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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 3 – Business Case R eview 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 3 – Business Case Review issues: • Assurance that the business case is thorough, complete, and compelling • Confirmation that the organization is ready to undertake the project

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

  4. 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”

  5. Viable Option Summary • Summarize the different options analyzed in Phase 2 of the Business Case

  6. Preferred Option • Summarize your rationale for your preferred option here, taking the important points from the Gate 2 presentation

  7. Governance and Oversight • Demonstrate where and how the proposed investment would fit within the organization’s broader governance and oversight structure. • Who makes decisions about the project? Who owns the project deliverable? How will it be managed over its lifespan?

  8. Project Management Strategy • Demonstrate that the organization has and will apply a sound methodology to manage the project during its life cycle and through post-implementation. • Typically, this means using the GNWT SIM, but also: Who’s the PM? What tools will be used? How will meetings and reporting be handled? • Also, how will project gating work? Which gates will be used and who will make the decisions? Sometimes, gates can be combined or repeated (iterative deployment).

  9. Risk Management Strategy • Demonstrate that the organization has a function in place to manage the risks of the project. • How will risks be captured and dealt with? How often will be they be re-assessed?

  10. Change Management Strategy • Describe how the potential impact of the proposed change on organizational culture, systems, and processes and on people working within and with the invested organizations will be managed in later stages of the project management process.

  11. Financial Summary

  12. Estimates to Next Gate • Describe the work that needs to be done before the next decision gate (typically, Gate 4 – Charter) • This might include consultancy fees, Request for Information (RFI) or Request for Quote (RFQ)

  13. Key Decision for Gate 2 – Approach • Is the business case sufficiently compelling? • Is the organization positioned to successfully execute this project and attain the desired outcomes? Decision Point: • Proceed to next gate? • Come back with changes? • Defer indefinitely?

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