Project Close-out

THE CLOSE-OUT PROCESS

1. Documents and checklists utilized during the close-out stage.

2. The Close-out report: what did we learn?

3. Retrospective

4. Donor thanks

5. One page write-up

6. Blog article

7. Maintenance plan (if necessary)

Documents and checklists utilized during the Project Close-out stage

Link to list: https://drive.google.com/open?id=166lQFN-CrhIuEX24ene0tS3Pvh4mc6jYBRAAzwCE-u0

Adrian K: Within each milestone, I tick off objectives or activities, which are all linked to a particular contract. So I’ll take the contract and the terms of agreement and say, okay: in terms of POR 1, I’ve delivered xyz; here are the URL links, here are the screenshots. These all go into a close-out stage report.

Trello Board would have checklists, broken down into tasks and activities. The overall checklist would be the contract itself, signed by OpenUp and the client.

We use Google Suite to do our work. I think it’s convenient and quite important for us to record information directly onto Google Drive, so we can easily continue what’s been done.

The Close-out Report: What Did We Learn?

Retrospective

Donor thanks

One-page write up

Blog article

Maintenance plan (if necessary)