keymodels
Phase Gate Review Agenda
When and how should phase gate review agenda be applied?
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What this template contains.
Purpose. Use this agenda when the authorised governance body must decide whether a programme may leave one life-cycle phase and enter the next. Application. Distribute the exit criteria and supporting evidence before the meeting. The review should conclude with an explicit decision and conditions, not merely an acknowledgement of progress. Completion discipline. Circulate the agenda and current evidence in advance, confirm who holds decision authority, and record decisions, actions, owners and due dates. Retain the
Use context
Purpose, application, discipline.
Purpose
Use this agenda when the authorised governance body must decide whether a programme may leave one life-cycle phase and enter the next.
Application
Distribute the exit criteria and supporting evidence before the meeting. The review should conclude with an explicit decision and conditions, not merely an acknowledgement of progress.
Completion discipline
Circulate the agenda and current evidence in advance, confirm who holds decision authority, and record decisions, actions, owners and due dates. Retain the approved meeting record and update every affected plan, register or report after the meeting.
Field summary
Structured sections without protected files.
Meeting
Date, Time, Place, Gate or phase under review
Agenda
Program overview, Deliverables completed, Benefits realized, Exit criteria satisfaction
Decision and approvals
Gate decision, Decision rationale and conditions, Governance Board chairperson, Governance Board member 1
Protected resources
Included resource formats.
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