Client session: Project Closure

Purpose & Agenda

Project closure is the last phase of a project. It’s when the project manager verifies that the client, stakeholder or customer has accepted the project deliverables. If the project or product is ongoing after the project, then maintenance must be set up in the form of a Success scope of work, or a subsequent project.

The project manager will also review the entire project before closing and rating performance. The project team will be part of this process, offering their observations and feedback, which is collected in a lesson’s learned document. This provides guidance for future projects.

The importance of project closure is more than just signing off on all documentation and releasing the team to participate in other projects. It makes sure that the original objectives of the project have been met and ties up any loose ends, such as risk or issues that have remained open.

The project closure should include feedback from the client as well as internal communication - meaning that the client should receive a project survey in their closure email and/or link to a survey in their closure document.

For internal communications and sharing the deliverables information around our team, email brag@hypeanddexter.com with key points for the project.

Email template (PM | Project Closure | Case Study / Demo)

Hey team,

I have recently completed a project for {{deal.company_name}} that had some pretty interesting solutions that would be great to share with the broader team and potentially as a case study.

The project completed on {{deal.project_completion_date}}.

Primary Project Team

PM:
CRM Lead:
Marketing Lead:
Solutions Lead:
Data Lead:
CMS Lead:
Custom Dev Lead:

I think this project could be a good case study and potential impact award for the following categorie/s:

Product Excellence: Delivers value and solves the customers' challenges from a single hub, demonstrates our expertise in delivering a single hub solution
Platform Excellence: Delivers a remarkable multi-hub solution, includes 2 or more hubs and can clearly illustrate how these hubs work together to solve the customers' challenges
Technical Expertise: Exhibits a deep technical knowledge and expertise that enables customers to overcome business challenges and improve processes through a tailored, custom, and complex solution (This does not include standard implementations, but rather showcases a mix of: custom development work, custom integrations, customizing HubSpot, APIs, or bridging multiple systems into HubSpot, etc.)
Platform Migration Excellence: Demonstrated expertise in migrating a customer from a legacy platform/system to HubSpot. Must involve complete removal of an existing system or platform and replacing it with HubSpot. Could include any products: CRM, any hub, or the full suite, with the focus specifically around the migration work from initial scoping to end solution/results. Must feature a success story where the customer was on an alternative platform/system and migrated them over to HubSpot. Must focus on the migration work/process/results.

We have created some interesting solutions to challenges which would be great to demo to the broader business:

Solution - Subject Matter Expert (repeat for any areas for Demo)

Please feel free to book a time with me or any of the Project Team or Subject Matter Experts for more info.

cheers,

*Please note this template copy may have been updated elsewhere - please check the relevant template for any recent updates