ORIGINATION

Gate reviews will still follow the Business Process for Projects (BPP), with gates P0-P3 serving as review check points. Gate reviews will be performed by Gatekeeper(s) and other key personnel that will review the deliverables.  The process of Gatekeeping is covered in supplementary training material and is only summarized here.

 

The goals of gate review are to:

  • Streamline the review process.
  • Better facilitate adherence to the work process, by using a consistent workflow.
  • Increase the quality of project gate deliverables.

 

The main processes within Origination are:

  1. Prepare an opportunity for P0 gate review
  2. Submit an opportunity for P0 gate review
  3. Review an opportunity at P0 gate review

Full Setup (16 minutes)

This covers all topics in a single video. You can watch the individual topics in shorter videos, broken up into the following sections.

Download the Full Guidebook: Click Here

Breakout Video #1 – How do I prepare an opportunity for PO gate review? (2 minutes)

Download the Guidebook: Click Here

Download the Training Example: Click Here

This video will cover:

  • Quick terminology/background
  • Update the general information (Portfolio and Personnel)
  • Add opportunity attributes (Drivers, Strategic Fit, Accelerators)
  • Add alternatives
  • Add the economic summary
  • (Optional) Upload opportunity documents

Breakout Video #2 – How do I submit an opportunity for PO gate review? (7 minutes)

Download the Guidebook: Click Here

Download the Training Example: Click Here

This video will cover:

  • Update the phase deliverables
  • Review approval workflow
  • Submit

Breakout Video #3 – How do I review an opportunity at PO? (2 minutes)

Download the Guidebook: Click Here

This video will cover:

  • View the opportunity
  • Select the appropriate action (i.e. pass, rework, or reject) with comments