THE OFFSITE CO WAY · PHASE 06

Wrap & Financial Close

Close the event operationally and financially while capturing insights that strengthen future events and deepen the client relationship.

Department: Operations — Event Production

Primary Owner: Event Producer (Financial Reconciliation) + COO (Client Relationship)

Key Contributors: Bookkeeper, Director of Event Operations, Director of Onsite Operations

Trigger: Phase 05 — Onsite Execution complete. Onsite team has departed.

Phase Steps

Each step below links to its detailed process document (extracted separately in this folder).

• 06a Financial Reconciliation
• 06b Final Billing & Client Review
• 06c Client & Internal Retro

Definition of Done

All must be true before entering Phase 07: Reengagement.

• All venue and vendor invoices reconciled
• Final billing issued or refunds processed
• Client has received final financial summary
• Client retro complete
• Internal retro complete and key learnings documented
• Project fully closed

Note: An older/superseded version of this phase hub also exists in Drive, titled "05- Wrap & Financial Close- Phase Hub" (doc id 1sK5RiQUPZsZ6yRK1JrQHC7VIHl54K8zhNIjb1NymFVs), from before the phase numbering was finalized. Not separately extracted.