Establishing secure connection…Loading editor…Preparing document…

Project Management Project Review

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT PROJECT REVIEW

This Project Management Project Review (the Agreement) is made by and between the parties identified below in connection with the project described herein. The parties agree as follows:

WHEREAS

WHEREAS, Project Name: is underway and requires a formal review of scope, schedule, budget, risks and deliverables; and

WHEREAS, Client Name: engages Contractor Name: to perform project management and review services as set forth below; and

WHEREAS, this document memorializes the scope of the review, the review findings, and the agreement of the parties on corrective actions, payment and governance.

PROJECT DETAILS

SCOPE OF WORK (REVIEW)

The Contractor shall perform a structured project review addressing scope, schedule, budget, quality, risks, issues and governance and shall produce a written review report with findings and recommended corrective actions. The review shall include file review, stakeholder interviews and a close-out session with decision makers.

MILESTONES

PAYMENT TERMS

Compensation for the review services shall be paid as set forth below. All amounts are stated in US Dollars and are exclusive of taxes unless otherwise required by law.

TERM AND TERMINATION

This Agreement commences on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this section. Either party may terminate this Agreement for convenience upon written notice delivered no fewer than days prior to the intended termination date. Material breach by either party that remains uncured for thirty (30) days following written notice shall constitute grounds for immediate termination.

CONFIDENTIALITY

Each party shall maintain in confidence all proprietary and non-public information disclosed in connection with the review ("Confidential Information"). Confidential Information shall not include information that is independently developed, already known without restriction, or becomes publicly available other than through a breach of this Agreement. The receiving party shall use Confidential Information only to perform its obligations under this Agreement and shall limit access to those employees, contractors and advisors who have a need to know and are bound to confidentiality obligations no less protective than those set forth herein.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its choice of law principles. The parties consent to the exclusive jurisdiction and venue of the state and federal courts located in that state for any dispute arising out of this Agreement.

ENTIRE AGREEMENT

This Agreement, including any statements of work or appendices expressly incorporated, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior proposals, negotiations, letters, and other communications, whether written or oral. Any amendment to this Agreement must be made in writing and signed by authorized representatives of both parties.

REVIEW FINDINGS AND ADMINISTRATIVE SECTIONS

CERTIFICATIONS

By signing below, each signing party certifies that: (a) it is duly authorized to enter into this Agreement and bind the entity on whose behalf it signs; (b) the information provided in this Project Review is accurate to the best of its knowledge; and (c) it will comply with the confidentiality and payment obligations set forth herein.

Project Manager:

By:

Date:

Client Representative:

By:

Date:

Enter text✕
Prepare your document for signing right on this page
  • 01 Edit the text and complete the fields
  • 02 Click Sign Now and on the next screen add recipients and signature fields in SignNow
  • 03 Start your free trial to sign and send your doc
Sign Now

What the Project Management Project Review Is

A Project Management Project Review documents a structured evaluation of a project's status, performance, risks, and deliverables at a defined point in the lifecycle. It summarizes scope, schedule, budget, key decisions, unresolved issues and recommended corrective actions so stakeholders can assess progress and authorize next steps. The review serves as an auditable record for governance, audit, and post-project analysis and can be adapted for stage gates, milestone sign-offs, or lessons-learned sessions across teams and vendors.

Why a Formal Review Adds Value

A formal Project Management Project Review clarifies status for decision-makers, reduces downstream rework, and records approvals and open issues. It improves accountability, shortens escalation cycles, and creates a single authoritative record that supports audits, regulatory oversight, and contractual compliance across project stakeholders.

Why a Formal Review Adds Value

Who Typically Prepares and Uses This Review

Finalized reviews inform resource allocation, vendor decisions, and formal project closure procedures.

  • Project Manager: Prepares findings, compiles evidence, and submits the review for sponsor and governance approval.
  • Project Sponsor / Executive: Reviews summary to confirm strategic alignment and approve major decisions or scope changes.
  • PMO / Quality Assurance: Validates adherence to methodology, records metrics, and archives the signed review for audits.

Step-by-step: Completing the Project Review

Follow these sequential steps to gather information, validate findings, and obtain sign-off from required stakeholders.

  • 01
    Gather Data: Collect scope, schedule, budget, risks, and change logs from project systems.
  • 02
    Draft Findings: Summarize status, variances, root causes, and recommended corrective actions.
  • 03
    Circulate for Review: Send the draft to governance and sponsors for comments and required approvals.
  • 04
    Finalize and Sign: Incorporate feedback, capture signatures, and archive the completed review.

Frequently asked questions and common issues

Answers to common questions about signing, retention, digital submission, and corrective actions for project reviews.


Need help? Contact support

Security and compliance controls to note

Encryption: TLS 1.2/1.3; AES-256
Audit Trail: Timestamps, IP logging
Access Controls: Role-based permissions
HIPAA Support: BAA required
Regulatory Law: ESIGN and UETA
Certifications: SOC 2 Type II, ISO 27001

Key risks and consequences of errors

Incomplete Review: Missed controls or risks
Wrong Signatory: Authority challenge or rejection
Data Breach: Confidentiality and regulatory penalties
Retention Failure: Noncompliance with statutes
HIPAA Violation: Civil penalties and corrective action
Audit Findings: Increased oversight and remediation

Common preparation errors to avoid

  • Using inconsistent project identifiers that prevent reconciliation with financial and schedule systems, which delays approvals and complicates audits.
  • Leaving action items vague or ownerless; ambiguous next steps lead to missed deadlines and unresolved risks during subsequent reviews.
  • Failing to include supporting evidence such as change logs, variance reports, or vendor correspondence, which reduces the review’s value for decision-makers.
  • Skipping verification of signatory authority; if signers lack delegated authority the review may be rejected and require re-execution.

