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TPMF
Domains
Learning
Learn and Work!
- 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?
Explore 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

Estimate

Gate 3: Calculate Costs and Benefits?

Project Implementation Decision Strategy and Resources Inputs

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Updated on 20.10.2026

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Table of Contents

Introduction to management of projects
Defining key terms
What a phase gate is and what it is not
Anatomy of gate 3: what is brought, what it is measured by, what comes out
Two classes of criteria: must-meet and should-meet
The Gatekeeper: who decides and by what rules
Three outcomes instead of four: why the frame is folded
The decision about the estimation is itself an investment decision
Proportionality: why three projects are assigned different estimation scopes
Handoff from the portfolio to the project
Quality of evidence: completeness and rigor of the method
What this is NOT
Conclusion
How to do it
Tailoring
Practice

Popular Docs

Gate 1: Create a Vision?
Explore 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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