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Dictionary termTrack EStablev2026.2

Mid-term review

A formal review conducted at approximately the midpoint of a research project, evaluating progress against aims, resource utilisation, and the realism and feasibility of the plan for the remaining project duration.

ByCASRAI Editorial Board
· Last updated 5 Sept 2026
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Examples

Worked examples

  • Is an instance

    A 5-year ERC Synergy Grant has a mid-term review at month 30, hosted at the lead PI's institution.

  • Is an instance

    A 4-year UKRI strategic programme grant has a formal mid-term review at month 24.

Counter-examples

Looks similar, but isn't

  • Not an instance

    A short-duration single-year project would not typically have a mid-term review.

  • Not an instance

    Routine annual reporting is not a mid-term review.

Editorial commentary

Mid-term reviews are common in long-duration awards (3-year or longer projects). They serve a dual function: assurance to the sponsor that the project is on track and a structured pause for the team to assess and adjust. Many funders make mid-term review a condition for continuation of funding. Outputs may include a written panel report with recommendations, agreed changes to the work plan, or (in unusual cases) a stop-or-restructure decision. ERC mid-term reviews are publicly summarised on the ERC website.

What it means on the award ledger

A mid-term review does not itself move money, but its outcome frequently gates it. On a phased or multi-year award structured with successive funded periods, a satisfactory mid-term review is what authorizes release of the next tranche or a continuation award; an unsatisfactory one can trigger a reduced follow-on budget, a required corrective plan, or — rarely — termination of remaining funding. Reviewers typically look at the burn rate alongside progress: a project that is behind on milestones but has spent proportionally more of its budget than time elapsed is a specific red flag distinct from either problem alone.

When it matters

Mid-term review sits roughly at the midpoint of a multi-year award, and its timing often overlaps with other award-management decisions: a review that flags a slower-than-planned pace is frequently the trigger for the team to start planning a no-cost extension request well before the original end date, rather than waiting until funds and time are both nearly exhausted.

Who decides

A sponsor-appointed review panel or the assigned programme/project officer makes the recommendation, drawing on the PI’s interim or progress report, financial reporting, and (where applicable) an interim project review at the site level. The formal continue/adjust/restructure decision rests with the sponsor, not the recipient institution, though the institution’s research office typically coordinates the submission and any resulting amendment.

FAQ

What happens if a project fails its mid-term review? A full stop is uncommon; the more typical outcomes are a required corrective action plan, a revised work plan, or a reduced budget for the remaining period. A genuine stop-or-restructure decision is reserved for cases where the panel concludes the original aims are no longer achievable.

Is a mid-term review the same as annual reporting? No — routine annual or interim progress reporting is ongoing and largely administrative; a mid-term review is a formal, often panel-based evaluation at approximately the award’s midpoint, and its outcome can affect continued funding.

References

  • European Research Council mid-term review guidance; UKRI mid-term review processes.

Also known as

Midpoint review · Mid-project formal review

Machine-readable encodings

Use in your systems

JATS XML <role> element
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Schema.org DefinedTerm (JSON-LD)
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Referenced across the research world

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