Project Closure Process Template
The close of the project is the final phase of a Project Manager’s job, it’s the last turn of the project life cycle, and like any other aspect of a project, it requires a procedure. The guide below explains how you can create a template to document the project closure process.
Summarize how effectively the management needs of the customer and project were met. Highlight the significance of approved changes to the baseline, their impact on the project, and how they were managed. Compare baselines to actual and describe discrepancies. Identify and discuss specific issues that challenged the project/project team. Consider areas such as cost, schedule, scope, quality, risk, issue, change, communication, implementation and transition, regulatory compliance, and overall project team performance.
Summarize project lessons learned including the cause of issues, reasoning behind the corrective action chosen, and other types of lessons learned. Identify and discuss specific issues that challenged the project/project team
Summarize project administrative closure activities such as procedures to transfer the project products or services to production and/or operations; stakeholder approval for all deliverables; confirmation that the project has met all sponsors, clients, and other stakeholder’s requirements; verification that all deliverables have been provided and accepted; validation that completion and exit criteria have been met; regulatory compliance items.
Summarize project contract closure activities such as formally closing all contracts associated with the completed project.
Information Distribution & Archive
Summarize the data archived in the project repository. The type of information actually archived will differ depending on the scope and type of project. Consider items such as contracts and proposals, business case, charter, scope statement, schedule, budget estimate, project management documents, surveys, status reports, checklists, and emails.
Archived items distributed to individual upon project close out. Note that this list may include individual without access to the project’s archive repository. This should be considered when deciding on an appropriate distribution medium.
Project Close-Out Approval
The undersigned acknowledge they have reviewed the Project Close-Out Form and agree with the approach it presents. Changes to this Project Close-Out Form will be coordinated with and approved by the undersigned or their designated representatives.