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How do you close out a project?

By hfctpl ·
When the project is done what do you do to let the client know that all the work for the project is done, and any other type of work is "hourly"?
Do they sign off?

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Documentation is best

by nickargall In reply to How do you close out a pr ...

Write it down.

Give them a document that says what they asked you to provide, and says what you have done. This is a good opportunity to check that you actually did do everything you agreed to do as well. Make sure you include items that exceedthe original request, even if you're not charging for these variations.

Ask them to confirm that the work is done - this is important, _ask_, don't _tell_. If they feel in control, they'll be more inclined to be agreeable. They'll probably wantyou to do more, and they probably won't want to pay. This is where you need negotiating skills, so that you can draw a firm line without appearing unreasonable or insensitive.

Get an official recognition that the work has been done. This is probably a signature on your completion report, but it might not be. This depends on whether your relationship with the client has been based on signatures or not. Certainly, completion is a major point in the relationship, and a signature is very much in your interest.

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Here is how you go to close the project.

by netpal00 In reply to How do you close out a pr ...

You might prepare a small teplates like client feed back form, closure template and send them to the cleint for sign off.

You might also want to prepare documentation on the 'lessons learnt' and 'post implementation review' of the project which might help you as input for future projects. Also, important metrics could also be captured and recorded which will form basis for defining Organisational Metrics.

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