Initiation Phase
Phase Review Form©
For [Project Name]
©2000 - 2005 Method123 Ltd. All rights reserved.
Phase Review Form
Initiation Phase
PROJECT DETAILS
©
Project Name:
Project Manager:
Project Sponsor:
Report Prepared By:
Report Preparation Date:
Reporting Period:
OVERALL STATUS
Summary:
Project Schedule:
Project Expenses:
Project Deliverables:
Project Risks:
Project Issues:
Project Changes:
[Summarize the current project achievements, risks and issues]
[Summarize the performance against schedule]
[Summarize the performance against budget]
[Summarize the deliverables completed to date]
[Summarize any critical risks]
[Summarize any important issues]
[Summarize any critical project changes]
REVIEW DETAILS
Review Category
Review Question
Answer
Schedule
Was the phase completed to schedule?
[Y/N]
Expenses
Was the phase completed within budget?
[Y/N]
Deliverables:

Business Case

Feasibility Study

Project Charter

Project Team

Project Office

Other
Was a Business Case completed and approved?
Was a Feasibility Study completed and approved?
Was a Project Charter completed and approved?
Has the Project Team been appointed?
Has the Project Office been established?
Are there any outstanding deliverables?
[Y/N]
[Y/N]
[Y/N]
[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]
Variance
APPROVAL DETAILS
©
Supporting Documentation:
[Reference any supporting documentation to provide evidence of the current project status. List the
activities and resources involved in completing this Phase Review]
Signature:
Date:
_______________________
___/___/____
THIS PROJECT IS APPROVED TO PROCEEED TO THE PLANNING PHASE.
©2000 - 2005 Method123 Ltd. All rights reserved.
1