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    Template - Phase Review Form - Planning

    Uploaded by

    Gryswolf
    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. 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.

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    Template - Phase Review Form - Planning

    Uploaded by

    Gryswolf
    654 views4 pages
    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. 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.

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    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. 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.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    654 views4 pages

    Template - Phase Review Form - Planning

    Uploaded by

    Gryswolf
    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. 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.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
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    The document discusses templates and guidelines for Phase Review Forms, which are documents used at checkpoints between phases of a project to ensure objectives have been met.

    A Phase Review Form is used to formally request approval to proceed to the next phase of a project. It provides a checkpoint to ensure the project has achieved its stated objectives and deliverables as planned.

    Phase Review Forms should be completed at the end of the Project Initiation, Project Planning and Project Execution phases, excluding the Project Closure phase.

    Planning Phase Phase Review Form For [Project Name]

    Project Management Administrative Policies & Procedures Draft 2 - 2007

    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 Project Review Group Project Manager Quality Manager (if applicable) Procurement Manager (if applicable) Communications Manager (if applicable) Project Office Manager (if applicable) Name

    Signature

    Date

    2003 VALC Consultants LTD. All rights reserved.

    Project Management Administrative Policies & Procedures Draft 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 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 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.

    Project Management Administrative Policies & Procedures Draft 2 - 2007

    Phase Review Form: Planning Phase


    PROJECT DETAILS
    Project Name: Project Manager: Project Sponsor: Project Description:
    [Summarise the overall project achievements, risks and issues experienced to date.]

    Report Prepared By: Report Preparation Date Reporting Period:

    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 Schedule Expenses Deliverables: Project Plan Resource Plan Financial Plan Quality Plan Risk Plan Acceptance Plan Communications Plan Procurement Plan Supplier Contract Risks Issues Changes Review Question Answer [Y/N] [Y/N] [Y/N] [Y/N] [Y/N] Variance

    Was the phase completed to schedule? Was the phase completed within budgeted cost? 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? Are there any outstanding project risks? Are there any outstanding project issues? Are there any outstanding project changes?

    [Y/N] [Y/N] [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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