---
artifact_id: A27
name: Project Closure Record
example_version: "1.0.0"
status: "Example · Active"
scenario: "Meridian CRM Modernization — Nexus Solutions Ltd. (fictional, anonymized)"
file_path: "artifacts/closure/A27-project-closure-record-example.md"
---

## [A27] — Project Closure Record | Example

> **Example notice:** This file contains a realistic but entirely fictional example of a completed Project Closure Record. All project names, organizations, people, and data are fabricated for illustration purposes only. This is not a real project record. Use this file as a reference when completing the blank template.

---

> **Document status note:** This is a **PROJECTED / DRAFT** closure record captured at End of Phase 2 (September 2026). The project is scheduled to close June 30, 2027. This document reflects the planned closure approach and known projected values at the time of capture. Sections marked [PROJECTED] will be updated with actuals at project close. Sections marked [DRAFT — PLANNED] represent the planned closure approach awaiting execution.

---

## 1. Closure Record Identification

| Field | Value |
|---|---|
| Project Name | Meridian CRM Modernization |
| Project ID | NXS-2026-CRM-001 |
| Project Manager | Jordan Patel |
| Sponsor | Alex Rivera, VP Customer Experience |
| Closure Type | Planned closure on successful completion |
| Record Version | 0.3 (Draft) |
| Record Date | 30 September 2026 (draft; for update at project close) |
| Planned Closure Date | 30 June 2027 |
| Planned Go-Live Date | 7 April 2027 |
| Document Author | Jordan Patel |
| Reviewed By (Draft) | Sandra Kowalski (PMO) |
| Final Approval (Planned) | Alex Rivera (Sponsor) + Steering Committee — 30 June 2027 |

---

## 2. Closure Type and Rationale

**Closure Type:** Planned Closure on Completion

The Meridian CRM Modernization project is planned to close on 30 June 2027 following the successful completion of all four phases:
- Phase 1 Discovery & Planning (Jan–Mar 2026) ✅ Complete
- Phase 2 Build & Configure (Apr–Sep 2026) ✅ Complete
- Phase 3 Migration & Training (Oct 2026–Mar 2027) [In progress as of Sep 2026]
- Phase 4 Go-Live & Stabilization (Apr–Jun 2027) [Planned]

Closure is contingent on:
1. Production cutover confirmed stable (Go-Live M8 achieved without critical incident)
2. Hypercare period (4 weeks post go-live) completed satisfactorily
3. Benefits handover formally executed with business owner (Alex Rivera)
4. All outstanding defects below severity threshold resolved or formally accepted
5. Financial closure confirmed by CFO (Diane Okonkwo)

---

## 3. Final Deliverables Register

| # | Deliverable | Owner | Planned Completion | Status | Acceptance Sign-Off |
|---|---|---|---|---|---|
| D-01 | Phase 1 — Requirements and discovery documentation | Jordan Patel | 13 Mar 2026 | ✅ Delivered | Alex Rivera — 13 Mar 2026 |
| D-02 | Phase 1 — Vendor contract (DataPath Consulting) | Procurement | 28 Feb 2026 | ✅ Delivered | Diane Okonkwo / Legal — 28 Feb 2026 |
| D-03 | Phase 2 — Configured CRM platform (all modules) | DataPath PM | 30 Sep 2026 | ✅ Delivered | IT Ops / DataPath — 28 Sep 2026 |
| D-04 | Phase 2 — ERP integration (middleware + API connector) | DataPath PM | 22 Sep 2026 | ✅ Delivered | Architecture Review Board — 22 Sep 2026 |
| D-05 | Phase 2 — Custom reporting suite (14 reports) | DataPath PM | 29 Sep 2026 | ✅ Delivered | Sales Director — 29 Sep 2026 |
| D-06 | Phase 2 — UAT sign-off (formal) | Jordan Patel | 15 Oct 2026 | 🔵 In progress | Pending countersignature |
| D-07 | Phase 3 — Cleansed and validated data set | Data Migration Lead | 30 Nov 2026 | 🔵 Planned | [DRAFT — PLANNED] |
| D-08 | Phase 3 — Full data migration (production load) | Data Migration Lead | Mar 2027 | 🔵 Planned | [DRAFT — PLANNED] |
| D-09 | Phase 3 — Training programme (Sales 200 users, Support 80 users) | Training Lead | 31 Mar 2027 | 🔵 Planned | [DRAFT — PLANNED] |
| D-10 | Phase 3 — GDPR compliance sign-off | Legal (Elena Voss) | Nov 2026 | 🔵 Planned | [DRAFT — PLANNED] |
| D-11 | Phase 4 — Production go-live (cutover) | Jordan Patel / IT Ops | 7 Apr 2027 | 🔵 Planned | [DRAFT — PLANNED] |
| D-12 | Phase 4 — Hypercare closure report | Jordan Patel | 7 May 2027 | 🔵 Planned | [DRAFT — PLANNED] |
| D-13 | Phase 4 — Benefits handover documentation | Jordan Patel | 30 Jun 2027 | 🔵 Planned | [DRAFT — PLANNED] |
| D-14 | Phase 4 — Project closure report | Jordan Patel | 30 Jun 2027 | 🔵 Planned | [DRAFT — PLANNED] |

