Project Closure Report Template
Closure: objectives vs outcomes, scope, schedule and cost variances, quality, benefits handover, open items, contracts, archive, sign-off
Cách dùng: Use when deliverables are accepted and handover is done, before the team disperses. Fill objectives versus outcomes and the reconciled cost figures first. Main pitfall: closing with open risks, defects or actions that no named owner has accepted.
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Project Closure Report: [Project name]
Formal report that closes a project: summary, objectives versus outcomes, scope, schedule and cost performance, quality results, benefits status and handover, transfer of open items, lessons, contract closure, resource release, archive and sign-off. Based on common project management practice. Replace every
[bracketed]value and every row marked Example.
Document control
| Field | Value |
|---|---|
| Document ID | [PCR-PROJECT-001] |
| Project | [Project name] ([code]) |
| Sponsor | [@sponsor] |
| Project manager | [@project-manager] |
| Project start | YYYY-MM-DD |
| Project end | YYYY-MM-DD |
| Version | [0.1] |
| Status | [Draft / In review / Approved] |
| Classification | [Internal] |
| Last updated | YYYY-MM-DD |
Approvals
| Role | Name | Decision | Date |
|---|---|---|---|
| Project sponsor | [@name] | [Project closed / Closed with conditions] | YYYY-MM-DD |
| Steering committee chair | [@name] | [Decision] | YYYY-MM-DD |
| Receiving operations owner | [@name] | [Handover accepted] | YYYY-MM-DD |
| Finance controller | [@name] | [Accounts closed] | YYYY-MM-DD |
Revision history
| Version | Date | Author | Change summary |
|---|---|---|---|
| 0.1 | YYYY-MM-DD | [@name] | Draft during hypercare |
| 1.0 | YYYY-MM-DD | [@name] | Example: Approved by sponsor; project formally closed |
Contents
- Closure summary
- Objectives versus outcomes
- Scope delivered versus planned
- Schedule performance
- Cost performance
- Quality results
- Benefits status and handover
- Operational handover
- Transfer of open items
- Lessons learned summary
- Contract closure
- Resource release
- Archive and records
- Closure checklist
- Sign-off
1. Closure summary
[Project name] ran from YYYY-MM-DD to YYYY-MM-DD to [purpose]. This section gives the overall verdict; the following sections provide the evidence.
Example: The project delivered the digital onboarding service, which went live on YYYY-MM-DD, 3 working days after the original baseline and within the approved schedule tolerance. Final cost was 468,200 EUR against a budget at completion of 478,500 EUR (2.2% under), after 30,000 EUR of contingency was allocated to approved change requests. All Must-have scope was delivered; one Should-have item was deferred to the service roadmap. Early benefit measurements show onboarding time down from 11 to 4 days, with the 3-day target expected by month 3.
| Dimension | Result | Rating |
|---|---|---|
| Scope | All Must-have delivered; 1 Should-have deferred | Example: Met |
| Schedule | Go-live +3 days vs original baseline | Met within tolerance |
| Cost | 2.2% under BAC | Met |
| Quality | 0 severity 1 or 2 defects at go-live | Met |
| Benefits | On track at first measurement | On track |
2. Objectives versus outcomes
Each approved objective is compared with the measured outcome.
| ID | Objective | Target | Outcome | Evidence | Status |
|---|---|---|---|---|---|
| OBJ-01 | Example: Reduce onboarding cycle time | 3 days median | 4 days at month 1 | Onboarding system report YYYY-MM | Partially met, on track |
| OBJ-02 | Example: Reduce abandonment | Below 8% | 9.5% at month 1 | Web analytics (first-party, aggregated) | Partially met, on track |
| OBJ-03 | Example: Go live before regulatory deadline | Before YYYY-MM-DD | Live YYYY-MM-DD | Release record | Met |
| [OBJ-nn] | [Objective] | [Target] | [Outcome] | [Evidence] | [Met / Partially met / Not met] |
3. Scope delivered versus planned
Deliverables are listed against the original and current scope baselines.
