Activity: Complete the project closeout
report
Activity Overview
In this activity, you will complete a closeout report summarizing the Sauce & Spoon menu
tablet rollout project.
Scenario
Review the scenario below. Then complete the step-by-step instructions.
The Sauce & Spoon tablet rollout is now complete! Peta is finalizing the project by creating a
closeout report that details the project’s goals, the approach for carrying out the project, and
its key accomplishments. Completing the project closeout report is especially important
because Sauce & Spoon has just hired a second project manager, Molly Edwards, to help Peta
oversee the tablet rollout at the remaining restaurant locations. Molly will reference Peta’s
closeout report as she onboards and begins planning her own projects.
Step-By-Step Instructions
Step 1: Access the template
To use the template for this course item, click the link below and select “Use Template.”
Link to template: Closeout Report
OR
If you don’t have a Google account, you can download the template directly from the
attachment below.
Activity Template_ Sauce & Spoon Closeout Report
DOCX File
Step 2: Access the supporting materials
The following supporting materials will help you complete this activity. Keep them open as
you proceed to the next steps. Review the supporting materials for this activity in the
Resources section. Each link below will open a new Coursera tab.
• Test Launch Customer Survey Results
• Post Project Launch Check-in
Note: To review supporting materials introduced in earlier activities, you can find them in the
Resources section.
Step 3: Review the supporting materials
Review the supporting materials for this activity. First, review the customer survey results
from the test launch so you have a sense of the overall customer experience. Then review the
email exchange that details the results of the rollout. You will use the information from these
materials to create the closeout report.
Step 4: Add the project summary and methodology to the closeout report
Use the information from the email exchange, the customer survey results, and other project
documentation to fill out the project summary and methodology sections of the closeout
report.
For the project summary, briefly describe the project and explain the desired results,
including some of the key success criteria.
For the methodology, briefly describe the project management approaches and/or
processes used during this project. For example, were any traditional or agile processes used?
If so, during which parts of the project were these approaches applied?
Step 5: Add key accomplishments, lessons learned, and next steps to the closeout
report
Use the information from the email exchange, the customer survey results, and other
documentation to fill out the key accomplishments, lessons learned and next steps
sections of the closeout report
For key accomplishments, address the following:
• Did the project achieve the initial goals?
• Were problems solved and eliminated?
• Does the final project deliverable meet or beat requirements?
For lessons learned, address the following:
• What were things that went well and things that didn't go well, across the different
parts of the project?
• Were there unforeseen benefits or consequences?
• What processes did not work well? Why?
• Were there any key problems and what were the effects?
For next steps, address the following:
• Is there any ongoing maintenance or development?
• Are there any open action items for post-project close?
• Are there any risks that could become issues if not addressed in the next quarter, etc.?
• Who will own the project going forward? Do you have any recommendations for future
project managers
Step 6: Link relevant documents to the project documentation archive
Finally, link key project documentation that will be useful for future project managers or
stakeholders to reference. The documents include the project proposal, project charter,
project plan (located in the Resources section), and evaluation findings presentation.
Pro Tip: Save the template
Finally, be sure to save the template you used to complete this activity for further practice or
to use in your own personal or professional projects. These templates will be useful as you
put together a portfolio of project management artifacts that you can speak to in an interview
to demonstrate your experience to potential employers.
What to Include in Your Response
Be sure to include the following sections of your closeout report:
• Project Summary section
• Methodology section
• Key Accomplishments section
• Lessons Learned section
• Next Steps section
• Project Documentation Archive section
