6th Edition PMBOK® Guide–Process 4.7 Close Project or Phase: Tools & Techniques


This process, although it is the final process, is like any other process where there is decision making, in that the key tools are going to be expert judgment, data analysis, and meetings, just like in other processes in this knowledge area such as 4.2 Develop Project Management Plan, 4.5 Monitor and Control Project Work, or 4.6 Perform Integrated Change Control.

However, the purpose will be different–essentially the work should be done by this point, and the customer should have formally accepted the final product of the project in the process 5.5 Validate Scope.   The main work here is close the project formally within the organization.

Here are the tools & techniques of this process.

4.7.2 Close Project or Phase:  Tools & Techniques

4.7.2.1  Expert Judgment

Experts are needed especially when it comes to matters having to do with legal matters or with internal requirements when closing a project.

4.7.2.2  Data analysis

This is used to create a “scorecard” of how the project did with regards to the schedule and budget.

4.7.2.3  Meetings

The project team members and other key stakeholders are the ones who attend these meetings, which are used to do the following:

  • Confirm that deliverables have been formally accepted
  • Validate that success criteria have been met
  • Formalize completion of contracts
  • Evaluate satisfaction of stakeholders
  • Gather lessons learned
  • Transfer knowledge and information from the project
  • Celebrate!

The outputs of this final process are covered in the next post.

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