196 Monitoring and Control Forms
4.6 FORMAL ACCEPTANCE
The Formal Acceptance form is used to document acceptance by the
customer or other stakeholder. Formal
Acceptance can be done periodically throughout the project, as
with partial or interim deliverables, or for the proj-
ect as a whole.
There are two aspects regarding the deliverables formal
acceptance:
1. Verify the correctness of the deliverable; this is performed
during the Control Quality process.
2. Validate that the veri ed deliverable meets the acceptance
criteria agreed upon with the customer; this is
performed during Validate Scope.
Deliverables that meet the acceptance criteria are formally
signed off and approved by the customer or spon-
sor. This formal documentation is forwarded to the Close Project
or Phase process (Section 4.6).
The Formal Acceptance form may include, but is not limited
to:
Requirements
Method of validation
Acceptance criteria
Status of deliverable
Signoff
Use the information from your project to tailor the form to best
meet your needs.
The Formal Acceptance form can receive information from:
Project Management Plan
Requirements Documentation
Requirements Traceability Matrix
Work Performance Data
It provides information to:
Project Performance Reports
Change Requests
Project Closeout Report
This form can be used in conjunction with processes 8.3 Control
Quality and 5.5 Validate Scope in the
PMBOK GuideFifth Edition.
You can use the element descriptions in Table 4.6 to assist you
in developing a Product Acceptance report.
TABLE 4.6. Elements of Product Acceptance
Document Elements Description
ID Enter a unique requirement identi er from the requirements
documentation.
Requirement Enter the requirement description from the
requirements documentation.
Acceptance criteria Enter the criteria for acceptance from the
requirements documentation.
Validation method Describe the method of validating that the
requirement meets the stakeholders needs.
Status Document whether the requirement or deliverable was
accepted or not.
Comments Document why the requirement or deliverable was not
accepted and the required changes for
being accepted.
Signoff Obtain the signature of the party accepting the
product.
