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Project Closeout Checklist CM×Contractor FACILITIES SERVICES PROCESS & PROCEDURES MANUAL CP 1400B Form PROJECT INFORMATION: School Name: Project Name: OCS Pro. No: CM / Contractor: Design Consultant:
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How to fill out project closeout checklist
How to fill out a project closeout checklist:
01
Review all completed tasks: Go through each task that was included in the project plan and make sure they have been completed. This includes checking off any deliverables, milestones, or requirements that were outlined at the beginning of the project.
02
Verify documentation: Check that all necessary project documentation has been updated and finalized. This includes project plans, schedules, budgets, and any other relevant documents. Make sure they accurately reflect the final state of the project.
03
Conduct a thorough quality review: Evaluate the overall quality of the project deliverables. Make sure they meet the intended standards and objectives. Identify any areas that require additional attention or improvement.
04
Evaluate stakeholder satisfaction: Gather feedback from project stakeholders to assess their satisfaction with the project results. This can be done through surveys, interviews, or meetings. Address any concerns or gaps identified by stakeholders.
05
Complete financial tasks: Ensure all financial aspects of the project are properly closed out. This includes finalizing invoices, tracking expenses, and making any necessary payments. Review the project budget and ensure any remaining funds are appropriately allocated.
06
Conduct final meetings: Schedule a final project closure meeting with all key stakeholders. Use this opportunity to discuss the project's outcomes, lessons learned, and future recommendations. Document any decisions or actions agreed upon during the meeting.
07
Archive and organize project files: Gather and organize all project files, including documentation, communications, and records. Properly store these files in a centralized location or project management system for future reference.
08
Conduct a final project review: Reflect on the project's overall performance, considering its objectives, timeline, budget, and quality. Identify successes, challenges, and lessons learned. Document these findings for future project management purposes.
Who needs a project closeout checklist?
01
Project managers: Project managers are responsible for overseeing and executing projects from start to finish. They need a project closeout checklist to ensure all tasks and requirements have been completed, and to review the overall success of the project.
02
Project team members: Team members who have played a role in the project's execution and implementation can also benefit from a project closeout checklist. It helps ensure that all tasks assigned to them have been completed, and it allows them to contribute to the project's final assessment and documentation.
03
Stakeholders: Stakeholders, including clients, sponsors, and upper management, have a vested interest in the project's outcomes. They need a project closeout checklist to review the project's final results, provide feedback, and assess its overall success in meeting their expectations.
04
Auditors and regulators: In certain industries, projects are subject to audits or regulatory requirements. Auditors and regulators need a project closeout checklist to verify that all necessary documentation and processes have been followed, and to ensure compliance with industry regulations or standards.
Overall, a project closeout checklist is important for anyone involved in the project's execution, decision-making, or assessment. It helps ensure that all necessary tasks and processes are completed, and it provides a structured framework for evaluating the project's success.
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What is project closeout checklist?
Project closeout checklist is a document that outlines the necessary steps and tasks to successfully close out a project.
Who is required to file project closeout checklist?
The project manager or the person responsible for overseeing the project is typically required to file the project closeout checklist.
How to fill out project closeout checklist?
The project closeout checklist should be filled out by providing detailed information about the project's completion status, budget utilization, and any outstanding tasks.
What is the purpose of project closeout checklist?
The purpose of project closeout checklist is to ensure that all necessary steps are taken to successfully close out a project and to document the completion status.
What information must be reported on project closeout checklist?
The project closeout checklist should include information such as project summary, budget utilization, completion status, outstanding tasks, and any lessons learned.
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