{"id":116750,"date":"2022-12-23T13:13:57","date_gmt":"2022-12-23T13:13:57","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=116750"},"modified":"2026-02-04T02:29:33","modified_gmt":"2026-02-04T07:29:33","slug":"gate-review","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/gate-review\/","title":{"rendered":"Gate reviews in project management: Process, stages, examples, and templates"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":213,"featured_media":295191,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Gate Reviews in Project Management: Process, Stages, Template","_yoast_wpseo_metadesc":"Learn what gate reviews are, when to run them, key decision outcomes, and how monday work management standardizes and scales the process.","monday_item_id":18041044516,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13904],"tags":[],"class_list":["post-116750","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"cluster":"","display_dates":"updated","featured_image_link":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","sidebar_color_banner":"","custom_tags":false,"faqs":[{"faq_title":"FAQs","faq_shortcode":"gate-review","faq":[{"question":"What are gates in project management?","answer":"<p>Gates are predefined checkpoints between project phases where stakeholders decide whether the project should move forward, change direction, pause, or stop. They\u2019re used to review progress, risks, and the business case against clear criteria before committing more time and budget.<\/p>\n"},{"question":"What is a stage gate?","answer":"<p>A stage gate is a go\/no\u2011go decision point in a structured Stage\u2011Gate\u00ae\u2011style process, often used in product development. At each gate, decision makers review results from the current stage and decide whether to release funding and resources for the next stage.<\/p>\n"},{"question":"What is a phase gate?","answer":"<p>A phase gate sits at the end of a project phase \u2014 such as initiation, design, or planning \u2014 and confirms that the work for that phase is complete and meets agreed standards. Only once the phase gate is passed does the project move into the next phase.<\/p>\n"},{"question":"What are the basic steps of a gate review?","answer":"<p>Gate reviews typically involve three high-level phases \u2014 preparation, evaluation, and decision-making \u2014 which are carried out through a structured, multi-step process. In practice, this includes defining criteria, reviewing evidence, assessing risks, and documenting a clear go\/no-go decision with next steps.<\/p>\n"},{"question":"How many gate reviews should a project have?","answer":"<p>Most projects benefit from 3\u20135 gate reviews aligned with major milestones, such as post\u2011charter, end of design, mid\u2011execution, pre\u2011launch, and post\u2011implementation. More complex or higher\u2011risk initiatives may add extra gates at critical technical or regulatory points.<\/p>\n"},{"question":"What happens if a project fails a gate review?","answer":"<p>If a project fails a gate review, it might be stopped entirely (Kill), sent back for rework in the current phase (Recycle), or put on hold until specific issues are resolved (Hold). In some cases, it receives a \u2018Conditional go\u2019 with clear remedial actions and deadlines before it can fully proceed.<\/p>\n"},{"question":"Can gate reviews work with Agile methodologies?","answer":"<p>Yes. In Agile environments, you can align gate reviews with major release boundaries, program increments, or key feature deliveries rather than traditional waterfall phases. The mindset is the same \u2014 use evidence and criteria at key points to make informed go\/no\u2011go decisions without unnecessarily blocking iterative delivery.<\/p>\n"},{"question":"How do teams manage gate reviews across multiple projects?","answer":"<p>Teams typically use standardized templates, shared criteria, and portfolio-level dashboards to track gate outcomes across projects. Centralizing gate reviews in one system makes it easier to compare initiatives, spot risk patterns, and ensure decisions are applied consistently.<\/p>\n"}]}],"activate_cta_banner":false,"hide_time_to_read":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""},"menu_cta_override":{"label":"","url":""},"show_contact_sales_button":"default","override_contact_sales_label":"","override_contact_sales_url":"","custom_header_banner":false,"parse_from_google_doc":false,"show_sidebar_sticky_banner":false,"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Gate reviews allow stakeholders to decide whether to continue, change, or stop a project at specific checkpoints.<\/p>\n<p>Projects often fail not through lack of effort, but because nobody formally stops or reshapes work that\u2019s no longer worth doing. Over time, these \u201czombie\u201d projects quietly absorb budget, focus, and capacity.<\/p>\n<p>In this guide, we\u2019ll explain what a gate review is and why they are so important. Then we\u2019ll discuss who, when, and how you should conduct a gate review effectively.\u00a0 Plus, we\u2019ll show you how to make gate reviews consistent, visible, and much easier to run at scale with a platform like monday work management.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"Key takeaways","content_block":[{"acf_fc_layout":"text","content":"<ul>\n<li>A gate review in project management is a formal go\/no\u2011go decision point between phases, where stakeholders decide whether a project should continue, change, or stop.<\/li>\n<li>The main purpose of gate reviews is to protect strategy, budgets, and resources by checking progress, risks, and the business case against predefined criteria.<\/li>\n<li>Gate reviews usually happen at major milestones \u2014 such as after the business case, after design, at key phase transitions, and before launch \u2014 when the project\u2019s risk profile changes.<\/li>\n<li>Each gate review ends with one of five outcomes \u2014 Go, Kill, Hold, Recycle, or Conditional go \u2014 so there\u2019s never ambiguity about what happens next.<\/li>\n<li>Using monday work management, teams can standardize gate reviews, centralize criteria and documentation, and give stakeholders real\u2011time visibility into project status and gate decisions.<\/li>\n<\/ul>\n"}]},{"main_heading":"What is a gate review in project management?","content_block":[{"acf_fc_layout":"text","content":"<p>A gate review in project management is a formal go\/no\u2011go decision point between project phases. Independent stakeholders assess progress, risks, and the business case against predefined criteria to decide whether the project should continue, change direction, or stop, strengthening <a href=\"https:\/\/monday.com\/blog\/project-management\/project-governance-your-guide-to-the-decision-making-process\/\">governance<\/a> and preventing sunk\u2011cost projects.<\/p>\n<p>A gate review has 5 possible outcomes:<\/p>\n<ul>\n<li><b>Go:<\/b> The project may proceed.<\/li>\n<li><b>Kill:<\/b> It\u2019s no longer feasible to pursue the project.<\/li>\n<li><b>Hold:<\/b> For a defined reason, the project is on hold for now, but may continue in the future.<\/li>\n<li><b>Recycle:<\/b> After a few adjustments, the project can go ahead.<\/li>\n<li><b>Conditional go:<\/b> Upon meeting certain conditions, the project may move forward.<\/li>\n<\/ul>\n<p>In a literal sense, it is a gate between phases or stages of a project, where the gatekeeper decides whether the project should proceed to the next stage. You can\u2019t complete a phase or stage and cross to the next one until you pass through the gate.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":302087,"image_link":""},{"acf_fc_layout":"text","content":"<p style=\"text-align: center;\"><a href=\"https:\/\/instituteprojectmanagement.com\/blog\/successful-project-manager-v-making-the-most-out-of-phase-gate-process\/\" target=\"_blank\" rel=\"noopener\">(Source)<\/a><\/p>\n<p>By enforcing these decisions at clear checkpoints, gate reviews keep governance robust and stop projects that consume budget without delivering value.<\/p>\n<h3>Stage gates, phase gates, and other related terms<\/h3>\n<p>In many organizations, stage gates and phase gates are used interchangeably, but they describe slightly different perspectives on the same idea.