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[Project Name]

[Project Name]. Project Gating Presentation Presented to: [Audience Name] Presenter: [Your Name] Date: YYYY-MM. Decision Required. The purpose of the presentation is to seek approval to move [Project Name] through: Gate 1 – Concept Review issues:

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[Project Name]

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  1. [Project Name] Project Gating Presentation Presented to: [Audience Name] Presenter: [Your Name] Date: YYYY-MM

  2. Decision Required • The purpose of the presentation is to seek approval to move [Project Name] through: • Gate 1 – Concept Review issues: • Validation of the rationale for the project • Confirmation that underlying fundamentals make sense • Assessment that the project is doable as proposed

  3. Business Need • A clear articulation of the business need in 2-3 points

  4. Drivers for Change • What factors have triggered this investment proposal? • Where is the urgency coming from?

  5. Business Outcomes • Describe the high-level outcomes in terms of the affected business. • For instance, “Applications will be processed faster”, “Human error will be reduced” or “Double-entry accounting will be avoided”

  6. Prioritized Requirements • List the requirements in order of priority, starting with the most important

  7. Assumptions • What are you assuming in order for the business need and outcomes to be valid? • For instance, you might assume that you’ll get a new staff member to run the system or train users. Or you might assume that a product exists that can achieve a certain outcome.

  8. Constraints • What are the limitations and conditions on this project? • For instance, a time limit or window of opportunity.

  9. Dependencies • List known dependencies that are critical for the project, such as dependencies on other projects, external factors, other departments and so on • For instance, “Cannot start until Project X finishes” or “Dependent on capital funding approval”

  10. Scope Boundaries • Identify what is to be included within the scope of the investment and explicitly state what is excluded from the investment.

  11. Stakeholder Analysis • Describe the stakeholder environment by considering the types of stakeholders, their specific roles, and their contributions to the realization of the investment. • Consider adding a RACI matrix if appropriate.

  12. Estimates to Next Gate • Describe the work that needs to be done before the next decision gate (typically, Gate 2 – Approach) • This might include consultancy fees, Request for Information (RFI) or Request for Quote (RFQ)

  13. Key Decision for Gate 1 - Concept • Is the rationale for this project valid? • Do the underlying fundamentals make sense? • Is it in alignment with our priorities and strategy? • Are the estimated costs and effort to get to the next gate acceptable? Decision Point: • Proceed to next gate? • Come back with changes? • Defer indefinitely?

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