ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Get Access to our Complete Collection of 40 Editable Google Doc/Sheet Lessons Learned Templates here.
2
Template: Lessons learned tracking sheet
3
Foreword
4
Developing a mature financial statements process is an iterative process. It is important to take time at the end of each cycle to consider what went well and what could be improved.

This tracking sheet helps finance teams to communicate the issues and challenges from the previous financial statement process and document the proposed solutions for implementation.

Lessons learned in progress
A tracking sheet, such as this one, allows the team to record what didn't go to plan and track the progress of improvements.

Completed lessons learned
This is register for keeping track of completed items from previous year's lessons. It is important to keep a record of past items as a reference as this assists in the publication of position papers and supporting information for future decisions.

Positive lessons
It is helpful to keep track of the positive lessons in addition to negative lessons.
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100