Project Close-Out Capture

Capture the story + raw materials once at close-out, so case studies and other outputs can be generated quickly and consistently.

View all submitted close-outs

To submit:include results + a source•include asset links (or note if unavailable)

Project CodeOptional

Project code

What this enablesInfo

This form supports fast generation of:

• Case study slides (short + long)
• Website-ready summary
• Social post drafts + cutdowns
• Award draft language (where applicable)

Design note: client logos + palettes can be applied as subtle styling overlays.

2) Story FoundationRequired

One-line case framing (max 140 characters)0/140

Tell the story in 4 beats. Keep it crisp. These fields become slide copy, web copy, and award draft language.

Tension (max 280 characters)0/280

Insight (max 280 characters)0/280

Idea (max 320 characters)0/320

Impact (max 320 characters)0/320

3) Execution ModulesOptional

Add 1-3 key components (optional).

4) ResultsNeeded to submit

Results source link

Upload results files (optional)

Excel/CSV files will be parsed and metrics auto-filled below.

Drop files here or click to browse

Images, PDF, Office docs, ZIP — up to 10 MB each

Add 1-3 metrics (more is fine)

Enter name + value + unit. Context helps (benchmark, delta, vs forecast).

Metric

Value

Unit

Context (optional)

Results pending / not available (exception)

If selected, add a reason so we know when to revisit.

Reason (required if results pending)

Expected update date (optional)

5) AssetsNeeded to submit

Root folder link (SharePoint / DAM)

Hero photo folder link (min 5, including 2 hero images)

No photo assets exist (exception)

Only use this when photo assets truly don't exist.

Reason (required if no photo assets)

Video link (optional)

Wrap report / final deck link (optional)

Upload assets (optional)

Attach files directly — images, video, PDFs, decks. These are stored alongside your links.

Drop files here or click to browse

Images, PDF, Office docs, ZIP — up to 10 MB each

6) Key ContactsOptional

Not required to submit.

Project owner / PM

Measurement contact (if different)

Client contact (optional)

Notes (optional)0/400

Submit

Validation checks submission requirements before saving to the database.