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Domains
Learning
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- Learn and Work!
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  - Membership Levels
- Learn and Work!Improve your skills every day – learn from industry leaders!

Popular Search ideaЗбірvisionВикладітьvis

Idea

10

Gate 1: Create a Vision?
Explain the Background
Search and Test Hypotheses
Idea Chosen
Develop Product Vision
Develop Road Map
Collect Requirements
Develop Technical Product Vision
Define Scope
Approve Vision

Research

8

Gate 2: Conduct a Research?
Choose and Approve Research Methods
Macro Factors Analysis
Customers Needs and Unique Selling Proposition
Competitive Analysis and OSINT
Formulate Competitive Marketing Strategy
Elaborate Technical Product Vision
Project Launch Decision and Strategy Approval

Estimate

10

Gate 3: Calculate Costs and Benefits?
Strategy and Resources Inputs
Estimate Road Map
Startup Investment Analysis
Production and Operations Plan
Profit Forecast and Sales Plan
FinPlan P and L, Cashflow, Balance, Fin. Indicators
Business Case
Benefits Management Plan
Project Implementation Decision

Start

11

Gate 4: Launch Project?
Select Development Approach
Form Agile or Lean Team
Incept Development Process
Develop Agile Contract
Approve Agile Contract
Assign Project Manager
Develop Project Charter
Form Working Group
Engage Stakeholders
Approve Project Charter

Plan

13

Gate 5: Plan in Detail?
Select Scheduling Approach
User Story Mapping
Release or Sprint Planning
Approve Product or Sprint Backlog
Project Baselines
Project Management Plan
Plan Marketing Activities
Collect and Elicit Requirements
Analyze Strategy and Requirements
Trace Requirements
Model and Design Product
Approve Project Management Plan

Do

9

Gate 6: Start Project Work?
Continuous Sprint Planning
Daily StandUp or Scrum Meetings
Product Backlog Refinement
Direct and Manage Project Work
Manage Project Knowledge
Conduct Procurements
Execute Marketing Activities
Iterative Elaborate Prototype and Requirements

Control

15

Gate 7: Keep Project on Track?
Sprint Demo or Sprint Review
Sprint Retrospective
Give Feedback on Product Increments and Project Deliverables
Monitor and Control Project Work
Control Related Indicators
Business Intelligence
Validate and Control Scope
Control Quality
Perform Integrated Change Control
Form and Sharing Progress Reports, Dashboards, Radiators
Marketing Analytics
Audit and Evaluate Requirements Changes
Receive Project Progress Reports
Approve Change Requests

Close

16

Deliver Project Results to the Customer
Gate 8: Deliver and Close Stage or Project Sprint or Release?
Continuous Delivery
Sprint CloseOut
Release CloseOut
Accept Sprint Increment / Deliverables
Accept Product Release
Deliver Stage Results to the Customer
Record Lessons Learned
Formally Complete or Close Project
Train Operation Staff
Run Integration Testing in a Production Environment
Create User Documentation
Accept Stage Results
Accept Final Project Result Product or Service
Gate 9: Transit Final Product or Service or Result

Tool Guide

Project Steps

Plan

Gate 5: Plan in Detail?

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Updated on 28.01.2026

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Table of Contents

+Introduction to project management
Definition of key terms
The gate at the entrance to planning: the charter and business documents are re-examined anew
What is brought to the gate: the bundle of “Start” phase deliverables
Readiness check: present or gap
Who decides: the gatekeeper and the five rules
Three outcomes, not four
Authorize with conditions or reject: where the line falls
Authorization conditions: closed before or during planning
Planning depth: three answers to the question “how detailed”
Depth follows from the development approach
Progressive Elaboration: the plan is not drawn up once
Planning Scope Directive: the frame within which planning is done
Gate decision record: five facets of one decision
Plan Phase Tailoring Profile: the composition of the phase is derived by rules
Conclusion
How to do it
Tailoring
Practice

Popular Docs

Gate 1: Create a Vision?
Explain the Background
Develop Product Vision
Collect Requirements
Idea Chosen
Develop Road Map
Gate 2: Conduct a Research?
Search and Test Hypotheses
Approve Vision
FinPlan P and L, Cashflow, Balance, Fin. Indicators

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