---

## 4. Acceptance Sign-Off Status

| Phase | Formal Acceptance | Signed Off By | Date | Status |
|---|---|---|---|---|
| Phase 1 — Discovery & Planning | Gate 1 exit — signed | Alex Rivera (Sponsor) | 13 Mar 2026 | ✅ Complete |
| Phase 2 — Build & Configure | Gate 2 exit — in process | Alex Rivera (Sponsor) | Target: 16 Oct 2026 | 🔵 In progress |
| Phase 3 — Migration & Training | Gate 3 exit — planned | Alex Rivera (Sponsor) | Target: 31 Mar 2027 | [DRAFT — PLANNED] |
| Phase 4 — Go-Live & Stabilization | Final project acceptance | Alex Rivera + Steering Committee | Target: 30 Jun 2027 | [DRAFT — PLANNED] |

---

## 5. Financial Closure Summary [PROJECTED]

| Financial Item | Baseline (€) | Projected Actual (€) | Variance (€) | Notes |
|---|---|---|---|---|
| Platform License | 480,000 | 480,000 | 0 | Fixed — confirmed |
| Implementation Services | 720,000 | 772,000 | –52,000 | ERP integration overrun |
| Data Migration | 240,000 | 248,000 | –8,000 | Projected additional data quality effort |
| Training Programme | 120,000 | 118,000 | +2,000 | Internal delivery cost slightly below plan |
| Infrastructure & Hosting | 180,000 | 175,000 | +5,000 | AWS committed pricing slightly favourable |
| Internal Labour | 360,000 | 352,000 | +8,000 | Slightly below plan |
| Contingency Reserve Used | 240,000 | 65,000 | +175,000 | Significant portion undrawn |
| Management Reserve | 60,000 | 0 | +60,000 | Projected — not accessed |
| **Total** | **2,400,000** | **2,420,000** | **–20,000** | [PROJECTED — within contingency reserve] |

---

## 6. Benefits Handover [DRAFT — PLANNED]

| Benefit ID | Benefit Description | Measurement Metric | Target | Measurement Owner | Realisation Timeframe |
|---|---|---|---|---|---|
| B-01 | Improved sales pipeline visibility | % opportunities with complete pipeline data | 90% within 6 months | Sales Director | Oct 2027 |
| B-02 | Reduced customer response time | Average first response time (hours) | 20% reduction | Support Manager | Oct 2027 |
| B-03 | CRM data quality improvement | Duplicate rate in production CRM | < 3% within 3 months | IT Operations Lead | Jul 2027 |
| B-04 | User adoption | Monthly active users / total licensed | ≥ 85% within 30 days | IT Operations Lead | May 2027 |
| B-05 | Reduction in manual reporting effort | Hours/week on manual CRM reports | 40% reduction | Sales Director | Dec 2027 |
| B-06 | CRM support cost reduction | Annual CRM support cost | 25% reduction | IT Operations / Finance | Dec 2027 |

---

## 7. Lessons Consolidated Reference

| Reference | Description | Location |
|---|---|---|
| A21 — Lessons Learned Record | Phase 2 lessons captured | artifacts/monitoring-and-decisions/A21-lessons-learned-record.md |
| OPA-TEC-2026-004 | Agile/Hybrid — Vendor Sprint Buffer | PMO OPA Library |
| OPA-GOV-2026-011 | Governance — GDPR/DPIA as gate exit criterion | PMO OPA Library |

---

## 8. Outstanding Items at Time of Document Capture (September 2026)

| Item | Description | Owner | Target Resolution |
|---|---|---|---|
| OI-001 | Phase 2 gate — formal sign-off (UAT countersignature) | Jordan Patel | 15 October 2026 |
| OI-002 | Phase 3 kick-off approval from sponsor | Jordan Patel / Alex Rivera | 14 October 2026 |
| OI-003 | Data quality remediation decision | Jordan Patel | 14 October 2026 |
| OI-004 | DataPath contract renewal (Phases 3–4) | Jordan Patel / Procurement | 31 October 2026 |

---

## 9. Closure Approval Plan [DRAFT — PLANNED]

| Approval Step | Approver | Planned Date | Status |
|---|---|---|---|
| Phase 3 Gate Exit | Alex Rivera (Sponsor) | 31 March 2027 | [PLANNED] |
| Go/No-Go Decision (Go-Live) | Steering Committee | 1 April 2027 | [PLANNED] |
| Financial Closure Confirmation | Diane Okonkwo (CFO) | 30 June 2027 | [PLANNED] |
| **Final Project Closure** | **Alex Rivera + Steering Committee** | **30 June 2027** | **[PLANNED]** |

---

*Example for: Project Closure Record (A27)*
*Scenario: Meridian CRM Modernization — Nexus Solutions Ltd. (fictional)*
*Migrated from artifacts/closing/ to artifacts/closure/ — P0-0I 2026-06-01*
*See template: artifacts/closure/A27-project-closure-record-template.md*
