A review or decision point used to assess whether work can move forward. It can be associated with checklists and deliverables.
When to use it
Use it when a phase or project needs a defined readiness review.
Key information
- Completion percentage records reported progress; review it with the actual work and evidence.
- Due date records when the work is expected to be due.
- Scope describes the boundaries of the planned work.
Common relationships
- Checklist (Structure): Places a Checklist within a Gate’s review structure.
- Gate (Structure): Places a Gate within a Program, Project, or Phase structure.
- Deliverable (Non-structure): Connects a Task, Program, Project, Phase, or Gate to an Item or Document expected as a deliverable.
Working with this record
Review the agreed criteria, checklist, and deliverables. Record the review outcome through your organization’s available process before allowing the work to proceed. A connection alone is not an approval.
Example
Design Release is a Gate reviewed before the pump design proceeds to production.
Choosing the right type
Choose Gate for a readiness or decision review. Phase identifies a stage of work, Milestone identifies an event, and Checklist organizes the checks.
