Engagement Completion Review

This review is completed by the Client at the end of an engagement or agreement term. Your assessment of how the agreed obligations were fulfilled becomes part of the engagement record and informs any renewal discussion.

Section 1 — Reviewer Details

Your name:

Your role / relationship to the engagement:

Email:

Date of this review:

Section 2 — Fulfilment of Agreed Obligations

For each area below, tick the box if the obligation was fulfilled as agreed, and add a comment where helpful.

Section 3 — Overall Assessment

Overall, how satisfied are you with this engagement? (select one)

Very satisfied — exceeded what we agreed

Satisfied — delivered what we agreed

Mixed — some obligations fell short

Dissatisfied — significant obligations were not met

Section 4 — Detailed Feedback

What worked particularly well during this engagement?

Were there any issues, delays, or unresolved items? Please describe them, including dates where possible:

What should change if we work together again?

Section 5 — Renewal & Next Steps

Looking ahead, which best describes your intention? (select one)

We would like to renew on the same terms

We would like to renew, but with changes (described above)

We are undecided and would like to discuss first

We do not plan to renew

If renewing or discussing, preferred date to talk or start:

Section 6 — Supporting Documents

Optional — attach anything that supports your review (correspondence, delivery records, screenshots):

Section 7 — Declaration & Signature

I confirm this review reflects my honest assessment of the engagement.

I am authorized to complete this review on behalf of the Client named in the agreement.

I understand this review will be shared with the Provider and kept as part of the engagement record.

Reviewer — printed name:

Date:

Thank you — your review has been recorded and will be discussed with you before any renewal.