MGMT8630 – INTRODUCTION TO

PROJECT MANAGEMENT
FOR INDUSTRY
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition,
Project Management Institute Inc., 2017 Fig 4-14
 CLOSING PROJECTS

Key activities in closing a project:

1. verifying all of the deliverables are complete
2. preparing a final presentation and report
3. reflecting on what can be learned to improve future projects
4. planning/executing a smooth transition into the normal
operations of the company

Kathy Schwalbe, An Introduction to Project Management – 5th Edition

SAMPLE QUESTIONS FOR CUSTOMER
ACCEPTANCE AND PROJECT COMPLETION
1. Was this project completed to your satisfaction?
_____ Yes _____ No

2. Please rate project performance based on a scale of 1 to 10, with

10 being the best. _____

3. Please provide the main reasons for your satisfaction or

dissatisfaction with this project.

4. Please provide suggestions on how our organization could

improve its project delivery capability in the future.
Kathy Schwalbe, An Introduction to Project Management – 5th Edition
 FINAL PROJECT REPORT CONTENTS

1. Project Objectives
2. Summary of Project Results
3. Original and Actual Scope Statement
4. Original and Actual Project Schedule
5. Original and Actual Project Budget
6. Project Assessment
7. Lessons Learned Summary
8. Transition Plan
9. Training Benefits Plan
Kathy Schwalbe, An Introduction to Project Management – 5th Edition
 FINAL PROJECT REPORT (CONTINUED)

Attachments:
A. Key Project Management Documentation
▪ Business case
▪ Project charter
▪ Project management plan
▪ Performance Reports

B. Product-Related Documentation
▪ Survey and results
▪ Summary of user inputs
▪ Report on research of existing training
▪ Partnership agreements
▪ Course materials
▪ Intranet site training information
▪ Summary of course evaluations
Kathy Schwalbe, An Introduction to Project Management – 5th Edition
 LESSONS LEARNED REPORT CONTENTS
1. Did the project meet scope, time and cost goals?
2. What was the success criteria listed in the project scope statement?
3. Reflect on whether you met the project success criteria.
4. In terms of managing the project, what were the main lessons your team learned from this
project?
5. Describe one example of what went right on this project.
6. Describe one example of what went wrong on this project.
7. What will you do differently on the next project based on your experience working on this
project?

Kathy Schwalbe, An Introduction to Project Management – 5th Edition

 PROJECT CLOSE-OUT MEETING

At this meeting (like the kick-off meeting), all key project stakeholders should be invited.

The project champion should start off the meeting, and the PM and his/her team should review:
 The scope, time, and cost goals and outcomes
 The success criteria and results in achieving them
 Main changes that occurred during the project and how they were addressed
 The main lessons learned on the project
 A summary of the transition plan

Kathy Schwalbe, An Introduction to Project Management – 5th Edition

 KNOWLEDGE TRANSFER

 Employee knowledge (or human capital) is a key asset

 Knowledge transfer - process of communicating knowledge that was developed by one
person or in one part of an organization to another person or other parts of an organization

 In particular, people who will take over project products would need to spend time with
project team members so they understand what is involved in detail

Kathy Schwalbe, An Introduction to Project Management – 5th Edition

 LESSONS LEARNED
 Lessons learned register is not created at the end of the project. It is created
at the beginning and updated throughout the project.
 Process of creation of lessons learned:
1. Identify recommendations or lessons learned that could be valuable for future projects
2. Analyse the root cause and make recommendations
3. Document in lessons learned register
4. Archive for future project use.

 The lessons learned session must be preferably facilitated by someone other

than the project manager.