Advertising
Advertising

How to close off a project properly

How to close off a project properly
Ship

The emphasis on getting things done (GTD) through technologies, tools and psychological tweaks has helped us become able to achieve new heights in productivity. This is great since the more things that we can finish, the sooner we can get on to other (often bigger and better) things. That could mean picking up more money, vacation time or opportunities to try new things – whatever is important at the time. But don’t be in too much of a rush to close a file or finish grinding out the last 10% of a task. There are some great ways to finish things that can yield important benefits for you and those around you who are involved. These benefits can often extend to those who may later come onto the scene.

Advertising

Closing a project should include the following elements:

Advertising

  • Recognition. McDonalds has its longstanding Employee of the Month picture frame program. Dell has a Volunteers of Distinction program for its employees who become involved with volunteer projects. Toastmasters International has numerous awards for its members completing various tasks and terms of office. The best programs have five aspects:
  • Achievable: The standards are high but not so high as to discourage all but the overachievers from trying to reach them.
  • Objective: People need to know what to expect and to perceive the granting of awards as not being an overly subjective process.
  • Practical: Include rewards that are sensible motivators. Time off and cash don’t make much sense if you are short staffed and cash strapped. However, when the coffers are full and you are in a slow season, time and cash would be better motivators than a coffee table ornament.
  • Timely: The closer the granting of an award to the completion of the task, the better.
  • Useful: Wherever possible, measure and reward something that helps to produce desired results.
  • Documentation. Most companies tend to do a pretty good job of documenting completions since it usually involves financial accounting aspects. Not-for-profit organizations are often notorious for failing to properly document project completions and address transfer issues. Doing a good job of these aspects can make life much easier for those taking over the offices in the future. For example, if an organization has an annual conference, it should prepare an electronic file with all the materials used to plan, promote, operate and complete the event. Maybe burn a CD and give it to the following year’s conference chair.
  • Review and re-examination. This is part of the sandwich – the stuff in the middle. Between the recognition and celebration aspects, this is a great place to conduct an evaluation and bring in constructive feedback so that improvements can be made in future projects. Such feedback should include some positives (things that worked well), suggestions for improvement and a positive overall. A sandwich within the sandwich. These reviews can provide tremendous growth opportunities for those involved, as well as helpful in improving the quality of the projects themselves.
  • Closure & cleanup. Aspects of closure normally include getting paid and paying everybody, completing any outstanding paperwork, filing any required reports, briefing anyone who needs to be briefed, tossing out the trash and cleaning up the factory, warehouse or workspace. Generally, once this is done, the slate should be clear and wherever possible there should not be lingering remains from old projects interfering with future activities.
  • Celebration. The Hollywood people have mastered this with wrap parties and big events such as the Academy Awards. Every time a film is completed, tradition calls for a “wrap party” where everyone involved in the production gets together for a celebration, wrapping up the production. The Academy Awards are an extreme case where the industry in a very public way awards its own for various things while bringing greater recognition to the film and television industry as a whole.

Build an event but keep it in proper proportion. For a small group project at work, ordering in lunch and having a light review and review wrap-up session would work great. The team leader could acknowledge everyone’s contribution, perhaps with a more senior executive coming by to say a few words and present awards. The meal itself could be the award but it is usually better to have something that goes beyond the event. Cash and time off are great but so is something tangible that can be put on display by the person who has earned it. For a bigger project, a big splash at a hotel or conference venue might give the best results. What such an event should look like and how big it should be depends on a number of factors. The important thing is to scale it appropriately. Putting an event together can take considerable time, money and effort, so some thought should be put into planning and managing it properly.

Advertising

Overachievers beware. Finishing does not mean starting. There is nothing wrong with using a closing event to announce something new. In fact, this is often a great way to launch a new project. But launching something new should not undermine the thing just completed. Focus the events surrounding the completion on the completion, not on the new beginnings. This serves to preserve the integrity of the activity just completed and to allow those involved to take a breath, enjoy the prizes, tidy up the paperwork, reflect, mop up any odds and ends, and freely enjoy the celebration without getting prematurely wrapped up in the next thing.

Advertising

These above completion elements might seem obvious to someone reading them but there is often no formal process in a company or organization for carrying them out effectively. Those that have these processes tend to do a much better job of completing projects with a flourish than those that do not. Larger and more successful companies and organizations tend to be the ones that have such processes.

Those who do a great job finishing projects leave fellow team members motivated towards getting involved and doing great things on future projects. A well completed task also has enough properly completed documentation associated with it that anyone who wants to learn from or duplicate the results in the future is able to do so without having to figure it out from scratch.
If you have any tips or ideas to share on finishing, please post a comment.

Peter Paul Roosen and Tatsuya Nakagawa are co-founders of Atomica Creative Group, a specialized strategic product marketing firm. Through leading edge insight and research, sound strategic planning and effective project management, Atomica helps companies achieve greater success in bringing new products to market and in improving their existing businesses. They have co-authored Overcoming Inventoritis: The Silent Killer of Innovation now available.

