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.
Who should attend?
This course is intended for beginner and intermediate project managers across all industries.
Prerequisite
There is no prerequisite for this course.
Training content
Introduction
- 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
Certification / Credits
Credits: 7 PDUs/CEUs
Learning Objectives
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
Contact this provider
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...