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At the conclusion of the engagement, the client will participate in an exit interview at which documentation in the form of a closing project report will be presented and delivered.

The objectives of the documentation stage are to:

  • formally end the project in a controlled manner
  • retain project history in the form of metrics, experiences, and lessons learned as input for future efforts
  • gain acceptance of the project results

The documentation stage brings the project to an orderly conclusion and retains its history for the benefit of subsequent projects. The tasks to conclude the project are to:

  • archive the project materials
  • report on the projects performance turn over the project results to the owners, and
  • release the project resources for use on other projects

The production of a deliverable or a result is the prerequisite of the documentation phase. Any of the following events can trigger the documentation phase:

  • technical tasks have been completed and the project products and results have been produced
  • project has been canceled or postponed indefinitely, with or without completing anticipated products or results
  • project plan is not approved
  • project resources have been consumed
Even if the project plan is not approved and the project is activated only in the planning stage, it is useful to collect and retain the project history. This will enable a determination of why the project plan was not adopted, and to collect the metrics of the planning tasks.

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