| Deliverable | Planned | Delivered | Accepted by | Date | Notes |
|---|---|---|---|---|---|
| D1 Process design | Yes | Yes | Head of operations | YYYY-MM-DD | |
| D2 Onboarding platform | Yes | Yes | Product owner | YYYY-MM-DD | |
| D3 Accessibility audit and remediation | Added by CR-007 | Yes | Product owner | YYYY-MM-DD | Approved change |
| D4 Joint application for two customers | Should-have | No | n/a | n/a | Example: Deferred to roadmap item RM-14, accepted by sponsor |
| [Deliverable] | [Planned] | [Delivered] | [@acceptor] | YYYY-MM-DD | [Notes] |
4. Schedule performance
Milestone performance against the original and the current (re-baselined) schedule:
| ID | Milestone | Original baseline | Current baseline | Actual | Variance vs original (days) |
|---|---|---|---|---|---|
| M1 | Plan baselined | YYYY-MM-DD | YYYY-MM-DD | YYYY-MM-DD | 0 |
| M2 | Design approved | YYYY-MM-DD | YYYY-MM-DD | YYYY-MM-DD | Example: +2 |
| M3 | UAT complete | YYYY-MM-DD | YYYY-MM-DD | YYYY-MM-DD | +6 |
| M4 | Go-live | YYYY-MM-DD | YYYY-MM-DD | YYYY-MM-DD | +3 |
| M5 | Handover | YYYY-MM-DD | YYYY-MM-DD | YYYY-MM-DD | +3 |
Schedule variance at completion is expressed in days and as a share of planned duration:
Example: go-live 3 working days late on a planned duration of 160 working days gives , within the 10-day tolerance. Main causes: late vendor staffing (LL-01) and the accessibility change (CR-007), partly absorbed by the project buffer.
5. Cost performance
Final cost by category, reconciled with [finance system] on YYYY-MM-DD (EUR):
| Category | Original budget | Approved changes | Final budget | Actual cost | Variance |
|---|---|---|---|---|---|
| Internal labour | Example: 210,000 | 0 | 210,000 | 216,400 | -6,400 |
| External services | 140,000 | +18,000 (CR-007) | 158,000 | 158,000 | 0 |
| Licences and infrastructure | 60,000 | 0 | 60,000 | 57,800 | +2,200 |
| Training and change | 25,000 | +12,000 (CR-009) | 37,000 | 36,000 | +1,000 |
| Contingency | 43,500 | -30,000 | 13,500 | 0 | n/a |
| Total | 478,500 | 0 | 478,500 | 468,200 | +10,300 (under budget) |
The final cost indicators are:
At completion , so . [State the values and explain the main drivers of any variance, separating approved changes from overruns.]
Example: with = 478,500 EUR and = 468,200 EUR, = +10,300 EUR and . Of the 43,500 EUR contingency, 30,000 EUR funded two approved changes (CR-007 accessibility audit, CR-009 extended hypercare); 13,500 EUR was not needed and is returned to the portfolio. Internal labour overran by 6,400 EUR because business analysts supported UAT longer than planned; licences came in 2,200 EUR under budget after a negotiated discount. No costs remain open: the last vendor invoice was paid on YYYY-MM-DD and all project cost codes were closed on YYYY-MM-DD.
6. Quality results
Quality outcomes against the objectives in the quality management plan:
| Objective | Target | Result | Status |
|---|---|---|---|
| Open severity 1 or 2 defects at go-live | 0 | Example: 0 | Met |
| WCAG 2.2 AA findings open at go-live | 0 | 0 (re-audit YYYY-MM-DD) | Met |
| Migration field-level error rate | Below 0.1% | 0.04% | Met |
| Defect removal efficiency | At least 90% | 93.8% at 30 days | Met |
| Training assessment pass rate | At least 80% | 86% | Met |
Known defects released: [n] severity 3 and [n] severity 4, listed in [defect tracker query], transferred to the service owner (section 9).
7. Benefits status and handover
Benefit status at closure, against the benefits realization plan [BRP-001]:
| Benefit | Baseline | Target | Latest actual | Date | Status | Owner after closure |
|---|---|---|---|---|---|---|
| B1 Onboarding time | 11 days | 3 days | Example: 4 days | YYYY-MM-DD | On track | Head of operations |
| B2 Cost per onboarding | 64 EUR | 28 EUR | 47 EUR | YYYY-MM-DD | On track | Finance director |
| B3 Abandonment | 18% | Below 8% | 9.5% | YYYY-MM-DD | On track | Head of digital |
| B4 Products per customer | 1.4 | 1.8 | Not yet measurable | n/a | Measured at +3 months | Head of retail |
Benefit owners have accepted continued measurement and reporting to [operations board] on YYYY-MM-DD. Benefit reviews are scheduled at go-live + 6 and + 12 months.
