Project End Checklist: 13 Important Steps

With these principles in mind, the 13 steps included in the project end checklist will ensure that you perform a complete project close and leave the stakeholders with a positive lasting impression of your project management abilities.

 Note

Other common names for Project End Checklist include Project Closure Checklist and Project Closeout Checklist.

1. Gain client acceptance—Personally, I would make sure you have this completed before you attempt to close the project. This is most often handled as exit criteria for user acceptance, post-implementation walkthrough, or a final tollgate meeting (or a combination of these). The key here is to make sure the client has formally verified and accepted the project deliverables. You need to have this documented.
2. Transition deliverables to owner—Complete the necessary steps to properly hand off the project deliverables to their intended owner.
3. Close out contract obligations—Work with your procurement advisors to make sure that all obligations of the contractual relationship have been met and that all exit criteria have been satisfied.
4. Capture lessons learned—Both the positive and negative aspects of the project should be recorded. Ideally, this allows future projects to duplicate the constructive aspects of your project and avoid similar downfalls or mistakes. Of course, this is easier said than done. See the section “Common Project.
5. Closing Challenges
6.  NoteLessons learned are part of the project life cycle and include both positive and negative aspects of the project. This allows future projects to duplicate the constructive aspects of your project and avoid similar downfalls or mistakes.
7. Update the organization’s central information repository—Archive all project management records and as many project deliverables as possible to the organization’s central information repository (or knowledge management system). Assuming the repository is easily accessible, searchable, and the contents are protected by a configuration management process, this is a powerful way to reduce learning curves and gain efficiency on future projects.
8. Issue final financials—Depending on the nature of the project, work with accounting and procurement to make sure that all financial transactions have taken place, such as invoice generation and final payments. In addition, you should develop the final project financial reports, such as budget summary and variance analysis.
9. Close accounts and charge codes—While working with the accounting department, make sure that the process for closing all associated accounts and charge codes is completed.
10. Update resource schedules—This is a step that should occur throughout the project. Make sure that the resource scheduling arm of your organization knows well in advance when your project team members will be completed with their assignments on your project and will be available for other opportunities.
11. Conduct performance evaluations—Although you should offer performance feedback to team members throughout the project, make sure to complete the formal performance evaluation forms and process when their work assignment is completed. This formal documentation is often key to the individual’s career and compensation growth. TipMost of the project end checklist tasks can be performed at the end of each project phase, too.
12. Update résumé—Make sure to update your personal résumé to accurately reflect your project experience, including your roles, responsibilities, accomplishments, and impact. Encourage your other team members to do the same.
13. Market project accomplishments—The organizational résumé is a trademark of professional services organizations, but one that can be employed by all organizations and departments. Capture the project highlights and accomplishments in a format that enables the organization to effectively communicate its successes and the value it has offered. NoteA common approach for creating an organizational résumé is to develop a white paper that summarizes the business challenge, goals, approach, key deliverables, and value achieved by the project and organization.
14. Ask for referrals/references—Of course, the best testament to client satisfaction is whether the sponsoring individuals (organization) will officially endorse your work. At both a personal and organizational level, this should be the goal from the start. Make sure to ask for it, if the goal has been achieved.
15. Celebrate!—Nothing helps bring closure to a project better than an official celebration that recognizes the team’s contributions and the accomplishment of the project goals. Make sure to plan the celebration event from the start.