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HTI Standard Operating Procedures (SOPs)

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Close Out Reports Resource Library 📚

Amara August 14, 2023

Overview

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

Linked ResourceType
(length/duration)
Description
What is a Close Out Report and Why Do We Need It?Video
(13:15)
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
(length/duration)
Description
How to Use the Close Out Report TemplateVideo
(15:23)
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.
Eco-Action
Created by Gina
Advancing EquityExample of a one-off engagement (5-day staff retreat)
GCAPP
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.
BTC
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
(length/duration)
Description
Reflections on the creation of the Sandy Hook Promise Close Out ReportVideo
(10:36)
Catalysts who helped prepare the Sandy Hook Promise Close Out Report reflect on their lessons learned.