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Project Closeout

Close a project cleanly: sign-off, final invoice, handover, retro.

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How it works

Projects often fade out instead of finishing: the work stops, but the invoice, the handover, and the testimonial never happen. This template runs a clean closeout: confirm everything is accepted, send the final invoice, hand over files and access, ask for a testimonial while goodwill is high, and run a short retro. Apply it the week a project wraps so the loop actually closes.

What you get (6 tasks)

  • Confirm all deliverables are acceptedhigh~15m

    Get explicit sign-off that every deliverable is done and approved. No loose ends.

    #closeout
  • Send the final invoicehigh~20m

    Invoice the remaining balance promptly. The longer you wait, the harder it gets to collect.

    #closeout#billing
  • Hand over files, access, and docshigh~30m

    Transfer every file, login, and document the client needs to own the work going forward.

    #closeout#admin
  • Ask for a testimonial or referralmedium~10m

    Request it now, while the result is fresh and the client is happy. Later, the moment is gone.

    #closeout
  • Run a short project retromedium~15m

    What went well, what would you change, what did you learn? Fifteen honest minutes.

    #closeout
  • Archive the project and time datalow~15m

    File the project, keep the time records, and note actual versus estimated hours for future quotes.

    #closeout#admin

When to use this

  • Close projects cleanly instead of letting them trail off
  • Make sure the final invoice actually goes out
  • Capture testimonials and referrals while goodwill is high
  • Learn from each project with a short, honest retro

Frequently asked

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