Perform A Phase Review

At the end of the project execution phase, a phase review is performed. This is a checkpoint to ensure that the project has achieved its stated objectives as planned. A phase review form is completed to request approval to proceed to the next phase of a project. The 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.

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.

A phase review form for the project execution phase is shown as Figure 4.17.

PROJECT DETAILS

Project name: Project manager: Project sponsor:

Report prepared by: Report preparation date: Reporting period:

Project description:

[Summarize 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

Answer

Variance

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?

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.]

Project Sponsor Signature:

Date:

THIS PROJECT HAS BEEN APPROVED TO PROCEED TO THE PROJECT CLOSURE PHASE

Figure 4.17 Phase review form for the execution phase

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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