Resource Guru - Project closure checklist.xlsx

	B	C	D	E	F
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3	Resource scheduling made easy
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5	Project name:
6	Project manager:
7	Project start date:
8	Project end date:
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10	Project closure steps	Project closure activities	Status	Documents, deliverables, or tools required	Complete?
11	Tie up loose ends	Review the original project plan and create a wrap-up plan with any closing tasks as needed	Completed	Project plan
12		Review and assign outstanding tasks	Closing	Project scope
13		Let your team know about any final meetings	Incomplete	Project forecasting reports
14				Wrap up plan
15				Resource scheduler
16				Project closure communication email (internal)
17	Wrap up admin tasks	Review and update project documentation, contracts, and assets		Project closure documents (contracts, assets.)
18		Close out external contracts and pay outstanding invoices		All project closure deliverables
19		Finalize project finances		Closing project budget
20		Transfer over deliverables to stakeholders		Project closure communication email (external)
21	Close the loop with stakeholders	Book a closing meeting with stakeholders		Meeting room booking system
22		Get all stakeholders to agree on project completion (try to get this in writing too!)		Written agreement of project completion
23		Send your final report to stakeholders and gather feedback via a survey or questionnaire		Final project report
24				Feedback questionnaire (stakeholders)
25	Provide the next steps to your project team	Confirm that the project is closing and release final payments		Project closure email (internal)
26		Share the date of the project retro, evaluation meeting, or post-mortem meeting if the project was a failure, alongside any preset questions you’d like your team to answer		Feedback questionnaire (team)
27		Release project resources, including team members, external contractors, or other partners		Resource management software
28	Hold a project evaluation meeting (or post-mortem)	Let everyone know there are no wrong answers or stupid questions		Project scope
29		Reintroduce the project plan with the entire timeline		Project plan
30		Give every team member a chance to provide feedback and thank everyone for participating		Project timeline
31	Map out improvements for future projects	Collate team and stakeholder feedback and any other project analysis		Stakeholder and client feedback questionnaires
32		Create a roadmap to help you improve your future systems, processes, and deliverables		Other project analysis
33		Share a draft version with your team, and ask for their feedback before finalizing the roadmap		Draft improvement roadmap
34	Index documentation	Archive documentation and processes to refer to later		Contracts
35				Project scope
36				Project schedule
37				Expected vs. actual costs
38				Timeline
39	Celebrate your team	Take the time to recognize everyone’s efforts and hard work		Meeting room booking system
40	Celebrate your team	Celebrate in a way that suits your team		Anything else relevant to your celebration
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