Project Close Out Report / Checklist – Template

Were the project objectives (expected outcomes) Accomplished? Explanation if required

Were all Deliverable submitted and accepted? Explanation if required

Did the Client/Engineer verify that all deliverable met the requirements? Explanation if required

Have all subcontracts been closed? Explanation if required

Have all final payments been made? (i.e., invoices paid) Explanation if required

Have all the project resources been relocated? Explanation if required

Have all project documentation been delivered & recorded? Explanation if required

Have all variations been agreed and paid? Explanation if required

Project Deliverable’s

List all project deliverable and the date each was accepted by the user. Identify any contingencies or conditions related to the acceptance.

Deliverable	Date Accepted	Contingencies or Condition

Cost (Budget) Baseline

State the planned Cost and Funding for the project, as approved in the Initial Cost Baseline and the Project Charter. State the Actual and funding at completion.

Explain all cost and funding variances. Including approved changes to the cost baseline.

 

Expenditures (USD000)
	Planned	Actual	Variance	Explanation
Internal Staff Labor
Services
Software Tools
Hardware
Materials and Supplies
Facilities
Telecommunications
Training
Contingency (Risk)
Total

 

Funding Source (USD000)
	Planned	Actual	Variance	Explanation
Total

Scope

Document any changes to the Project Scope and their impact on Performance, Cost, or Schedule Baselines.

Scope Change	Impact of Scope Change

Operational and Maintenance

Describe the plan for operation and maintenance of the product, good, or service delivered by the project.

State the projected annual cost to operate and maintain the product, good, or service.

Identify where and why this projection of cost differs (if it differs) from the Project Proposal.

If the operation and maintenance plan is not in place, what is the target date for the plan and what is the impact of having operations and maintenance for the product, good or services in place.

Operations and Maintenance Plan

 Operations and Maintenance Cost

Expenditures (USD 000)
	Planned	Actual	Variance	Explanation
Internal Staff Labor
Services
Software Tools
Hardware
Materials and Supplies
Facilities
Telecommunications
Training
Contingency (Risk)
Total

 

Funding Source (USD000)
	Planned	Actual	Variance	Explanation
Total

Project Resources

List the Resources used by the project.

Identify to whom each resource was transferred and when it was transferred.

Account for all project resources utilized by the project.

Resource (Describe or name the resource used)	Person or Organization who received resource	Turnover Date
Project Team
Customer Support
Facilities
Equipment
Software Tools
Other

 Project Documentation

Identify all project documentation materials stored in the project library or other repository.

Identify the type of media used and the disposition of the project documentation (see Communication Plan).

Report(s) and Document(s)	Media Used	Storage Location	Disposition

 Lessons Learned

Identify lessons Learned for feedback to the Project Management process.

Lessons Learned should be stated in terms of Problems (or issues) and Corrective Actions taken.

Provide a brief discussion of the problem that identifies its nature, sources, and impact.

Site any references that provide additional detail.

References may include project reports, plans, issue logs, change management documents, and general literature or guidance used that comes from another source.

Statement of Problem	Discussion	References	Corrective Actions

 Dates for Post Implementation Review and Report

Identify the date for completing the post implementation report and the person responsible for this action.

Action	Date	Responsible Person
Post – Implementation Review
Post – implementation Report

Approvals

Position	Name (printed) & Signature	Date
Project Manager
Area Manager