Artifacts #
What this step produces.
Research Charter #
A short document defining what the research must find out, its scope, time and resources. It gives the research a clear mandate.
Gate 2 Decision Record #
A written record of the second gate's verdict on whether the research should go ahead, with the reasons. It keeps the decision traceable.
Techniques #
Techniques used in this step.
Value of Information Assessment #
Estimating how much a better answer is worth before paying to get it. It shows whether the research is worth its cost.
Cost of Delay Assessment #
Estimating what each week of waiting costs in lost value. It shows how urgent the research is compared with other work.
Confidence Assessment #
Rating how sure the team is about its current knowledge and estimates. Low confidence argues for research before committing.
Decision Canvas #
A one-page canvas laying out the decision, options, criteria and evidence. It helps the gate participants reach a clear go or no-go.
Gate Approval Flow #
Defines who reviews and signs off at a gate, in what order, so the decision on whether to conduct research is clear and recorded.