First, after closing the loop, convene the core team for a reflection session while memories are still fresh. We recommend using the after-action review as a template to kick off this discussion; you can add more questions, but we recommend keeping the process as simple as possible.
Figure 6. After-action review template
To organize a reflection session, convene the members of the team who participated in all or only a few stages of the feedback loop process. Designate a facilitator to guide the discussion and a notetaker. The facilitator should aim to have an open discussion, hear from all of the participants and focus on drawing out lessons. The notetaker should help the group organize its thoughts and focus on drawing out specific and actionable recommendations. The after-action review session should last approximately 90 minutes.
For the discussion, it might be easier to reflect on discrete stages of the process one at a time. For example, the process could be broken into three parts: initial design and start-up (Steps 1–4), public consultation and solution codesign (Steps 5–7), and implementation and follow-up (Steps 8–9).
For questions 1a–1c, first consider your objectives. What did you set out to do, and were you successful in doing it? Identify the particular moments where plans and reality differed, and consider the reasons why. These reasons will be useful when generating recommendations or adjustments for future processes.
For questions 2a–2b, focus on what went well and what can be improved. This differs from question 1 in that it should capture your team’s strengths and weaknesses. Ask the team to consider what actions they felt were most worthwhile and effective; conversely, ask them what they did not like or where the process fell short. During this stage, asking participants to write down one thing that went well and one thing they felt could be improved might be helpful. Be sure to follow up on each comment to understand why it was a strength or a weakness and more about the root causes of success or failure.
Finally, question 3 is where these reflections can be turned into recommendations. Facilitators should focus on prompting participants to provide specific recommendations (in that they clearly refer to a particular action or step) and actionable (in that they are within the team’s power to follow through next time). A facilitator can prompt participants to rate each step on a scale of one to ten, and then ask, “What would make it a ten?” Consider workable and actionable changes to a future process, such as additional materials, changes to timelines, collaboration between teams and the project budget. For example, “More time to collect feedback” isn’t specific or actionable; instead, “Extend the timeline to distribute questionnaires from two weeks to 20 days.”
Keep the discussion open, candid and professional. Avoid generating a list of complaints – there will always be calls for more time, money and help. Instead, focus on sustaining good practices and mitigating weaknesses.
Following your session, the facilitator and notetaker should send participants a brief (one- or two-page) summary of key lessons learned and a list of specific and actionable recommendations. The document can be left open for additional feedback and comments but should be purpose-made to inform the design and implementation of the next feedback loop process.