\u200b\u200b<\/p>\n<ul>\n<li><b>Phase gates<\/b> sit at the end of each project phase, such as moving from design to construction or from development to testing. They confirm that the work for that phase is complete and meets agreed quality standards before the team moves on.\u200b\u200b<\/li>\n<li><b>Stage gates<\/b> are often linked to a formal Stage\u2011Gate\u00ae\u2011style investment model, where each gate decides whether to release additional budget for the next stage. For example, an organization might fund a beta release only after an alpha prototype meets defined performance or retention metrics.<\/li>\n<\/ul>\n<p>Both types of gates act as structured go\/no\u2011go checkpoints that protect your budget and help you avoid pushing projects forward solely based on time and money spent.<\/p>\n<p>Other common terms for gate reviews include:<\/p>\n<ul>\n<li>Stage gates<\/li>\n<li>Phase gates<\/li>\n<li>Decision gates<\/li>\n<li>Toll gates<\/li>\n<li>Boundary gates<\/li>\n<li>Gateway<\/li>\n<li>Go\/no\u2011go decision points<\/li>\n<\/ul>\n<h3>Gate reviews vs. regular project reviews<\/h3>\n<p>While both meetings involve project data, their fundamental purpose and authority levels differ significantly. Regular reviews focus on <i>how<\/i> the work is progressing, while gate reviews question <i>if<\/i> the work should continue.<\/p>\n\n<table id=\"tablepress-2120\" class=\"tablepress tablepress-id-2120 bold-left-column\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Feature<\/th><th class=\"column-2\">Regular project review<\/th><th class=\"column-3\">Gate review<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Primary purpose<\/td><td class=\"column-2\">Monitor progress and resolve blockers<\/td><td class=\"column-3\">Authorize investment for the next phase<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Decision authority<\/td><td class=\"column-2\">Project manager or team lead<\/td><td class=\"column-3\">Steering committee or executives<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Frequency<\/td><td class=\"column-2\">Weekly or bi-weekly cadence<\/td><td class=\"column-3\">At the end of specific project phases<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Key outcome<\/td><td class=\"column-2\">Updated timeline and task list<\/td><td class=\"column-3\">Go\/No-go decision on project survival<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">Focus area<\/td><td class=\"column-2\">Tactical execution and schedule<\/td><td class=\"column-3\">Strategic alignment and business case<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-2120 from cache -->\n"}]},{"main_heading":"Gate reviews in Agile, hybrid, and portfolio management","content_block":[{"acf_fc_layout":"text","content":"<p data-start=\"862\" data-end=\"1084\">Gate reviews aren\u2019t limited to traditional waterfall projects. The core idea \u2014 pausing at defined points to make evidence-based go\/no-go decisions \u2014 applies just as well in Agile, hybrid, and portfolio-driven environments.<\/p>\n<h3 data-start=\"1086\" data-end=\"1486\"><strong data-start=\"1086\" data-end=\"1117\">Gate reviews in Agile teams<\/strong><\/h3>\n<p data-start=\"1086\" data-end=\"1486\">In Agile environments, gate reviews are usually aligned with major release boundaries, program increments, or large feature milestones rather than fixed project phases. Instead of approving a full phase upfront, stakeholders review evidence such as customer feedback, delivery velocity, quality metrics, and business impact before approving continued investment.<\/p>\n<p data-start=\"1488\" data-end=\"1613\">The goal isn\u2019t to block iteration, but to ensure that ongoing work still delivers value and aligns with strategic priorities.<\/p>\n<h3 data-start=\"1615\" data-end=\"2039\"><strong data-start=\"1615\" data-end=\"1657\">Gate reviews in hybrid delivery models<\/strong><\/h3>\n<p data-start=\"1615\" data-end=\"2039\">Many organizations operate in hybrid mode \u2014 combining Agile delivery with traditional governance requirements. In these cases, teams may work iteratively day-to-day, while formal gate reviews occur at key funding, regulatory, or cross-departmental checkpoints. This allows teams to move fast while leadership retains clear decision points for risk, budget, and scope control.<\/p>\n<h3 data-start=\"2041\" data-end=\"2411\"><strong data-start=\"2041\" data-end=\"2073\">Portfolio-level gate reviews<\/strong><\/h3>\n<p data-start=\"2041\" data-end=\"2411\">At the portfolio level, gate reviews shift focus from individual project execution to investment prioritization. Leaders compare initiatives across the portfolio, assessing which projects should receive additional funding, be paused, re-scoped, or stopped entirely based on strategic value, risk exposure, and capacity constraints.<\/p>\n<p data-start=\"2413\" data-end=\"2563\">Used consistently, portfolio gate reviews help organizations rebalance work dynamically instead of locking in outdated priorities for the entire year.<\/p>\n"}]},{"main_heading":"Why gate reviews are important","content_block":[{"acf_fc_layout":"text","content":"<p>Gate reviews help teams make deliberate, data\u2011driven decisions about whether projects should continue, change direction, or stop. They protect budgets, focus, and trust by structuring how major commitments are made.<\/p>\n<p>Here are some of the benefits of gate reviews:<\/p>\n<ul>\n<li>Keeping projects aligned with business goals by checking that each phase still supports the original strategy and business case<\/li>\n<li>Confirming the expected benefits, scope, and timelines remain realistic before approving additional work<\/li>\n<li>Protecting budgets by preventing quiet cost drift and forcing a clear justification for additional investment<\/li>\n<li>Preventing \u201czombie projects\u201d that keep running just because time and money have already been spent<\/li>\n<li>Reducing scope creep by requiring formal approval for significant changes in scope or direction<\/li>\n<li>Improving resource utilization by freeing people and budget from low\u2011value projects and redirecting them to higher\u2011priority work.<\/li>\n<li>Strengthening <a href=\"https:\/\/monday.com\/blog\/project-management\/portfolio-management\/\">portfolio management<\/a> and focus by making it easier to compare projects and prioritize the highest-impact ones<\/li>\n<li>Build stakeholder and executive confidence through transparent, evidence\u2011based decisions at each gate<\/li>\n<\/ul>\n"}]},{"main_heading":"When to hold a gate review","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":226644,"image_link":""},{"acf_fc_layout":"text","content":"<p data-start=\"1392\" data-end=\"1691\">Gate reviews are most effective when they\u2019re tied to moments where the project\u2019s risk profile, investment level, or strategic commitment changes. In practice, this usually means holding a gate review at the end of each major project phase, before approving additional time, budget, or resources.<\/p>\n<p data-start=\"1693\" data-end=\"1860\">As part of project planning, teams should define both the phases of the work and the decision points between them, so gate reviews are expected \u2014 not reactive \u2014 throughout the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-lifecycle-getting-chaos-control\/\">project lifecycle<\/a>.<\/p>\n<p data-start=\"1862\" data-end=\"1955\">Typically, projects move through 5 high-level phases, each with a natural gate review moment:<\/p>\n<h3 data-start=\"1957\" data-end=\"2180\"><strong data-start=\"1957\" data-end=\"1988\">Phase 1: Project initiation<\/strong><\/h3>\n<p data-start=\"1957\" data-end=\"2180\">A gate at the end of the <a href=\"https:\/\/monday.com\/blog\/project-management\/ready-set-go-project-initiation-the-first-phase-of-project-management\/\">project initiation<\/a> confirms that the problem is worth solving, the business case is sound, and the project is aligned with current strategy before meaningful investment begins.<\/p>\n<h3 data-start=\"2182\" data-end=\"2363\"><strong data-start=\"2182\" data-end=\"2211\">Phase 2: Project planning<\/strong><\/h3>\n<p data-start=\"2182\" data-end=\"2363\">A gate at the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-planning-process\/\">project planning<\/a> phase\u00a0validates that scope, timelines, costs, and risks are clearly understood and realistic \u2014 and that the team is ready to commit to execution.