| 1 | Schedule the reflection before the team disperses and confirm the learning decisions, participant groups, authority, evidence, facilitation, access and private concern routes. | Project sponsor | Before project closure | An approved reflection brief and invitation plan |
| 2 | Prepare a short evidence pack comparing the original community priority, project plan and measures with delivery, resources, changes, observed outcomes, partner evidence and unresolved obligations. | Project and evidence leads | Within two weeks of delivery | A balanced project evidence pack |
| 3 | Ask partners, community participants and volunteers how they want to contribute, remove repeat or extractive requests and provide interview, written, telephone or supported routes with clear use and attribution choices. | Partner relationship and accessibility leads | Before the round | A representative participation and authority record |
| 4 | Facilitate the round through intended result, actual experience, evidence, enabling conditions, barriers, unintended effects and next practice, recording themes and differences without unnecessary names. | Neutral facilitator | Within four weeks of closure | A structured learning and difference record |
| 5 | Move incidents, complaints, financial concerns and sensitive partner matters into the responsible process, then test proposed lessons against the evidence and with the people whose experience they describe. | Governance lead and evidence checker | Immediately and within one week | A verified learning set and governed issue referrals |
| 6 | Approve actions, owners, resources and due dates, update the project record and future templates, close commitments with partners and report what changed before the next similar project begins. | Board and service director | Within 30 days | A learning-to-action register and partner close-out |