More by this author

The Golden Rule Of Referrals: Learn to Give a Perfect Referral Burn The Business Plan: Write a Book Instead How to Give a Killer Evaluation Increasing your Credibility in 30 days: How to Brag without Bragging How to build your business before quitting your day job

Trending in Featured

1The Importance of Reminders (And How to Make a Reminder That Works) 240 Top Productivity Apps for iPhone (2018 Updated) 3How to Overcome Procrastination and Start Doing What Matters 4Is Procrastination Bad? The Truth About Procrastination Revealed 5The Gentle Art of Saying No

Read Next

Advertising
Advertising

Last Updated on August 16, 2018

The Importance of Reminders (And How to Make a Reminder That Works)

The Importance of Reminders (And How to Make a Reminder That Works)

No matter how well you set up your todo list and calendar, you aren’t going to get things done unless you have a reliable way of reminding yourself to actually do them.

Anyone who’s spent an hour writing up the perfect grocery list only to realize at the store that they forgot to bring the list understands the importance of reminders.

Reminders of some sort or another are what turn a collection of paper goods or web services into what David Allen calls a “trusted system”.

A lot of people resist getting better organized. No matter what kind of chaotic mess, their lives are on a day-to-day basis because they know themselves well enough to know that there’s after all that work they’ll probably forget to take their lists with them when it matters most.

Fortunately, there are ways to make sure we remember to check our lists — and to remember to do the things we need to do, whether they’re on a list or not.

In most cases, we need a lot of pushing at first, for example by making a reminder, but eventually we build up enough momentum that doing what needs doing becomes a habit — not an exception.

Advertising

The power of habit

A habit is any act we engage in automatically without thinking about it.

For example, when you brush your teeth, you don’t have to think about every single step from start to finish; once you stagger up to the sink, habit takes over (and, really, habit got you to the sink in the first place) and you find yourself putting toothpaste on your toothbrush, putting the toothbrush in your mouth (and never your ear!), spitting, rinsing, and so on without any conscious effort at all.

This is a good thing because if you’re anything like me, you’re not even capable of conscious thought when you’re brushing your teeth.

The good news is you already have a whole set of productivity habits you’ve built up over the course of your life. The bad news is, a lot of them aren’t very good habits.

That quick game Frogger to “loosen you up” before you get working, that always ends up being six hours of Frogger –– that’s a habit. And as you know, habits like that can be hard to break — which is one of the reasons why habits are so important in the first place.

Once you’ve replaced an unproductive habit with a more productive one, the new habit will be just as hard to break as the old one was. Getting there, though, can be a chore!

Advertising

The old saw about anything you do for 21 days becoming a habit has been pretty much discredited, but there is a kernel of truth there — anything you do long enough becomes an ingrained behavior, a habit. Some people pick up habits quickly, others over a longer time span, but eventually, the behaviors become automatic.

Building productive habits, then, is a matter of repeating a desired behavior over a long enough period of time that you start doing it without thinking.

But how do you remember to do that? And what about the things that don’t need to be habits — the one-off events, like taking your paycheck stubs to your mortgage banker or making a particular phone call?

The trick to reminding yourself often enough for something to become a habit, or just that one time that you need to do something, is to interrupt yourself in some way in a way that triggers the desired behavior.

The wonderful thing about triggers (reminders)

A trigger is anything that you put “in your way” to remind you to do something. The best triggers are related in some way to the behavior you want to produce.

For instance, if you want to remember to take something to work that you wouldn’t normally take, you might place it in front of the door so you have to pick it up to get out of your house.

Advertising

But anything that catches your attention and reminds you to do something can be a trigger. An alarm clock or kitchen timer is a perfect example — when the bell rings, you know to wake up or take the quiche out of the oven. (Hopefully you remember which trigger goes with which behavior!)

If you want to instill a habit, the thing to do is to place a trigger in your path to remind you to do whatever it is you’re trying to make into a habit — and keep it there until you realize that you’ve already done the thing it’s supposed to remind you of.

For instance, a post-it saying “count your calories” placed on the refrigerator door (or maybe on your favorite sugary snack itself)  can help you remember that you’re supposed to be cutting back — until one day you realize that you don’t need to be reminded anymore.

These triggers all require a lot of forethought, though — you have to remember that you need to remember something in the first place.

For a lot of tasks, the best reminder is one that’s completely automated — you set it up and then forget about it, trusting the trigger to pop up when you need it.

How to make a reminder works for you

Computers and ubiquity of mobile Internet-connected devices make it possible to set up automatic triggers for just about anything.

Advertising

Desktop software like Outlook will pop up reminders on your desktop screen, and most online services go an extra step and send reminders via email or SMS text message — just the thing to keep you on track. Sandy, for example, just does automatic reminders.

Automated reminders can help you build habits — but it can also help you remember things that are too important to be trusted even to habit. Diabetics who need to take their insulin, HIV patients whose medication must be taken at an exact time in a precise order, phone calls that have to be made exactly on time, and other crucial events require triggers even when the habit is already in place.

My advice is to set reminders for just about everything — have them sent to your mobile phone in some way (either through a built-in calendar or an online service that sends updates) so you never have to think about it — and never have to worry about forgetting.

Your weekly review is a good time to enter new reminders for the coming weeks or months. I simply don’t want to think about what I’m supposed to be doing; I want to be reminded so I can think just about actually doing it.

I tend to use my calendar for reminders, mostly, though I do like Sandy quite a bit.

Featured photo credit: Unsplash via unsplash.com

Read Next