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7/31/2019 Template - Phase Review Form - Planning
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Planning PhasePhase Review FormFor[Project Name]
7/31/2019 Template - Phase Review Form - Planning
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Project Management Administrative Policies & ProceduresDraft 2 - 2007
Document Control
Document Information
Information
Document 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 Date
Project 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.
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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 Closurephase 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 Managerand approved by the Project Sponsor. To obtain approval, the Project Manager will usuallypresent the current status of the project to the Project Board for consideration. The ProjectBoard (chaired by the Project Sponsor) may decide to cancel the project, undertake furtherwork within the existing project phase or grant approval to begin the next phase of theproject.
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 yourparticular 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.
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Project Management Administrative Policies & ProceduresDraft 2 - 2007
Phase Review Form: Planning 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 :Project PlanResource PlanFinancial PlanQuality PlanRisk PlanAcceptance PlanCommunications PlanProcurement PlanSupplier Contract
Was a Project Plan approved?Was a Resource Plan approved?Was a Financial Plan approved?Was a Quality Plan approved?Was a Risk Plan approved?Was an Acceptance Plan approved?Was a Communications Plan approved?Was a Procurement Plan approved?Was a Supplier Contract 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.
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