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1. Checklist: Gate Reviews

1. Purpose

This document contains the criteria a project must meet in order to advance to the next phase.

When to use this?

You are preparing a Gate Review and want to know which criteria your project must demonstrate before advancing to the next phase.

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Download as Markdown — Open in your editor or AI assistant and fill in the fields.

2. Gate Review Overview

Gate 1 (Go/No-Go Discovery): From Discovery to Validation

Collaboration mode: [Mode X — fill in name] Evidence requirements for this mode: → See Evidence Standards

  • Objective Definition is recorded.
  • Data Evaluation is positive (Score Green/Orange).
  • Collaboration Mode is chosen.
  • Initial risk scan performed.
  • Critical assumptions are identified in the Objective Card (section E).

Gate 2 (Validation Pilot Investment): From Validation to Development

Collaboration mode: [Mode X — fill in name] Evidence requirements for this mode: → See Evidence Standards

  • Validation Pilot has been completed successfully (>90% score).
  • The Cost Overview has been approved.
  • Hard Boundaries are defined by the Guardian.
  • Riskiest assumption has been tested and validated or consciously accepted.

Gate 3 (Production-Ready): From Development to Delivery

Collaboration mode: [Mode X — fill in name] Evidence requirements for this mode: → See Evidence Standards

  • Validation Report is available and approved.
  • System Prompts are versioned and documented.
  • Users are trained for Human Oversight.
    • Behavioural guidance and permitted actions are explicitly recorded and reviewed.
    • Changes since the previous release are demonstrably tested and documented.
    • The oversight and escalation path is clearly described.
  • All open assumptions are validated or have a monitoring plan.

Gate 4 (Go-Live): Deployment & Management

Collaboration mode: [Mode X — fill in name] Evidence requirements for this mode: → See Evidence Standards

  • Monitoring on Performance Degradation is active.
  • Incident procedure is known.
  • Ownership in the management phase is documented.
  • Assumptions in Objective Card are re-assessed based on production data.

3. Gate Review Resources