Drive Business Value With a Right-Sized Project Gating Process
Use gating to get projects done right the first time.
Onsite Workshop
Are you tired of:
- Low sponsor commitment to the project
- Poor quality on completed projects
- Little to no visibility into the portfolio
- Organization does not operationalize change
Use the workshop to create an effective project gating process to:
- Increase Project Throughput: Do more projects by ensuring the right projects and right amount of projects are approved and executed.
- Validate Project Quality: Ensure issues are uncovered and resolved with standard check points in the project.
- Increase Reporting and Visibility: Easily compare progress of projects across the portfolio and report outcomes to leadership.
- Reduce Resource Waste: Terminate low value projects early and assign the right resources to approved projects.
- Achieve Intended Project Outcomes: Keep the sponsor engaged throughout the gating process to achieve desired outcomes.
Module 1: Lay the Groundwork for Tailored Project Gating
The Purpose
- Understand the role of gating and why we need it.
- Determine what projects will follow the gating process and how to classify them.
- Establish the role of the project sponsor throughout the entire project lifecycle.
Key Benefits Achieved
- Get stakeholder buy-in for the process.
- Ensure there is a standard leveling process to determine size, risk, and complexity of requests.
- Engage the project sponsor throughout the portfolio and project processes.
Activities: | Outputs: | |
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1.1 | Project Gating Review |
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1.2 | Establish appropriate project levels |
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1.3 | Define the role of the project sponsor |
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Module 2: Establish Level 1 Project Gating
The Purpose
This phase will help you customize Level 1 Project Gates with appropriate roles and responsibilities.
Key Benefits Achieved
Create a lightweight project gating process for small projects.
Activities: | Outputs: | |
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2.1 | Review level 1 project gating process |
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2.2 | Determine what gates should be part of your custom level 1 gating process |
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2.3 | Establish required artifacts for each gate |
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2.4 | Define the stakeholder’s roles and responsibilities at each gate |
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Module 3: Establish Level 2 Project Gating
The Purpose
This phase will help you customize Level 2 Project Gates with appropriate roles and responsibilities.
Key Benefits Achieved
Create a heavier project gating process for medium projects.
Activities: | Outputs: | |
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3.1 | Review level 2 project gating process |
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3.2 | Determine what gates should be part of your custom level 2 gating process |
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3.3 | Establish required artifacts for each gate |
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3.4 | Define the stakeholder’s roles and responsibilities at each gate |
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Module 4: Establish Level 3 Project Gating
The Purpose
- This phase will help you customize Level 3 Project Gates with appropriate roles and responsibilities.
- Come up with a roadmap for the adoption of the new project gating process.
Key Benefits Achieved
- Create a comprehensive project gating process for large projects.
Activities: | Outputs: | |
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4.1 | Review level 3 project gating process |
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4.2 | Determine what gates should be part of your custom level 3 gating process |
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4.3 | Establish required artifacts for each gate |
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4.4 | Define the stakeholder’s roles and responsibilities at each gate |
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4.5 | Determine next steps and milestones for process adoption |
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