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Project Portfolio Management icon

Drive Business Value With a Right-Sized Project Gating Process

Use gating to get projects done right the first time.

  • Low sponsor commitment on projects.
  • Poor quality on completed projects.
  • Little to no visibility into the project portfolio.
  • Organization does not operationalize change .
  • Analyzing, fixing, and redeploying is a constant struggle. Even when projects are done well, they fail to deliver the intended outcomes and benefits.

Our Advice

Critical Insight

  • Stop applying a one-size-fits-all-projects approach to governance.
  • Engage the sponsor by shifting the accountability to the business so they can get the most out of the project.
  • Do not limit the gating process to project management – expand to portfolio management.

Impact and Result

  • Increase Project Throughput: Do more projects by ensuring the right projects and right amount of projects are approved and executed.
  • Validate Project Quality: Ensure issues are uncovered and resolved with standard check points in the project.
  • Increase Reporting and Visibility: Easily compare progress of projects across the portfolio and report outcomes to leadership.
  • Reduce Resource Waste: Terminate low-value projects early and assign the right resources to approved projects.
  • Achieve Intended Project Outcomes: Keep the sponsor engaged throughout the gating process to achieve desired outcomes.

Drive Business Value With a Right-Sized Project Gating Process Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should design a right-sized project gating process, review Info-Tech’s methodology, and understand the four ways we can support you.

Drive Business Value With a Right-Sized Project Gating Process – Executive Brief
Drive Business Value With a Right-Sized Project Gating Process – Phases 1-4

1. Lay the groundwork for tailored project gating

This phase will walk you through the following activities:

  • Understand the role of gating and why we need it.
  • Determine what projects will follow the gating process and how to classify them.
  • Establish the role of the project sponsor throughout the entire project lifecycle.
Drive Business Value With a Right-Sized Project Gating Process – Phase 1: Lay the Groundwork for Tailored Project Gating
Project Intake Classification Matrix
Project Sponsor Role Description Template

2. Establish level 1 project gating

This phase will help you customize Level 1 Project Gates with appropriate roles and responsibilities.

Drive Business Value With a Right-Sized Project Gating Process – Phase 2: Establish Level 1 Project Gating
Project Gating Strategic Template

3. Establish level 2 project gating

This phase will help you customize Level 2 Project Gates with appropriate roles and responsibilities.

Drive Business Value With a Right-Sized Project Gating Process – Phase 3: Establish Level 2 Project Gating

4. Establish level 3 project gating

This phase will help you customize Level 3 Project Gates with appropriate roles and responsibilities. It will also help you determine next steps and milestones for the adoption of the new process.

Drive Business Value With a Right-Sized Project Gating Process – Phase 4: Establish Level 3 Project Gating
Project Gating Reference Document

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Guided Implementation 1: Lay the groundwork for tailored project gating
  • Call 1: Scope requirements, objectives, and your specific challenges.

Guided Implementation 2: Establish level 1 project gating
  • Call 1: Define project levels.
  • Call 2: Establish the role of the sponsor.

Guided Implementation 3: Establish level 2 project gating
  • Call 1: Introduce Level 1 project gating best practices.
  • Call 2: Customize Level 1 project gate process.
  • Call 3: Introduce Level 2 and Level 3 project gating best practices.
  • Call 4: Customize Level 2 and Level 3 gating process.

Guided Implementation 4: Establish level 3 project gating
  • Call 1: Discuss roadmap for adoption of new process.
  • Call 2: Review completed Strategic Template.

Author

Teodora Siman

Contributors

  • Lameck Osinde, Professor of IT, Innovation, and Project Management
  • Nancy Wilson, Project Manager
  • Five Anonymous Contributors

Related Content: Portfolio Management

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