Execution Phase

Phase Review Form

For [Project Name]

Document Control
Document Information

Document Id
Document Owner
Issue Date
Last Saved Date
File Name

Information
[Document Management System #]
[Owner Name]
[Date]
[Date]
[Name]

Document History
Version
[1.0]

Issue Date
[Date]

Changes
[Section, Page(s) and Text Revised]

Document Approvals
Role
Project Sponsor

Name

Signature

Date

Project Review Group

Project Manager

Quality Manager
(if applicable)
Procurement Manager
(if applicable)
Communications Manager
(if applicable)
Project Office Manager
(if applicable)

Copyright 2000 Method123 Ltd

Template Guide
What is a Phase Review Form?
A Phase Review Form is a document used to formally request approval to proceed to the
next phase of a project. It provides a checkpoint at the end of each project phase to ensure
that the project has achieved its stated objectives and deliverables as initially planned.
Phase Review Forms should be completed at the end of the following project phases:

Project Initiation
Project Planning
Project Execution

It is not necessary to complete a Phase Review Form at the end of the Project Closure
phase as approval to close the project is covered within the Project Closure document. The
Phase Review Form should describe the status of the:

Overall project
Project Schedule (based on the Project Plan)
Project Expenses (based on the Financial Plan)
Project Staffing (based on the Resource Plan)
Project Deliverables (based on the Quality Plan)
Project Risks (based on the Risk Register)
Project Issues (based on the Issues Register).

When to use a Phase Review

Phase Review Forms should be completed at the end of each phase of the project
(excluding Project Closure). The Review Form should be completed by the Project Manager
and approved by the Project Sponsor. To obtain approval, the Project Manager will usually
present the current status of the project to the Project Board for consideration. The Project
Board (chaired by the Project Sponsor) may decide to cancel the project, undertake further
work within the existing project phase or grant approval to begin the next phase of the
project.
How to use this template
This document provides a guide on the topics usually included in a Phase Review
document. Sections may be added, removed or redefined at your leisure to meet your
particular business circumstance. Example tables, diagrams and charts have been added
(where suitable) to provide further guidance on how to complete each relevant section.

Copyright 2000 Method123 Ltd

Phase Review Form: Execution Phase

PROJECT DETAILS

Project Name:
Project Manager:
Project Sponsor:

Report Prepared By:

Report Preparation Date
Reporting Period:

Project Description:
[Summaries the overall project achievements, risks and issues experienced to date.]

OVERALL STATUS
Overall Status:
Project Schedule:
Project Expenses:
Project Deliverables:
Project Risks:
Project Issues:
Project Changes:

[Description]
[Description]
[Description]
[Description]
[Description]
[Description]
[Description]

REVIEW DETAILS
Review Category

Review Question

Schedule

Was the phase completed to schedule?

Y/N

Expenses

Was the phase completed within budgeted cost?

Y/N

Deliverables:
Deliverable # 1
Deliverable # 2
Deliverable # 3
Deliverable # 4
Deliverable # 5

Deliverables:
Was Deliverable #1 completed and approved?
Was Deliverable #2 completed and approved?
Was Deliverable #3 completed and approved?
Was Deliverable #4 completed and approved?
Was Deliverable #5 completed and approved?

Risks

Are there any outstanding project risks?

Y/N

Issues

Are there any outstanding project issues?

Y/N

Changes

Are there any outstanding project changes?

Y/N

APPROVAL DETAILS

Answer

Variance

Y/N
Y/N
Y/N

Supporting Documentation:
[Reference any supporting documentation used to substantiate the review details above.]

Signature:

Date:

_______________________

___/___/____

THIS PROJECT IS APPROVED TO PROCEED WITH THE CLOSURE PHASE

Copyright 2000 Method123 Ltd