<\/p>\n<h3 data-start=\"2365\" data-end=\"2564\"><strong data-start=\"2365\" data-end=\"2395\">Phase 3: Project execution<\/strong><\/h3>\n<p data-start=\"2365\" data-end=\"2564\">Mid-<a href=\"https:\/\/monday.com\/blog\/project-management\/project-execution-the-key-to-successful-projects\/\">execution<\/a>\u00a0gate reviews assess whether delivery is on track, risks are under control, and assumptions made earlier still hold true before continuing at full speed.<\/p>\n<h3 data-start=\"2566\" data-end=\"2782\"><strong data-start=\"2566\" data-end=\"2609\">Phase 4: Project monitoring and control<\/strong><\/h3>\n<p data-start=\"2566\" data-end=\"2782\">Gate reviews at the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-monitoring-and-evaluation\/\">project monitoring and control<\/a> phase focus on whether corrective action is needed \u2014 such as re-scoping, pausing, or reallocating resources \u2014 based on performance, risk, or external changes.<\/p>\n<h3 data-start=\"2784\" data-end=\"2983\"><strong data-start=\"2784\" data-end=\"2812\">Phase 5: Project closure<\/strong><\/h3>\n<p data-start=\"2784\" data-end=\"2983\">A final gate at the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-closeout\/\">project closeout<\/a>\u00a0confirms that objectives were met, deliverables are accepted, and lessons learned are captured before formally closing the project and releasing resources.<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p><strong>Note<\/strong>: Not every project needs a gate at every phase, but any point where failure, delay, or misalignment would materially impact the business is a strong candidate for a gate review.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"The steering committee: Who to involve in a gate review","content_block":[{"acf_fc_layout":"text","content":"<p>A gate review needs to be independent of the day-to-day running of the project, so the project manager should not run it. Ideally, you want a <a href=\"https:\/\/monday.com\/blog\/project-management\/steering-committee\/\">steering committee<\/a> of independent reviewers with a stake in the business, because they will conduct a more rigorous review.<\/p>\n<p>A steering committee typically includes C-level executives and departmental managers involved in the project. But it can also have:<\/p>\n<ul>\n<li><b>Executive sponsors and decision makers:<\/b> Senior leaders with the authority to approve or stop projects, release budget, and resolve conflicts between this project and other organizational priorities<\/li>\n<li><b>Technical experts\/SMEs:<\/b> Experienced specialists (for example, lead engineers, architects, compliance or security experts) who can validate feasibility, quality, and technical risks<\/li>\n<li><b>Business stakeholders:<\/b> Representatives from product, sales, customer success, finance, or operations who ensure the project still meets customer needs, is commercially viable, and is operationally supportable<\/li>\n<li><b>Independent challenge\/\u201cred team\u201d (for high\u2011risk work):<\/b> A small group with no direct stake in the project\u2019s success, brought in on critical initiatives to challenge assumptions, ask difficult questions, and surface blind spots<\/li>\n<\/ul>\n<p>The main criteria is that they have sufficient seniority, experience, and time to conduct an effective review.<\/p>\n"}]},{"main_heading":"Portfolio-level gate reviews","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":302098,"image_link":""},{"acf_fc_layout":"text","content":"<p data-start=\"4870\" data-end=\"5076\">While individual gate reviews focus on whether a single project should move forward, portfolio-level gate reviews look across multiple initiatives to determine where the organization should invest next.<\/p>\n<p data-start=\"5078\" data-end=\"5405\">At this level, decision makers assess projects collectively \u2014 comparing expected value, risk, strategic alignment, and resource demands \u2014 rather than evaluating each initiative in isolation. A project that passes its individual gate may still be paused or deprioritized if higher-impact work requires the same people or budget.<\/p>\n<p data-start=\"5407\" data-end=\"5455\">Portfolio-level gate reviews help organizations:<\/p>\n<ul>\n<li data-start=\"5458\" data-end=\"5513\">Reallocate funding toward the highest-value initiatives<\/li>\n<li data-start=\"5516\" data-end=\"5567\">Balance short-term delivery with long-term strategy<\/li>\n<li data-start=\"5570\" data-end=\"5614\">Reduce over-commitment and resource overload<\/li>\n<li data-start=\"5617\" data-end=\"5689\">Increase transparency around why some projects advance while others stop<\/li>\n<\/ul>\n<p>In large or fast-moving organizations, these reviews are essential for maintaining strategic focus as priorities evolve.<\/p>\n"}]},{"main_heading":"7 steps to run an effective gate review","content_block":[{"acf_fc_layout":"text","content":"<p>A gate review should feel like a structured, criteria\u2011based decision workshop, not a routine status meeting. The goal is to decide whether the project should move forward, change direction, or stop, using clear evidence and predefined standards rather than gut feel.<\/p>\n<p>Every organization will develop its own gate review process. However, a typical gate review includes the following steps:<\/p>\n<ol>\n<li><b>Establish gate criteria:<\/b> Agree upfront on what \u201cgood enough to pass this gate\u201d looks like, using specific, measurable criteria rather than vague statements.<\/li>\n<li><b>Gather project documentation and data:<\/b> Compile the evidence you need to assess those criteria, including updated timelines, budget reports, risk logs, test results, and key dependencies.<\/li>\n<li><b>Run a pre\u2011gate or \u201cdry run\u201d check:<\/b> Do an informal internal review to spot gaps, missing data, or unresolved issues so the team walks into the formal gate review well\u2011prepared.<\/li>\n<li><b>Facilitate the review meeting (decision\u2011focused agenda):<\/b> Keep the agenda tight \u2013 brief project summary, review of critical risks and criteria, then a focused discussion leading to a clear recommendation.<\/li>\n<li><b>Evaluate project health against criteria:<\/b> Compare the evidence to the agreed criteria, combining hard metrics with informed judgment about feasibility, risk, and stakeholder alignment.<\/li>\n<li><b>Decide: <\/b>The steering committee confirms one of the outcomes \u2014 Go, Conditional go, Recycle, Hold, Kill \u2014 and documents any conditions, rework requirements, or reasons for stopping the project.<\/li>\n<li><b>Create and assign action plans:<\/b> Turn the decision into concrete next steps with owners and deadlines, whether that means unlocking the next phase, fixing gaps, or closing the project.<\/li>\n<\/ol>\n<h3>Gate review criteria checklist<\/h3>\n<p>Use these buckets to shape your criteria for each gate:<\/p>\n\n<table id=\"tablepress-2245\" class=\"tablepress tablepress-id-2245 bold-left-column\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Criteria category<\/th><th class=\"column-2\">Key questions to assess<\/th><th class=\"column-3\">Example indicators<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Business value<\/td><td class=\"column-2\">Does this project still support current strategic priorities? Is the expected ROI still realistic?<\/td><td class=\"column-3\">Updated business case, market demand signals, customer impact<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Scope and deliverables<\/td><td class=\"column-2\">Are the agreed deliverables complete for this phase? Has scope changed materially since the last gate?<\/td><td class=\"column-3\">Phase deliverables, change requests, scope variance<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Timeline and progress<\/td><td class=\"column-2\">Is the project on track against approved milestones? Are delays manageable and justified?<\/td><td class=\"column-3\">Schedule variance, milestone completion, dependency status<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Budget and cost control<\/td><td class=\"column-2\">Is spending within approved tolerance? Are future cost estimates still credible?<\/td><td class=\"column-3\">Budget variance, forecast to complete, burn rate<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">Risk profile<\/td><td class=\"column-2\">Have new risks emerged? Are existing risks actively mitigated?