程序代写 ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

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ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

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ISYS90045 Professional IS Consulting

Seminar 11
Closing out the Engagement

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Tonight’s Agenda

Closing out the Project
• Dealing with problems, conflict and difficult

• Selling The engagement
• 7 Habits of effective people
• Closing the engagement

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Engagement Lifecycle

How is work won and performed in consultancies?

• Depends on the type of engagement
• A typical flow is:

Risk assessment and
internal inquiry

Winning the

Contractual
negotiation

Delivery and

management

Close-out and

• Review of outcomes with leaders

• Can include an internal legal review of deliverables

• Final Presentation

• Steering Committee

• Final iterations

• Sign Off

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Why formally close a project?

Scenario discussion:
You work for a boutique consultancy (‘Don’t Lose Ctrl, Pty Ltd’) as a Consultant.Most
of your work has been delivery and operational in nature, but over the last few
engagements, you’ve really stepped up and have written the reports and been given
the opportunity to present them to senior management.
You’ve just finished a reasonably significant piece of work, reviewing an insurance
client’s core systems against current industry benchmarks (in terms of core
hardware requirements vs. target capacity and availability).
The partner glosses over the paper and signs.“Should be OK”, the partner
says.The report is handed back to you and you’re instructed to finalise the report
yourself (“don’t bother anyone with this too much”, the partner mentions before
shooing you out the door) and hand it to the client.
• Does this worry you?

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Why formally close a project?

 The purpose of closing a project is to
provide a fixed point of completion and
documentation to evidence that the
project has reached its objectives and
that the products and deliverables have
been received and accepted by the
clients and users

 May demonstrate where a project
has not met it’s objectives and there
may have been a partial or overall
project failure.

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Objectives of closing out a project

The objectives of closing a project are to:
 Verify user acceptance of the project’s products and services
 Ensure that products can be supported after the project is

 Review the performance of the project

 This is done by comparing the project to the baseline documents
 Assess the benefits already realised
 Address open issues and risks.

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Preparing for a planned closure
 Based on the project end date approaching
 Based on a expected result
 General agreement of the project team and client management

Preparing for an unexpected closure!
Project management team instructs the project to close

 Update issue register
 Review status reports.

How do we know the project is finished?

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Steps to closing the project

The project should have a clear end with a correct handover of
information and responsibility
Steps involve the following:

 Check that the original objectives have been met
 Transfer ownership of products to the customer, licences, etc
 Identify all unachieved objectives so that they can be addressed in the

 …Leading to next phases of work?

 Disband the project team and make certain that costs can no
longer be incurred by the project

The Project Manager prepares for the project to be closed and
provides the necessary information to the Project Board.

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Steps to closing the project

For larger consultancies, this can mean a legal or pseudo-
legal review
 Dedicated ‘quality assurance’ or ‘risk’ teams
 Ensure that all required legal wording is in the deliverable (e.g.

advisory vs. assurance engagements)
 Compare deliverables against scope sections in contracts/

engagement letters.

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Reports for closing the project

Analytical reports
 Give a data-driven view to describe success, failure and ‘what could

have gone better’
Lessons Learned report

 From the Lessons Log and Issues Register which is continuously
added to during the project

Follow-onAction Recommendations
 These are comments that are given to the persons who will support the

products (maintenance, customisation)
Benefits or Return on Investment Report (ROI)

 Benefits that the completed project will bring to the organisation
(for the client and Sponsor)

End of Project Report
 This is a report on the performance of the project.

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

 Legal and contractual ramifications
 Professional relationship breakdown
 Payment for services may be disputed
 Reputational damage
 Underutilised project team.

What happens if the project has failed?

ISYS90045 Professional IS Consulting ©2022 The University of Melbourne

Project close-out
• The purpose of end-of-project reporting to give you key learnings

The end of a project does not mean the end of the client
relationship!

• Establish trust and understanding – you are on your way to being a
trusted advisor!

ISYS90045 Professional IS Consulting��Seminar 11�Closing out the Engagement
Tonight’s Agenda
Engagement Lifecycle
Why formally close a project?
Why formally close a project?
Objectives of closing out a project
How do we know the project is finished?
Steps to closing the project
Steps to closing the project
Reports for closing the project
What happens if the project has failed?

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