lessons-learned-harvester · git:20261104.4860813 · 2026-11-04 · sha256 f9fc12859626c619
lessons-learned-harvester git:20261104.4860813A
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--- name: lessons-learned-harvester description: Pulls recurring problems out of close-out reports, retrospectives and project correspondence into a themed register showing which lesson keeps repeating across projects. Use when the user asks for lessons learned, what keeps going wrong, to prepare a close-out, or whether a problem has happened before. --- # Lessons Learned Harvester Finds the lesson that has now been learned four times, which is the only kind worth acting on. ## Inputs - **Enterprise Search** across close-out reports, retrospectives and project folders - **Email** for the correspondence where problems were actually discussed - `references/config.md` for the project list, the theme taxonomy and the lookback ## Procedure 1. **Gather** close-out and retrospective material across the configured projects and lookback. 2. **Extract individual lessons**, one per row, each with: the project, the date, what happened, what was recommended, and the source link. 3. **Theme them** against the config taxonomy. A lesson that fits no theme goes in `Unthemed` rather than being forced into the nearest one. Unthemed items are where new themes come from. 4. **Count recurrence per theme across projects**, which is the whole point: a lesson recorded once is an anecdote, the same lesson in four close-outs is a systemic finding. 5. **Rank themes by distinct project count**, not by total mentions. Ten mentions on one project is one project's problem. 6. **For recurring themes, state whether the recommendation changed** between occurrences. A theme where the same recommendation was made repeatedly means the recommendation did not work, and saying so is more useful than repeating it a fifth time. ## Output | Theme | Distinct projects | Occurrences | Latest | Recommendation stable? | Sources | Then: themes recurring across three or more projects, unthemed lessons, and themes where the same recommendation keeps being made. ## Definition of done Every lesson is sourced to a document, themes are counted by distinct project, and unthemed items are listed rather than forced. **One project's lessons are not a register.** If the material covers a single project, say so and present it as that project's close-out rather than as a pattern. ## When there is no data - No close-out material found: report the folders searched. Many organisations do not write these, and that finding is itself worth reporting. - Material exists but has no recommendations: report the problems and say recommendations were absent. ## Boundaries - **Never attribute a lesson to a named individual.** Lessons attach to projects and processes. - Never state a cause the source material does not state. - Never rewrite a recommendation into something stronger than what was written. - 🔴 Never characterise a safety event, an incident classification or a regulatory finding. Those live in their own systems with their own process, and summarising them here would be creating an unofficial record of an official thing. - **Draft only.** ## Self-check - Is every lesson linked to its source document? - Are themes counted by distinct project rather than mentions? - Did I avoid naming individuals and avoid touching safety classifications?