Phase Gate Criteria Tool

Interactive Quality Control and Decision Support System

When to Use Phase Gate Controls

Phase gate methodology provides systematic quality control at critical project decision points. Use phase gates when you need:

✅ Critical Gate Control Scenarios:

  • • High-risk projects requiring quality checkpoints
  • • Large investments needing stage-wise validation
  • • Regulatory environments demanding compliance verification
  • • Complex projects with multiple stakeholder approval needs
  • • Resource-constrained environments requiring careful planning
  • • Previous project failures due to insufficient quality control

🎯 Key Benefits:

  • • Systematic risk mitigation at each phase
  • • Clear go/no-go decision criteria
  • • Stakeholder alignment and approval tracking
  • • Quality assurance checkpoints
  • • Resource optimization through stage gates
  • • Audit trail for governance compliance

Interactive Phase Gate Assessment

Use this tool to evaluate your project's readiness to proceed through each phase gate. Adjust criteria scores to see real-time impact on gate decisions.

1
Project Initiation
86%
2
Requirements Approval
84%
3
Development Complete
80%
4
Testing Complete
86%
5
Project Closure
88%

Gate 1: Project Initiation

Business case approval and project charter validation

Overall Score
86%
✅ APPROVED
90%
85%
80%
85%
88%

Standard Phase Gate Framework

PhaseExit CriteriaApproval RequiredKey Deliverables
InitiationBusiness case approved, charter signed, team assignedExecutive Sponsor, PMOProject Charter, Initial Risk Register
PlanningRequirements complete, design approved, plan baselinedStakeholders, Architecture BoardRequirements Document, Project Plan
ExecutionDevelopment complete, unit tests pass, integration readyTechnical Lead, Quality AssuranceWorking Software, Test Results
TestingAll tests pass, UAT approved, performance validatedBusiness Users, OperationsTest Reports, User Acceptance
ClosureProduction deployed, support transferred, lessons capturedOperations, Executive SponsorDeployment Report, Lessons Learned

🎯 Implementation Best Practices

  • • Define clear, measurable exit criteria for each phase
  • • Establish approval authority matrix with escalation paths
  • • Create standardized gate review templates and checklists
  • • Schedule regular gate review meetings with key stakeholders
  • • Document decisions and rationale for audit trails
  • • Implement consistent scoring methodology across projects
  • • Train teams on gate criteria and review processes

⚠️ Common Pitfalls to Avoid

  • • Rubber-stamp approvals without thorough review
  • • Inconsistent criteria application across projects
  • • Lack of clear decision-making authority
  • • Overly complex or bureaucratic gate processes
  • • Insufficient stakeholder engagement in reviews
  • • Missing documentation of gate decisions
  • • Proceeding with inadequate exit criteria completion