Closure and Review
The Review phase reflects on delivery performance, impact, and future opportunity. This phase turns delivery experience into learning and strategic insight.
- Phase owner: Project Manager + Account Manager
- Supported by: Tech Lead and Design Lead
- Informed: Delivery Circle, Projects Coordinator
- Primary Client contact: Account Manager
Typical activities
- Internal retrospective
- Post-launch review with client (if appropriate)
- Budget and hours reconciliation
- KPI review and performance summary
- Identifying improvements for future projects
- Identifying future opportunities or next phases
- Case study development (where appropriate)
Deliverables
| Deliverable | Owner | Shared With | Format | When |
|---|---|---|---|---|
| Project Report | PM | Delivery Circle + AM | Google Doc | At project close |
| KPI summary and outcome statement | PM + Discovery Lead | Client + Delivery Circle | Section in Project Report or standalone doc | At project close |
| Internal review | Project Coordinator or AM | Delivery Circle | Doc / Notion page | Within 1 week of project close |
| Project Review summary (internal) | PM + AM | AM + Delivery Circle | Document | At project close |
| Case study (if appropriate) | AM + PM | Public / internal | Doc / web content | After client sign-off |
| Client feedback | AM | Client | Form / survey link | Post-launch |
Templates
| Template | Owner | Audience |
|---|---|---|
| Project Assessment (internal) | PM | Internal |
| Client feedback form | AM | Client |
Tools and platforms
- Harvest — budget and hours reconciliation
- Google Analytics / data tools — KPI review
- Google Docs / Drive — retrospective notes and reports
- Typeform / Google Forms — client feedback
Checkpoint
-
Financial reconciliation is complete or agreed ↳ Required output: Harvest reconciliation reviewed and signed off by PM
-
Lessons learned are documented ↳ Required output: Retrospective notes saved in shared workspace
-
Client relationship next steps are clear ↳ Required output: AM has documented next steps
-
Follow-on work is defined or intentionally not pursued ↳ Required output: Decision recorded in decision log
-
The project is formally marked complete ↳ Required output: Project status updated in portfolio; Harvest project closed
-
Client management is formally handed over to the AM ↳ Required output: AM initiation tasks complete
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