How to use the Project closure template

Start a board from it
Use this template opens a new Freero board with the Project closure template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Project closure”.
Follow the instruction on the board
“Don’t let projects fade out. Get sign-off on what was delivered, name an owner for everything left running, and celebrate.”
Fill in each part
- Delivered What we delivered against what was agreed.
- Not delivered What’s left, and where it goes.
- Handed over to Who owns each part from now on.
- People and budget Who goes back where, money returned.
- Archive Documents worth keeping, and where.
- Celebrate How we thank the people involved.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Project closure board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Handover to operations
Check a project is ready to hand to the team who will run it: support, documents, training, monitoring and open issues agreed.
Requirements traceability
Trace each requirement to the design that meets it, the test that proves it and its status, so nothing agreed is forgotten at sign-off.
Holiday cover plan
Plan who covers whom over a holiday period: dates away, what needs covering, the cover person and the handover notes.
Budget variance review
Compare what each budget line actually spent with the plan, explain the big gaps and agree what to do about them.
Annual budget cycle
Plan next year’s budget round: guidance from the top, team drafts, challenge sessions, approval and how it is shared.
Project charter
The agreement a sponsor signs before work starts: why the project exists, what is in and out, who decides and what done means.