Project Closeout Transition Checklist

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									This is a checklist that can help a company organize the transition that occurs at the
conclusion of a business project. The checklist includes final completion tasks, a project
evaluation, documentation, customer relations, and a project closeout. Additionally, this
it can be customized to provide for any additional industry-specific language that may be
necessary. This document is useful for small businesses or other entities when closing
out a business project.
 PROJECT CLOSEOUT TRANSITION CHECKLIST
  Project:
  Name:
  Date:




   FINAL COMPLETION TASKS
      All contingencies cleared
      Roles for ongoing maintenance identified
      Project ready to be formally closed out with clear acceptance conditions met


COMMENTS:




   PROJECT EVALUATION
      Evaluated against performance goals
      Actual cost compared to approved baseline evaluated
      Milestone completion dates compared to approved schedule
      Project team members evaluated


COMMENTS:
   DOCUMENTATION
     Approved changes to schedule baseline identified and documented
     Approved changes to project scope indentified and documented
     Approved changes to cost baseline identified & documented
     Projected annual cost vs. proposal estimate differences documented
     Project documentation archived


COMMENTS:




   CUSTOMER RELATIONS
     Deliverables accepted by customer
     Documentation delivered to/accepted by customer
     Training & knowledge transfer completed
     Customer has formally accepted responsibility for operating/maintaining product/service
     Final payment request submitted to customer


COMMENTS:




   PROJECT CLOSEOUT
     Project resources redistributed within organization
     “Lessons learned” have been identified and documented
     Closeout review meeting date set
     Closeout review meeting unit/person identified
COMMENTS:




SIGNATURES

 Position    Name   Date   Signature

								
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