PROJECTS (P1 to P3)

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 P1-P3 project stage gates are:

  1. Prepare the project for P1-P3 Gate review
  2. Submit the project for P1-P3 Gate review
  3. Review the project at P1-P3 (advance to the next phase or rework)
  4. Check the status of a project

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 a project for P1-P3 Gate Review? (8 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 project attributes (Drivers, Strategic Fit, Accelerators)
  • Add key dates
  • Add alternatives
  • Add the financial & economic summary
  • Add environmental information
  • Review/Upload project documents
  • Review/Update the Virtual VSW
  • Add allocations

Breakout Video #2 – How do I submit a project for P1 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 a project at P1? (2 minutes)

Download the Guidebook: Click Here

This video will cover:

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

Breakout Video #4 – How do I check the status of a project? (2 minutes)

Download the Guidebook: Click Here

This video will cover:

  • Using the Gate Register
  • Using the Visual Workflow