7/31/2019 Template - Phase Review Form - Execution

1/4

Execution PhasePhase Review Form For [Project Name]

7/31/2019 Template - Phase Review Form - Execution

2/4

Project Management Administrative Policies & ProceduresDraft 2 - 2007

Document Control

Document Information

InformationDocument Id [Document Management System #] Document Owner [Owner Name] Issue Date [Date] Last Saved Date [Date] File Name [Name]

Document History

Version Issue Date Changes[1.0] [Date] [Section, Page(s) and Text Revised]

Document Approvals

Role Name Signature DateProject Sponsor

Project Review Group

Project Manager

Quality Manager (if applicable)

Procurement Manager (if applicable)

Communications Manager (if applicable)

Project Office Manager (if applicable)

2003 VALC Consultants LTD. All rights reserved.

i

http://www.macromedia.com/help/copyright.htmlhttp://www.macromedia.com/help/copyright.html

7/31/2019 Template - Phase Review Form - Execution

3/4

Project Management Administrative Policies & ProceduresDraft 2 - 2007

Template Guide

What is a State-Gate Review Form?

A Phase Review Form is a document used to formally request approval to proceed to thenext phase of a project. It provides a checkpoint at the end of each project phase to ensurethat 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 State-Gate 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 State-Gate 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.

2003 VALC Consultants LTD. All rights reserved.

1

http://www.macromedia.com/help/copyright.htmlhttp://www.macromedia.com/help/copyright.html

7/31/2019 Template - Phase Review Form - Execution

4/4

Project Management Administrative Policies & ProceduresDraft 2 - 2007

Phase Review Form: Execution Phase

PROJECT DETAILS

Project Name: Report Prepared By:Project Manager: Report Preparation DateProject Sponsor: Reporting Period:

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

OVERALL STATUS

Overall Status: [Description]

Project Schedule: [Description] Project Expenses: [Description] Project Deliverables: [Description] Project Risks: [Description] Project Issues: [Description] Project Changes: [Description]

REVIEW DETAILS

Review Category Review Question Answer Variance

Schedule Was the phase completed to schedule? Y/N

Expenses Was the phase completed within budgeted cost? Y/N Deliverables :Deliverable # 1Deliverable # 2Deliverable # 3Deliverable # 4Deliverable # 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?

Y/N Y/N Y/N

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

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

2003 VALC Consultants LTD. All rights reserved.

2