Close a Project - Choose a Process Step
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introduction finalise work report outcomes
Introductiontop
As a Project is winding down, a final tidy up will be needed. Completeness of the delivery will be checked, End User or Customer Acceptance formalities will be completed, and outstanding invoices will be produced and sent. The last reports will be prepared and submitted, and the remaining Resources will be demobilised. The Project Control Folders (e.g. the accounts) will be marked as "closing". A review of the completed Project will be scheduled, and all the Project Files will be archived.
Finalise Worktop
With the Project near completion, the Project Board will have Authorised the closure Phase Plan or Stage Plan, and most Resources will have been demobilised. The final checks will be made for the completeness of outstanding actions (Deliveries and Issues), and any outstanding Acceptance Certificate(s) will be completed and signed. The final reports will be produced. If there will be continuing obligations (e.g. warranty or support), a new Project may be opened, otherwise the Project Files will be tidied up, closed, and archived. A Plan for a post-Project review will be prepared.
Report Outcomestop
By now the Project Resources will be limited to a few senior members of the Project Management Team. They will produce the final reports, which will include Financial Status, Project Status and Lessons Learned, plus a summary of any further commercial opportunties that have been identified. The announcement of the formal closure of the Project will be prepared for the final meeting of the Project Board.