Gates that pass on evidence, and meetings that leave a record.
Each project starts with the quality gates of its method, between its own phases. Each gate has criteria with an owner, a mandatory flag and a sign-off. A full pass needs every mandatory criterion met. The gate can also pass with recorded conditions and a due date, or fail.
Steering committees, design authorities and other meetings keep their agenda, attendees, minutes and status, with the actions and decisions they produced. Lessons learned are captured by phase and workstream while people still remember them.
Quality gates with signed criteria, meetings with minutes, and lessons learned.
In the app, this module is these workspace tabs: Quality gates, Meetings, Lessons learned.
What the module covers
Criteria with owners
Every criterion names who signs it off and when. Mandatory criteria block a full pass until they are met.
Pass, conditional pass or fail
Record the real outcome. A conditional pass carries its conditions and the date by which they must be closed.
Meetings with minutes
Meeting type, agenda, attendees and who was present, minutes, and a status that moves from draft to circulated to approved.
Lessons while they are fresh
What went well, what went wrong, improvements and recommendations, linked to the risk or issue that taught the lesson.
How a programme uses it
Set the criteria early
Agree each gate's criteria and owners at the start of the phase, not in the week before the gate.
Collect sign-offs
Owners sign their criteria as the evidence arrives. The gate shows what is still open.
Decide and record
The gate meeting passes, conditionally passes or fails the gate, and its minutes and actions are saved with it.
Where it helps most
CIOs and programme directors
See which gates are blocked and why, before you are asked to approve them.
Capexo for CIOsIndependent PMs and advisors
Bring gate discipline to a client that has not had it, with a record of every sign-off.
Capexo for independent PMs
Governance: common questions
Do the gates follow a particular method?
They follow the project's method. A new project gets its method's phases and quality gates with their criteria: SAP Activate on SAP S/4HANA, the Workday Deployment methodology on Workday, Now Create on ServiceNow, or Waterfall, Agile or Hybrid on any platform. On Oracle Fusion Cloud and Infor the starting point is a common partner approach, not an official vendor method. The project manager edits the phases in Project settings and the criteria on the Quality gates tab.
Can a gate pass with open items?
A full pass needs every mandatory criterion met. The alternatives are a conditional pass, which records the conditions and a due date, or a fail.
See this module with your programme in mind.
Tell us which application you are implementing and where the programme is today. We will show you how this module would hold your work.