PM Lite
Project Closure
Template
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PM Lite 2.0 Project Closure TemplateTexas Department of Information Resources
Template Description
1Purpose
The Project Closure document formalizes the completion of the project.
2How to Use
The Project Closure Template documents confirmation that all in scope business objectives have been met and necessary project items have been finalized. This includes making sure all listed project deliverables have been completed and project documentation saved in suitable shared storage. This template also allows you to document how outstanding actions/issues are to be handled.
3Best Practice
Project Closure approval is needed by the Project Sponsor, Business Owner, and the PPMO/PMO Director to demonstrate approval of project closure and agreement that business objectives have been met. It is important to demonstrate that the deliverables have met the business objectives in the closure document, as well as identify unmet deliverables.
Note: The PM Lite 2.0 Project Closure Template is customizable as you see fit, on a per project basis, meeting specific needs of the project and/or your organization’s policies. The below sections are suggestions but can be tailored as applicable.
**NOTE: Please remove this page when creating your Project Closure**
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[Organization/Division]Project Closure
[Project Name][Version] | [Revision Date]
Project Closure
[Division Name]
[Project Name]
Version: [Version Number]
Revision Date: [Date]
Submit the document to the Project Sponsor, Business Owner, and PPMO/PMO Division Director; and archive this closure document with the project artifacts once completed.
Approver Name / Title / Signature / DateProject Sponsor
Business Owner
PPMO/PMO Division Director
Revision History
Identify document changes.
Version / Date / Name / DescriptionGeneral Information
Date of Project Start / [MM-DD-YY] / Date of Project Closure[1] / [MM-DD-YY]Role / Name / Phone / Email
Project Sponsor
Business Owner
…
Business Deliverables - Recap
Business Objective (Reference ID)* / DescriptionMet Not Met
Met Not Met
Met Not Met
*As identified in section 2.2 of the Business Case.
Business Closure Checklist
Item / Question / Description1 / Were all project deliverables completed realized? / Yes No
2 / Were all expected performance standards satisfied? / Yes No
3 / Have lessons learned and/or process improvement recommendations been documented? / Yes No
4 / Has a “Post Mortem” been planned?
This meeting/exercise is to evaluate whether or not the business objectives outlined in the Business Case have been realized. It usually requires some time, after a project is implemented/completed to determine this so it’s recommended that this analysis occur roughly 6 months after “go live”. / Yes No
Outstanding Actions Items and Issues
Action Item and/or Issue / Transition and/or ResolutionProject Management Closure Checklist
Deliverable / Date Completed / Storage LocationProject documentation and artifacts posted on suitable shared storage, including Business Case, Charter, Requirements Template, Project Change Requests, Milestone Timeline, Work Breakdown Structure, Lessons Learned etc.
Product Documentation (technical specifications and design documents) have been posted in suitable shared storage, knowledge transfer has occurred and “operations” team(s) have accepted ownership of the project’s end-product/result.
Lessons Learned exercise (collection of and meeting held) has been executed. / N/A
Approval for Project Closure from Project Sponsor (and perhaps Business Owner &/or Customer) given / N/A
Project closed in project portfolio. / N/A
Admin
Closure
►Mark project as “Complete” in Project Portfolio system/list.
- Make sure that all information needed for project performance evaluation (ie baselines) are captured.
DIR PM Lite Project Closure Template |1
[1] Date of Project Closure refers to the project finish date, meaning all project tasks have been completed.