Handover, project closure and measuring success
You will be able to: Prepare a handover pack and support transition; Close the project formally; Measure benefits against a baseline.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Handover moves ownership from the project team to the client and to support. A project that cannot be supported after you leave is a failed project.
The handover pack
- Signed blueprint and the final configuration workbook.
- User and role list, with the process for adding and removing users.
- Backup, restore-test and recovery procedure, including where passphrases are kept by the client, never by the consultant.
- Open issues and change requests, with owners.
- Training materials and reference cards.
- Support contacts, hours, escalation path and response times.
- Licence details and renewal date.
On Zeyto, customers have first-level tools on the Zeyto computer: Back up Zeyto data, Restore Zeyto data, Restart Zeyto Edge, Reset Zeyto login, Zeyto Support Report and the LAN address. Settings, Diagnostics Bundle produces a file to attach to a support ticket and lets the customer open a time-limited support window for 1 hour, 4 hours, 1 day or 3 days, with a code shown once and revocable at any time. Show the client's administrator each of these before you leave.
Closing the project
- Confirm acceptance of every deliverable in the SOW.
- Issue the final invoice according to milestones.
- Hold a lessons-learned session with the client and the team.
- Archive documents in a project folder with access control.
- Transfer open items to the support queue or a follow-on project.
Measuring success
| Measure | Baseline | Target | How measured |
|---|---|---|---|
| Days to close the month | 12 | 6 | Calendar days after month end to signed accounts |
| Unbilled deliveries per month | 14 | 2 | Delivery notes without an invoice |
| Days sales outstanding (DSO) | 52 | 45 | Receivables divided by credit sales, times days |
| Stock count variance | 4.2% | 1% | Count against system |
| Share of documents entered in Zeyto | 60% | 100% | Spot checks against paper |
Practise in the demo
- List the contents of a handover pack for a 10-user client and mark who owns each item.
- In the demo open Settings, then Diagnostics Bundle and read what the bundle contains and the support window options.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Hand over a complete pack, and show the client's administrator the support and recovery tools.
- Close the project with acceptance, final invoice, lessons learned and archive.
- Measure benefits against baselines agreed before the project.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Why measure a baseline before the project?
2. What does the Zeyto support window in Diagnostics Bundle offer?
3. Which TWO items belong in the handover pack?
Select all that apply.