> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/business-continuity/executing-business-management-plans-apps/initiating-and-managing-plan-executions/sign-off-and-document-lessons-learned.md).

# Sign Off & Document Lessons Learned

Review the completed plan, document lessons learned, and sign off.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i> **Current Task:** Sign Off and Document Lessons Learned

<i class="fa-user">:user:</i> **Performed By:** Plan Executor (e.g., Department Manager, Incident Manager, Business Continuity Coordinator)

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Accessing the Task <a href="#accessing-the-task" id="accessing-the-task"></a>

The **Sign-Off and Lessons Learned** task can be accessed through any of the following:

* The **To Do** module.
* The **direct link** provided in the email notification.

***

## Completing the Task <a href="#completing-the-task" id="completing-the-task"></a>

Review the completed plan, document key lessons learned from its execution, and close it out.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}

{% hint style="info" %}

#### Saving Your Work

To save progress without submitting, click **Save** in the top-right corner of the panel.

* The task remains in the **To Do** module for you to revisit and complete later.
  {% endhint %}

***

{% stepper %}
{% step %}

### Review Plan Execution

Review the plan’s execution to evaluate its performance.

For completed actions, the following information can help inform your assessment:

* **Actual RTO** and **Actual RPO** reported by the action owner.
* **Completed On**, indicating when the action was completed.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}
For more information about an action and its execution, select the corresponding **View** ( ![](https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIAlpvjgSBR3lKZjwsXm7%2FIMS-KI-L-9.svg?alt=media\&token=262f3701-b544-43fe-b1bc-d17a29a18e55) ) icon.
{% endhint %}

***

{% endstep %}

{% step %}

### Document Lessons Learned

Document key insights and lessons from the plan execution.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Total Time to Recover (Hours):** Enter the total number of hours required to recover from the disruption.
* **Lessons Learned:** Document key insights and takeaways identified during plan execution.
* **Improvements:** Document opportunities to improve the plan and future execution efforts.
* **Issues Experienced (Fail Points):** Document any issues or points of failure encountered during plan execution.
* **Remediation Plan:** Document actions to address identified issues and implement improvements.

***

{% endstep %}

{% step %}

### Close Plan

From the **Task Resolution** dropdown, select **Execute Plan is Completed**, then click **Submit**.

This action closes the plan and concludes the workflow.

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Tracking &#x26; Monitoring Executed Plans</strong></td><td>Browse and monitor operational plans throughout execution and closure.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/business-continuity/executing-business-management-plans-apps/tracking-and-monitoring-executed-plans.md">Tracking &amp; Monitoring Executed Plans</a></td></tr></tbody></table>


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