Workflow Templates: Project Closure Checklist

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Project Closure Checklist

Project Documentation

Ensure all project documentation is complete and up to date

Archive project documents in a secure but accessible location

Prepare and distribute the final project report to stakeholders

Client Approval and Feedback

Obtain formal project acceptance and sign-off from the client

Conduct a client satisfaction survey to gather feedback

Document lessons learned and share them with the relevant teams

Code and Database Management

Perform final backup of the project code and databases

Merge all development branches and tag the final release in the version control system

Ensure that all access to project resources is revoked or transferred as appropriate

Financial and Administrative Closure

Complete all financial transactions and billing related to the project

Close out any contracts or agreements associated with the project

Update the company’s project management and resource allocation systems

Team and Resource Reallocation

Conduct final team meeting to discuss the project closure

Release project team members and allocate them to new projects

Reallocate or decommission project resources, such as servers and licenses

Maintenance and Support Handover

Transfer knowledge to the maintenance and support team

Provide all necessary documentation and training to the support staff

Set up support and maintenance agreements with the client, if applicable

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