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Use the four-way decision

Keep, archive, delete or ask

Start with the heavy stuff

Close-out decision checkpoint

Archive without creating a dumping ground

Archive is for finished work with future value

Protect current and sensitive work

Archive safety checkpoint

Make close-out normal

Build close-out into the project rhythm

Close out as a handoff

Close-out habit checkpoint

Gives staff a safe close-out habit for finished client work: keep what is active, archive what should be retained, delete only clear disposables, and ask before touching sensitive material.

Campaigns, events and content jobs move fast. This module gives Legacy staff a safe close-out habit: keep what is still active, archive what has future value, delete only clear disposables, and ask when there is any risk.

Closing Projects and Archiving Finished Work

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