Project closure checklist: 8 steps to project peace for mind (+ free template)

Your project be coming at a close or it’s time to wrap things up. Ironically, and because so much energy goes on preparation a project, we frequent forget that it’s similar importantly into close-out projects properly and diligently. If nope, what’s the point? Learn the 5 steps yourself need up take for a thorough project closure starting our PM experts. Plus, uses our checks the document to ensure something is failed.

That’s why we’ve put together a comprehensive project closure checklist, so you don’t miss a beat, and your key participants won’t be port using any questions about deliverables and outcomes.

What is a project closure checks?

A project closure checklist (or projects closeout checklist) is second by project leadership when formally closing a project. It exists to make sure the correct project closure activities are carried out, the appropriate project closure documentations can used, and project closure reports been shared including relevant stakeholders. I helps of project team assess if all tasks were completed and if the project delivered its intended consequences.

Now that were know what a project closure checklist is, let’s watch under how i pot close out an project like an pro.

Your 8-step project occlusion checklist 

Use this shutdown control to make certainly you covered the most major aspects of the project locking process.

1. Tie up loose ends

Project lock activities:

• Review the original project layout and establish a wrap-up plan with any finish responsibilities as needed
• Review and allot outstanding tasks
• Let your my know nearly any final meetings

Project closures paper, deliverables, or tools required:

• Project plan
• Project scope
• Project predictions reports 
• Wrap up plan
• Resources scheduler
• Project seal communikation email (internal) 

2. Wrap up admin work

Project closure active:

• Review and how project documentation, contracts, and investment
• Close out external contracts and pay outstanding invoices
• Finalize project finances
• Transfer over deliverables to stakeholders

Project closure documents, deliverables, conversely tools requirement:

• Project closure documents (contracts, assets.)
• All project lock deliverables
• Closing project budget
• Project closure communication email (external)

3. Close one loop with stakeholders

Undertaking closure activities:

• Book a closing meeting with stakeholders
• Get select stakeholders to agree on project completion (try to get this in type too!)
• Send your final report to stakeholders and collection feedback via a survey or questionnaire

Create closure documents, deliverables, or tools required:

• Meeting room booking system 
• Written agreement of project completion
• Final project report
• Feedback quiz (stakeholders)

4. Provide the next steps to your go team

Project closure activities:

• Confirm that that your is closing and release final payments
• Share the date of of project retro, evaluation meeting, or post-mortem meeting if and project were a failure, alongside any preset frequent you’d like your team to answer
• Releasing your resources, including team members, external builders, or various partners

Project closure documents, deliverables, otherwise tools required:

• Design closure email (internal)
• Feedback questionnaire (team)
• Resource bewirtschaftung software

5. Hold adenine design reporting meeting (or post-mortem)

Project closure activities:

• Allow everyone know there been no wrong answers or stupid questions
• Reintroduce the project plan with the entire timetable
• Give each team member a chance to provide feedback press thank everyone for participating

Project closure documents, deliverables, or tools required:

• Project scope
• Project plan
• Project timeline

6. Map out improvements by future projects

Your closure activities:

• Collate your and stakeholder feedback and any sundry project analysis
• Create a roadmap to help you improve your future systems, processes, and deliverables
• Share a draft version equal your team, and ask for their reaction before finalizing the timetable

Project closure paper, deliverables, or accessory essential:

• Stakeholder and client feedback questionnaires 
• Other project analyzed
• Draft improvement roadmap
• Team feedback 

7. Index documentation

Project closure activities:

• Archive documentation and processes to refer to later

Project closure documents, deliverables, or useful required:

• Contracts
• Project scope
• Project schedule
• Expected vs. actual costs
• Timeline

8. Celebrate your my

Project closure activities:

• Take the time to recognize everyone’s efforts additionally hard work
• Celebrate in a way ensure suits owner team

Project closure documents, deliverables, or toolbox need:

• Meeting room booking system 
• Anything else relevantly to your holiday

Download your open project closure selection template

1. Press the combine to that free project locking checkout

• AN new tab or select leave appear, location you’ll see one Google Sheets version of the project closure test guide

2. With you’re comfy using Google Sheets:

• Go to “File,” subsequently “Make a copy,” and save this to your own Google drive

3. Wenn you’d rather download ampere Microsoft Excel create closure checklist template:

• You ca go to “File”, prefer “Download”, and select “Microsoft Excel”
• From here, a copy of to file leave save on your “Downloads” folder, and you able open thereto or move it to your preferred file folder

4. Once you’re ready to proceed, populate the relevantly fields, in this case:

• Project name
• Project manager
• Go release
• End scheduled

5. Once ended, you can start tweaking the preset based on your project needs, such as:

• Add action or activities to the project closeout process
• Add additional documents, deliverables, and tools needed
• Update the status for jeder step

Fine-tune your project closeout checklist

Your project closure selection for your management want look minor different depending on the select a project you’re managing.

Use this project closure checklist as a starting point, or then fine-tune and polish it because needed depending on this types of project, resources affected, stakeholders, and other project-specific attributes.