Project Gating Presentation for Business Case Review
[PROJECT NAME]
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Presented to: [Audience Name]
Presenter: [Your Name]
Date: YYYY-MM
Decision Required
•
The purpose of the presentation is to seek
approval to move [Project Name] through:
•
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eview issues:
•
Assurance that the business case is thorough, complete, and
compelling
•
Confirmation that the organization is ready to undertake the project
Business Need
•
A clear articulation of the business need in 2-3 points
Business Outcomes
•
Describe the high-level outcomes in terms of the affected
business.
•
For instance, “Applications will be processed faster”,
“Human error will be reduced” or “Double-entry
accounting will be avoided”
Viable Option Summary
•
Summarize the different options analyzed in Phase 2 of
the Business Case
Preferred Option
•
Summarize your rationale for your preferred option here,
taking the important points from the Gate 2 presentation
Governance and Oversight
•
Demonstrate where and how the proposed investment
would fit within the organization’s broader governance
and oversight structure.
•
Who makes decisions about the project? Who owns the
project deliverable? How will it be managed over its
lifespan?
Project Management Strategy
•
Demonstrate that the organization has and will apply a
sound methodology to manage the project during its life
cycle and through post-implementation.
•
Typically, this means using the GNWT SIM, but also:
Who’s the PM? What tools will be used? How will
meetings and reporting be handled?
•
Also, how will project gating work? Which gates will be
used and who will make the decisions? Sometimes, gates
can be combined or repeated (iterative deployment).
Risk Management Strategy
•
Demonstrate that the organization has a function in place
to manage the risks of the project.
•
How will risks be captured and dealt with? How often will
be they be re-assessed?
Change Management Strategy
•
Describe how the potential impact of the proposed
change on organizational culture, systems, and processes
and on people working within and with the invested
organizations will be managed in later stages of the
project management process.
Financial Summary
Estimates to Next Gate
•
Describe the work that needs to be done before the next
decision gate (typically, Gate 4 – Charter)
•
This might include consultancy fees, Request for
Information (RFI) or Request for Quote (RFQ)
Key Decision for Gate 2 – Approach
•
Is the business case sufficiently compelling?
•
Is the organization positioned to successfully
execute this project and attain the desired
outcomes?
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This template is just a suggestion and a time-saving tool. It can be extended or changed as much as you desire. Tables, charts and graphs are expected additions.
Delete all italicized text before using, including this note.
This presentation is designed to seek approval for advancing the project through Gate 3 Business Case Review. It focuses on ensuring the business case is comprehensive, the organization is prepared for the project, articulating the business need, outlining business outcomes, summarizing viable options, justifying the preferred option, emphasizing governance and oversight, detailing project management strategy, and addressing risk management strategies.
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Presentation Transcript
[PROJECT NAME] Project Gating Presentation Presented to: [Audience Name] Presenter: [Your Name] Date: YYYY-MM
Decision Required The purpose of the presentation is to seek approval to move [Project Name] through: Gate 3 Business Case Review issues: Assurance that the business case is thorough, complete, and compelling Confirmation that the organization is ready to undertake the project
Business Need A clear articulation of the business need in 2-3 points
Business Outcomes Describe the high-level outcomes in terms of the affected business. For instance, Applications will be processed faster , Human error will be reduced or Double-entry accounting will be avoided
Viable Option Summary Summarize the different options analyzed in Phase 2 of the Business Case
Preferred Option Summarize your rationale for your preferred option here, taking the important points from the Gate 2 presentation
Governance and Oversight Demonstrate where and how the proposed investment would fit within the organization s broader governance and oversight structure. Who makes decisions about the project? Who owns the project deliverable? How will it be managed over its lifespan?
Project Management Strategy Demonstrate that the organization has and will apply a sound methodology to manage the project during its life cycle and through post-implementation. Typically, this means using the GNWT SIM, but also: Who s the PM? What tools will be used? How will meetings and reporting be handled? Also, how will project gating work? Which gates will be used and who will make the decisions? Sometimes, gates can be combined or repeated (iterative deployment).
Risk Management Strategy Demonstrate that the organization has a function in place to manage the risks of the project. How will risks be captured and dealt with? How often will be they be re-assessed?
Change Management Strategy Describe how the potential impact of the proposed change on organizational culture, systems, and processes and on people working within and with the invested organizations will be managed in later stages of the project management process.
Financial Summary One-Time Costs (in $000 s) Budget Year (2016/17) Year 2 (2017/18) Year 3 (2018/19) 3-Year Total Departmental Costs Capital 0 One-Time O&M 0 0 0 0 Total Dept. Costs 0 TSC Capital Costs Servers 0 Storage 0 Network 0 0 0 0 Total TSC Capital Costs 0 0 0 0 Total GNWT Costs 0 Contributions (3rdParty) 0 Total One-Time Costs 0 0 0 0
Estimates to Next Gate Describe the work that needs to be done before the next decision gate (typically, Gate 4 Charter) This might include consultancy fees, Request for Information (RFI) or Request for Quote (RFQ) Estimate (+/- 10%) $ Cost Staff Effort Duration hours weeks
Key Decision for Gate 2 Approach Is the business case sufficiently compelling? Is the organization positioned to successfully execute this project and attain the desired outcomes? Decision Point: 1. Proceed to next gate? 2. Come back with changes? 3. Defer indefinitely?
