1. Project Management Process Transition & Closure

2. Plan the Work Endorse the Plan Initiate & Align Work the Plan Transition & Closure Transition & Closure Continuous Communication Project Management Process • Project Team Commitment • Management Endorsement • Project Description • Team Mission/ Assignment • Major Milestones • Boundaries • Team Identification • Roles & Responsibilities • Measures of Success • Operating Guidelines • Work Breakdown Structure (WBS) / Master Deliverables List (MDL) • Task Planning & Scheduling • Budget • Risk Planning • Communication Plan • Change Management Plan • Quality (QA/QC) Plan • Transition & Closure Plan • Managing Scope, Schedule & Budget • Manage Risks • Manage Change • Communicate • Progress • Issues • Lessons Learned • Implement Transition Plan • Review Lessons Learned • Reward & Recognize • Archive • Implement Transition Plan • Review Lessons Learned • Reward & Recognize • Archive

3. Transition & Closure TOOLS PRODUCTS INPUT Sample Transition & Closure Plan Transition & Closure PMP

4. SCHEDULE BUDGET SCOPE Implement the Transition and Closure Plan • Project Performance Baseline • Schedule Closure • Financial Closure

5. Implement Transition/ Closure Plan • Acceptance of Work • Review criteria & checklists • Establish a date for formal acknowledgement • Transfer of responsibility • Demobilization • Reassign staff, facilities, services, & equipment • Provide clear communication to affected staff • Verify completion of work products

6. Implement Transition/ Closure Plan • Financial Closure • Review requirements & procedures • Contact Region & Program Management

7. Transition & Closure Review Lessons Learned TOOLS • Transition & Closure Plan Template • Sample Transition & Closure Plan • WSDOT Lessons Learned Web Site INPUT PRODUCTS • PMP • Lessons Learned Web Site Lessons Learned

8. Lessons Learned • Compare Planned vs. Actuals • Report & Share Lessons Learned • Lessons Learned Database • wwwi.wsdot.wa.gov/IPD/WSDOT+Lessons+Learned.htm • Final closure meeting

9. Transition & Closure Reward & Recognize TOOLS • Transition & Closure Plan Template • Sample Transition & Closure Plan PRODUCTS INPUT Rewards & Recognition PMP

10. Reward & Recognize • Positive reinforcement • Performance metrics • Individual & Team • Senior Management • Timing is everything Never overlook the power of a simple, handwritten and sincere note.

11. Transition & Closure Archive TOOLS • Transition & Closure Plan Template • Sample Transition & Closure Plan • WSDOT Requirements/Tools • WSDOT Design Manual • Design Doc. Checklist INPUT PRODUCTS • PMP • WSDOT Policy Project Archived

12. Archive • Review archiving requirements • Collect files, documents, & drawings • Remove incomplete material • Retain final documents & reports • Consolidate & prepare for storage • Inventory Begin the process early!

13. “concept” “completion” Work the Plan Plan the Work Initiate & Align Endorse Close Work the Plan Work the Plan Work the Plan Plan the Work Plan the Work Plan the Work Initiate & Align Initiate & Align Initiate & Align Endorse Endorse Endorse Close Close Close Iterative Process Level of Effort Time Scoping Pre-Construction Construction

14. Early Involvement is Essential! High Planning and Scoping Pre- Construction Environ. Low Construction Maintenance Ability to affect the scope of a project over it’s evolution

15. Questions?