14 Montana

Hall
Program Management Office

pmo@montana.edu
Closing Checklist

Project Name

Enter Project Name

Project Sponsor

Enter Project Sponsor

Project Manager

Enter PM Name

Executive Sponsor

Enter Exec Sponsor

Responsibility

Done?

1.

Has the final statement of

work been reviewed,
approved and signed off?

2.

Has the appropriate project

contact person been identified
for:

Date

Comment/Status

Date

Date

Click here to enter text.

Name of contact person for project:

a.

the vendor for future

invoices

Click here to enter name

b.

ITC Accounting

Click here to enter name.

c.

Central Procurement

Click here to enter name

3.

Has the correct index number

been identified for ongoing
support and maintenance?

Index number: Click here to enter text.

4.

Has a contract number or

purchase order (PO) number
been issued by Central
Procurement? If yes, has that
number been given to ITC
Accounting?

Contract or PO Number: Click here to enter #

5.

Have the ongoing support and

maintenance issues been
identified and addressed?

Click here to enter text.

6.

Has the hardware refresh

cycle been identified?

Click here to enter text.

7.

Has the software license term

and renewal been confirmed
with ITC Accounting and/or
Central Procurement (if
applicable)?

Click here to enter text.

Note: If there is a license

agreement or contract for
services that has a fixed term
then the renewal will be
initiated by Central
Procurement through the end
of the term. Any subsequent

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14 Montana
Hall
Program Management Office
Responsibility

pmo@montana.edu
Done?

Comment/Status

Date

renewals thereafter will be

initiated by ITC Accounting.
The term and any necessary
documentation must be
communicated and confirmed
with ITC Accounting and
Central Procurement for future
handling
8.

Are there any annual recurring

costs that need to be
addressed and/or approved?

9.

Has a project performance

metrics been compiled?
Measure performance of
planned versus actual for the
following: Schedule; Cost;
Requirements; Resources;
Work, Quality, Scope,
Customer satisfaction?

Click here to enter text.

Click here to enter text.

10.

Have customer satisfaction

surveys been distributed and
returned?

Click here to enter text.

11.

Have all sponsors signed off

on the final deliverables?

Click here to enter text.

12.

Have all of the project artifacts

been saved to a central
project file?

Click here to enter text.

13.

Recognition and Celebration

Encourage Sponsor to host a
stakeholder lunch or other
form of appreciation.

Click here to enter text.

Have you updated your

project in SharePoint and
made a request to the PMO to
move the project to the closed
list?

Click here to enter text.

14

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14 Montana
Hall
Program Management Office

pmo@montana.edu
Sign-Off

Program Management Office/Reviewer

Printed Name

Date
Signature

Project Manager

Printed Name

Date
Signature

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