Project Management Process Transition & Closure

Project Management Process Project Description Team Mission/ Assignment Major Milestones Boundaries Team Identification Roles & Responsibilities Measures of Success Operating Guidelines Work Breakdown Structure (WBS) / Master Deliverables List (MDL) Task Planning & Scheduling Budget Risk Planning Communication Plan Change Management Plan Quality (QA/QC) Plan Transition & Closure Plan Project Team Commitment Management Endorsement Implement Transition Plan Review Lessons Learned Reward & Recognize Archive Continuous Communication Managing Scope, Schedule & Budget Manage Risks Manage Change Communicate Progress Issues Lessons Learned Endorse the Plan Initiate & Align Work the Plan Transition & Closure Plan the Work Transition & Closure Implement Transition Plan Review Lessons Learned Reward & Recognize Archive

PMP Sample Transition & Closure Plan Transition & Closure INPUT TOOLS PRODUCTS Transition & Closure

Implement the Transition and Closure Plan Project Performance Baseline Schedule Closure Financial Closure SCOPE SCHEDULE BUDGET

Implement Transition/ Closure Plan Acceptance of Work –Review criteria & checklists –Establish a date for formal acknowledgement –Transfer of responsibility Demobilization –Reassign staff, facilities, services, & equipment –Provide clear communication to affected staff –Verify completion of work products

Implement Transition/ Closure Plan Financial Closure –Review requirements & procedures –Contact Region & Program Management

PMP Lessons Learned Web Site  Transition & Closure Plan Template  Sample Transition & Closure Plan  WSDOT Lessons Learned Web Site Lessons Learned INPUT TOOLS PRODUCTS Transition & Closure Review Lessons Learned

Lessons Learned –Compare Planned vs. Actuals –Report & Share Lessons Learned –Lessons Learned Database wwwi.wsdot.wa.gov/IPD/WSDOT+Lessons+Lea rned.htm –Final closure meeting

PMP  Transition & Closure Plan Template  Sample Transition & Closure Plan Rewards & Recognition INPUT TOOLS PRODUCTS Transition & Closure Reward & Recognize

Positive reinforcement Performance metrics –Individual & Team Senior Management Timing is everything Never overlook the power of a simple, handwritten and sincere note.

PMP WSDOT Policy  Transition & Closure Plan Template  Sample Transition & Closure Plan  WSDOT Requirements/Tools  WSDOT Design Manual  Design Doc. Checklist Project Archived INPUT TOOLS PRODUCTS Transition & Closure Archive

Review archiving requirements Collect files, documents, & drawings Remove incomplete material Retain final documents & reports Consolidate & prepare for storage Inventory Begin the process early!

Iterative Process Level of Effort Pre-Construction “concept” “completion” Scoping Construction Time Initiate & Align Plan the Work Endorse Close Work the Plan Initiate & Align Plan the Work Endorse Close Work the Plan Initiate & Align Plan the Work Endorse Close Work the Plan Initiate & Align Plan the Work Endorse Close Work the Plan

Ability to affect the scope of a project over it’s evolution Low High Scoping Pre- Construction Maintenance Planning and Environ. Early Involvement is Essential!

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