1. [PROJECT NAME] Project Gating Presentation Presented to: [Audience Name] Presenter: [Your Name] Date: YYYY-MM

2. Decision Required The purpose of the presentation is to seek approval to move [Project Name] through: Gate 4 – Charter R eview issues: Validation that the project charter has addressed all issues critical for a successful project Confirmation that proper project governance, planning, and management are in place

3. Project Summary Summarize the project’s purpose and approach in one slide

4. Goals, Objectives and Outcomes GoalsObjectivesBusiness Outcomes

5. Scope This is a high-level description of the features and functions that characterize the product, service, or result to be delivered by the project.

6. Milestones Project MilestoneDescriptionExpected Date YYYY-MM-DD

7. Deliverables Identify and define the deliverables that are key to the achievement of the stated objectives. Include internal project deliverables required in the project management process for review and approval (e.g. project transition plan, communication plan, and lessons learned). Determine the criteria that will be used to assess the quality and completeness of each deliverable. Indicate the stakeholder(s) responsible for approving each deliverable. One slide per deliverable is recommended.

8. Project Cost Estimate Provide project costing information, usually in a table format

9. Dependencies List project dependencies, critical dates, predecessor/successor relationships, key contacts, etc…

10. Estimates to Next Gate Describe the work that will be done before the next decision gate (typically, Gate 5 – Pre-Construction) The next gate will authorize development to begin or major purchases, so the work until the next gate typically involves development of architecture, detailed requirements analysis, development of use cases, etc… This might include the Request for Proposal (RFP) Estimate (+/- 10%) Cost$ Staff Effort hours Duration weeks

11. Key Decision for Gate 4 – Charter Is everything in place to ensure successful execution of the project? Decision Point: 1. Proceed to next gate? 2. Come back with changes? 3. Defer indefinitely?