Overview
The
main principles are that:
|
Every project should come
to an orderly close |
|
Customer and
Supplier should
be in agreement that the project has delivered what was expected; this
expectation should have been defined at the outset of the project |
|
Everyone who has provided
support for the project should be warned of its close, so that they can plan for
the return of the resources provided for that support |
|
Project records should be
retained to assist with possible audits or the production of estimating
metrics. |
Context
In
exceptional cases the process may be used because the Project Board directs the
Project Manager to close the project before its planned end.
Process Description
The
objectives of the process are to:
|
Check that all Project
Issues
are closed or transferred to Follow-on
Actions |
|
Ensure that all project
products have been approved and handed over to the Customer or
User |
|
Confirm that the
delivered products meet any needs defined in the Customer's specification for
operation and support (where applicable) |
|
Confirm that the correct
operational and maintenance environment is in place (where applicable) |
|
Complete and store all
project information |
|
Prepare a notification to
all involved organisations that the project is to be closed and resources
disbanded. |
The
Project Manager prepares the Project Closure Notification to all concerned that
the project resources and the support services can be disbanded. This has to be
confirmed by the Project
Board.
Before
closure of the project can be recommended, the Project Manager must be assured
that the expected results have all been achieved and delivered (or have been
told by the Project Board that the project is to be closed prematurely).
Where
a product has to be supported and sustained during its useful life, there must
be confirmation in the report by the people who will use and support the
product that they have received the product in a state that allows them to
carry out their duties.
To
permit any future audit of the project's actions and performance, the Project
Files should be secured and archived. The files should include a copy of the
Project Closure Notification and Follow-on Action recommendations.
Where
a Configuration Management system is being used, a Status Account should be
obtained to confirm that all products have been approved.
Responsibilities
The
Project Manager has responsibility for the process, but may need assistance to
gather the necessary input and prepare elements of the report. The Project
Manager should have informal contact with the Project Board during this time to
ensure that there will be no problems with its confirmation of the project
closure in Confirming Project
Closure.
Those
currently responsible for project assurance should also be consulted by the
Project Manager for their views on the completeness of work before making the
recommendation.
Management information |
Usage |
Explanation |
Input |
Statement of the project's Acceptance Criteria |
|
Input |
Check that all Project Issues have been closed or transferred to follow-on actions |
|
Input |
Check that all Project Actions have been closed or transferred to follow-on actions |
|
Product Status Account |
Input |
Confirmation from Configuration Management records that all products are approved |
Premature Close Direction |
Input |
Instruction from the Project Board to close the project before its expected end |
Notification of Project End |
Input |
The trigger from stage monitoring that the normal end of the project is near |
Customer acceptance |
Output |
Confirmation that the Customer accepts the products |
Operational and maintenance acceptance |
Output |
Confirmation that the product can be operated and supported |
Output |
Notice to the host location that the project is about to close, so that plans can be made to disband and re-deploy any provided project support services |
|
Project files |
Archive |
Preserve the project records for use by auditors or other enquiries |
|
Have all products in the
Project Foundation Document been approved and delivered? (Remembering that
the Project Foundation Document may have been updated during the project to
reflect any agreed changes.) |
|
If there has been
deviation from the Project Foundation
Document, is the Project Board still
prepared to accept the project
closure? Are those deviations reflected in the
End Project Report and Lessons Learned
Report? Where appropriate, are any
deviations reflected in the Follow-on Action Recommendations? |
|
Are there any outstanding
Project Issues that have not been put into 'pending' status by the Project
Board? |
|
Have the operational and
support teams formally agreed that they are ready to accept hand-over (if
appropriate)? |
|
Are the project resources
and support services (if any were provided) no longer required? |
|
Are there any contractual
implications when decommissioning the project? |