Project Completion Checklist for Professional Services

# Project Completion Checklist - Professional Services

## 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 professional services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Asana or Xero)

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## 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

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**Complexity:** simple | **Setup time:** 10 minutes | **Tools:** Asana, Xero, Notion

Note: This template has been tailored for professional services businesses in Australia. Adjust terminology and compliance references to match your specific context.