top of page

Project Stage Gate Assessment Checklist

Checklist for conducting a project stage gate assessment. This checklist helps evaluate whether a project should proceed to the next phase

Project Stage Gate Assessment  Checklist

Project Stage Gate Assessment Checklist



Here’s a detailed bullet-point checklist for conducting a project stage gate assessment. This checklist helps evaluate whether a project should proceed to the next phase based on predefined criteria.



1. Preparation for Assessment
  • Schedule the stage gate assessment meeting.

  • Prepare assessment materials, including:

  • Project status report.

  • Updated project plan.

  • Risk management plan.

  • Budget and financial report.

  • Distribute materials to stakeholders ahead of the meeting.


2. Review Project Objectives
  • Confirm alignment with project goals and objectives.

  • Assess whether the project meets initial success criteria.

  • Evaluate stakeholder satisfaction and engagement.


3. Evaluate Deliverables
  • Review completed deliverables against requirements.

  • Confirm quality and compliance with standards.

  • Ensure that any outstanding deliverables are documented.


4. Financial Assessment
  • Analyze budget status, including actual vs. planned expenditures.

  • Review forecasts for future phases and any financial implications.

  • Confirm funding availability for the next stage.


5. Risk Management Review
  • Update the risk register with new or changed risks.

  • Assess the effectiveness of risk mitigation strategies implemented.

  • Identify any unresolved issues that could impact the project.


6. Team and Resource Evaluation
  • Review team performance and resource allocation.

  • Assess whether the team has the necessary skills and support.

  • Confirm that all necessary resources are available for the next stage.


7. Compliance and Legal Review
  • Ensure all regulatory requirements and compliance issues are addressed.

  • Confirm that any necessary legal approvals or contracts are in place.

  • Review stakeholder agreements and contracts for completeness.


8. Stakeholder Feedback
  • Gather feedback from stakeholders on project progress.

  • Address any concerns or objections raised by stakeholders.

  • Ensure stakeholder engagement and support for the next phase.


9. Decision Criteria Assessment
  • Evaluate whether the project meets the decision criteria for moving forward.Technical feasibility.

  • Financial viability.

  • Market demand.

  • Document findings and recommendations based on the assessment.


10. Final Recommendations
  • Prepare a summary of the assessment findings.

  • Present recommendations to decision-makers regarding:Proceeding to the next stage.

  • Reworking the current stage.

  • Canceling the project.

  • Document the outcome of the assessment, including any action items.


11. Communication of Results
  • Communicate assessment results to all stakeholders.

  • Provide updates on next steps and timelines for moving forward.

  • Schedule follow-up meetings as necessary to address action items.


Final Steps
  • Ensure documentation is archived for future reference.

  • Prepare for the next stage based on the assessment outcome.


This checklist helps ensure a thorough evaluation at each stage gate, promoting informed decision-making and enhancing the chances of project success. Feel free to customize it based on the specific needs and criteria of your project.



#StageGateProcess #ProjectAssessment #DecisionMaking #ProjectManagement #QualityControl

bottom of page