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Tollgate Docs

Close out an investment

Mode: how-to. Prepare a close-out submission and get sponsor sign-off, so an investment leaves active steering cleanly.

Close-out is the symmetric peer of Approval. Approval recorded what we said we’d do; close-out records what actually happened. The approved business case stays immutable — you don’t rewrite the charter. What you capture is a separate close-out record.

Prepare the close-out submission

Section titled “Prepare the close-out submission”
  1. Open the project’s Tollgate tab.
  2. Capture the as-built outcome — what you actually delivered, in the sponsor’s words.
  3. Capture the as-built return, with the deltas against the approved business case.
  4. Resolve residual risks and opportunities on the Risks tab — nothing open should be left hanging at handover.
  5. Record the lessons learned (three light prompts).
  6. Confirm the BAU handover: name who takes ownership of the outcome, and in particular the adoption KPI, in business-as-usual.
  7. Submit. The investment flips to ClosingSubmitted and appears in the sponsor’s Awaiting your decision queue on the Portfolio.
Section titled “Sponsor sign-off”
  1. The sponsor reviews the close-out submission and either signs off (with optional rationale) or returns it with notes.
  2. On sign-off, the investment enters the Closed lane — hidden by default on the Portfolio, but always findable.
  3. The BAU owner acknowledges ownership of the adoption KPI.