Roles and Activities > Manager Role Set > Project Reviewer > Lifecycle Milestone Review
A Lifecycle Milestone Review is held at the conclusion of each phase to determine, following the completion of the final iteration of the phase, whether the project should be allowed to proceed to the next phase. It marks a point at which management and technical expectations should be resynchronized, but the issues to be considered should relate mainly to the management of the project - major technical issues should have been resolved with the final iteration (of the phase), and in the subsequent Activity: Prepare for Phase Close-Out.
A review is held at each of the major milestones, in particular at:
The issues to be considered are, by default, those canvassed in the Status Assessment, e.g.:
The Business Case, which was previously updated to take account of any changes to scope and risk (in Workflow Detail: Evaluate Project Scope and Risk), may also be examined, to revalidate its assumptions and conclusions, in the light of any changes in the business or overall systems context for the project.
Financial considerations will be particularly important if the phase end also marks the end of a contract.
The Lifecycle Milestone Review meeting is a meeting between a customer representative(s), the project's management team (the project manager, plus the team leads for the various functional areas of the project team), and the Project Review Authority.
Once the attendees of the meeting have been identified, set a date/time for the meeting to take place. It is important that sufficient lead time is allowed for the participants to review the materials that will be used as the basis for the approval decision.
Prior to the meeting, distribute the review materials to the reviewers. Make sure these materials are sent out sufficiently in advance of the meeting to allow the reviewers adequate time to review them.
During the meeting, the attendees will be mainly concerned with the Status Assessment and the Business Case. See the Issues for Consideration.
At the end of the meeting, the reviewers should make the decision to approve or not. If the remaining issues are few and relatively minor, the customer may decide to accept the product conditionally upon certain corrective actions being taken. In this situation the Project Manager may choose to initiate a new iteration to deal with the issues arising, depending on their significance, or simply deal with issues as an extension of the final iteration, the difference being in the amount of planning needed. If the results of the phase are found to be unacceptable, the Project Manager may be obliged to initiate another iteration, or perhaps the resolution of the problem is taken out of the Project Manager's hands, and left to the customer and the Project Review Authority.
The result of the Lifecycle Milestone Review Meeting can be one of the following:
At the end of the meeting, a Review Record is completed, capturing any
important discussions or action items, and recording the results of the
Lifecycle Milestone Review. If the result was "not accepted", a
follow-up review should be tentatively scheduled - if the project is allowed to
continue. A firmer date will be set following the planning for the additional
Rational Unified Process