Free, customisable project completion checklist designed specifically for Australian hospitality & tourism businesses. Copy, customise, and automate - built by Harvard-educated experts.
Setup Time
10 minutes
Complexity
simple
Tools
Asana, Xero, Notion
Copy this template and customise it for your business.
# Project Completion Checklist - Hospitality & Tourism ## Purpose Complete before closing any project to prevent loose ends, ensure you get paid, and capture knowledge for future work. ## When to Use A final sign-off checklist ensuring all deliverables are met, documentation is complete, invoicing is done, and lessons learned are captured. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your hospitality & tourism business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (Asana or Xero) --- ## Project Completion Checklist ### Deliverable Verification (Owner: Project Manager) - [ ] All deliverables listed in the scope of work have been completed - [ ] Final versions of all deliverables saved to the shared project folder - [ ] Client has reviewed and approved all deliverables in writing - [ ] Any outstanding revisions or punch-list items completed and signed off - [ ] Project files named consistently and organised for future reference ### Documentation (Owner: Project Manager) - [ ] Final project report written summarising what was delivered - [ ] All login credentials and access details documented and handed over - [ ] Technical documentation or user guides provided to client (if applicable) - [ ] Internal project notes and decisions log archived - [ ] Any ongoing maintenance or support requirements documented ### Financial Close (Owner: Accounts / Finance) - [ ] All time entries logged and approved for the project - [ ] Final invoice issued to client including any outstanding variations - [ ] Payment received and reconciled in accounting system - [ ] Budget vs actuals comparison completed - [ ] Subcontractor or vendor invoices received and paid ### Client Relationship (Owner: Account Manager) - [ ] Client satisfaction survey or feedback request sent - [ ] Testimonial or case study permission requested - [ ] Follow-up meeting booked to discuss future opportunities - [ ] Client contact details updated in CRM with project history ### Internal Review (Owner: Project Manager) - [ ] Lessons learned session conducted with the project team - [ ] Key wins and challenges documented for future reference - [ ] Process improvements identified and logged for implementation - [ ] Project formally marked as complete in project management tool --- **Complexity:** simple | **Setup time:** 10 minutes | **Tools:** Asana, Xero, Notion Note: This template has been tailored for hospitality & tourism businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Copy the project completion checklist template below and paste it into your hospitality & tourism preferred tool or document
Test the project completion checklist with a small group or internal team before full rollout
Set up automation triggers to populate dynamic fields automatically using your existing tools
Save the customised version as a reusable template in your document management system
Train your hospitality & tourism team on when and how to use this template in their daily workflow
Make this template your own with these recommendations.
Connect dynamic fields to your CRM or automation platform for auto-population
Replace all placeholder text in [brackets] with your hospitality & tourism actual business information
A/B test different versions of this project completion checklist to optimise performance
Add your company logo, colours, and branding elements where indicated
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