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PROJECT CLOSEOUT DOCUMENTS PROJECT NAME: LOCATION: I. BUILT DRAWINGS (All built must have a cover sheet, indicating sheet index, location sketch etc) II. A. Two sets of signed and sealed as built
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How to fill out project close-out documents

How to fill out project close-out documents:
01
Review the project deliverables: Start by reviewing all the project deliverables and ensuring that they have been completed as per the project plan. Make a checklist of all the completed deliverables to have a clear view of what needs to be included in the close-out documents.
02
Document lessons learned: Document any lessons learned throughout the project. Identify the challenges faced, the successes achieved, and any recommendations for future projects. This will help improve future project management and avoid repeating mistakes.
03
Finalize project documentation: Gather and organize all relevant project documentation, such as project plans, schedules, budgets, and any other relevant reports. Ensure that they are complete and up-to-date.
04
Close financials: Review the project budget and financials. Ensure that all expenses have been accounted for and properly documented. Close any outstanding financial accounts related to the project.
05
Obtain approvals and signatures: Depending on the project, you may need to obtain approvals and signatures from stakeholders or clients. This could include sign-off on project completion, acceptance of deliverables, or any other relevant documentation. Make sure to follow the proper channels and document all necessary approvals.
06
Review and update risk register: Assess any remaining risks or issues and document them in the project close-out documents. This will help identify any open items that need to be addressed after the project is closed.
07
Conduct project evaluation: Evaluate the success of the project by assessing whether it met its objectives, stayed within the budget, and adhered to the schedule. Document the findings of the evaluation to provide a comprehensive overview of the project's outcomes.
08
Communicate project closure: Inform all stakeholders and team members of the project closure. This can be done through a formal email or meeting to ensure everyone is aware that the project has been completed.
Who needs project close-out documents?
01
Project stakeholders: Project close-out documents are crucial for stakeholders to assess the success of the project, understand lessons learned, and ensure all deliverables have been completed.
02
Project team members: The close-out documents provide a comprehensive overview of the project outcomes and serve as a reference for future projects. It helps team members understand their contributions and learn from the project's successes and challenges.
03
Future project managers: Close-out documents serve as a valuable resource for future project managers. They provide insights into project management practices, lessons learned, and potential risks to consider for future projects.
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What is project close-out documents?
Project close-out documents are a set of formal documents that signify the end of a project and include all necessary paperwork to officially close out the project.
Who is required to file project close-out documents?
The project manager or designated individual responsible for overseeing the project is usually required to file the project close-out documents.
How to fill out project close-out documents?
Project close-out documents are typically filled out by providing detailed information on the project's scope, goals, outcomes, budget, and any necessary signatures to officially close out the project.
What is the purpose of project close-out documents?
The purpose of project close-out documents is to formally close out the project, ensure all work has been completed satisfactorily, and document the project's outcomes and overall success.
What information must be reported on project close-out documents?
Project close-out documents must typically include a summary of the project's goals, outcomes, budget, key milestones, lessons learned, and any necessary project closure approvals.
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