The phase gate process is a structured model for managing innovation, dividing initiatives into phases separated by decision points called 'gates.' This framework aids in evaluating ideas through specific criteria at each development stage, becoming a standard in product and service innovation management. Various tools and templates are available to support this process, promoting efficiency and collaboration.

1. Phases & Gates
Innovation Process
Template
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Innovation Best Practices

2. The Phase Gate Process is a model for innovation management in which a
new initiative is divided into specific phases separated by “gates” that
represent decision points along the way. Each phase in the process is
delineated by gates which are used to evaluate an idea based on criteria
specifically appropriate for that stage of development. The Phase Gate
Process has become a business standard for product and service
innovation management, and many different tools and templates now
exist to support the process.
Want more tools and templates? Visit https://upboard.io/
Phases and Gates Process Template

3. Want more tools and templates? Visit https://upboard.io/
Phases & Gates Process Template
FRONT END BACK END
OPPORTUNITY
SPACES/DRIVERS
EARLY CONCEPT
POC & BUSINESS
CASE
CUSTOMER
VALIDATION &
POP
SETUP CONCEPT DEVELOPMENT IMPLEMENTATION LAUNCH
MILESTONES
• Business Strategy
• Customer &
Consumer Benefit
Priorities
• Market Trends &
Insights
• Tech Platforms & IP
• Concept Complete &
Validated
• Strategic Alignment
• Business Potential
• Early IP Assessment
• Rapid Prototypes
• Tech Feasibility
Complete
• Customer
Opportunity
Identified
• Business Case
Complete
• Product Definition
• Rapid Tooling
• Low-Volume
Development
• Plan Complete
• Prototype Built
• Design Complete
• Pilot Complete
• Product
Documentation
• Industrialization Plan
Complete
• Technical
Documentation
• Mold/Machine
Construction
• Sampling
• Qualification &
Validation
• Deliverables Sign-Off
• Production
• Scope of Proof-Of-
Concept & Service
Agreement
• Proof-Of-Concept
Complete
• Customer
Commitment
• Proof-of-Product
Complete
• Build/Buy/Partner
Analysis Complete
• Epics Documentation
• 3rd Party SOW
Complete
• Use Case
Documentation
• 3rd Party Contract(s)
Complete
• 3rd Party
Components
Complete
Development
• 3rd Party
Components
‘Go-Live’
KEY DECISIONS
• Validate Strategic
Priorities
• Fund Proof-Of-
Concept
• Start Customer
Engagement
• Fund Proof-of-
Product
• Start Project •Staff Team
•Fund
Development
•Sign & Fund SOW
•Fund Capex
•Sign & Fund 3rd
Party Contract(s)
•Start Production •Launch
GATES

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