<\/td><td class=\"column-3\">Risk register, mitigation plans, regulatory or vendor risks<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\">Technical feasibility<\/td><td class=\"column-2\">Does the solution meet quality and performance expectations for this stage?<\/td><td class=\"column-3\">Test results, prototype outcomes, architecture reviews<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\">Resource capacity<\/td><td class=\"column-2\">Are the right skills and capacity available for the next phase?<\/td><td class=\"column-3\">Team availability, skill gaps, competing priorities<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\">Stakeholder alignment<\/td><td class=\"column-2\">Is there continued executive and business support to proceed?<\/td><td class=\"column-3\">Sponsor sign-off, steering committee feedback<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-2245 from cache -->\n"}]},{"main_heading":"Common gate review mistakes (and how to avoid them)","content_block":[{"acf_fc_layout":"text","content":"<p data-start=\"3039\" data-end=\"3230\">Even well-intentioned gate reviews can lose their effectiveness if they\u2019re treated as formalities rather than real decision points. These are some of the most common pitfalls teams encounter:<\/p>\n<ul>\n<li data-start=\"3232\" data-end=\"3471\"><strong data-start=\"3232\" data-end=\"3275\">Treating gate reviews as status updates: <\/strong>Gate reviews should not be extended project status meetings. Their purpose is decision-making, not reporting. If no clear decision is expected at the end of the meeting, it\u2019s not a gate review.<\/li>\n<li data-start=\"3232\" data-end=\"3471\"><strong data-start=\"3473\" data-end=\"3521\">Allowing sunk-cost bias to override criteria: <\/strong>A frequent failure mode is approving continuation simply because \u201cwe\u2019ve already invested so much.\u201d Gate reviews exist precisely to counter this bias by comparing future value against future cost \u2014 not past spend.<\/li>\n<li data-start=\"3232\" data-end=\"3471\"><strong data-start=\"3738\" data-end=\"3774\">Using vague or shifting criteria: <\/strong>If criteria aren\u2019t clearly defined upfront, decisions become subjective and inconsistent. Changing criteria during the review undermines trust and makes outcomes harder to justify.<\/li>\n<li data-start=\"3232\" data-end=\"3471\"><strong data-start=\"3959\" data-end=\"3992\">Lack of independent challenge: <\/strong>When only the project team is involved, risks and assumptions often go unchallenged. Effective gate reviews include independent perspectives that can ask difficult questions without ownership bias.<\/li>\n<li data-start=\"3232\" data-end=\"3471\"><strong data-start=\"4194\" data-end=\"4249\">Failing to document decisions and follow-up actions: <\/strong>A gate decision without documented rationale, conditions, owners, and deadlines quickly loses value. Without visibility, teams may continue work that was supposed to stop or change direction.<\/li>\n<\/ul>\n"}]},{"main_heading":"Gate review template and example","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":116757,"image_link":""},{"acf_fc_layout":"text","content":"<p>A simple gate review template helps you standardize decision-making across every project. At a minimum, each gate should capture the same core information so stakeholders can quickly see what has been reviewed, what was decided, and why.<\/p>\n<p>Here&#8217;s what to include in your gate review template:<\/p>\n<ul>\n<li><b>Agenda:<\/b> Purpose of the gate, time\u2011boxed sections (project summary, key risks and issues, criteria review, decision, and next steps).<\/li>\n<li><b>Required artifacts:<\/b> Approved business case or charter, updated plan, budget report, timeline, key deliverables, test results, dependency list.<\/li>\n<li><b>Criteria list:<\/b> The specific business, technical, risk, and resource criteria that must be met to pass this gate.<\/li>\n<li><b>Risk log:<\/b> Top risks with owners, current status, and mitigation plans, plus any new risks identified during the review.<\/li>\n<li><b>Decision log:<\/b> Outcome (Go, Conditional go, Recycle, Kill, or Hold), voting record if relevant, and a short rationale for the decision.<\/li>\n<li><b>Next steps:<\/b> Clear actions, owners, and deadlines (for example, remedial work for a Conditional go or closure tasks for a killed project).<\/li>\n<\/ul>\n<p>A practical way to manage this is to mirror the template in a board \u2014 one item per gate review, with columns for status, decision, criteria score, <a href=\"https:\/\/monday.com\/blog\/project-management\/risk-mitigation\/\">key risks<\/a>, and owners. A dedicated monday work management board or template can centralize these artifacts, link to project boards, and keep every decision in one place.<\/p>\n<h3>Example: Construction project gate review<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":302106,"image_link":""},{"acf_fc_layout":"text","content":"<p data-start=\"734\" data-end=\"991\">Imagine a <a href=\"https:\/\/monday.com\/construction\">construction company<\/a> preparing to move from design to foundation work on a new office building. At the end of the design phase, the team holds a gate review with approved drawings, updated cost estimates, permit status, and key readiness criteria.<\/p>\n<p data-start=\"993\" data-end=\"1211\">During the review, stakeholders confirm that designs are complete and costs remain within tolerance. However, one critical permit is still pending, and the soil report reveals a higher-than-expected risk of subsidence.<\/p>\n<p data-start=\"1213\" data-end=\"1498\">Because the gate criteria require all essential permits and geotechnical risks to be addressed before construction begins, the committee issues a Conditional go. Excavation can only start once the permit is granted and the foundation design is updated to reflect the soil findings.<\/p>\n<p data-start=\"1500\" data-end=\"1678\">Those conditions, owners, and deadlines are documented and tracked in monday work management, giving everyone clear visibility into what must happen before on-site work proceeds.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"Manage gate reviews with monday work management","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":302114,"image_link":""},{"acf_fc_layout":"text","content":"<p>For gate reviews to work at scale, teams need a single source of truth for project data, decisions, and risks. Built on <a href=\"https:\/\/monday.com\" target=\"_blank\" rel=\"noopener\">monday.com<\/a> Work OS, <a href=\"https:\/\/monday.com\/w\/work-management\" target=\"_blank\" rel=\"noopener\">monday work management<\/a> offers a centralized platform that reduces admin, standardizes how gates run, and makes every outcome visible to stakeholders in real time.<\/p>\n<h3>Ready\u2011made project and gate review templates<\/h3>\n<p>Use dedicated boards to track both individual projects and portfolio\u2011level gate reviews, so each gate has a consistent structure for criteria, artifacts, decisions, and next steps. A repeatable template \u2014 like our <a href=\"https:\/\/monday.com\/templates\/template\/122904\/single-project\" target=\"_blank\" rel=\"noopener\">Single Project Template<\/a> \u2014 means every team follows the same playbook instead of reinventing the process for each project.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":116726,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Visual dashboards and views for gate criteria<\/h3>\n<p>Visual views such as <a href=\"https:\/\/monday.com\/features\/gantt\">Gantt<\/a>, <a href=\"https:\/\/monday.com\/features\/kanban\">Kanban<\/a>, timeline, and calendar help you see which projects are approaching gates and whether they\u2019re on track against schedule and scope. Portfolio\u2011level dashboards can surface gate outcomes, approval rates, and risk indicators in one place, so leaders can quickly spot where attention is needed.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":295177,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Automations and workflows for triggering gates<\/h3>\n<p>Automated workflows can trigger a gate review when a project reaches a certain status or date, notify the right stakeholders, and create the tasks needed to prepare for the meeting. You can also lock phases or fields once a gate is passed, ensuring that changes go through the proper approval path.