Professional Course

Project Closeout Best Practices

1 day
Next course start
25 January, 2024 See details
1 day
Next course start
25 January, 2024 See details
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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.

Upcoming start dates

1 start date available

25 January, 2024

  • Webinar
  • Online

Who should attend?

This course is intended for beginner and intermediate project managers across all industries.


There is no prerequisite for this course.

Training content


  • 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

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Procept Associates Ltd.

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...

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