Workflow Templates: project closure checklist

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project closure checklist

Financial Reconciliation

Verify all project-related expenses have been recorded accurately.

Ensure all invoices have been paid in full.

Reconcile project budget against actual expenses.

Document any financial discrepancies and their resolutions.

Archive financial records for future reference.

Deliverables Review

Confirm all project deliverables have been completed and accepted.

Ensure all deliverables meet quality standards and project requirements.

Gather feedback from stakeholders on project outcomes.

Document any deviations from original deliverables.

Archive all final versions of deliverables.

Stakeholder Communication

Notify all stakeholders of project closure.

Provide a summary of project outcomes and achievements.

Collect feedback from stakeholders regarding the project process.

Address any outstanding stakeholder concerns.

Ensure all stakeholder communications are documented.

Knowledge Transfer

Compile project documentation and lessons learned.

Conduct a handover meeting with relevant teams.

Ensure all project knowledge is transferred to operational teams.

Archive project documentation in a central repository.

Prepare a final project report for organizational learning.

Team Debrief and Release

Conduct a project debrief meeting with the project team.

Acknowledge and celebrate team achievements.

Collect feedback from team members on project execution.

Release project resources and update resource allocations.

Document team feedback for future project improvements.

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