🎉 We've finished a project! It’s live!

Indicators that a project is ready to be closed:

• [ ] The agreed deliverables have been completed and, or:
• [ ] The budget has run out
• [ ] Any final fixes in the backlog in Linear have been completed. Some ideas for improvement might remain, but it's been agreed that the time has come to let them go!)

🎁 Hand over any assets

Design assets

• [ ] Open files
• [ ] Brand assets, social media assets, photos, etc.
• [ ] Fonts

Digital

• [ ] Hand over credentials to the current website, remove Common Knowledge users
• [ ] Transfer hosting ownership to the client
• [ ] Transfer ownership of any other plug-in or digital tools to the client
• [ ] Transfer Github repo ownership to client

Documentation

• [ ] Any developer documentation
• [ ] Any training or instructional materials for users

💸 Finances

• [ ] Check with the team that all worked time has been logged in Productive and create an invoice for any work still unpaid
  • [ ] Add to the invoice any outstanding expenses that need to be billed to the clients, e.g. fonts, plug-ins, etc.
• [ ] Make sure the client’s billing details are substituted for those of Common Knowledge if any recurring expenses that have been set up with the company card (e.g. hosting, plug-ins, domain name registration, security monitoring tools, etc.)

📱 Update the project management platforms

Productive

• [ ] Mark the budget as “Delivered”
• [ ] Archive the project
• [ ] Remove the client collaborators
  • Detailed instructions
    • Hover over profile pic top right Settings → Users → click on the person.
    • Click on three-vertical-dot menu and select Deactivate person

Twist

• [ ] Close the project thread.

Linear

• [ ] In Project Overview (click the … next to the project name)

  • [ ] Update the Project status to Completed

  • [ ] Remove external collaborators from the project and from Linear (as appropriate).

    • Detailed instructions

      • Go to Workplace settings → Invite and manage members

      • If you are not likely to work any projects with the person in the future, you can click on the … at the end of the line with their name and suspend their account:

        Or you can remove them from the project team and leave their account active:

🧘 Review, reflect, make peace and move on

Retro

• [ ] Organise the Project Retro meeting with the collaborators Figma Cycle Retro template?

• [ ] If things went swimmingly, ask for a testimonial

• [ ] Send final email/s to all involved to say thank you, let's work together again (or not, depending on the vibe)
• [ ] Organise an internal Retro meeting, if appropriate