By Ramiro Rodrigues
In my last post, I shared tips for closing external projects. Now it’s time to tackle internal efforts.
As part of this discussion, it’s worth remembering that PMI’s A Guide to the Project Management Body of Knowledge (PMBOK® Guide) does not differentiate between the origin of the customer (internal or external) for the scope verification process.
So even if a project is internal, project managers should obtain acceptance and have at least one approval by the customer in order for the project to be formally closed.
A crucial question to consider: What does your organization's project methodology say? Are you required to get a form signed to show formal acceptance at the end of the project? If so, the good news is you’re closing process is outlined for you.
It gets complicated when you’re not required to sign a formal document or there is no defined methodology for closing an internal project. It creates a great organizational trap for project leaders as projects that are not formally completed tend to repeat the phoenix fable: a project is resurrected over and over again with new work requirements because there is no record of a signed agreement signalling the completion of the work.
Imagine having to re-run a project months—or even years—later when there are no more resources, schedule or budget available to execute the remnants that emerged? On top of this, you’re probably already involved in other assignments, and you may not even remember the full context of that project.
The most effective strategy for not falling into this trap is to produce an informal document of acceptance—a simple text that describes the macro deliveries of the project scope and send your customer a hard copy or email copy. But be careful to include a text that makes it clear that the parties (you and the customer) agree that the deliveries quoted have been made to the desired quality.
And make sure you receive acknowledgement—even a simple “okay” response will be sufficient to file the document and to protect it from unwanted resurrection.
How do you ensure internal projects don’t come back to haunt you in your organization?