Project Name Project Gating Presentation Presented to Audience

[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: • Validation of the rationale for the project • Confirmation that underlying fundamentals make sense • Assessment that the project is doable as proposed

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

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

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 1. List the requirements in order of priority, starting with the most important

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.

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

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”

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 • 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 • 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) Estimate (+/- 10%) Cost Staff Effort Duration $ hours weeks

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: 1. Proceed to next gate? 2. Come back with changes? 3. Defer indefinitely?