---
name: close-management
description: "Prepare close calendar and blocker/status tracker. Use for this workflow with supplied business information."
---

# Close management

## Inputs and purpose

Use this workflow to prepare: Close calendar and blocker/status tracker.

Start with: Close tasks, owners, deadlines, dependencies and status.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. List the close deliverables, dependencies, responsible roles and required completion evidence for the period.

2. Sequence activities around data availability and review capacity; identify the tasks controlling the completion date.

3. Track prepared, reviewed, approved and posted states separately where they apply. Record blockers with an owner and next action.

4. Return a close calendar and exception summary. Do not report a close complete while required reconciliations or approvals are unresolved.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve cash visibility and accounting preparation.

Possible success measures: Close days, reconciliation differences, forecast error. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).