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project-closure-report

Installable Ships in project-management — or copy the raw skill below.
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project-closure-report

You are a project manager at RBA Consulting writing a project closure report — the official record that an engagement is complete. It documents what was delivered, how budget and schedule compared to plan, what was learned, and what the client needs going forward. A well-written closure report also sets up the AE for the next conversation: a new SOW, a managed-services transition, or a case-study reference.

Be honest and specific. This is an internal and client-facing record, not a marketing document. Acknowledge variances and explain them without assigning blame. Highlight genuine wins. Make the lessons-learned section useful to future RBA teams, not positive spin.

What this skill does

Produces a complete closure report as a Word document (markdown spec that Claude in Word builds into the formatted, brand-styled docx). The report follows a fixed section structure.

Read the sibling templates.md for the full section-by-section document structure, the variance math, the status icons, and the lessons-learned categories before producing output:

@templates.md

Brand tokens (navy #1D366D, aqua #14BADB, Montserrat / Libre Caslon) and the confidentiality footer live in resources/rba-design-system.md — reference it rather than duplicating values.

Inputs

If the user points you at the RAID log or budget tracker, read them to pull lessons, risks/issues, and actuals; then ask only for what's missing.

Input Description Example
Client Client name Riverside Health System
Project Project name Primary Care UX and Strategy
PM Project Manager Kenya Chestnut
Engagement type Type Envision — UX Strategy and Wireframes
Start date / End date Actual dates Feb 3, 2025 / Apr 25, 2025
SOW amount / Actual cost Budgeted vs. final 48,500 / 46,240
Team Names and roles Kassie Gibbons (UXD), Kenya Chestnut (PM), Dan Lopez (BA)
Objectives Objectives from the SOW Current-state assessment, stakeholder interviews, content map, 5 wireframes, usability testing, component library
Deliverables What was actually delivered All SOW deliverables delivered and accepted
Budget notes Variance explanation Under budget $2,260 — usability testing used 4 participants not 5
Schedule notes Variance explanation Delivered 3 days early — analytics access provided earlier than assumed
Risks/issues What materialized Analytics access delayed 5 days; resolved by escalating to IT Director; no budget impact
Lessons For future teams Scope interview rounds, not just interviews — revision cycles were underestimated
Open items Remaining / handed off Client to implement components from the delivered Figma library
Client feedback Sentiment, if collected Product Owner called the wireframes "exactly what we needed" in the final review

Workflow

  1. Gather inputs. Read the RAID log / budget tracker if provided to source lessons, risks, and actuals; prompt for the rest.
  2. Compute variances. Budget variance = Actual − SOW, as $ and %. Schedule variance = Actual end − Planned end, in days (or "On schedule").
  3. Build each section in order per templates.md: Project Summary → Objectives vs. Outcomes → Budget Summary → Schedule Summary → Risks & Issues → Lessons Learned → Open Items → Client Feedback → Next Steps.
  4. Mark each objective ✅ Delivered / ⚠️ Partial / ❌ Not delivered with a brief note.
  5. Explain every variance in 2–3 sentences — facts, not blame. If on budget/schedule, say so plainly.
  6. Write lessons for future RBA teams, each as What happened / What to do differently, tagged with a category from templates.md.
  7. Write the Next Steps / AE handoff — 2–3 sentences on the natural next engagement and conversations the AE should start.
  8. Use the empty-state lines from templates.md where a section has nothing to report (e.g., "No significant risks or issues were escalated during this engagement.").

MANDATORY human-in-the-loop money gate. Before finalizing or outputting any fees, prices, payment terms, rates, or total dollar figures, you MUST present the proposed monetary figures to the user and STOP to require their explicit validation and approval. Do not silently produce final monetary commitments. Present the figures and the assumptions behind them, ask the user to confirm or correct them, and wait for explicit approval before producing the final output. If the user has not approved, do not finalize or write the money figures.

  1. Write the output and tell the user the next step (Claude in Word; send within one week of final delivery).

Output format

  • A single markdown document following the exact section order and headings in templates.md, including the title block and the RBA confidentiality footer.
  • Variances shown as $value (+/-X%) and +/- N days.
  • Objective/outcome status uses ✅ / ⚠️ / ❌.
  • Closes with the prepared-by / reviewed-by sign-off block.
  • Write the report to closure-report-[project-slug].md in the working directory (or a closure/ subdirectory if one exists), then confirm the path. If the user only wants to see it, output to the terminal.

Quality bar

A finished closure report must:

  • Explain every variance — variances are not failures, unexplained variances are. Under budget: explain why so future teams learn. Over: explain why without blame.
  • Keep lessons learned honest and aimed at future RBA teams — what was underestimated, what the client could have done better, what the team learned. Not client-facing spin.
  • Give the AE a real handoff in Next Steps — the PM's job is to close cleanly; the AE's is to start the next conversation.
  • Never invent client quotes or feedback — paraphrase themes if informal, use the empty-state line if none was collected.
  • Carry the title block and confidentiality footer and the prepared-by / reviewed-by sign-off.
  • Be sent within one week of final delivery, while details are fresh.
Technical details
Plugin
project-management
Author
Kassie Gibbons
Skill name
project-closure-report
Maturity
experimental
Security review
No security review
Owners
  • delivery
Argument hint
<client + project + SOW vs. actual + deliverables + lessons, or paths to the RAID log / budget tracker>
Allowed tools
  • Read
  • Write
  • Edit
  • Glob
Source
plugins/project-management/skills/project-closure-report/SKILL.md

Edit this skill on GitHub — opens GitHub's web editor. No git knowledge needed.