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HTI Standard Operating Procedures (SOPs)

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Close Out Reports Resource Library 📚

Amara August 14, 2023


This resource library includes links to resources to support Catalysts in writing Close Out Reports at the end of client projects. 

Linked ResourceType
What is a Close Out Report and Why Do We Need It?Video
Dr. Folami explains what a Close Out Report is and why it is an integral part of HTI’s Project Cycle and business development.

Close Out Report Template and Instructions

Linked ResourceType
How to Use the Close Out Report TemplateVideo
A brief tutorial about how to create a Close Out Report using the Close Out Report Template
Close Out Report TemplateDocument
(7 pgs)
A formatted document including prompts about what information to put in each section.  Do not enter information directly into the template.  First, make a copy of the template and rename it.

Examples of Completed Close Out Reports

Linked ResourceOutcome AreaDescription
United Way (FFL)
Created by Bridgett
Better Schools & CommunitiesExample of a year-long engagement.  Includes “Reasons to Celebrate” and “Room to Grow” in narrative format.
Created by Gina
Advancing EquityExample of a one-off engagement (5-day staff retreat)
Created by Heidi
High-Quality Youth ProgrammingExample of a one-off engagement (4-hour workshop) with artifacts that support the team in knowing how to carry the work forward.
Created by Gina
Better Schools / Advancing EquityExample of a close out report that was created for one event (a leadership retreat) within a larger project.
SHP Visioning Meeting
Created by Mashona, Folami, and Jarrod
Better Schools & CommunitiesExample of converting a complex physical artifact (the organizational timeline) into a digital format.  The close-out report included many artifacts.  That was the start of four projects for this client.
NRPA Facilitation of Equity in Practice (EiP) Certification
Created by Anthony
Advancing Equity / Better CommunitiesExample of a close-out report for an entirely virtual experience.
Friends of the Urban Food Forest Board and Volunteer Team-Building 
Created by Folami
Better CommunitiesExample of a close-out report when we didn’t complete all of the project deliverables (because of the client’s schedule and priorities).
Boys and Girls Clubs of Chattahoochee Valley
Created by Rigo
High-Quality Youth ProgrammingGreat example of giving the client adjusting feedback.

Other Close Out Report Resources

Linked ResourceType
Reflections on the creation of the Sandy Hook Promise Close Out ReportVideo
Catalysts who helped prepare the Sandy Hook Promise Close Out Report reflect on their lessons learned.