The document outlines 4 steps for successfully closing out a project: 1) Accept the project by signing all necessary documents and providing required certifications. 2) Keep copies of all project documents including change orders, emails, and memos. 3) Prepare closure documents that will be required at substantial completion or project end. 4) Maintain a folder of historical project data for future use. Following these steps will help ensure accurate paperwork and a successful project closeout.

1. Project Close-Out Tips
4 Steps To Closing Out Your Project Successfully!
JANUARY 2015
featuring
EstimatingConstructionCost.Org

2. CONTROL &
MONITOR
1 2 3 4
12% LIKES
1500100%
75%
Accept The
Project
Keep All
Project
Documents
Preparing
Closure
Documents
Keep A Folder
For Historical
Data

3. 80% 20%
PHASE 1
EVERYTHING
HAS A
BEGINNING
AND ENDING;
YOUR
PROJECT
SHOULDBENO
DIFFERENT.

4. PROJECT LIFE CYCLE
THE START
INTERMEDIATEFINAL
PHASES

5. Accept The Project
STEP ONE: THE START
First, accept the project and sign all the
necessary documents. You will need to
provide Required Certifications and
Documents before you start the project.
1

6. Keep Project Documents
STEP TWO: INTERMEDIATE
Make sure you keep copies of the
project documents, any change orders or
project correspondence such as emails
or memos...
2

7. Prepare Close-Out Docs
STEP THREE: INTERMDIATE
These documents will be required from
you as soon as you reach substantial
completion of the project or at the end of
the project so be prepared...
3

8. HISTORICAL DATA
STEP THREE: INTERMDIATE
This folder will be part of your historical
data and if you get into the habit of doing
this you will gather important information
that you can use to your advantage IN
THE FUTURE...
4

9. Keeping accurate paperwork is very
important to your project success...
10 out of 10

10. 1 out of 10
I don't think anybody likes doing
paperwork....

11. 2 out of 10
You can build a
good routine and
create good habits
that will allow you
to complete you
work in a timely
manner...

12. PROJECT CLOSE-OUT
ACCEPT
MONITORCLOSE
STEPS

13. Project Close-Out Tips
4 Steps To Closing Out Your Project Successfully!
JANUARY 2015
EstimatingConstructionCost.Org
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By: Louis Henry