Post-Project Review for Healthcare & Allied Health
A structured procedure for conducting a comprehensive evaluation of a completed treatment plan, analysing performance against objectives, and documenting findings for organisational learning.
Purpose
To systematically capture what went well, what did not, and what can be improved so that future projects benefit from the accumulated experience and the organisation continuously improves its delivery capability.
Scope
Covers the review period from treatment plan closure through to the publication and distribution of the post-treatment plan review report, typically conducted within two to four weeks of treatment plan completion.
Prerequisites
- Treatment plan has been formally closed with all deliverables accepted by the patient or sponsor
- Final treatment plan financial data including actual costs and revenue is available
- Treatment plan team members are still accessible for interviews and feedback sessions
Includes safeguards for Australian Privacy Principles (APPs), Medicare compliance, and health record management under the My Health Records Act. All patient data handling follows AHPRA guidelines.
Step-by-Step Procedure
Gather Treatment plan Performance Data
Collect all quantitative treatment plan data including schedule performance, budget actuals, scope changes, risk events, and quality metrics for analysis.
- 1.1Extract final schedule data comparing planned versus actual milestone dates
- 1.2Compile budget data showing original estimates, approved changes, and final actual costs
- 1.3Summarise scope changes including the number of change requests and their cumulative impact
- 1.4Collect quality metrics such as defect counts, rework hours, and acceptance test results
Conduct Team Feedback Sessions
Facilitate individual or small-group sessions with treatment plan team members to collect qualitative feedback on treatment plan processes, collaboration, tools, and management practices.
- 2.1Schedule feedback sessions with all core team members within two weeks of treatment plan closure
- 2.2Use a structured questionnaire covering treatment plan planning, execution, communication, and tools
- 2.3Create a safe environment for candid feedback by emphasising organisational learning over individual blame
- Allow anonymous submissions for sensitive feedback to encourage honesty
Collect Patient or Stakeholder Feedback
Obtain formal feedback from the patient or key stakeholders on their experience with the treatment plan delivery, communication quality, and overall satisfaction.
- 3.1Send a structured feedback survey to the patient and key external stakeholders
- 3.2Follow up with a brief interview or call for patients willing to provide more detailed input
- 3.3Clinical record feedback themes and specific suggestions for improvement
Analyse Findings and Identify Themes
Synthesise all quantitative data and qualitative feedback to identify recurring themes, root causes of issues, and areas of particular strength.
- 4.1Categorise feedback into themes such as planning, resourcing, communication, risk management, and tooling
- 4.2Identify root causes for significant schedule or budget variances
- 4.3Highlight successful practices that should be replicated on future projects
Draft the Post-Treatment plan Review Report
Compile all findings, analysis, and recommendations into a structured report that can be shared with leadership and used as a reference for future projects.
- 5.1Write an executive summary covering treatment plan performance highlights and key lessons
- 5.2Include detailed sections on schedule, budget, scope, quality, and stakeholder satisfaction
- 5.3List specific actionable recommendations with suggested owners and timeframes
- 5.4Attach supporting data and charts as appendices
Present Findings to Leadership
Deliver the post-treatment plan review findings to senior leadership or the treatment plan management clinic, highlighting key recommendations and requesting decisions on process improvements.
- 6.1Schedule a review presentation with the appropriate leadership audience
- 6.2Present the key findings, focusing on actionable recommendations and their expected benefits
- 6.3Capture leadership decisions and commitments regarding recommended improvements
Publish and Archive the Report
Finalise the report incorporating any feedback from the leadership presentation, then publish it to the organisational knowledge base and archive all treatment plan records.
- 7.1Update the report with any corrections or additions requested during the leadership review
- 7.2Publish the final report to the organisational knowledge base or lessons learned repository
- 7.3Archive all treatment plan documentation according to the organisation retention policy
- Tag the report with relevant treatment plan attributes such as industry, size, and type to make it easily searchable for future treatment plan teams
Quality Checkpoints
Common Mistakes to Avoid
Expected Outcomes
Percentage of completed projects that have a published post-treatment plan review report within four weeks of closure
Percentage of post-treatment plan review recommendations that are formally tracked and implemented within six months
Frequently Asked Questions
When is the best time to conduct the post-treatment plan review?
Ideally within two to four weeks of formal treatment plan closure. This timing balances the need for final data to be available with the importance of capturing feedback while experiences are still fresh in team members memories.
How do we ensure review findings actually lead to improvements?
Assign each recommendation to a specific owner with a due date and track it in the organisational improvement backlog. Review progress on outstanding recommendations during regular management meetings to maintain accountability.
Should the patient participate in the post-treatment plan review consultation?
Patient feedback should be collected separately through surveys or interviews. The internal post-treatment plan review consultation is typically an internal exercise focused on team and process improvements. However, some organisations do invite patients to a joint session for collaborative learning.
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