Project close-out and handover – a general overview

The goal of project management is to obtain stakeholder acceptance of the project result. This means that the stakeholder agrees that the quality specifications of the project parameters have been met. In order to make this go smoothly, the stakeholder and project manager must have a well-documented criteria of performance in place from the beginning of the project. This information should be documented in the project management plan which should include all changes requested through the life of the project.

Objective, measurable criteria are always best, subjective criteria are risky and open to interpretation. There should be no room for doubt or ambiguity, although this is often difficult to achieve.

The project may not be complete when delivered to the stakeholder. Some final project areas that may need to be considered are:

  • Documentation requirements
  • Complete drawings
  • Final report
  • Provision of people trained on operating product of facility
  • Customer training
  • Project audit
  • Update risk and work registers
  • Settle all invoices
  • Equipment and hire returns
  • Warranties and guarantees settled
  • Update financial systems
  • Document lessons learned

Although the project close-out and handover are typically the final phase of the project this does not mean that the relevant activities should only commence when the previous stage is complete. On the contrary, it can be seen by the list above that work such as as-built drawings should be developed as the project progresses through the earlier stages and be ready for handover as soon as the work is complete.

Finally, project team members need to be reassigned; surplus equipment, materials and supplies disposed of; and facilities released.

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