27 September 2023

Signing off: How to make sure a project is done and dusted

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Laura Stack* says the moment you complete the last action on a project is not the time to sit back and forget it.


All things, good or bad, must come to an end — even your projects, hallelujah!

Whether you’ve nailed your goal perfectly, on time and under budget, or you just missed hitting your quota, you’ve hit the end of the line. Game over.

However, even when you’re done, you’re not quite done.

You still must put that project to bed.

Even if closing the project isn’t your primary task, or someone else acts as the primary, flexing those closing muscles contributes not just to your experience, but to your productivity.

The quicker you put the project to bed, the quicker you start the next one.

Here are six simple steps that contribute to effective, productive project closure.

Check the timeline:

The first two steps ensure you deliver to the client what you promised.

So, scan your timeline first, to make sure you did everything you intended to.

When you get in a hurry, you may accidentally bypass some items.

Ideally, you’ll catch them well before you finish the project, but sometimes it doesn’t happen. We all make mistakes.

Clear the ‘parking lot’:

Then there are the items you deliberately put aside in a ‘parking lot’ section of your plan because you didn’t have all the resources.

Or maybe they didn’t fit at that time, or you wanted to deal with them later.

In either of these first two cases, you may have to call a halt on the closure, so you can accommodate some of these items before you finalise the project and turn it in.

Archive all your materials and documents:

These may include off-site back-ups for the latter.

In movies and TV, they often keep their old sets, so they can use them again later, if a need comes up or they have to redo or add scenes.

They also archive old scripts to refer to, especially on a long-running TV show or movie franchise.

You can do the same with materials from your projects, especially documents and other paperwork.

The latter are most easily and effectively stored in offsite, electronic format, but you might also want a paper back-up, since formats change as time changes.

Ensure project closure with your client:

Once the project is fully complete, send the deliverable to your client (internal or external).

Make sure you provide everything they need and asked for.

Have the client verify they have everything they requested and sign off on the project in writing.

Ask for feedback from the client:

This will help you learn what worked, what did not, and what to upgrade in the future.

Conduct a post mortem:

Look back over the project after you’re done.

Ask yourself these questions: What worked? What didn’t? What have we learned? How can we do better next time?

Whenever you must deal with a similar project in the future, you can apply these lessons to it from the beginning.

Needless to say, thank and congratulate those who conducted the project and helped close it, so they feel valued.

Project management is a learning process, no matter how long you’ve done it, who you are, and how you fit into it.

This is especially true for project closure.

You won’t likely be the sole person involved with closure, even if you’re the project manager.

However, if you’ll keep the above six points in mind while closing the project, you’ll be well positioned to put the project to bed and have it stay there.

* Laura Stack is a keynote speaker, author and authority on productivity and performance. She has written seven books, the latest being Doing the Right Things Right: How the Effective Executive Spends Time. She can be contacted at theproductivitypro.com.

This article first appeared on Laura’s blogsite.

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