Skip to content
Gallery
Project Closeout Template
Step-by-step guide to writing a project closeout [+template]
[TEMPLATE] Your Project
More
Share
Explore

icon picker
Step-by-step guide to writing a project closeout [+template]

Wrap up your project with a project closeout template that shows stakeholders what you planned to achieve and what you actually achieved.
Laila Robinson
This template was built with Coda, the all-in-one doc that brings words, data, and teams together. Play with the template below or copy the doc to save your edits.

⁠
Contact us
⁠
Copy this doc
⁠
⁠
Owner
Planned Milestones
Actual Milestones
Budgeted Cost
Actual Cost
Explanation of Variance
1
Buck Dubois
Get construction permit
Construction permit achieved
$5,000
$6,000
​
2
Lawrence Fitzgerald
Get lumber and bricks shipped
Half of lumber was stuck in shipping
$10,000
$12,000
​
3
Mary Jones
Plumber contractor selected
Narrowed down list of contractors
$50,000
$45,000
​
4
Lola Tseudonym
Get listing agents to market properties
Marketing plan created but not much traction
$20,000
$15,000
​
5
Joel Davis
Set up model home
Model home half finished
$35,000
$40,000
​
There are no rows in this table
$120,000
Sum
$118,000
Sum
⁠

For many, the project completion is a chance to breathe, catch up, and maybe even stretch your legs. But seeing those final deliverables doesn’t always mean the project is wrapped up.
More often than not, there are few loose ends to tie up. Project managers need to ensure that final costs match the initial project budget, they have to get final approval from the stakeholders, and they have to stick around to fill out the final bits of paperwork connected to the project.
One of the most important things to do is a project closeout.

What is a project closeout document?

A project closeout document is the final part of the project to make sure that everything has been done, all the milestones have been hit, the deliverables are all accounted for, and the stakeholders are happy. This document is usually a checklist that the project manager runs through to make sure that everything has been covered. It brings peace of mind that everything has been completed and it gives you something to use as the basis for a post-mortem.
It’s meant to give project managers a way to reflect on how the project went compared to how it was planned, it helps identify any issues with the process and blockers that you may have encountered, plus it’s a good way to assess how well the team worked together to reach the end.

What is a project closeout template?

A project closeout template summarizes the details you need to cover during the final stage of the project lifecycle. Project closeout formats vary from one project and company to another, but always include key details like deliverables and stakeholder approval (and a sign-off).
The project closeout template should include a mix of comparing plans vs. outcomes, stakeholder approvals and sign-offs, and assessing team effectiveness.

8 steps for a successful project closure

A successful project closure is going to look a little different for each project, but the end result is to make sure that you haven’t left any loose threads. Templates help because by the time you’re done, you may have spent months on a project and it’s possible that you’ve forgotten some of what was involved.
Let’s take a look at what you should include in your project closure template.

1. Describe project deliverables & ensure project specifications are met

Walk through the project deliverables. What was outlined at the beginning of the project? Were those objectives met? Did anything change during the project? How did the final product compare to the original plans?
Answering these questions gives you a way to create better plans for the next time you run the project. Even if nothing changed, knowing how the end lined up with your plans initially helps because you can create a template for similar projects the next time they come up.

2. Get client approval

Your closeout should include final approval from the client. If nothing else, it gives you a formalized confirmation of the success of the project and verifies that everything was completed to their satisfaction. This is a good time to have one final meeting with the client, as well, to see if there is anything that could be improved next time.

3. Close all contracts

Did you have to bring in any contractors for the project? If you did, be sure to close out the contract. A quick email is often all you’ll need to let them know that things are all done. It also lets you thank them for their time and gives you a chance to connect about other projects you may have.

4. Analyze project performance

How did the project go? Was it a smooth ride or a long, bumpy road? Closeout is a good time for a project review to look at your metrics and analyze the flow. If there were major blockers in the project, you’ll likely find them during this phase of the project. If you had a rock star team, you’ll be able to make a note of that for the next time.
By analyzing the performance of the project, you give yourself room to improve on things that didn’t go well, and give yourself a baseline for future projects.

5. List project highlights

Make a list of every success. This helps the project team celebrate their hard work. It also helps you learn where the strengths of your team are.

6. Define lessons learned and write recommendations

Write detailed lessons learned documentation. Capture recommendations for dealing with similar issues next time (we’ve got a template that can help you figure out what these lessons were
here
⁠
).
Listing the lessons you’ve learned is a good way to ensure that you take something away from the project, especially if things didn’t go according to plan. Now, if you encounter the same scenario again, you’ll have a better idea of what you can do to navigate the situation.

