Summary

The bookend to the project charter; the Project Closure displays the results of the project. You can indicate the control activities and update the status of incomplete tools and tasks. There is a signature section for the active approval of key stakeholders (for example, the process owner, finance, quality systems, and environmental) to confirm that the project is complete. This form is often used as the formal hand-off of the project to the process owner.

Answers the questions:
  • What are the final results of the project as measured by both the primary metric (for example, DPMO) and financial results?
  • Are there any incomplete tools and tasks?
  • Have all major stakeholders agreed that the project is fully closed?
When to Use Purpose
End of project Provide a formal place to record final project results and document key stakeholder approvals.
Post-project Provides a record of the status of the improved process at the completion of the project. Note: This record may be the basis for ongoing auditing.

Data

No data requirements exist because you only use this tool to collect and organize data.

How-To

  1. Record all pertinent performance and financial data.
  2. Reference controls (or the control plan).
  3. Review and resolve any incomplete tools and tasks.
  4. Obtain signatures (varies by project and organization).
    • Finance – Are financial benefits valid?
    • Process owners – Do they accept the controls and do they agree the project is complete?
    • Environmental, health, and safety – Do they agree that all procedures and policies have been followed?
    • Quality systems – Have sufficient verifiable controls been instituted to ensure project success? Have all procedures and policies been followed?
    • Project technical support (for example, Master Black Belt) – Does the project meet the requirements of the process improvement model that is used?
    • Management (for example, Champion) – Does management agree that the project is completed?

Guidelines

  • You should first obtain the signature of an independent quality group to confirm that controls are: (1) in place, (2) verifiable, and (3) sufficient to ensure the project benefits will continue to accrue. Without such controls, the project should not be approved for closure.
  • Financial benefits may be soft, which can be difficult to measure (for example, improved product lets us keep a key customer, reduced order to delivery time, reduced environmental emissions, improved ergonomics, and standardization of product/process).
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