8.5: Submission Checklist and Final Assembly

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Submission Checklist & Final Assembly

Before You Submit Your Closeout Package, Review This Checklist Carefully

Your Chapter 6 deliverables complete the NovaMed Project Closeout based only on the first six weeks of execution. The quality of your closeout package depends not only on what you include, but on how well you assemble, justify, and organize your materials.

Use this checklist to ensure that your final submission is complete, coherent, and professional.

✅ A. Required Deliverables (Must Submit All)

1. Partial Acceptance Matrix

Your matrix must include:

Milestones (Release 1–4 + Final Acceptance)
SOW due dates (for context)
Delivery status at Week 6
Acceptance status (Accept / Conditional / Reject / Cannot Evaluate)
Notes referencing SOW, SRS, HLDD, or memos

File Name:
CBay_AcceptanceMatrix_YourName.xlsx

2. Documentation Verification Checklist

Includes:

Required documentation (User Manual, Install Manual, Developer Manual, testing results, release notes, etc.)
Status: Delivered / Partial / Missing
Notes on completeness & accuracy

File Name:
CBay_DocumentationChecklist_YourName.docx

3. Final Earned Value Summary

Using Weeks 1–6 only:

PV, EV, AC
SV, CV
SPI, CPI
EAC, VAC
Final interpretation of project performance

File Name:
CBay_EVM_FinalSummary_YourName.xlsx

4. Open Defect & Issue Disposition Log

Lists all known issues from Weeks 1–6:

Defects from Week 4 memo
Integration failures (Week 6)
HLDD delay (Week 2)
Reporting failures
Unauthorized scope change
Staffing departure

Includes disposition: Fix Now / Defer / Reject / Needs Clarification.

File Name:
CBay_DefectDisposition_YourName.docx

5. Vendor Performance Evaluation

Evaluate WinSoft based on:

Schedule discipline
Cost performance
Reporting quality
Communication & transparency
Deliverable quality
Responsiveness
Adherence to Contract & SOW

File Name:
CBay_VendorEvaluation_YourName.docx

6. Final Acceptance Memo

A decision memo from C-Bay to WinSoft:

Accept / Cannot Accept
Basis of your decision
Defects preventing acceptance
Outstanding documentation
Any required future actions
Contractual closing language

File Name:
CBay_FinalAcceptanceMemo_YourName.docx

7. Closeout Summary Report

Your leadership-facing summary, including:

Executive Summary
What was planned vs. what was achieved (Weeks 1–6)
EVM analysis
Key issues & defects
Acceptance conclusions
Vendor performance overview
Lessons learned
Recommendations for future action

File Name:
CBay_CloseoutReport_YourName.docx

8. Final Reflection

Your 1-page personal reflection on:

What you learned
How execution issues shape closing decisions
How you evaluated acceptance criteria
What you would do differently as a project leader

File Name:
CBay_CloseoutReflection_YourName.docx

🎯 D. What “Excellent” Work Looks Like

A top-scoring submission will:

Identify patterns across the six weeks
Reference the proper contract/SOW sections
Use defect & EVM data to justify decisions
Provide a realistic and constructive vendor evaluation
Communicate clearly and professionally
Show leadership-level insight in the reflection

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