Initiation Phase Review Template for Project Managers

Initiation Phase Review Template for Project Managers

This Project Initiation Review Template Form is completed at the end of the Initiation project phase to tell the sponsor whether the project has achieved its objectives.

First, a Project Management Review is conducted to measure the deliverables produced by the project. Then, the review results are documented on this Project Review form, which is presented to the sponsor for approval.

Project Phase reviews are conducted at the end of the Initiation, Planning, and Execution phases within a project. This form helps you complete a project review for the ‘Initiation’ phase.

Buy and Download the Initiation Phase Review Template

Buy and download this template to jumpstart your project immediately. By purchasing now, you also receive the “Project Management Guidebook” at no extra cost!

★ The Initiation Phase Review Template is exclusively available for purchase as part of the Project Initiation Phase Template Kit. Alternatively, explore our comprehensive collection of Project Management Templates (50+ kit) designed for Project Managers.

Key Benefits of Using This Initiation Phase Review Template

  • The project is currently delivering to the schedule.
  • The budget allocated was sufficient at this point.
  • Deliverables have been produced and approved.
  • Risks have been controlled and mitigated.
  • Issues were identified and resolved.
  • Changes were managed correctly.
  • The project is on track.

Included in this Initiation Phase Review Template

  • Document the results of your Project Review
  • Clearly communicate the progress of your project to your sponsor
  • List any risks or issues that have impacted the project
  • Show sponsor the deliverables produced to date
  • Seek approval to proceed to the next phase

By implementing Phase Reviews, you are putting the necessary “check-points” in place to monitor and control the project, thereby ensuring its success.

Sneak Peek of our Initiation Phase Review Template

What is a Project Initiation Phase Review?

A Project Review is an assessment of the status of a project at a particular point in time. The first time in the project life cycle that a project review is undertaken is at the end of the first project phase, called “Initiation”. During this project review, a decision is made as to whether or not the team has met the objectives and is approved to proceed to the next project phase, the “Planning” phase. Performing a project management review at the end of each phase is critical to the project’s success because it allows the Project Sponsor to control the project’s progress and ensure that it passes through each Project Phase smoothly.

When do I use a Project Initiation Phase Review?

A project review should be undertaken as soon as the project team believes they have completed a particular project phase. There will usually be at least three project reviews during the project life cycle: at the end of the Initiation, Planning, and Execution project phases. The template on this page will help you complete a project review for the “Initiation” project phase. The items in the project review form are specifically targeted towards this phase.

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