Research Project Phase Completion Form

Academic and clinical research projects require structured oversight and formal approval at each major phase. This Research Project Phase Completion Form provides a clear, auditable pathway for documenting progress through critical research milestones—from literature review approval through methodology validation, ethics committee clearance, and final principal investigator sign-off.

Whether you're managing university research, clinical trials, or institutional studies, this template helps research teams, project managers, and academic administrators maintain compliance and quality standards throughout the research lifecycle. By capturing key deliverables, validation checkpoints, and approvals in one place, you reduce email chains, eliminate lost paperwork, and create a transparent audit trail for institutional review boards, funding bodies, and supervisory committees.

The form is designed for flexibility across disciplines—from social sciences and humanities to STEM and medical research—and can be adapted for PhD candidates, postdoctoral researchers, lab managers, or multi-institutional collaborative projects.

How Paperform elevates research project management

Built for research institutions, universities, and clinical teams who need more than basic data collection, Paperform lets you create professional, on-brand milestone forms without IT support. Conditional logic ensures that only relevant sections appear based on research type, phase, and approval status, while calculation fields can track completion percentages and phase durations automatically.

With Papersign, you can turn approved phase completions into formal sign-off documents—automatically generating PDFs that include all submission data, then routing them to supervisors, ethics committees, or department heads for legally binding eSignatures. This eliminates the need to recreate information in separate contract tools and keeps your entire approval chain connected to the original submission.

Using Stepper, you can automate what happens after each phase is completed: notify the next reviewer, update project management tools like Asana or Monday, log milestones in institutional databases, trigger compliance checks, or send automated reminders for pending approvals. This means research teams spend less time chasing signatures and more time on the work that matters.

Integration with tools like Google Drive, Airtable, Slack, and email platforms ensures that every phase completion is documented, searchable, and accessible to stakeholders—whether you're reporting to a university research office, funding agency, or ethics board.

Perfect for research coordinators, lab managers, PhD supervisors, clinical trial managers, grants officers, and institutional review boards, this template brings structure, accountability, and transparency to complex research workflows—all without a single line of code.