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":295169,"image_link":""},{"acf_fc_layout":"text","content":"<h3>AI\u2011supported insights and portfolio visibility<\/h3>\n<p>AI\u2011driven insights can highlight unusual patterns \u2014 like budget anomalies, slipping timelines, or accumulating risks \u2014 so teams can call an earlier gate or add extra scrutiny where it matters most. Combined with portfolio\u2011level views, this gives executives a clearer picture of project health before they make go\/no\u2011go decisions.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":295161,"image_link":""}]},{"main_heading":"Turn gate reviews into a strategic advantage","content_block":[{"acf_fc_layout":"text","content":"<p>Done well, gate reviews are more than checkpoints \u2014 they\u2019re structured go\/no\u2011go decision moments that keep projects aligned with strategy, protect budgets, and stop \u201czombie\u201d work from dragging teams off course. Clear, consistent criteria at each gate make those decisions faster, fairer, and easier to explain across the organization.<\/p>\n<p>Use <a href=\"https:\/\/monday.com\/w\/work-management\" target=\"_blank\" rel=\"noopener\">monday work management<\/a> to standardize gate reviews, centralize criteria and documentation, and give stakeholders real\u2011time visibility into every stage of your projects.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n<div class=\"accordion faq\" id=\"faq-gate-review\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What are gates in project management?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>Gates are predefined checkpoints between project phases where stakeholders decide whether the project should move forward, change direction, pause, or stop. They\u2019re used to review progress, risks, and the business case against clear criteria before committing more time and budget.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is a stage gate?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>A stage gate is a go\/no\u2011go decision point in a structured Stage\u2011Gate\u00ae\u2011style process, often used in product development. At each gate, decision makers review results from the current stage and decide whether to release funding and resources for the next stage.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is a phase gate?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>A phase gate sits at the end of a project phase \u2014 such as initiation, design, or planning \u2014 and confirms that the work for that phase is complete and meets agreed standards. Only once the phase gate is passed does the project move into the next phase.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What are the basic steps of a gate review?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>Gate reviews typically involve three high-level phases \u2014 preparation, evaluation, and decision-making \u2014 which are carried out through a structured, multi-step process. In practice, this includes defining criteria, reviewing evidence, assessing risks, and documenting a clear go\/no-go decision with next steps.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-5\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How many gate reviews should a project have?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>Most projects benefit from 3\u20135 gate reviews aligned with major milestones, such as post\u2011charter, end of design, mid\u2011execution, pre\u2011launch, and post\u2011implementation. More complex or higher\u2011risk initiatives may add extra gates at critical technical or regulatory points.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-6\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What happens if a project fails a gate review?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-6\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>If a project fails a gate review, it might be stopped entirely (Kill), sent back for rework in the current phase (Recycle), or put on hold until specific issues are resolved (Hold). In some cases, it receives a \u2018Conditional go\u2019 with clear remedial actions and deadlines before it can fully proceed.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-7\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can gate reviews work with Agile methodologies?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-7\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>Yes. In Agile environments, you can align gate reviews with major release boundaries, program increments, or key feature deliveries rather than traditional waterfall phases. The mindset is the same \u2014 use evidence and criteria at key points to make informed go\/no\u2011go decisions without unnecessarily blocking iterative delivery.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-gate-review\" href=\"#q-gate-review-8\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How do teams manage gate reviews across multiple projects?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-gate-review-8\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-gate-review\">\n      <p>Teams typically use standardized templates, shared criteria, and portfolio-level dashboards to track gate outcomes across projects. Centralizing gate reviews in one system makes it easier to compare initiatives, spot risk patterns, and ensure decisions are applied consistently.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What are gates in project management?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Gates are predefined checkpoints between project phases where stakeholders decide whether the project should move forward, change direction, pause, or stop. 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At each gate, decision makers review results from the current stage and decide whether to release funding and resources for the next stage.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is a phase gate?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>A phase gate sits at the end of a project phase \\u2014 such as initiation, design, or planning \\u2014 and confirms that the work for that phase is complete and meets agreed standards. Only once the phase gate is passed does the project move into the next phase.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What are the basic steps of a gate review?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Gate reviews typically involve three high-level phases \\u2014 preparation, evaluation, and decision-making \\u2014 which are carried out through a structured, multi-step process. 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More complex or higher\\u2011risk initiatives may add extra gates at critical technical or regulatory points.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What happens if a project fails a gate review?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>If a project fails a gate review, it might be stopped entirely (Kill), sent back for rework in the current phase (Recycle), or put on hold until specific issues are resolved (Hold). In some cases, it receives a \\u2018Conditional go\\u2019 with clear remedial actions and deadlines before it can fully proceed.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Can gate reviews work with Agile methodologies?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Yes. In Agile environments, you can align gate reviews with major release boundaries, program increments, or key feature deliveries rather than traditional waterfall phases. The mindset is the same \\u2014 use evidence and criteria at key points to make informed go\\\/no\\u2011go decisions without unnecessarily blocking iterative delivery.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How do teams manage gate reviews across multiple projects?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Teams typically use standardized templates, shared criteria, and portfolio-level dashboards to track gate outcomes across projects. Centralizing gate reviews in one system makes it easier to compare initiatives, spot risk patterns, and ensure decisions are applied consistently.