PROJECT CLOSEOUT MEETING TEMPLATE

PROJECT TITLE
MODERATOR	DATE PREPARED
PROJECT OVERVIEW
What were the original goals and objectives of the project?
What were the original criteria for project success?
Was the project completed according to the original expectation?
Additional Comments

PROJECT HIGHLIGHTS
What were the major accomplishments?
What methods worked well?
What was found to be particularly useful to accomplish the project?
Additional Comments

PROJECT CHALLENGES
What elements of the project went wrong?
What specific processes need improvement?
How can these processes be improved in the future?
What were the key problem areas (i.e., budgeting, scheduling, etc.)?
List any technical challenges.
Additional Comments

POST-PROJECT TASKS / FUTURE CONSIDERATIONS
List any continuing development and maintenance objectives.
What actions still need to be completed, and who is responsible for completing them?
List any additional outstanding project items.
Additional Comments

PLANNING PHASE
LESSON LEARNED	ACHIEVED?	COMMENTS
Project plans and scheduling were well documented, complete with adequate structure and detail
Project schedule contained all elements of project
Tasks were clearly defined
Stakeholders had adequate input in planning process
Requirements were gathered and clearly documented
Criteria were clear for all phases of project
Additional Comments

EXECUTION
LESSON LEARNED	ACHIEVED?	COMMENTS
Project reached its original goals
Unexpected changes that occurred were of manageable frequency and intensity
Project baselines (i.e., time, scope, cost) were thoughtfully managed
Fundamental project management processes (i.e., risk and issue management) were efficient
Project progress was tracked and reported in accurate, organized manner
Additional Comments

HUMAN FACTORS
LESSON LEARNED	ACHIEVED?	COMMENTS
Project manager reported to appropriate parties
Project management was effective
Project team was organized and adequately staffed
Project manager and team received proper training
There was efficient communication among project team members
Functional areas collaborated effectively
Conflicting goals did not cause interdepartmental problems
Additional Comments

OVERALL
LESSON LEARNED	ACHIEVED?	COMMENTS
Original cost and schedule projections were accurate
Deliverables were presented on time within amended schedule
Project was concluded within amended budget
Change control was constructive
External dependencies were known and handled effectively
Customer needs were met
Project objectives were met
Business objectives were met
Additional Comments

PROJECT CLOSE ACCEPTANCE
PROJECT MANAGER NAME	DATE	PROJECT MANAGER SIGNATURE
SPONSOR NAME	DATE	SPONSOR SIGNATURE

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.