Phase report

Project name

Classification	Select an element
Status	Select an element
Program name
Project number
Project manager	Project manager
Version	0.1
Date	Click here to enter a date
Project sponsor	Project sponsor
Author(s)
Distribution

List of changes

Version	Date	Change	Author
0.1

Table 1:	Change control

Description

The phase report forms the basis for deciding on the release of the next phase. It summarizes the outcomes and decisions of the current phase and shows the organization of the next phase.

Background

Summary of the project progress so far

Forecast regarding objective achievement and solutions

System requirements

No.	Category	Description	Measurement variable	Priority*	Forecast degree of achievement
01	Market positioning	Reduction of process lead time from order receipt to delivery	Reduced from the current 4 days to 3 days; from one month after the launch of operation	M	100%
* Priority: M = mandatory / 1 = high, 2 = medium, 3 = low

Table 2:	System requirements

Procedure objectives

No.	Category	Description	Measurement variable	Priority*	Forecast degree of achievement
01	Quality of project management	Feasibility is proved with a test installation	Error-free processing of a defined business case	2	95%
* Priority: M = mandatory / 1 = high, 2 = medium, 3 = low

Table 3:	Procedure objectives

Description of solution

Rough description of the option, reference to study or project order

Strategy reference and implementation of specifications

Reference to project order

Strategy reference:

Are the project objectives still in line with the strategy of the core organization?

Implementation of specifications:

Are the specifications adhered to or are there deviations?

Legal basis

Reference to project order

Explanation of changes relative to the legal basis or confirmation of further validity

Benefits and economic efficiency

Reference to project order

Recalculation of economic efficiency according to the core organization's specifications: generally investment costs (incl. project costs) and operating expenses incl. depreciation on invested capital, versus quantifiable benefits; as well as imponderables (non-quantifiable = qualitative benefits)

Planning and organization

Planning

Reference to status report concerning target/actual comparison and forecasts: deadlines, costs, personnel expenses and outcomes

Organization of next phase

Reference to project management plan

Project organization role	Name	Initials	Function/organizational unit represented
Project sponsor	Kurt Mahler	mak	Head of xyz Directorate
Project committee
Project manager
ISDP manager
User representative specialist
Business process owner specialist

Table 4	Organization of next phase

Risks

No.	Risk description	PO	Im	RF	Measure	Resp.	Deadline
R1	IT system performance insufficient	2	3	6	Performance tests	PM	01.01.2020
R2	Phase concept specialist not available	2	2	4	Agreement with core organization	PM	12.12.2019
Key: PO = Probability of occurrence: 1 low / 2 medium / 3 high; Im = Impact: 1 low / 2 medium / 3 high; RF = Risk figure: RF = PO x Im

Table 5:	Risks – PO x Im = RF

Requests

Request for phase report approval

Request for completion of the current phase

Abbreviations and glossary

Abbreviation/specialist term	Explanation
HERMES	Methodology for projects and programs HERMES 5 is an eCH standard

Table 6:	Abbreviations and glossary

Contents

List of changes	1

Description	1

1	Background	2

2	Forecast regarding objective achievement and solutions	2

2.1	System requirements	2

2.2	Procedure objectives	2

2.3	Description of solution	2

3	Strategy reference and implementation of specifications	2

4	Legal basis	2

5	Benefits and economic efficiency	3

6	Planning and organization	3

6.1	Planning	3

6.2	Organization of next phase	3

7	Risks	3

8	Requests	4

Abbreviations and glossary	5

Contents	6

Tables	6

Tables

Table 1:	Change control	1

Table 2:	System requirements	2

Table 3:	Procedure objectives	2

Table 4	Organization of next phase	3

Table 5:	Risks – PO x Im = RF	3

Table 6:	Abbreviations and glossary	5