Phase gate review, or Stage-Gate®, is a standardized process divided into phases. Each phase includes a Go/No-Go decision point, referred to as a tollgate. Tollgates can server as either entry points for the current phase or exit points for the next phase (by default in Cerri).

Tollgates

In Cerri Project, tollgates are special deliverables (milestones) placed at the end of phases. 

Tollgates include embedded scorecards to determine whether a project advances to the next phase.

Scorecard 

A scorecard is a document listing predefined “success factors,” with fields to input target scores and actual scores. 

Tollgate review process

The workflow attached to tollgate tracks the Go/No-Go decision using the following statuses (below is the default workflow proposed by Cerri):

ON-HOLD

Stand-by. Tollgate evaluation and phase activities have not started.

IN-PROGRESS

Tollgate evaluation has begun, and the phase is underway.

GO

Tollgate is approved, and the scorecard reflects this. The project proceeds to the next phase.

NO-GO

Tollgate is not approved, and the scorecard reflects this. The project is stopped.

RECYCLED

Tollgate is not approved, and the scorecard reflects that another round of evaluation will take place.

Phase review tracking

chart

A chart provides visibility into the status of each tollgate and their respective phases across all project based on a phase review process.

The chart is defined in the Portfolio setup.

Project evaluation

The primary evaluation criteria assessed throughout the project lifecycle are feasibility and value proposition. Often, predefined critical success factors are used for these evaluations.

Phase review project  template

A complete pre-built phase review project template includes: Required phases, tollgates, scorecards, and other relevant content necessary to execute projects based on the agreed process and methodology.