Planning Phase Review Template for Project Managers

Planning Phase Review Template for Project Managers

The Planning Phase Review Template is designed to be filled out upon concluding the Project Planning phase to inform the sponsor about the project’s progress in meeting its set objectives thus far. It facilitates a comprehensive project management review, with the findings recorded on this form.

This document streamlines the Project Phase review process, making it straightforward and efficient. By utilizing this form, project managers can effectively evaluate and document the project’s achievements and areas of improvement at each significant milestone, ensuring a transparent and accountable review process.

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

Key Benefits of Using This Planning Phase Review Template

  • The project is under schedule and within budget
  • Deliverables have been produced and approved
  • Risks have been controlled and mitigated
  • Issues have been resolved
  • The project is on track

Included in this Planning Phase Review Template

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

By implementing Project 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 Planning Phase Review Template

What is a Planning Phase Review?

A Project Phase Review is completed at the end of each project phase. During this project management review, the reviewer completes a Phase Review Form describing the project’s progress to date and recommending whether or not it should continue to the next project phase. If approved, the next project phase can be commenced.

When do I use a Planning Phase Review?

A Project Phase Review should be undertaken at the end of each project phase. The project review may be conducted by the Team Manager or an independent person to the project. Any risks and issues should also be recorded during the project management review. The Project Phase Review Form is then completed, documenting the review’s outcome, for approval.