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"post_date":"20260128","content_doc":"<p><span style=\"font-weight: 400;\">Gate reviews allow stakeholders to decide whether to continue, change, or stop a project at specific checkpoints.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Projects often fail not through lack of effort, but because nobody formally stops or reshapes work that\u2019s no longer worth doing. Over time, these \u201czombie\u201d projects quietly absorb budget, focus, and capacity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we\u2019ll explain what a gate review is and why they are so important. Then we\u2019ll discuss who, when, and how you should conduct a gate review effectively.\u00a0 Plus, we\u2019ll show you how to make gate reviews consistent, visible, and much easier to run at scale with a platform like monday work management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;CTA&gt;<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Key takeaways<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A gate review in project management is a formal go\/no\u2011go decision point between phases, where stakeholders decide whether a project should continue, change, or stop.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The main purpose of gate reviews is to protect strategy, budgets, and resources by checking progress, risks, and the business case against predefined criteria.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Gate reviews usually happen at major milestones \u2014 such as after the business case, after design, at key phase transitions, and before launch \u2014 when the project\u2019s risk profile changes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Each gate review ends with one of five outcomes \u2014 Go, Kill, Hold, Recycle, or Conditional go \u2014 so there\u2019s never ambiguity about what happens next.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Using monday work management, teams can standardize gate reviews, centralize criteria and documentation, and give stakeholders real\u2011time visibility into project status and gate decisions.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">What is a gate review in project management?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A gate review in project management is a formal go\/no\u2011go decision point between project phases. Independent stakeholders assess progress, risks, and the business case against predefined criteria to decide whether the project should continue, change direction, or stop, strengthening <\/span><a href=\"https:\/\/monday.com\/blog\/project-management\/project-governance-your-guide-to-the-decision-making-process\/\"><span style=\"font-weight: 400;\">governance<\/span><\/a><span style=\"font-weight: 400;\"> and preventing sunk\u2011cost projects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A gate review has 5 possible outcomes:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Go:<\/b><span style=\"font-weight: 400;\"> The project may proceed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Kill:<\/b><span style=\"font-weight: 400;\"> It\u2019s no longer feasible to pursue the project.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Hold:<\/b><span style=\"font-weight: 400;\"> Due to some reason, the project is on hold for now, but may continue in the future.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Recycle:<\/b><span style=\"font-weight: 400;\"> After a few adjustments, the project can go ahead.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conditional go:<\/b><span style=\"font-weight: 400;\"> Upon meeting certain conditions, the project may move forward.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In a literal sense, it is a gate between phases or stages of a project, where the gatekeeper decides whether the project should proceed to the next stage.<\/span><\/p>\n<p><b>\u201cYou can\u2019t complete a phase or stage and cross to the next one until you pass through the gate.\u201d<\/b><\/p>\n<p><a href=\"https:\/\/www.smartsheet.com\/phase-gate-process\"><span style=\"font-weight: 400;\">[Image Source]<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">By enforcing these decisions at clear checkpoints, gate reviews keep governance robust and stop projects that consume budget without delivering value.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Stage gates, phase gates, and other related terms<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In many organizations, stage gates and phase gates are used interchangeably, but they describe slightly different perspectives on the same idea.\u200b\u200b<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase gates<\/b><span style=\"font-weight: 400;\"> sit at the end of each project phase (for example, moving from design to construction or from development to testing) and confirm that the work for that phase is complete and meets agreed quality standards before the team moves on.\u200b\u200b<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Stage gates<\/b><span style=\"font-weight: 400;\"> are often linked to a formal Stage\u2011Gate\u00ae\u2011style investment model, where each gate decides whether to release additional budget for the next stage (for example, funding a beta release only after an alpha prototype meets defined performance or retention metrics).\u200b<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Both types of gates act as structured go\/no\u2011go checkpoints that protect your budget and help you avoid pushing projects forward solely based on time and money spent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Other common terms for gate reviews include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">stage gates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">phase gates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">decision gates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">toll gates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">boundary gates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">gateway<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">go\/no\u2011go decision points<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Gate reviews vs. regular project reviews<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">While both meetings involve project data, their fundamental purpose and authority levels differ significantly. Regular reviews focus on <\/span><b><i>how<\/i><\/b><span style=\"font-weight: 400;\"> the work is progressing, while gate reviews question <\/span><b><i>if<\/i><\/b><span style=\"font-weight: 400;\"> the work should continue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;TABLE 2120&gt;<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Why are gate reviews important?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Gate reviews help teams make deliberate, data\u2011driven decisions about whether projects should continue, change direction, or stop. They protect budgets, focus, and trust by structuring how major commitments are made.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Gate reviews allow you to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keep projects aligned with business goals by checking that each phase still supports the original strategy and business case.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Confirm the expected benefits, scope, and timelines remain realistic before approving additional work.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Protect budgets by preventing quiet cost drift and forcing a clear justification for additional investment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prevent \u201czombie projects\u201d that keep running just because time and money have already been spent.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduce scope creep by requiring formal approval for significant changes in scope or direction.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improve resource utilization by freeing people and budget from low\u2011value projects and redirecting them to higher\u2011priority work.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Strengthen <\/span><a href=\"https:\/\/monday.com\/blog\/project-management\/portfolio-management\/\"><span style=\"font-weight: 400;\">portfolio<\/span><\/a><span style=\"font-weight: 400;\"> focus by making it easier to compare projects and prioritize the highest-impact ones.