There's more to project close-out than stamping "done" and turning out the lights. Completion criteria ensure you and the stakeholders all have a common definition of "done." Compiling lessons learned makes it more likely that future projects will avoid pitfalls and problems you dealt with — or at least that they'll be better prepared. And don't forget to celebrate your win! These templates and guidelines will help.
Project Handoff Checklist
If you are transferring all or part of an existing project to a new team, or taking over from an existing project team, use these tips to ensure the transfer goes smoothly.
Guideline for a Simple Signoff Process
The simple process outlined in this document confirms sponsor signoff on project phases or component projects in a program, by using efficient, focused meetings and folding into the existing lines of communication.
Agile Technique Brief – Retrospectives
Retrospectives are a technique that teams can use to inspect their progress in a project to date and identify opportunities for improvement in their processes, team dynamics, and decision-making as well as areas for continued excellence.
Guidelines - Completion Criteria
Completion criteria are explicit goals that must be attained to call an element of a project, or the entire project, "complete."
Customer Acceptance Checklist
Checklist format for customer to use while walking through a review and test of a pre-release system, for example before going through with a purchase. Allows customer to record issues, indicate which must be resolved before acceptance, and ultimately sign off on accepting the new system.
Lessons Learned Survey
A survey that can be sent to team members during or after a project, to solicit their feedback on how the project was conducted.
Lessons Learned Meeting Agenda
A sample agenda for a lessons learned meeting, to capture what did or didn't go well on a project, how to replicate success, and what to do differently in the future.
Lessons Learned Meeting Report
Process for holding a meeting aimed at capturing project wins, challenges, and resulting "lessons learned" and producing a report at the end. A great way to promote continuous improvement across all your projects.
Project Cancellation Guidelines
A comprehensive guideline for determining whether a project should be cancelled andonce such a decision is madefor smoothly ramping down and closing out a cancelled project, taking into account possibly wide-ranging implications for your company and customers.
Project Closeout Meeting Agenda
This template provides an agenda for a Close Out Workshop, an occasion where the Program Team and others can document what worked, areas for improvement, lessons learned, and next steps, if any. Instructions are included.