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Engagement Closeout Checklist.

Close each engagement deliberately, confirming delivery is complete and capturing what to carry forward.

Part A: Completion checklist

All deliverables meet the quality standard. All agreed scope delivered (baseline plus accepted changes). Outstanding items and loose ends closed or explicitly owned. Client formally accepts the delivery. Handoff to ongoing customer success completed where the relationship continues. Lessons captured for the methodology and the retrospective.

Part B: Client acceptance and lessons

Field	Entry
Accepted by / date
Conditions or caveats
Lessons: what to change (methodology / PM / client experience)

An engagement is not done until the client says it is done. The lessons line feeds the retrospectives; the handoff line feeds customer success. Save or print my copy

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