PHASE GATE REVIEW TEMPLATE

These are guidelines for scorecard criteria. Depending on the goals of your product or project, you can move Must Meet

criteria to Should Meet, as well as add criteria that’s tailored to your organization.

MUST MEET CRITERIA	YES or NO	COMMENTS
Strategic alignment (fits organization or business unit strategy)
Reasonable likelihood of technical feasibility
Meets regulatory and legal policies
Positive VOI (Value on Investment)
Positive ROI (Return on Investment)
Positive Return vs. Risk

SHOULD MEET CRITERIA	SCORE 1–10	COMMENTS
STRATEGIC
Product/project fits with business unit / enterprise strategy
Product leverages core competencies
Marketing synergies
Technology synergies
Manufacturing/processing synergies
PRODUCT/SERVICE ADVANTAGE
Product provides unique benefits
Product effectively meets customer needs
Product provides value for money

MARKET ATTRACTIVENESS
Market provides growth opportunities
Product gives company a competitive advantage
Product meets existing market need
Market need can easily be developed
TECHNICAL FEASIBILITY
Product is technically feasible
Needed knowledge and expertise are available or can easily be acquired
Technical risk can be managed
RISK
Risk can be managed
Uncertainty level
Newness of market and technology
RETURN
Return on investment is strong relative to risk
Overall profitability is satisfactory
Ability to reach sales forecasts, target price, and target cost
Risk/reward ratio
REGULATORY
Product meets environmental, health, safety, and legal policies

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