Project Closure Checklist

Project Closure Checklist: CSR/UWorks

Task Status

End of project tasks

Obtain sign-off on the delivered product. Give an updated project plan to the team leader who assumes responsibility for subsequent work and support. Give management a project staffing plan with the schedule for releasing the project staff for other work. Write a project turnover memo, directed to all people who have been in contact with the project, communicating the new status of the project and the new contact person. At a minimum, this should be sent to everyone who received a copy of the project charter. Include Open Issues and Risks. Perform a post project review (lessons learned) with the project team, customer, vendors and management. The focus of the review is: What worked well? What did not work well? What would you do to improve the next project? Update the project history file with final actual performance data and the post project review. The file is then stored and organized for easy access during future projects. Give individual performance feedback to the team members. In cases where the team member will receive an annual review from another manager, deliver feedback to the manager. Close Project Accounts and finalize all billing. If required, audit and close the project budget numbers. Done by SG N/A Done by SG N/A

Done

Done by LY

Done by SG

Done by LY/SG

Project Closeout Tasks (Housekeeping)

Clean up Project Documentation Visual SourceSafe (VSS) database
As admin, undo checkout where needed, then check in everything Remove duplicate files Label the VSS project(s) appropriately (e.g., YourProjectClosedTimestamp) As admin, archive VSS project(s) Done Done Done Done Done 5/2 N/A - ISNTESP has been recalled and cleaned by DSAP final code in isnthrp and prod support is handling n/a n/a n/a - final code in isnthrp and prod support is handling

Clean up Code Repository (Windows/SQL - Visual SourceSafe)

Make sure all the correct versions have been checked in; undo checkout where needed. Send email to team to save off anything they want to keep in shadow folders (if any) or in older sources Remove all non-current sources Label the VSS project(s) appropriately

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Project Closure Checklist

Task If sources have been migrated out of a project area into a production support area, as admin, archive sources (VSS Projects) - this may require a request to ds-windows@cac.washington.edu (use the server name in the subject)

Status N/A - ISNTESP has been recalled and cleaned by DSAP Complete Done Done Done

Clean up Code Repository (MCP - SURE)

Make sure all the correct versions have been checked in and have been deployed; undo checkout where needed. Send email to team to save off anything they want to keep in shadow systems (if any) or in older sources Remove all non-current sources (if the source does not exist in PROD, it can be deleted; otherwise non-current sources should either be rolled back to production version or obsoleted) Archive sources if needed (e.g. tools, etc.) (steps TBD) Send email to SURE-Support to delete shadow systems (if any)

N/A Done N/A Complete Done Done Done Done Done Done - ISNTESP has been recalled and cleaned by DSAP n/a n/a n/a n/a Done Done

Clean up Code Repository (Other) Clean up development environment (MCP - CHASQUI)

Send email to team to save off anything they want to keep in shadow usercodes (chasqui) Purge shadow usercodes (chasqui) Purge project objects and data, unless used by Production Support Delete databases (chasqui) unless used by Production Support Remove unneeded files from development usercode(s)

Clean up development environment (Windows/SQL)

Send email to team to save off anything they want to keep on development server(s) Purge project objects and data, unless used by Production Support Delete project databases, unless used by Production Support Remove unneeded files from development/test servers

Mailing Lists
Dump archives of project mailing list(s) to the project folder ('save target as' in Internet Explorer) See: \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\ESPCSRMailManArchives\ Request deletion of project mailing list(s) https://www.washington.edu/computing/forms/mailman/delete.php

Done

Problem Reports
Update status of all problem reports

Done Done

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Project Closure Checklist

Task Dump a report of all problem reports into a designated folder See \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\ProblemReports Migrate outstanding problems to production support problem tracking database

Status Done

Done N/A N/A N/A N/A N/A N/A N/A Done Done by SG

Testing Residuals
Package any test data and/or test documentation that is reusable for future regression testing. Document and follow team turnover procedures for any test tools that may be reusable for future regression testing.

Code Cleanup
Remove any debugging or test code left in production Remove any extraineous debugging or test code left in development Document and follow team turnover procedures for any development tools or other non-production code used for the project that may be reusable.

CacTrack
Close out project in CacTrack

Project Documentation
Migrate appropriate project documentation to production support Archive project web site into a designated folder (cd up to AIS-ESP, tar --create --verbose --file=UWorksWeb.tar UWorks) See \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\UWorksWeb.tar and \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\UWorksWeb.ssa and \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\UWorks.zip Done by Cynthia Done

Remove project web site Archive project documents into a designated folder See \\ais-server\ShareAIS\Projects\Archived\CSR-UWorks\ProjectFiles

Done Done

Remove project documents Remove project share on group server or 'i:drive' Archive project emails, including attachments (emails in mailing list archive can be excluded) into a designated folder (e.g., \\aisserver\ShareAIS\Projects\Archived\ProjectName) Delete project emails (personal preference)

Done Done N/A - all relevant emails captured in mailman lists. Done Done N/A

Access Cleanup
Production MCP (QUIPU): Reset any non-standard production access to normal (e.g., if team members have now-inapprporate production access)

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Project Closure Checklist

Task Production windows/unix environments: Reset any non-standard production access to normal (e.g., if team members have now-inapprporate production access) Astra: reset any non-standard production access to normal (e.g., if team members have now-inapprporate production access) Request deletion of any project-specific nebula groups

Status N/A

N/A Done

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