Essential sections of a professional project review

A comprehensive review contains discrete, repeatable sections that make assessment and archival consistent across projects.

Executive Summary

High-level status, critical variances, and sponsor recommendations presented concisely to facilitate rapid executive decision-making.

Scope and Deliverables

Document the approved scope, changes, and outstanding deliverables so readers can contextualize variances and acceptance criteria.

Schedule and Budget

Summarize planned vs actual dates and costs, including earned value metrics or variance explanations required by governance.

Risk and Issues

List active risks with owners, mitigation status, and critical issues requiring escalation or sponsor intervention.

Recommendations

Actionable corrective measures, resource requests, or scope decisions with clear owners and completion dates.

Signatures & Approvals

Designated signatories, dates, and version control information that create an auditable approval trail.

Recommended digital workflow settings

Standardize routing and authentication to reduce signer friction and maintain a reliable audit trail for every review.

Field Recommended configuration
Document Format PDF/A or DOCX; maintain original attachments
Routing Order PM → PMO → Sponsor sequential approval
Authentication Email link or SMS code for signers
Retention Setting Archive final PDF with audit trail

Typical submission and approval flow

A simple end-to-end flow reduces delays and preserves an audit trail for compliance and post-project review.

  • Prepare: Compile findings and attach supporting artifacts.
  • Route: Send for sequential approvals per governance.
  • Sign: Sign electronically; capture timestamps and IPs.
  • Archive: Store final review with audit trail.

Sharing options and technical requirements

Use systems that support detailed audit trails, role-based access controls, and standard document formats for long-term retrieval.

  • Email Delivery: Secure invite links
  • Integration: Connect to PMO systems
  • Cloud Storage: Retain final PDF

Key timing rules and expected turnaround

Establish and communicate target dates for draft circulation, comment windows, approvals, and final archival to keep governance on schedule.

Draft Completion:

Target within 5 business days after milestone or audit trigger

Review Window:

Allow 3–7 business days for stakeholder comments

Sponsor Decision:

Sponsor decision expected within 5 business days of final draft

Finalization:

Incorporate comments and sign within 2 business days

Archival:

Archive final signed copy immediately after sign-off

Milestones: review lifecycle

A sequential milestone view clarifies what must happen at each stage of the review and who is responsible for completion.

01

Initiation

Trigger review at pre-defined milestone or audit event.

02

Evidence Gathering

Collect documents, logs, and change history to support findings.

03

Stakeholder Review

Circulate draft to approvers and capture comments.

04

Approval and Archival

Obtain signatures and store the final package.

How this review differs from a post-implementation review

A concise comparison highlights when to use each review type and the primary focus of deliverables and sign-offs.

Criteria Project Management Project Review Post-Implementation Review
Timing during project lifecycle after project completion
Primary focus status and corrective actions lessons learned and outcomes
Required sign-off sponsor and pmo sponsor and operational owners
Deliverable format signed report with actions retrospective report

eSignature vendor comparison for completing reviews

Compare vendor plans and common features relevant to signing and distributing Project Management Project Review documents; signNow appears first by design.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/yr Varies Varies Varies

Real-world examples of using project reviews

Two representative examples show how organizations used project reviews to improve decision-making and compliance.

Optica Ventures (COO)

The team standardized reviews across portfolios to reduce rework and improve visibility.

  • Implementation required centralized templates and governance checkpoints.
  • Brian Fitzgibbons, COO at Optica Ventures LLC, notes the interface is simple and easy to use, and the standardized reviews made it easier for stakeholders to reach timely decisions while keeping audit trails complete.

Martin Properties (Founder)

Field teams submitted reviews from mobile devices during site visits.

  • Mobile signing removed paper handoffs.
  • Tim Martin, Founder of Martin Properties, reported processing and executing documents online with full compliance and built-in security, enabling faster approvals and fewer onsite delays.

Practical tips for accurate and efficient reviews

Apply these practices to reduce errors, accelerate approvals, and preserve a reliable audit trail for governance and compliance purposes.

Use standardized templates
Maintain a single template library with mandatory fields and predefined sections so reviews are comparable across projects and easier to audit.
Attach supporting evidence
Include change logs, vendor confirmations, and variance reports to substantiate findings and reduce follow-up questions from approvers.
Enforce role-based signing
Configure workflows so only authorized roles can approve specific sections, reducing the risk of invalid approvals or authority disputes.
Keep an accessible audit trail
Store final signed PDFs with detailed audit metadata (timestamps, IP addresses, signer identity) to meet regulatory and internal audit requirements.
be ready to get more
Join over 28 million airSlate SignNow users
Sign Now
Company
Forms
Pricing
Resources
Knowledge base
Other Products
© 2026 airSlate Inc. All rights reserved.