary to document the results of the project
  • Celebrate your team's success!

Lessons in this Course:

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