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PROJECT TITLEProject Leader:Team:Executive Project Sponsor (As Required):Date: Month/Day/Year

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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.

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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.

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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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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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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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Integrated Risk Assessment• Highlight the key project risks and the associated

assumptions• Are these risks manageable (indicate how)?

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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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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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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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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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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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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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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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