Close Project or Phase

Close Project Phase is the process of finalizing all activities across all of the Project Management Process Groups to formally close the project or phase. This includes finalizing all activities across all the Project Process Groups to formally close the project or phase and transfer the completed or cancelled project as appropriate. The Close Project or Phase process also establishes the procedures to coordinate activities needed to verify and document the project or phase deliverables, to coordinate and interact to formalize acccptancc of those deliverables by the customer or sponsor and to investigate and document the reasons for actions taken if a project is terminated before completion.

This includes all of the activities necessary for administrative closure of the project or phase, including step-by-step methodologies that address:

• Actions and activities necessary to confirm that the project or phase has met all sponsors, customer, and other stakeholders' requirements, verify that all deliverables have been provided and accepted.

• Actions and activities necessary to satisfy completion or exit criteria for the phase or project.

• Actions and activities necessary to transfer the project products or services to the next phase or to production and/or operations.

• Activities needed to coMcct project or phase records, audit project success or failure, gather lessons learned and archive project information for future use by the organization.

Table 4-7 shows the inputs, tools and techniques, and outputs for this process and the data flow diagram is displayed in Figure 4-6.

Table 4-7 Close Project or Phase: Inputs, Tools & Techniques, and Outputs


1. Project management plan

2. Accepted deliverables

3. Organizational process assets

Tools 8c Techniques

1. Expert judgment


1. Final product, service, or result transition

2. Organizational process assets updates

Figure 4-6. Close Project or Phase Data Flow Diagram
Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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