Client End-of-Project

Client Services

This template shows you how to efficiently close out client projects when your work together is done. Use these steps to delight your client right up to the end, keep your internal systems tidy, and ensure continual process improvement.

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This template shows you how to efficiently close out client projects when your work together is done. Use these steps to delight your client right up to the end, keep your internal systems tidy, and ensure continual process improvement.

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Client End-of-Project

Contract/Billing

  • Review contract and payment terms
  • Review project scope and final deliverables
  • Prepare final invoice

Final Product Delivery

  • Deliver final product
  • Deliver interim files/designs, per contract terms
  • Confirm receipt of deliverables

Client Relationship

  • Schedule final wrap-up call
  • Ask for testimonial
  • Create task for casual followup, due in 2 months

Internal Systems

  • Run end-of-project reports
  • Discontinue recurring tasks, invoices and reports
  • Archive documents and files
  • Archive projects in Redbooth
  • Archive project in time-tracking software

Project Management

  • Host internal project wrap-up meeting
  • Review project metrics, especially cost and hours worked
  • Brainstorm process improvements
  • Document learning in After Action Report (AAR)