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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