1. PROJECT TITLE
Project Leader: Team: Executive Project Sponsor (As Required): Date: Month/Day/Year
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2. Delete this slide before submitting to Gatekeepers
Instructions
The Executive Gate Presentation is used to succinctly summarize and highlight critical aspects of the Business Case during a short presentation to the Gatekeepers.
The headings on each slide and the order of the slides are aligned with the Business Case and the criteria in the Gate Scorecards.
Sample questions are incorporated on each slide and are there to prompt for information.
The questions are guidelines only and do not represent a complete list of information requirements.
Delete this slide before submitting to Gatekeepers
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3. Instructions (continued)
They are also not intended to be answered verbatim and are not a substitute for thought and analysis.
If a chart or graph most succinctly summarizes the team’s work, then it should be considered (a picture is worth a thousand words).
Note: Gatekeepers will read all of the project deliverables prior to the Gate Meeting. Additionally, Gatekeepers will refer to the specific detailed project information. The Gate Presentation is designed to focus on key issues only and not to review all project data.
Delete this slide before submitting to Gatekeepers
6/25/2015 V2

4. Presentation Outline Integrated Project Definition Project Summary
Integrated Risk Assessment
Strategic Fit and Importance
Product and Competitive Advantage
Market Attractiveness
Synergies and Core Competencies
Technical Feasibility
Financial Reward vs. Financial Risk
Team Recommendation
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5. Integrated Product Definition
Provide a summary of the Integrated Product Definition
Be succinct and highlight the key elements
Ensure adherence to communicating the Integrated Product Definition to the Gatekeepers:
Product Concept
Target Market
Problems
Needs
Uses
Benefits
Value Proposition
Positioning
Technical Solution
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6. Project Summary
Explain boundaries of the project (for example, explain what is in scope and what is out of scope)
Highlight key success to date
Highlight key challenges to date and solutions deployed
Provide an understanding of the overall health of the project (for example, red flags, resources, timelines)
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7. Integrated Risk Assessment
Highlight the key project risks and the associated assumptions
Are these risks manageable (indicate how)?
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8. Strategic Fit and Importance
Highlight how the project aligns with the business and/or innovation strategy:
Markets (to enter or remain/become dominant in)
How it helps achieve overall goals
Highlight why the project is important to the organization and the implications for not proceeding
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9. Product and Competitive Advantage
Describe the product’s superiority in terms of differentiation and unique customer benefits
Compare the product to competing products in the market. Does it provide the user with a new or different benefit from existing products (including competitor products)?
How does the product impact competitive advantage?
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10. Market Attractiveness
Explain the market potential:
How large is the market ($, units, other quantitative measures)?
How fast is it growing (at what rate)?
Explain the competitive environment:
Highlight competitive situation (number of dominant players, price and market share)
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11. Synergies & Core Competencies
How does this project leverage core competencies?
Technology
Manufacturing/Operations
Marketing and Sales
Distribution
What other strengths can be leveraged?
Highlight the availability of skills, resources, and equipment:
How easily can they be obtained?
Are there any gaps?
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12. Technical Feasibility
How familiar is the technology to the company?
How large is the gap between current technical competency and what is required?
What is the level of technical complexity (quantify as much as possible)?
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13. Financial Reward vs. Financial Risk
What is the financial reward potential in terms of payback period? This is a high-level estimate only.
Highlight significant assumptions related to the financial analysis
Highlight the key project risks and the associated assumptions
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14. Team Recommendation Indicate the team’s score on the project
Highlight the team recommendation for the project: Go/Kill/Hold/ Recycle
Outline the key aspects of:
Activities for the next stage of work
Resources for the next stage of work and actual availability
Budget (equipment, software, money) for the next stage of work
Date for the next gate meeting
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