Project Closeout Best Practices

Procept Associates Ltd.
Training overview
Professional Course
Self-paced Online
For more information about duration, please contact the institute

Start dates

Course description

Project Closeout Best Practices

As project managers, we tend to keep our eyes focused on the finish line. For us, it is all about on-time completion. Once the deliverables have been handed over to our project sponsor or client, we relax -- the project is over. But is it really?

Project closeout always presents challenges: from getting final approvals, to performing administrative and contract closure, to capturing lessons learned, and more. At the rapid pace of business today, efficient project closure is a must and may even give you a competitive edge. This 1-day workshop introduces project managers to the best practices for getting final signoffs and closing out projects. Project managers will come away with a structured closeout framework and some templates that can be used to complete an orderly project closeout.

This course is also sometimes called "Getting to Done: Project Closeout Best Practices".

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Who should attend?

This course is intended for beginner and intermediate project managers across all industries.

Training content


  • Introduction and definitions

Start With The End In Mind

  • The Business Case
  • The Project Charter
  • Scope Definition and Management Plan
  • Quality Management Plan
  • Stakeholder Management Plan

Getting Final Approvals

  • Group Activity
  • Requesting Final Approval
  • Deliverable Acceptance Form

Scope Barriers

  • Business Value
  • Compliance With Scope
  • Customer Satisfaction
  • Quality Issues
  • Punch List Template
  • Case Study: New House Construction Project

Lifecycle Barriers

  • Operational
  • Support Systems
  • Training and Documentation
  • Customer Satisfaction

Post-Approval Closure Activities

  • Accounting Closure
  • Settle Contracts

Contract Closure Activites

  • Project Financial Summary Template
  • Legal Closure

Administrative Closure Activities

  • Redeploy Resources
  • Financial Closure

  • Provide Feedback

Lessons Learned Closure Activities

  • After Action Review
  • The 5 Why's
  • Case Study: Arbor Industries
  • Case Study: Root Cause Analysis
  • Project Completion Template

Marketing Closure Activities

Project Lifestyle Closure Activities

  • Project closeout checklist

Wrap Up

Course delivery details

Participants will gain practical skills to:

  • Use a structured approach to get final sign-off and closong out a project
  • Describe the barriers to project closeout including both scope and lifecycle barriers
  • Describe how to overcome closeout activities including financial, administrative, and legal closure (and more!)
  • Use lessons learned to drive continuous improvement

About Procept

Procept Associates Ltd.

Since 1963, Procept (and its subsidiaries) have trained over 1 million people from over 17,000 organizations. We focus on developing competencies in project management, change management, agile management, leadership, business analysis, IT and data management, as well as soft skill...

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