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Build stakeholder and executive confidence through transparent, evidence\u2011based decisions at each gate.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">When should you hold a gate review?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The simple answer is that you should hold a gate review at the end of each stage or phase of a project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Part of the project planning process is determining how many phases or stages the project requires. Once you know that, you can plan your gate reviews.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Typically, there are 5 stages in the <\/span><a href=\"https:\/\/monday.com\/blog\/project-management\/project-lifecycle-getting-chaos-control\/\"><span style=\"font-weight: 400;\">project lifecycle<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase 1:<\/b> <a href=\"https:\/\/monday.com\/blog\/project-management\/ready-set-go-project-initiation-the-first-phase-of-project-management\/\"><span style=\"font-weight: 400;\">Project initiation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase 2:<\/b> <a href=\"https:\/\/monday.com\/blog\/project-management\/project-planning-process\/\"><span style=\"font-weight: 400;\">Project planning<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase 3:<\/b> <a href=\"https:\/\/monday.com\/blog\/project-management\/project-execution-the-key-to-successful-projects\/\"><span style=\"font-weight: 400;\">Project execution<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase 4:<\/b> <a href=\"https:\/\/monday.com\/blog\/project-management\/project-monitoring-and-evaluation\/\"><span style=\"font-weight: 400;\">Project monitoring and control<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Phase 5:<\/b> <a href=\"https:\/\/monday.com\/blog\/project-management\/project-closeout\/\"><span style=\"font-weight: 400;\">Project closure\u00a0<\/span><\/a><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Who should conduct a gate review?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A gate review needs to be independent of the day-to-day running of the project, so the project manager should not run it. Ideally, you want a <\/span><a href=\"https:\/\/monday.com\/blog\/project-management\/steering-committee\/\"><span style=\"font-weight: 400;\">steering committee<\/span><\/a><span style=\"font-weight: 400;\"> of independent reviewers since they will conduct a more rigorous review.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Simply stated, a steering committee is an advisory group of high-level members with a stake in the business.<\/b><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">A steering committee typically includes C-level executives and departmental managers involved in the project. But it can also have:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Executive sponsors and decision makers:<\/b><span style=\"font-weight: 400;\"> Senior leaders with the authority to approve or stop projects, release budget, and resolve conflicts between this project and other organizational priorities.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Technical experts \/ SMEs:<\/b><span style=\"font-weight: 400;\"> Experienced specialists (for example, lead engineers, architects, compliance or security experts) who can validate feasibility, quality, and technical risks.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Business stakeholders:<\/b><span style=\"font-weight: 400;\"> Representatives from product, sales, customer success, finance, or operations who ensure the project still meets customer needs, is commercially viable, and is operationally supportable.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Independent challenge \/ \u201cred team\u201d (for high\u2011risk work):<\/b><span style=\"font-weight: 400;\"> A small group with no direct stake in the project\u2019s success, brought in on critical initiatives to challenge assumptions, ask difficult questions, and surface blind spots.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The main criterion is that they have sufficient seniority, experience, and time to conduct an effective review.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Gate review process: how to conduct one effectively<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A gate review should feel like a structured, criteria\u2011based decision workshop, not a routine status meeting. The goal is to decide whether the project should move forward, change direction, or stop, using clear evidence and predefined standards rather than gut feel.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">7 steps to run an effective gate review<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Every organization will develop its own gate review process. However, a typical gate review includes the following steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Establish gate criteria:<\/b><span style=\"font-weight: 400;\"> Agree upfront on what \u201cgood enough to pass this gate\u201d looks like, using specific, measurable criteria rather than vague statements.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Gather project documentation and data:<\/b><span style=\"font-weight: 400;\"> Compile the evidence you need to assess those criteria, including updated timelines, budget reports, risk logs, test results, and key dependencies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Run a pre\u2011gate or \u201cdry run\u201d check:<\/b><span style=\"font-weight: 400;\"> Do an informal internal review to spot gaps, missing data, or unresolved issues so the team walks into the formal gate review well\u2011prepared.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Facilitate the review meeting (decision\u2011focused agenda):<\/b><span style=\"font-weight: 400;\"> Keep the agenda tight \u2013 brief project summary, review of critical risks and criteria, then a focused discussion leading to a clear recommendation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Evaluate project health against criteria:<\/b><span style=\"font-weight: 400;\"> Compare the evidence to the agreed criteria, combining hard metrics with informed judgment about feasibility, risk, and stakeholder alignment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Decide: <\/b><span style=\"font-weight: 400;\">The steering committee confirms one of the outcomes \u2014 <\/span><b>Go, Conditional go, Recycle, Hold, Kill<\/b><span style=\"font-weight: 400;\"> \u2014 and documents any conditions, rework requirements, or reasons for stopping the project.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Create and assign action plans:<\/b><span style=\"font-weight: 400;\"> Turn the decision into concrete next steps with owners and deadlines, whether that means unlocking the next phase, fixing gaps, or closing the project.<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400;\">Gate review criteria checklist<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Use these buckets to shape your criteria for each gate:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Business value<\/b><span style=\"font-weight: 400;\"> \u2014 ROI, strategic fit with current priorities, and whether the market window is still open.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Technical feasibility<\/b><span style=\"font-weight: 400;\"> \u2014 prototype or solution performance, architecture soundness, and the level of accumulated technical debt.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Risk profile<\/b><span style=\"font-weight: 400;\"> \u2014 key risks, the strength of <\/span><a href=\"https:\/\/monday.com\/blog\/project-management\/risk-mitigation\/\"><span style=\"font-weight: 400;\">mitigation plans<\/span><\/a><span style=\"font-weight: 400;\">, and the health of critical external dependencies (vendors, regulators, partners).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Resource capacity<\/b><span style=\"font-weight: 400;\"> \u2014 team availability, budget variance vs. plan, and whether the right skills are in place for the next phase.