5. TRANSITION Phase: Enabling Long-Term Ownership

• Conduct knowledge transfer sessions
  Hands-on sessions ensure that the customer’s team can independently manage the solution moving forward.

• Deliver final documentation
  Comprehensive documents are handed over, including configurations, workflows, and FAQs.

• Formal handoffs
  A structured handoff to internal customer success and technical support teams ensures that customer supporting teams are prepared to maintain and manage the customer relationship and the delivered solution.

• Provide a final project closure report
  A report summarizes the project objectives, successes, and any outstanding action items.

• Hold a project closure meeting
  A formal meeting confirms customer satisfaction and collects feedback for continuous improvement.

• Plan future collaboration opportunities
  The team identifies and discusses potential areas for further engagement or support.

Managing Budget & Customer  and Internal Project Team  Feedback  in the TRANSITION Phase: Enabling Long-Term Ownership

Budget Management:

• Ensure all remaining budget items (e.g., knowledge transfer, documentation) are completed as planned.

• Provide a final budget reconciliation report comparing estimated vs. actual costs.

• Communicate the financial closeout process to the customer.

Customer Feedback:

• Hold a project closure meeting to formally collect feedback on the project experience.

• Use structured surveys or open-ended questions to evaluate customer satisfaction with the project outcomes.

• Document feedback for internal lessons learned and future improvements.

Internal Project Team Feedback:

• Gather feedback for an after action assessment to gather feedback on what went well, what did not go well, what opportunities for optimization and expansion exist and any customer relationship management activities should take place.