{"id":4386,"date":"2023-04-11T18:14:09","date_gmt":"2023-04-11T18:14:09","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=4386"},"modified":"2025-08-05T15:06:52","modified_gmt":"2025-08-05T15:06:52","slug":"project-closure-checklist","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/project-management\/project-closure-checklist","title":{"rendered":"Project closure checklist: 8 steps to project peace of mind (+ free template)"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Your project is coming to a close and it\u2019s time to wrap things up. Ironically, and because so much effort goes into planning a project, we often forget that it\u2019s equally important to close-out projects properly and diligently. If not, what\u2019s the point?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why we\u2019ve put together a comprehensive <\/span><span style=\"font-weight: 400;\">project closure checklist<\/span><span style=\"font-weight: 400;\">, so you don\u2019t miss a beat, and your key stakeholders won\u2019t be left with any questions about deliverables and outcomes.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/project-closure-checklist\/#What-is-a-project-closure-checklist\" >What is a project closure checklist?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/project-closure-checklist\/#Your-8-step-project-closure-checklist\" >Your 8-step project closure checklist\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/project-closure-checklist\/#Download-your-free-project-closure-checklist-template\" >Download your free project closure checklist template<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/project-closure-checklist\/#Fine-tune-your-project-closeout-checklist\" >Fine-tune your project closeout checklist<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What-is-a-project-closure-checklist\"><\/span><span style=\"font-weight: 400;\">What is a <\/span><span style=\"font-weight: 400;\">project closure checklist<\/span><span style=\"font-weight: 400;\">?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-closure\"><span style=\"font-weight: 400;\">project closure<\/span><\/a><span style=\"font-weight: 400;\"> checklist (or project closeout checklist) is used by project managers when formally closing a project. It exists to make sure the correct project closure activities are carried out, the appropriate project closure documents are used, and project closure reports are shared with relevant stakeholders. It helps the <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-team-roles-and-responsibilities\"><span style=\"font-weight: 400;\">project team<\/span><\/a><span style=\"font-weight: 400;\"> assess if all tasks were completed<\/span><span style=\"font-weight: 400;\"> and if the project delivered its intended outcomes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now that we know what a project closure checklist is, let\u2019s look at how you can close out a project like a pro.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Your-8-step-project-closure-checklist\"><\/span><span style=\"font-weight: 400;\">Your 8-step project closure checklist\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Use this closure checklist to make sure you covered the most important aspects of the project closure process.<\/span><\/p>\n<h3><b>1. Tie up loose ends<\/b><b><\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review the original project plan and create a wrap-up plan with any closing tasks as needed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review and assign outstanding tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Let your team know about any final meetings<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents<\/b><b>, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/free-project-plan-template-for-excel\"><span style=\"font-weight: 400;\">Project plan<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/what-is-project-scope\"><span style=\"font-weight: 400;\">Project scope<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/project-forecasting-reports\"><span style=\"font-weight: 400;\">Project forecasting reports<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Wrap up plan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/\"><span style=\"font-weight: 400;\">Resource scheduler<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project closure communication email (internal)\u00a0<\/span><\/li>\n<\/ul>\n<h3><b>2. Wrap up admin tasks<\/b><b><\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review and update project documentation, contracts, and assets<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Close out external contracts and pay outstanding invoices<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finalize project finances<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Transfer over deliverables to stakeholders<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project closure documents (contracts, assets.)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">All project closure deliverables<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Closing project budget<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project closure communication email (external)<\/span><\/li>\n<\/ul>\n<h3><b>3. Close the loop with stakeholders<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Book a closing meeting with stakeholders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get all stakeholders to agree on project completion (try to get this in writing too!)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send your final report to stakeholders and gather feedback via a survey or questionnaire<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/meeting-room-booking-system\"><span style=\"font-weight: 400;\">Meeting room booking system<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Written agreement of project completion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Final project report<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feedback questionnaire (stakeholders)<\/span><\/li>\n<\/ul>\n<h3><b>4. Provide the next steps to your project team<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Confirm that the project is closing and release final payments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Share the date of the project retro, evaluation meeting, or post-mortem meeting if the project was a failure, alongside any preset questions you\u2019d like your team to answer<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Release project resources, including team members, external contractors, or other partners<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project closure email (internal)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feedback questionnaire (team)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/resource-management\"><span style=\"font-weight: 400;\">Resource management software<\/span><\/a><\/li>\n<\/ul>\n<h3><b>5. Hold