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:
1.1 Project Gating Review
1.2 Establish appropriate project levels
  • Project Intake Classification Matrix
1.3 Define the role of the project sponsor
  • Project Sponsor Role Description Template

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:
2.1 Review level 1 project gating process
2.2 Determine what gates should be part of your custom level 1 gating process
2.3 Establish required artifacts for each gate
2.4 Define the stakeholder’s roles and responsibilities at each gate
  • Documented outputs in the Project Gating Strategic Template

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:
3.1 Review level 2 project gating process
3.2 Determine what gates should be part of your custom level 2 gating process
3.3 Establish required artifacts for each gate
3.4 Define the stakeholder’s roles and responsibilities at each gate

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:
4.1 Review level 3 project gating process
4.2 Determine what gates should be part of your custom level 3 gating process
4.3 Establish required artifacts for each gate
4.4 Define the stakeholder’s roles and responsibilities at each gate
  • Documented outputs in the Project Gating Strategic Template
4.5 Determine next steps and milestones for process adoption
  • Documented Project Gating Reference Document for all stakeholders

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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