Project Closeout Best Practices

As project managers, we tend to keep our eyes focused on the finish line. For us, it is all about on-time completion. Once the deliverables have been handed over to our project sponsor or client, we relax - the project is over. But is it really?


Project closeout always presents challenges: from getting final approvals to performing administrative and contract closure, capturing lessons learned, and more.  At the rapid pace of business today, efficient project closure is a must and may even give you a competitive edge. This course introduces project managers to the best practices for getting final sign-offs and closing out projects. Project managers will come away with a structured closeout framework and some templates that can be used to complete an orderly project closeout.

Learning Outcomes (Day 1-2)

Learners will gain practical skills to:

  • Use a structured approach to get the final sign-off and closing out a project.

  • Describe the barriers to project closeout including both scope and lifecycle barriers.

  • Describe how to overcome closeout activities including financial, administrative, and legal closure (and more!).

  • Use lessons learned to drive continuous improvement.

Strategies Effectively Leading Change

Every organization experiences some form of change to requiring varying degrees of organizational transformation in a rapidly shifting environment. Many leaders and employers struggle to keep up with the pressures to respond to the demands of the changing economy. The process of change can bring stress to even the strongest organizations. Strategies for Effectively Leading through Change is aimed to assist leaders in how identifying and addressing the typical questions and concerns that employees raise during times of uncertainty, as well as how to use appropriate change strategies and corresponding behaviours to address employee responses to change

Learning Outcomes (Day 3-4)

Learners will gain practical skills to:

  • Identify barriers to change and develop plans to manage them.

  • Assess different reactions to change, including your own.

  • Determine the appropriate change strategies to use and corresponding behaviours to address employee concerns regarding the change.

  • Proactively plan change communications to build commitment.

  • Apply best practice techniques to lead teams through change.

TRC Call to Action

Business and Education #92

We call upon the corporate sector in Canada to adopt the United Nations Declaration on the Rights of Indigenous Peoples as a reconciliation framework and to apply its principles, norms, and standards to corporate policy and core operational activities involving Indigenous peoples and their lands and resources.

Fall 2023 Session

Learners will receive a badge toward the Project Management Professional Certificate upon successful completion of the four half-day sessions.

    1. October 11, 2023 (1:00 pm - 4:30 pm CST) via Zoom

    2. Project Closeout Best Practices Workbooks

    1. October 12, 2023 (1:00 pm - 4:30 pm CST) via Zoom

    2. October 12, 2023 - Day 2 Recording Project Closeout Best Practices

    3. Project Closeout Best Practices Quiz

    1. October 31, 2023 (9:00 am - 12:30 pm CST) via Zoom

    2. Strategies for Effectively Leading Change Workbook

    3. Strategies Effectively Leading Change; Leading Project Driven Change

    1. November 1, 2023 (9:00 am - 12:30 pm) via Zoom

    2. Strategies Effectively Leading Change Quiz

    1. Course Evaluation

Project Closeout Best Practices and Strategies Effectively Leading Change

  • 750.00 + GST
  • Hybrid course with online modules and remote learning (4 half-day Zoom meetings)
  • 14 hours

Skills & Competencies

  • Structured approaches to project closeout
  • Scope and lifecycle barriers
  • Scope definition and management
  • Quality management
  • Stakeholder management
  • Scope management
  • Project closeout activities
  • Lessons learned
  • Change management strategies
  • Identifying barriers to change
  • Change management communication
  • Leading teams through change
  • Stakeholder management
  • Best practices for leading teams through change

Instructor

Elizabeth Keurvorst

Procept Facilitator

Elizabeth Keurvorst is an accomplished change project professional and instructor. For over 20 years she has optimized organizational potential through 1:1 leadership coaching, facilitating change initiatives, and building highly effective teams. Past projects have included an organizational re-design for one of Canada’s largest financial institutions, a Canadian city’s total re-branding, government initiatives to address health and gender challenges in rural Africa, post-tsunami community projects in Sri Lanka, and dozens of other projects involving strategic planning, facilitation, communications, and training. She is also a sought-after speaker and teaches project change and communication. As an instructor, Elizabeth encourages organizational leaders from corporations, governments, NGOs, and small businesses through her practical teaching style and applied approach to concepts and tools. Elizabeth has an MA in Communications with an Inter-cultural/International Specialty from Royal Roads University, a teaching diploma is an APMG Certified Change Management Practitioner/Trainer, a Prosci Change Management Certified Consultant, and a Project Management Professional (PMP). She received her coaching education from the Justice Institute of British Columbia.

Ori Schibi

Procept Facilitator

Ori Schibi has 27 years’ experience providing practical new ways of managing projects and programs and effectively dealing with challenges around organizational change, strategy, business analysis and PMOs. His experience includes driving process efficiencies, software implementations, project recoveries, project management skills assessments and complex programs that stabilize business, create growth and value and lead sustainable change. He has long and solid agile experience – including assessing organization’s readiness for agile projects, helping organizations select the right lifecycle approach, aligning agile projects with corporate governance structures, coaching team members, leading agile transitions and adaptations and driving value through leading agile projects. As an instructor, Ori brings his wealth of experience to class and his delivery style includes real-life, practical examples – that are easy to relate to and to understand; an appropriate sense of humour, and a unique ability to connect with his class participants to maximize the value of their learning. He is also accredited by PMI to teach its PMP Exam Prep course.

FAQ

  • Does this course have prerequisites?

    The prerequisite for this course is Project Management Essentials. The remaining five Professional MicroBadges of the Project Management Professional MicroCertificate can be taken in any order.

  • What do I do if I have already completed a Project Management Essentials or PMI course from another organization and want to continue learning through the Professional Certificate?

    Please submit a pdf of your PME or PMI badges or certificates to [email protected] for review and approval.

  • Some individuals and organizations may be GST exempt.

    If you or your organization are exempt from GST, please contact [email protected] to ensure that your invoice is prepared accordingly.

  • How is successful completion of the course determined? Are there tests or quizzes involved?

    Attendance and participation are mandatory for all sessions and are monitored by the facilitator. Lack of attendance and/or participation may affect the learner's successful completion of the course. Successful completion of the course involves achieving 80% on the Quizzes.

  • How long will I have access to the course?

    You will have access to the course for two weeks from the last scheduled course date.

  • Who do I contact if I need help?

    Support requests are received during regular office hours. Please expect a response within 24-48 hours. You may contact [email protected] for assistance with any questions you may have. We are here to help!

Discover how to close a project and lead change, today

In Partnership With

The Project Closeout Best Practices and Strategies Effectively Leading Change course is delivered in partnership with Procept Associates Ltd, a Registered Education Provider accredited by the Project Management Association of Canada (PMAC) as meeting their standards for quality. After completing this course, participants are eligible to write the Certified Project Coordinator (CPC) exam from PMAC.