8. Operational handover
The service was handed over to [IT operations and the onboarding operations team] on YYYY-MM-DD after a [4]-week hypercare period. Handover criteria and their status:
| Criterion | Status | Evidence |
|---|---|---|
| Runbooks and support documentation accepted | Met | [Link] |
| Service desk trained, scripts in place | Met | Training records |
| Monitoring and alerting live | Met | Dashboard [link] |
| Service level met for 10 consecutive working days | Met | SLA report YYYY-MM-DD |
| Support contract with vendor in force | Met | Contract C-2027-15 |
9. Transfer of open items
Open items are transferred as follows.
| ID | Type | Description | Transferred to | Accepted on | Target date |
|---|---|---|---|---|---|
| RSK-030 | Risk | Example: Identity vendor price review at contract anniversary | Procurement category manager | YYYY-MM-DD | YYYY-MM-DD |
| DEF-0412 | Defect | Example: Date picker not localised for one language | Service owner backlog | YYYY-MM-DD | Next release |
| RM-14 | Deferred scope | Example: Joint applications | Product owner roadmap | YYYY-MM-DD | YYYY-Qn |
| ACT-02 | Lesson action | Requirements template checklist | Head of business analysis | YYYY-MM-DD | YYYY-MM-DD |
| [ID] | [Type] | [Description] | [@owner] | YYYY-MM-DD | YYYY-MM-DD |
10. Lessons learned summary
The full register is in [LL-001]. The most important lessons are:
| ID | Type | Lesson | Applied to |
|---|---|---|---|
| LL-01 | Negative | Example: Supplier contracts need enforceable named-team clauses | Contract template v4.2 |
| LL-02 | Positive | Example: Co-design with affected managers turned resistance into support | PMO lifecycle guide |
| LL-03 | Negative | Example: Regulatory and accessibility needs must be checked at requirements stage | Requirements template |
Recommendations for future projects of this type: plan an explicit project buffer and report its use from the first status report; involve compliance and accessibility specialists in requirements elicitation rather than design review; and agree environment service levels with infrastructure before the test stage starts. These recommendations have been sent to the PMO for inclusion in the project lifecycle guide.
11. Contract closure
All project contracts have been reviewed for closure.
| Contract | Supplier | Deliverables accepted | Final payment | Open claims | Supplier evaluation | Status |
|---|---|---|---|---|---|---|
| C-2027-14 | Example: Front-end vendor | Yes | Paid YYYY-MM-DD | None | 3.8 of 5, recorded | Closed |
| C-2027-15 | Example: Front-end vendor (support) | n/a | Ongoing | None | n/a | Transferred to IT operations |
| C-2027-21 | Example: Accessibility auditor | Yes | Paid YYYY-MM-DD | None | 4.5 of 5 | Closed |
| [Contract] | [Supplier] | [Yes / No] | [Status] | [Claims] | [Score] | [Status] |
12. Resource release
Project resources have been released.
| Resource | Released on | Released to | Access removed | Performance input given |
|---|---|---|---|---|
| Example: Business analyst | YYYY-MM-DD | Operations | Project folders read-only | Yes |
| Example: Vendor developers (3) | YYYY-MM-DD | Vendor | All accounts disabled | n/a |
| Example: Test environments | YYYY-MM-DD | Infrastructure | Data deleted per retention policy | n/a |
| [Resource] | YYYY-MM-DD | [Destination] | [Yes / No] | [Yes / No / n/a] |
13. Archive and records
Project records are archived in [repository and path], read-only from YYYY-MM-DD, and retained for [7] years under [records policy]. The archive contains the charter, plans and baselines, decisions and change log, RAID log, test and acceptance evidence, contracts, financial reconciliation, lessons register and this report. Archive contact: [@pmo-records].
14. Closure checklist
The following closure activities are complete:
- All deliverables accepted by their named acceptors
- Operational handover accepted by the receiving owner
- Open risks, issues, defects and actions transferred and accepted
- Benefits ownership accepted by benefit owners
- Contracts closed or transferred; final invoices paid
- Financial accounts reconciled and cost codes closed
- Resources released and access removed
- Lessons learned register published
- Records archived
- Closure communicated to stakeholders
15. Sign-off
By signing, the parties confirm that the project is closed on the terms stated in this report. Conditions, if any: [none / list].
| Role | Name | Signature or approval reference | Date |
|---|---|---|---|
| Project sponsor | [@name] | [Reference] | YYYY-MM-DD |
| Project manager | [@name] | [Reference] | YYYY-MM-DD |
| Operations owner | [@name] | [Reference] | YYYY-MM-DD |
| Finance controller | [@name] | [Reference] | YYYY-MM-DD |
Standard and licence note
Based on common project management practice for project closure, handover and final performance reporting. This template is original text written for this collection. Template licence: MIT.
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