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The Client Closeout System book cover; book component of the Book + Toolkit Bundle
Client Closeout book preview: Closeout Control Loop
Client Closeout book preview: Four Engagement States
Client Closeout book preview: From Delivered Output to Measured Value
Client Closeout book preview: Appendix A: 30-Day Closeout System Rollout
Client Closeout book preview: Appendix B: Final Closeout Position minimum data model
Workflow Lift

The Client Closeout System — Book + Toolkit Bundle

$39.99
One-time purchase. Instant digital delivery. No subscription.
7-day digital satisfaction policy If it is not the right fit after access, eligible purchases may request a 50% refund within 7 calendar days. Delivery, duplicate-charge, and file issues are handled separately. View refund policy

Read Chapter 1 before you buy

If this problem keeps recurring, the process—not your effort—may be the constraint.

The complete book and companion toolkit together.

Learn the Workflow Lift closeout method, then use the editable workbook, forms, and worked example to record the final position of a client engagement.

Included in this bundle

  • The Client Closeout System: the complete Shopify book edition in PDF and Word DOCX, by Timothy Moon, MS, MBA, PMP. The PDF has 156 pages, including the front cover.
  • Editable Closeout Workbook: the blank 14-sheet Excel master for live engagements.
  • Harbor Worked Example: a separate 14-sheet Excel case workbook.
  • Printable Closeout Forms: Word DOCX and a 16-page PDF, including decision review and planning workshop records.
  • Start Here guide and Harbor Case Walkthrough: both in Word DOCX and PDF.

Ten files in one ZIP download: two complete book files in the Book folder and all eight companion toolkit files in the Toolkit folder.

The book and toolkit cover acceptance, residual obligations, transfer and access, support boundaries, commercial and governance closure, evidence, outcome evaluation, lessons, and separately authorized future work.

Digital download; no physical item will be shipped.

Choose your version

Book  ·  Toolkit  ·  Book + Toolkit (current version)

Review each product page for its exact contents and file formats.
  • Instant digital access
  • Practical, implementation-ready content
  • Clear instructions included

See inside the toolkit

Selected partial previews. Complete editable tools and instructions are included with purchase.

Start with the blank workbook or the Harbor worked example.

Start with the blank workbook or the Harbor worked example.

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See how a fictional project records scope, acceptance, and transfer.

See how a fictional project records scope, acceptance, and transfer.

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Record the authority and evidence supporting final closeout.

Record the authority and evidence supporting final closeout.

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How are the files delivered?

After checkout is completed, you will receive a digital download link. A download email is also sent to the email address used during checkout. No physical product will be shipped.

Are the files editable?

Editable formats vary by product. When Word, Excel, or another editable format is included, it will be identified in the product description before you purchase.

What exactly will I receive?

This is a digital product. The exact documents, workbooks, templates, and file formats included with this resource are listed in the product description above.