a project evaluation meeting (or post-mortem)<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Let everyone know there are no wrong answers or stupid questions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reintroduce the project plan with the entire timeline<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Give every team member a chance to provide feedback and thank everyone for participating<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project scope<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project plan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project timeline<\/span><\/li>\n<\/ul>\n<h3><b>6. Map out improvements for future projects<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collate team and stakeholder feedback and any other project analysis<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a roadmap to help you improve your future systems, processes, and deliverables<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Share a draft version with your team, and ask for their feedback before finalizing the roadmap<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Stakeholder and client feedback questionnaires\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Other project analysis<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Draft improvement roadmap<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team feedback\u00a0<\/span><\/li>\n<\/ul>\n<h3><b>7. Index documentation<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Archive documentation and processes to refer to later<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contracts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project scope<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project schedule<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expected vs. actual costs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Timeline<\/span><\/li>\n<\/ul>\n<h3><b>8. Celebrate your team<\/b><\/h3>\n<p><b>Project closure activities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Take the time to recognize everyone\u2019s efforts and hard work<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Celebrate in a way that suits your team<\/span><\/li>\n<\/ul>\n<p><b>Project closure documents, deliverables, or tools required:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/meeting-room-booking-system\"><span style=\"font-weight: 400;\">Meeting room booking system<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Anything else relevant to your celebration<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Download-your-free-project-closure-checklist-template\"><\/span><span style=\"font-weight: 400;\">Download your free project closure checklist template<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><b>1. Click the link to the <\/b><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1oKZTjbZCL772Ti9DuiBONXvkWKIFWM1v\/edit#gid=1301181694\"><b>free project closure checklist<\/b><\/a><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A new tab or window will appear, where you\u2019ll see a Google Sheets version of the <\/span><span style=\"font-weight: 400;\">project closure checklist template<\/span><\/li>\n<\/ul>\n<div id=\"attachment_4387\" style=\"width: 889px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-4387\" class=\"wp-image-4387\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-943x453.png\" alt=\"project closure checklist\" width=\"879\" height=\"422\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-943x453.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-1042x500.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-1536x737.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-2048x983.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-943x453@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/project-closure-checklist-template-1042x500@2x.png.webp 2084w\" sizes=\"auto, (max-width: 879px) 100vw, 879px\" \/><p id=\"caption-attachment-4387\" class=\"wp-caption-text\"><em>Here\u2019s what the free project closure checklist should look like when you click the link. It\u2019ll open up automatically in Google Sheets.<\/em><\/p><\/div>\n<p><b>2. If you\u2019re comfortable using Google Sheets:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to \u201cFile,\u201d then \u201cMake a copy,\u201d and save it to your own Google drive<\/span><\/li>\n<\/ul>\n<p><b>3. If you\u2019d rather download a Microsoft Excel <\/b><b>project closure checklist template<\/b><b>:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can go to \u201cFile\u201d, choose \u201cDownload\u201d, and select \u201cMicrosoft Excel\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From there, a copy of the file will save to your \u201cDownloads\u201d folder, and you can open it or move it to your preferred file folder<\/span><\/li>\n<\/ul>\n<p><b>4. Once you\u2019re ready to go, populate the relevant sections, in this case:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project manager<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Start date<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">End date<\/span><\/li>\n<\/ul>\n<p><b>5. Once done, you can start tweaking the template based on your project needs<\/b><span style=\"font-weight: 400;\">, <\/span><b>such as:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add steps and activities to the project closeout process<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add additional documents, deliverables, and tools needed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update the status for each step<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Fine-tune-your-project-closeout-checklist\"><\/span><span style=\"font-weight: 400;\">Fine-tune your project closeout checklist<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your project closure checklist for project management will look slightly different depending on the type of project you&#8217;re managing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use this project closure checklist as a starting point, and then fine-tune and polish it as needed depending on the type of project, resources involved, stakeholders, and other project-specific attributes.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your project is coming to a close and it\u2019s time to wrap things up. Ironically, and because so much effort goes into planning a project, we often forget that it\u2019s equally important to close-out projects properly&hellip;<\/p>\n","protected":false},"author":32,"featured_media":4390,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[69,38],"tags":[],"class_list":["post-4386","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","category-project-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Project closure checklist (+ free template)<\/title>\n<meta name=\"description\" content=\"Want to know the 8 steps to project perfection? 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