7. Archive project plan

When the project is done, you can file the project plan away in your archives. Keep it somewhere you can refer back to, but you don’t need it around in your active projects area anymore.

8. Write project closure report

Finally, take everything you’ve just done and write your closure report. This should cover all the details of the project and provide a clear sense of how successful the project was (or wasn’t).
⁠

👉 Get started with this project closeout template.
Copy this template
⁠
⁠

Copy this free project closeout template and start using it for your projects and business.
⁠

How to use Coda’s project closeout template

Step 1: Add project approvers and project details

On the
[TEMPLATE] Your Project
⁠
page, rename the main page title to reflect your project name. You can also edit the preparer of this project closeout document. The “Last edit date” will automatically update. In order for this project closeout template to be accepted by all proper stakeholders, add approvers to the list of approvers by clicking the Add Approver button. Finally, write the details about this project under the “Project Summary” heading.

Step 2: Edit deliverables and milestones

Any project closeout template will compare what you planned on doing (at the beginning of the project) with the actual results. Add the major deliverables for this project by clicking the Add Deliverable button. For each deliverable, you can assign an owner as well as pick the associated milestones for that deliverable (see the
Milestones
⁠
table right below the
Deliverables
⁠
table on the
[TEMPLATE] Your Project
⁠
page. You’ll notice that you can select multiple milestones from the
Milestones
⁠
table in the Associated Milestones column.
In the
Milestones
⁠
table, add the individual milestones that helped you achieve the different deliverables. You can also add project costs: the Budgeted Cost and Actual Cost for each milestone to see which milestones went above or below your plan. Depending on the structure of your project, you may not need a
Milestones
⁠
table and the
Deliverables
⁠
table is sufficient for your needs

Step 3: Add lessons learned and ask for approvals

To finish, write the lessons your team has learned from this project. This acts as a good reference for future projects so that you don’t repeat the same mistakes again. Send out the project closeout template to the approvers listed in step 1. These approves should click the Approve or Remove Approval button to indicate their acceptance (or rejection) of the project closeout report.

Final closeout checklist to end your project on a high note

The best project managers make time to double-check their work after filling out the project closeout report and ensure all objectives are met and within set expectations. Finalize your work by ticking off the 5 items on this checklist & then you’ll know you’re ready to close out the project:
Review project summary
Compare planned deliverables with actual deliverables
Compare planned milestones with actual milestones
Review lessons learned
Make sure everyone’s on board with the closeout report

Project closeout template FAQs

What is a project closeout checklist?

A project closeout checklist is a checklist that walks you through the final stages of the project and makes sure that you don’t forget about anything. It helps speed up the closeout process and gives you an easy reference guide. These checklists should be flexible enough to cover the various types of projects that you work on and make a good basis for a project closeout template.

What information does the project closeout report include?

The project closeout report should include a summary of everything that happened within the project. This includes deliverables, a comparison of plans versus outcome, lessons learned, highlights, and anything else that might be good to know. The project closeout checklist should help you cover everything that you need to know for the report.

What is the time frame for a project closeout?

Ideally, you should do this as soon as possible after a project wraps, PMI recommends doing so
as soon as possible
⁠
. You want to be able to recall as clearly as possible all the details of the project. And, you don’t want this last little piece of the project to linger on your to-do list for months.

What is the difference between closeout and closure?

There isn’t one. How you refer to the end of the project is going to vary between organizations. Sometimes they use project closeout, sometimes it’s closure.

What are the different types of project closeouts?

There are a few different ways that a project can be closed out. The kind of closure largely depends on the success of the project. They can be broken down like this:
Normal - the project ended the way it was supposed to.
Premature - the project ended early, but all the work is done and everyone’s happy.
Perpetual - for whatever reason, the project keeps getting extended and never seems to end.
Changed priorities - the project is canceled because of changes made within the company
Failed - the project was either canceled or completed, but considered a failed project because it didn’t work out as hoped.
⁠
Go to:
[TEMPLATE] Your Project
⁠
⁠
⁠

A few of the 40,000+ teams that run on Coda.

⁠
coda-customer-logos.png
⁠
⁠
Coda is an all-in-one platform that blends the flexibility of docs, structure of spreadsheets, power of applications, and intelligence of AI.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.