Templates
Project closure template

Project closure template

This project closure template helps you systematically verify all completion steps, from stakeholder approvals to resource release, preventing overlooked processes.

Use this template
or download pdf
Project closure template

This project closure template helps you systematically verify all completion steps, from stakeholder approvals to resource release, preventing overlooked processes.

Use this template
or download pdf

Beyond completing deliverables, closing a project properly demands methodical verification of approvals, documentation, and resource transitions. This template guides project managers through the comprehensive closure process with status tracking for implementation reviews, stakeholder authorizations, budget finalization, and resource release.

In a survey by Wellingtone, only 36% of organizations consistently realize full project benefits. This makes proper closure documentation becomes even more critical. Use this customizable template when you need to ensure you don’t overlook crucial steps as you transition from active project status to formal completion.

Related categories

Preview of the template
Assessment
Project Overview
Provide project background and overview
Budget
Governance
Describe how the project team was able to adhere to governance criteria
Checklist
Was an implementation review conducted?
Are all the project benefits still on track?
Will there be a closure document?
Have all the stakeholders authorized the project closure?
No pending or open issues because of the project?
Risk
RAG Status
Do you have a list of lessons learned?
Have adequate arrangements been made for the handover of the new or updated systems/processes?
Has the project budget been finalized?
Are all the project resources released?
Have all the post-project activities are complete?
Handover is complete for all deliverable?
All deliverable are accepted and signed off by the client?
Final project status reports are complete ?
All financial processes and reports are complete ?
Project review is done?
Staff performance evaluations and reports completed?
Staff employment on project terminated (no more work is done on the project)?
All supply contracts and processes are terminated?
Site operations and facilities used for project closed down?
Disposal of all equipment and materials is done?
Communication: Announcement of completion of a project (internal, external and public relations contacts)?
Completion of storage for all the project files?
Details of baselined scope
Date of change
Details of approved change to business requirement
Completion
Recommendations
Project Manager (Full Name and Signature)
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Frequently asked questions

When is the best time to start completing a project closure template?

Begin filling out your project closure template approximately 2-4 weeks before the anticipated completion date, not at the very end. This gives you time to address any outstanding issues discovered during the closure process. You can even start budget reconciliation and resource planning earlier to ensure smooth transitions.

How can you ensure all stakeholders properly authorize the project closure?

Schedule a formal closure meeting with key stakeholders where you present final deliverables, budget reports, and outstanding items. Prepare signature sections in advance and walk through each approval point during the meeting. For remote stakeholders, use digital signature tools and follow up personally to confirm their review and approval.

What should you do if you discover open issues while completing the closure template?

Document each issue with clear ownership and resolution timeframes, even if they’ll be addressed post-closure. For minor issues, create action plans that can be handled by operational teams. For major issues that prevent closure, escalate to stakeholders with options: either extend the project timeline or move issues to a follow-up project with proper documentation.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.