g0_project_pmo phase gate template_clean

SPONSOR: [NAME]PGM: [NAME]

PROG # [INSERT #]

BREAKTHROUGH:

[NAME]

+QDCI:

[SELECT

DRIVERS]

Operate as a

Network

Supply Product Reliably

Drive Adapt-ability

[Process] [#] [#] [#]

1

Gate 0 Form (G0)

Business Case and Charter

(G1)

PEP and URS

(G2)

Deliverables, Risks and Issues

Closeout Form and Lessons Learned (G5)

INITIATION PROJECT EXECUTION PROJECT CLOSURE

PROJECT PHASE GATE LIFECYCLE

PLANNINGDETAILED

PLANNING

SPONSOR: <NAME>PM: <NAME>PROJ: <TITLE> <P3MO PROJ/PROG #>

Component of: <Enter Program Name>

Breakthrough:<Identify which

breakthrough this is a component of>

+QDCI: <Identify +,Q,D,C,I

Benefit Category>

NEW OPPORTUNITIES

GATE O FORM

2

Gate 0

10 min Presentation

Gate 0 Form (G0)

Business Case and Charter

(G1)

PEP and URS

(G2)

Deliverables, Risks and Issues


INITIATION PROJECT EXECUTION PROJECT CLOSUREPLANNINGDETAILED

PLANNING






Benefit Category>

-

1. Problem Statement

2. Strategic Alignment

3. Strategic Benefits

4. Initial Scope for Business case

5. Business Risks and Impact

6. Budget (Budgeted in LRP)

7. Cost (Possible AED Required)

8. Planning Resources

3

ExpectationsDocuments for Review

G0

Documents and Approval Expectations

Project Charter

Review, Recommend

Approval Required

Approval Required

Approval Required

Review, Recommend

Review, Modify

Review, Modify

Review, Modify






Benefit Category>

GATE 0 – INITIATION

PROJECT PROPOSAL

BENEFITS

BUSINESS RISKS IF NOT ADDRESSED

# Business Risk Risk Details

1<Ex: Strategic Risk>

<Highest Risk if problem or opportunity not addressed>

2<Ex: Financial Risk>

<Secondary Risk if problem or opportunity not addressed>

6. Strategic Direction 5. Involvement

III. STRATEGIC ALIGNMENT V. EXPECTED BENEFITS

# Benefit Improvement Objective

1

[Insert benefit categorieslocated on right. Ex: Cost of Goods]

[Insert the Objective that must be accomplished to demonstrate contribution to this Benefit Category]

2

3

Strategic Drivers: [select and insert goals that are the key drivers to this program; delete any that are not applicable]• BNLT Goal: [Insert Goal this program is tied to]• GIO Goal: [Insert Goal this program is tied to]• Site Goal: [Insert Goal this program is tied to]• VS or Functional Goal: [Insert Goal this program is tied to]

I. PROBLEM STATEMENT

[Describe the issue/opportunity, and how you detected it, and the desired change resulting from this effort>

II. SCOPE

[Initial Scope for Business Case]

or IV. JUSTIFICATION AND BUSINESS RISKS

Rationale: [Why should the company invest in this initiative instead of others (opportunity cost)]

Issue Opportunity

Bus. Continuity

New Prod

New Tech New Capacity People COGs

Compliance HSEExisting Capacity

GIO SITE

Existing Prod/Tech

Requires >$350KAED RequiredBudgeted in LRP






Benefit Category>




Benefit Category>

GATE 0 – INITIATION

BUSINESS IMPACT AND

NEEDS FOR NEXT GATE

# Impact Type or interdependency Details

1<Project, Business Operations, or Pillar System Impact>

<Pillar system Impact: ex: All options will likely have a training component and multiple SOPs/document revisions>

2<Project, Business Operations, or Pillar System Impact>

<Project dependency: ex: Potential impact to any project working in suite 1>

VI. BUSINESS IMPACT OR KNOWN INTERDEPENDENCIES IF IMPLEMENTED

VII. RESOURCES NEEDED FOR NEXT GATE

Role Dept Name Responsibilities LOE (%) HrsApproved

by mgr(Y, N)

Conflicting priorities or concerns for resource

Sponsor [dept] [Name] Accountable for the business case. [x] % [x] Hrs [Y or N] [List Conflict]

PgM [dept] [Name]Accountable for setting up planning team required for business case.

LeadEnd User

[dept] [Name] Accountable for identifying success criteria

SME

RESOURCESGate 0 Form (G0)

Business Case, Chtr

(G1)

PEP and URS

(G2)Deliverables, Risks and Issues


INITIATION PROJECT EXECUTION PROJECT CLOSUREPLANNING DETAILED PLANNING

AvgFTEs

Total Hrs

XX FTE XX hrs






Benefit Category>

-

1. Problem Statement

2. Strategic Alignment

3. Strategic Benefits

4. Initial Scope for Business case

5. Business Risks and Impact

6. Budget (Budgeted in LRP)

7. Cost (Possible AED Required)

8. Planning Resources

6

Documents for Review

G0

Approval

Status

Gate Decision

• Approval: Benefit proposed is worth resources needed to develop next Gate’s requirements

• Return: Return to this Gate with more information or different options before proceeding

• Cancelled: No further effort on this initiative will be made; work and resources stoppage

Project Request

Approved More Info Required Not Approved

Approved More Info Required Not Approved

More Info Required Not Approved

Cancelled

G0 - Approved

Return

Approved