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Gate review template and example<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A simple gate review template helps you standardize decision-making across every project. At a minimum, each gate should capture the same core information so stakeholders can quickly see what has been reviewed, what was decided, and why.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Gate review template \u2013 what to include<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Agenda:<\/b><span style=\"font-weight: 400;\"> Purpose of the gate, time\u2011boxed sections (project summary, key risks and issues, criteria review, decision, and next steps).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Required artifacts:<\/b><span style=\"font-weight: 400;\"> Approved business case or charter, updated plan, budget report, timeline, key deliverables, test results, dependency list.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Criteria list:<\/b><span style=\"font-weight: 400;\"> The specific business, technical, risk, and resource criteria that must be met to pass this gate.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Risk log:<\/b><span style=\"font-weight: 400;\"> Top risks with owners, current status, and mitigation plans, plus any new risks identified during the review.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Decision log:<\/b><span style=\"font-weight: 400;\"> Outcome (Go, Conditional go, Recycle, Kill, or Hold), voting record if relevant, and a short rationale for the decision.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Next steps:<\/b><span style=\"font-weight: 400;\"> Clear actions, owners, and deadlines (for example, remedial work for a conditional go or closure tasks for a killed project).<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A practical way to manage this is to mirror the template in a board \u2014 one item per gate review, with columns for status, decision, criteria score, key risks, and owners. A dedicated monday work management board or template can centralize these artifacts, link to project boards, and keep every decision in one place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;image&gt;<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Example: construction project gate review<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Imagine a construction company moving from design to foundation work on a new office building. They schedule a gate review at the end of the design phase. The project manager brings approved drawings, engineering calculations, updated cost estimates, permits status, and a checklist of readiness criteria (soil surveys completed, regulatory approvals submitted, contractor availability).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">During the review, stakeholders see that designs are approved and costs are within tolerance. However, one critical permit remains pending, and the soil report highlights a higher-than-expected risk of subsidence.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The gate criteria require all essential permits and geotechnical risks to be addressed before construction. So the committee issues a \u2018Conditional go\u2019 decision \u2014 excavation and groundwork can only start after the permit is granted, and the foundation design is updated to account for the soil findings.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Those actions, owners, and deadlines are logged in the decision and next\u2011steps sections, and the gate item on the monday work management board is updated so everyone can see exactly what must happen before on\u2011site work begins.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;CTA&gt;<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Manage gate reviews with monday work management<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For gate reviews to work at scale, teams need a single source of truth for project data, decisions, and risks. Built on <\/span><a href=\"https:\/\/monday.com\"><span style=\"font-weight: 400;\">monday.com<\/span><\/a><span style=\"font-weight: 400;\"> Work OS, <\/span><a href=\"https:\/\/monday.com\/w\/work-management\"><span style=\"font-weight: 400;\">monday work management<\/span><\/a><span style=\"font-weight: 400;\"> offers a centralized platform that reduces admin, standardizes how gates run, and makes every outcome visible to stakeholders in real time.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Ready\u2011made project and gate review templates<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Use dedicated boards to track both individual projects and portfolio\u2011level gate reviews, so each gate has a consistent structure for criteria, artifacts, decisions, and next steps. A repeatable template \u2014 like our <\/span><a href=\"https:\/\/monday.com\/templates\/template\/122904\/single-project\"><span style=\"font-weight: 400;\">Single Project Template<\/span><\/a><span style=\"font-weight: 400;\"> \u2014 means every team follows the same playbook instead of reinventing the process for each project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;IMAGE&gt;<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Visual dashboards and views for gate criteria<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Visual views such as <\/span><a href=\"https:\/\/monday.com\/features\/gantt\"><span style=\"font-weight: 400;\">Gantt<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/monday.com\/features\/kanban\"><span style=\"font-weight: 400;\">Kanban<\/span><\/a><span style=\"font-weight: 400;\">, timeline, and calendar help you see which projects are approaching gates and whether they\u2019re on track against schedule and scope. Portfolio\u2011level dashboards can surface gate outcomes, approval rates, and risk indicators in one place, so leaders can quickly spot where attention is needed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;IMAGE&gt;<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Automations and workflows for triggering gates<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Automated workflows can trigger a gate review when a project reaches a certain status or date, notify the right stakeholders, and create the tasks needed to prepare for the meeting. You can also lock phases or fields once a gate is passed, ensuring that changes go through the proper approval path.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;IMAGE&gt;<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">AI\u2011supported insights and portfolio visibility<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">AI\u2011driven insights can highlight unusual patterns \u2014 like budget anomalies, slipping timelines, or accumulating risks \u2014 so teams can call an earlier gate or add extra scrutiny where it matters most. Combined with portfolio\u2011level views, this gives executives a clearer picture of project health before they make go\/no\u2011go decisions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;IMAGE&gt;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;CTA&gt;<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Turn gate reviews into a strategic advantage<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Done well, gate reviews are more than checkpoints \u2014 they\u2019re structured go\/no\u2011go decision moments that keep projects aligned with strategy, protect budgets, and stop \u201czombie\u201d work from dragging teams off course. Clear, consistent criteria at each gate make those decisions faster, fairer, and easier to explain across the organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use <\/span><a href=\"https:\/\/monday.com\/w\/work-management\"><span style=\"font-weight: 400;\">monday work management<\/span><\/a><span style=\"font-weight: 400;\"> to standardize gate reviews, centralize criteria and documentation, and give stakeholders real\u2011time visibility into every stage of your projects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;CTA&gt;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&lt;FAQ&gt;<\/span><\/p>\n"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gate Reviews in Project Management: Process, Stages, Template<\/title>\n<meta name=\"description\" content=\"Learn what gate reviews are, when to run them, key decision outcomes, and how monday work 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