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Stage/Phase-Gate Templates

The stage / phase-gate process is the framework for implementing a structured project management process. The stage/phase-gate process defines a sequence of phases and gates that each project must pass through, providing a roadmap for the consistent, successful execution of projects.  Each phase has an objective statement, a set of required tasks and deliverable documents.  This information helps organizations in two ways: 1) it minimizes the risk that the project team will overlook important tasks that are needed for project success and 2) it defines the points at which the management team will assess progress and make decisions whether to continue investing in the project.  The process guides the project team to provide the information necessary to support this decision making process. 

PD-Trak Solutions offers a variety of predefined stage/phase-gate process templates (project management templates) that contain best practice based process definitions and each contains a set of tools that are optimized for managing that particular type of project. The most important of these tools is called the Task Plans which capture the stage/phase-gate terminology, phase objectives, tasks by phase,  documents by phase and responsibilities (see example).  This page describes pre-defined project file templates offered by PD-Trak Solutions.  These templates may be adjusted to ideally fit your company environment and project needs.

Note that all PD-Trak Systems include a Generic Project File Template with the standard project toolkit which can be used to create your own process template and optimized project toolkit.  When buying preconfigured process templates (as described below), many of the tools in the standard toolkit and extended toolkit (if purchased) are pre-configured to the process model phase-gate structure.

If you do not see a process template listed for the type of project you wish to manage, please contact us to discuss your needs.  We would like to work with you to define your process template.
 
Click here for pricing information.

Preconfigured Process Templates

NOTE: If you don't see the process template that you need, please contact us.  We would be happy to work with you to create a process template for your projects.

New Product Process Template

This project file template contains a best practice based process for developing next generation new products.  These tend to be the longest, highest risk and highest cost type of new product development projects.  The process is based on a 6-phase, 6-gate model. 

Additional tools included in this process template are as follows:

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Advance quality plan (WordTM)
Competitive assessment plan (WordTM)
Customer support plan (WordTM)
Design verification plan (WordTM)
Manufacturing plan (WordTM)
Market definition and forecast (WordTM)
Marketing launch plan (WordTM)
Product definition (WordTM)
Service and repair plan (WordTM)
Voice of the customer plan (WordTM)

 

New Product Medical

Same tools as New Product except:

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Add Clinical test plan (WordTM)
Add Quality assessment (WordTM)
Add Regulatory requirements and plan (WordTM)

 

New Product Software*

Same tools as New Product except:

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Add Functional requirements (WordTM)
Add Software development plan (WordTM)
Add Software test plan (WordTM)

 

Technology Development

This project file template contains a best practice based process for conducting technology development projects where the deliverable is knowledge rather than a saleable product.  These projects are the highest risk projects in the product development area. The process is based on a 4-phase, 4-gate model.

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)

 

Information Technology

This project file template captures a process for IT projects based on a 5-phase, 5-gate process.

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)

 

Capital Projects

This project file template contains a best practice based process for managing capital projects.  The process is based on a 5-phase, 5-gate model. 

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Manufacturing plan (WordTM)

 

Line Transfer

This project file template captures a process for conducting line transfer projects where a production line is to be moved, relocated or replicated.  The process is based on a 3-phase, 3-gate model.

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)

 

Process Development

This project file template contains a best practice based process for developing manufacturing processes.  The process is based on a 5-phase, 5-gate model. 

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Advance quality plan (WordTM)
Process verification plan (WordTM)
Manufacturing plan (WordTM)
Process definition (WordTM)

 

Six Sigma

This project file template captures a process for six sigma process improvement projects.  The process is based on a 5-phase, 5-gate DMAIC model. Click here for more details on the six sigma tools.

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)
Cause and effect (ExcelTM)
Pareto chart (ExcelTM)
Process definition (ExcelTM)
Process mapping (PowerPointTM)
Root cause analysis (ExcelTM)
SIPOC (ExcelTM)
Voice of the customer plan (WordTM)

 

Quotations*

This project file template captures a process for quotation projects where the purpose is to develop a response to an RFQ (request for quotation) or RFP (request for proposal).  The process is based on a 4-phase, 4-gate model.

Task plans for this process (ExcelTM)
Gantt chart for this process (MS ProjectTM)

 

In summary, PD-Trak's project file templates include project management process, project management templates, project management methodology, project report templates, stage / phase gate process and project management best practice information.
 
 
* Currently under development.  We are seeking companies to work with to optimize thes process templates.
 
 



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