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OBJECTIVES
-   describe the closure phase
-   identify activities in closure phase
-   generate the final status report
-   discuss archiving of documents
-   celebration of project completion
-   collection of project remuneration
-   discuss marketing for further business
-   describe after sales service
Describing
                      closure phase

                                        Project
        After sales
                                        closure
          service
                                       activities




Marketing
 future
                      Project                       Final status
business              Closure                          report




         Collecting                    Document
       remuneration                   management


                         Project
                       completion
ACTIVITIES IN CLOSURE PHASE
Obtaining sign-off
-   Inspection of completed work
-   May have to redo sections not completed to specification
-   Profit margin quickly disappears when changes made at
    this stage of project
-   Check required deliverables against actual work
-   When client is satisfied he will sign off the project
-   Sometimes an agreement is made to allow modifications
    over a timeframe
LESSONS LEARNED

- Use experiences learned on next project
- Avoid mistakes on next project
- Record events as you go through project
  (project log)
- At end of project edit log and compile
  into a detailed report for future reference
STAFF TRANSFER RELEASES

- If there is no new project for the team the
  staff are released back to their old
  positions
- REMEMBER thank them for their
  contributions
- You never know when you might have to
  work with them again!!
FINAL STATUS REPORT

- Provides an overview of the project with
  a list of accomplished deliverables and
  milestones
- See template p 147
ARCHIVING DOCUMENTS
-   Never discard the project documents
-   They may be needed for reference later
-   If a proper filing system has been followed from start of project archiving is simple
-   WHY DO WE NEED TO KEEP THESE DOCUMENTS?
CELEBRATION OF PROJECT COMPLETION

- CELEBRATION CEREMONY HAS
  IMPORTANT SYMBOLIC VALUE TO
  TEAM
- A WAY OF THANKING TEAM FOR THEI
  EFFORTS
- IMPORTANT FOR TEAM TO GET
  CLOSURE AND FEEL A SENSE OF
  ACCOMPLISHMENT
COLLECTION OF REMUNERATION
- Usually finance department collect payment
- Project Manager can usually help to speed up
  payment
- Project Manager has more contact with client,
  and, hopefully has built up a good working
  relationship
- Much easier for the client to refuse a faceless
  credit controller than PM
MARKETING FOR NEW BUSINESS
- Project Manager’s relationship with client
  critical for future business!!
AFTER SALES SERVICE
-   South Africans notorious for providing and accepting poor
    service
-   Easy to forget about past projects
-   Easy to refuse responsibility for work that has been completed,
    particularly as it generates no further income
-   Project documentation should include guidelines to the
    timeframe for free service to be provided for completed projects
-   Client should be entitled to a fixed period of free support as
    some problems will only occur once project is in use
-   However, there comes a point when client has to assume
    responsibility
-   REMEMBER MARKETING!!
THE END
INDIVIDUAL EXERCISE
1.  What do you think the characteristics of a successful team are?
2.  Draw a diagram to illustrate the stages of team development
3.  Why is it important to solve conflict between team members?
4.  List the advantages of being an accredited ISO provider
5.  Name & explain two (2) different techniques of project control
6.  Briefly explain the importance of the following project closure
    activities:-
      a. Obtaining sign off; b. Lessons learned; c. Final status
reporting; d. Celebrating project completion
7. Differentiate between marketing and sales
8. Why is after sales service important to a Project Manager?
9. Think of 3 creative ways in which a Project Manager can discuss
lessons learned with his/her team members.
ONE PARAGRAPH PER QUESTION. HAND IN AT THE END OF THE
SESSION

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Lu 5 The Closure Phase lectures

  • 1.
  • 2. OBJECTIVES - describe the closure phase - identify activities in closure phase - generate the final status report - discuss archiving of documents - celebration of project completion - collection of project remuneration - discuss marketing for further business - describe after sales service
  • 3. Describing closure phase Project After sales closure service activities Marketing future Project Final status business Closure report Collecting Document remuneration management Project completion
  • 4. ACTIVITIES IN CLOSURE PHASE Obtaining sign-off - Inspection of completed work - May have to redo sections not completed to specification - Profit margin quickly disappears when changes made at this stage of project - Check required deliverables against actual work - When client is satisfied he will sign off the project - Sometimes an agreement is made to allow modifications over a timeframe
  • 5. LESSONS LEARNED - Use experiences learned on next project - Avoid mistakes on next project - Record events as you go through project (project log) - At end of project edit log and compile into a detailed report for future reference
  • 6. STAFF TRANSFER RELEASES - If there is no new project for the team the staff are released back to their old positions - REMEMBER thank them for their contributions - You never know when you might have to work with them again!!
  • 7. FINAL STATUS REPORT - Provides an overview of the project with a list of accomplished deliverables and milestones - See template p 147
  • 8. ARCHIVING DOCUMENTS - Never discard the project documents - They may be needed for reference later - If a proper filing system has been followed from start of project archiving is simple - WHY DO WE NEED TO KEEP THESE DOCUMENTS?
  • 9. CELEBRATION OF PROJECT COMPLETION - CELEBRATION CEREMONY HAS IMPORTANT SYMBOLIC VALUE TO TEAM - A WAY OF THANKING TEAM FOR THEI EFFORTS - IMPORTANT FOR TEAM TO GET CLOSURE AND FEEL A SENSE OF ACCOMPLISHMENT
  • 10. COLLECTION OF REMUNERATION - Usually finance department collect payment - Project Manager can usually help to speed up payment - Project Manager has more contact with client, and, hopefully has built up a good working relationship - Much easier for the client to refuse a faceless credit controller than PM
  • 11. MARKETING FOR NEW BUSINESS - Project Manager’s relationship with client critical for future business!!
  • 12. AFTER SALES SERVICE - South Africans notorious for providing and accepting poor service - Easy to forget about past projects - Easy to refuse responsibility for work that has been completed, particularly as it generates no further income - Project documentation should include guidelines to the timeframe for free service to be provided for completed projects - Client should be entitled to a fixed period of free support as some problems will only occur once project is in use - However, there comes a point when client has to assume responsibility - REMEMBER MARKETING!!
  • 14. INDIVIDUAL EXERCISE 1. What do you think the characteristics of a successful team are? 2. Draw a diagram to illustrate the stages of team development 3. Why is it important to solve conflict between team members? 4. List the advantages of being an accredited ISO provider 5. Name & explain two (2) different techniques of project control 6. Briefly explain the importance of the following project closure activities:- a. Obtaining sign off; b. Lessons learned; c. Final status reporting; d. Celebrating project completion 7. Differentiate between marketing and sales 8. Why is after sales service important to a Project Manager? 9. Think of 3 creative ways in which a Project Manager can discuss lessons learned with his/her team members. ONE PARAGRAPH PER QUESTION. HAND IN AT THE END OF THE SESSION