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[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

[Project Name]

Project Gating Presentation

Presented to: [Audience Name]

Presenter: [Your Name]


decision required
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
business need
Business Need
  • A clear articulation of the business need in 2-3 points
drivers for change
Drivers for Change
  • What factors have triggered this investment proposal?
  • Where is the urgency coming from?
business outcomes
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”
prioritized requirements
Prioritized Requirements
  • List the requirements in order of priority, starting with the most important
  • 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.
  • What are the limitations and conditions on this project?
  • For instance, a time limit or window of opportunity.
  • 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”
scope boundaries
Scope Boundaries
  • Identify what is to be included within the scope of the investment and explicitly state what is excluded from the investment.
stakeholder analysis
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.
estimates to next gate
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)
key decision for gate 1 concept
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?