<Project Name>
Stage Gate 4 Review – Benefits Realisation Planning
and Closure
Revision History
Date
Version
Author
Description
Project Information
Project Name
Project Manager
Project Executive
Business Owner
Project Objective
Gate Approval Date
<Project Name> – Stage Gate 5 Review Report
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<Project Name> – Stage Gate 5 Review Report
How to use this document: (when complete, delete this guidance text)
The Stage Gate Description in section 1 below describes the overall purpose of this gate review,
and the artefacts that may be required. The Project Manager or Team Leader should use the
appendix, Review Gate Considerations, as a checklist to assist in preparing for the gate review.
When the Project Manager or Team Leader has completed the checklist, the PMO will review it
and provide feedback and questions, helping to ensure that appropriate planning has been done
for the next phase of the project. Evidence of review activities may be requested and must be
accessible if required.
The PMO will complete section 3, providing a recommendation based on the review, with details
in an Executive Summary. This recommendation will be one of the following:



Approved to advance to the next phase,
Not approved to advance to the next phase, or
Conditionally approved to advance to the next phase, when the action items provided
are cleared.
The Project Manager or Team Leader will be advised of the results of the review, and should
share this with their Project Board and other governance groups.
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<Project Name> – Stage Gate 5 Review Report
1. Stage Gate Description
The primary function of Stage Gate 4 – Benefits Realisation Planning and Closure is
to approve that all delivery activities for the project are complete, the solution has
successfully deployed according to the approved design/architecture, and the Support
Team has assumed responsibility for the solution. A post-implementation review will
have taken place, and a plan will be in place for expected benefits to be measured
against the pre-implementation baseline.
1.1. Stage Artefacts (as applicable)
Document
Description
Benefits
Realisation Plan
This plan details the planned benefits of the project, the
baselined pre-project performance measures, and plans for
measuring future performance and measuring project impact.
Lessons Learned
/PIR
This report documents the Post-Implementation Review, and
captures any remaining issues and lessons learned.
Close Out Report
Documented Sponsor acceptance of all project deliverables,
and approval of project closure.
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<Project Name> – Stage Gate 5 Review Report
2. Approval Signatures
Approver Name
Title
Signature
Date
PMO Manager
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3. Review Gate Checklist
Item Question
Response
1
Are all project activities completed?
Yes
No
2
Has the Sponsor accepted delivery?
Yes
No
3
Are any post-project activities identified and planned?
Yes
No
4
Is there a plan for benefits realisation by the Business?
Yes
No
Gate Review Executive Summary
It is recommended that Closure for this project be:
Approved
Not Approved
Conditionally Approved
This recommendation is based on....
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4. Open Issues
Issue
Planned Resolution
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<Project Name> – Stage Gate 5 Review Report
Appendix: Review Gate Considerations
Consideration
Artefact
Complete
Comments/Reference
Benefits:
 Benefits Realisation Plan (BRP)
Includes the approved expected benefits, the
baselined pre-implementation performance
measures, and plans to measure the impact
of the project.
BRP
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Final Project Activities:
 Project Deliverables
All project deliverables are received and
signed off.
 Issues
All remaining issues are resolved or
reassigned.
PID
Risks/Issues
Log

Lessons Learned/Post Implementation
Review
A PIR has been held and lesson learned are
documented.
PIR
 Resources
Project resources have been reallocated, and
any remaining funds returned.
 Vendor engagement
Vendor contracts have been closed.
N/A
 Delivery to Sponsor
The implementation has been delivered to the
Sponsor.
 Documentation
Any handover documentation has been
updated and provided.
 Training
Training has been completed (or initiated, if
Contract
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<Project Name> – Stage Gate 5 Review Report
ongoing), and training materials are
available.
Controls:
 Benefits Realisation Plan (BRP) approved
Project Board approval provided.
 Training Delivery signed off
Project Board approval provided.
 Sponsor signed off delivery
The Sponsor has provided written acceptance
of the implementation.
BRP
Yes
No
Yes
No
Yes
No
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