Gate 0 is the first gate in the 4D change project framework. Passing Gate 0
allows the project into the Discovery phase. It can be used for both planning
and verification that appropriate actions are completed.
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# |
Item |
Discussion |
Comment |
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1 |
Proposer
known |
Knowing who
proposed the project gives some context and gives a person to ask about
further detail. |
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|
2 |
Initial
project rationale clear |
The initial
rationale justifies the Discovery activity. It says ‘why this project’
rather than others and hence enables the decision process. |
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3 |
Intent of
project is clear |
Desired
outcome / benefits of the project are clear (although these may be clarified
in Discovery and phases) |
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4 |
Rational
selection process for this project |
This tests
that a sensible selection process has been completed, including value for
money and prioritization vs. other possible projects. |
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5 |
Stakeholders identified |
A selection
of these will be interviewed in the Discovery phase to determine their needs
and views about the potential project. Knowing who these are also gives an
early indicator of potential project complexity. |
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6 |
Further
material identified |
Existing
documents and data may be available that will shed more light on the
situation. |
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7 |
Discovery
detail planned |
This
includes plans for interviews, reviews and planning for the rest of the
project.
It should
include consideration of the likely complexity of the discovery task,
including how well the problem is understood now and the extent of
stakeholders to be interviewed.
If this is
unclear then contingency time should be included in Discovery. |
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8 |
Mandate documented |
The mandate
document describes the current understanding of the intended project, which
may be sketchy at this time but should be enough to enable the Discovery
phase to be planned. |
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9 |
Project
manager identified |
Someone
needs to be allocated to make the project happen. Depending on the project
it may need a full-time or part-time role. It may well be an external
consultant. |
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10 |
Functional
manager identified and agreed |
The
functional manager is usually the key customer and provides daily support
and direction. |
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11 |
Executive
sponsor identified and agreed |
The
executive sponsor provides high-level support and is used to build
organizational support and provides a route for issue escalation. |
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