This document outlines a project proposal for a Gate 0 review. It includes sections on the problem statement, strategic alignment of the project, expected benefits in relation to breakthrough initiatives and benefit categories, potential business risks if not addressed, known project interdependencies and impacts, and resources required for further planning. The sponsor, program manager, and planning team are identified. Upon review, the gate decision could be to approve the project to proceed to further planning, request more information before deciding, or cancel the project altogether.

1. SPONSOR: [NAME]
PGM: [NAME]
PROG # [INSERT #]
BREAKTHROUGH:
[NAME]
+QDCI:
[SELECT
DRIVERS]
Operate
as a
Network
Supply
Product
Reliably
Drive
Adapt-
ability
[Process] [#] [#] [#]
1
Gate 0 Form
(G0)
Business Case
and Charter
(G1)
PEP and URS
(G2)
Deliverables, Risks and
Issues
Closeout Form
and Lessons
Learned (G5)
INITIATION PROJECT EXECUTION PROJECT CLOSURE
PROJECT
PHASE GATE LIFECYCLE
PLANNING
DETAILED
PLANNING

2. SPONSOR: <NAME>
PM: <NAME>
PROJ: <TITLE> <P3MO PROJ/PROG #>
Component of: <Enter Program Name>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
NEW OPPORTUNITIES
GATE O FORM
2
Gate 0
10 min Presentation
Gate 0 Form
(G0)
Business Case
and Charter
(G1)
PEP and URS
(G2)
Deliverables, Risks and
Issues
Closeout Form
and Lessons
Learned (G5)
INITIATION PROJECT EXECUTION PROJECT CLOSUREPLANNING
DETAILED
PLANNING

3. SPONSOR: <NAME>
PM: <NAME>
PROJ: <TITLE> <P3MO PROJ/PROG #>
Component of: <Enter Program Name>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
-
1. Problem Statement
2. Strategic Alignment
3. Strategic Benefits
4. Initial Scope for Business case
5. Business Risks and Impact
6. Budget (Budgeted in LRP)
7. Cost (Possible AED Required)
8. Planning Resources
3
ExpectationsDocuments for Review
G0
Documents and Approval Expectations
Project Charter
Review, Recommend
Approval Required
Approval Required
Approval Required
Review, Recommend
Review, Modify
Review, Modify
Review, Modify

4. SPONSOR: <NAME>
PM: <NAME>
PROJ: <TITLE> <P3MO PROJ/PROG #>
Component of: <Enter Program Name>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
GATE 0 – INITIATION
PROJECT PROPOSAL
BENEFITS
BUSINESS RISKS IF NOT ADDRESSED
# Business Risk Risk Details
1
<Ex: Strategic
Risk>
<Highest Risk if problem or opportunity not
addressed>
2
<Ex: Financial
Risk>
<Secondary Risk if problem or opportunity not
addressed>
III. STRATEGIC ALIGNMENT V. EXPECTED BENEFITS
# Benefit Improvement Objective
1
[Insert benefit
categories
located on
right. Ex: Cost
of Goods]
[Insert the Objective that must be accomplished to
demonstrate contribution to this Benefit Category]
2
3
Strategic Drivers: [select and insert goals that are the key drivers
to this program; delete any that are not applicable]
• BNLT Goal: [Insert Goal this program is tied to]
• GIO Goal: [Insert Goal this program is tied to]
• Site Goal: [Insert Goal this program is tied to]
• VS or Functional Goal: [Insert Goal this program is tied to]
I. PROBLEM STATEMENT
[Describe the issue/opportunity, and how you detected it, and the
desired change resulting from this effort>
II. SCOPE
[Initial Scope for Business Case]
or IV. JUSTIFICATION AND BUSINESS RISKS
Rationale: [Why should the company invest in this initiative instead of
others (opportunity cost)]
Issue Opportunity
Bus. Continuity
New Prod
New Tech New Capacity People COGs
Compliance HSEExisting Capacity
GIO SITE
Existing Prod/Tech
Requires >$350KAED RequiredBudgeted in
LRP

5. SPONSOR: <NAME>
PM: <NAME>
PROJ: <TITLE> <P3MO PROJ/PROG #>
Component of: <Enter Program Name>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
GATE 0 – INITIATION
BUSINESS IMPACT AND
NEEDS FOR NEXT GATE
# Impact Type or interdependency Details
1
<Project, Business Operations, or
Pillar System Impact>
<Pillar system Impact: ex: All options will likely have a training component and multiple
SOPs/document revisions>
2
<Project, Business Operations, or
Pillar System Impact>
<Project dependency: ex: Potential impact to any project working in suite 1>
VI. BUSINESS IMPACT OR KNOWN INTERDEPENDENCIES IF IMPLEMENTED
VII. RESOURCES NEEDED FOR NEXT GATE
Role Dept Name Responsibilities LOE (%) Hrs
Approved
by mgr
(Y, N)
Conflicting priorities or
concerns for resource
Sponsor [dept] [Name] Accountable for the business case. [x] % [x] Hrs [Y or N] [List Conflict]
PgM [dept] [Name]
Accountable for setting up planning team
required for business case.
Lead
End User
[dept] [Name] Accountable for identifying success criteria
SME
RESOURCES
Gate 0 Form
(G0)
Business Case, Chtr
(G1)
PEP and URS
(G2)
Deliverables, Risks and Issues
Closeout Form and
Lessons Learned (G5)
INITIATION PROJECT EXECUTION PROJECT CLOSUREPLANNING DETAILED PLANNING
Avg
FTEs
Total
Hrs
XX FTE XX hrs

6. SPONSOR: <NAME>
PM: <NAME>
PROJ: <TITLE> <P3MO PROJ/PROG #>
Component of: <Enter Program Name>
Breakthrough:<Identify which
breakthrough this is a component of>
+QDCI: <Identify +,Q,D,C,I
Benefit Category>
-
1. Problem Statement
2. Strategic Alignment
3. Strategic Benefits
4. Initial Scope for Business case
5. Business Risks and Impact
6. Budget (Budgeted in LRP)
7. Cost (Possible AED Required)
8. Planning Resources
6
Documents for Review
G0
Approval
Status
Gate Decision
• Approval: Benefit proposed is worth
resources needed to develop next Gate’s
requirements
• Return: Return to this Gate with more
information or different options before
proceeding
• Cancelled: No further effort on this
initiative will be made; work and resources
stoppage
Project Request
Approved More Info Required Not Approved
Approved More Info Required Not Approved
More Info Required Not Approved
Cancelled
G0 - Approved
Return
Approved