Plan Phase Tollgate Review

Purpose:

Plan Tollgate review is a formal review meeting to examine the project’s current status, issues, risks, life cycle compliance status, commitments, and the plan for remaining phases of the project life cycle.

Objective:

Enable projects to prepare for and to conduct Tollgate Review.

Description:

Plan Tollgate review determines the status at the completion of Plan phase and reviews the project’s readiness to move to Define. It also provides an opportunity to identify any outstanding issues that must be addressed before starting Define. The outcome of the Plan Tollgate Review is a decision provided by the Senior Manager regarding the continuance of the project into Define.

RASIC

Inputs:

  • Baseline Project Plan
  • Baseline Project Schedule
  • Baseline Business Case<?>

Outputs:

  • Updated Baseline Project Plan
  • Updated Baseline Project Schedule

Controls:

  • Tollgate Meeting Request Form
  • List of Mandatory Participants at Tollgate Reviews
  • Project Review Log
  • Quality Assurance Checklist
  • Organizational Configuration Management
  • Tollgate Agenda and Minutes template

Task Instructions:

Update Plan(s) for Define, Construct, Test and Deploy Phases

    1. Using the Baseline Project Plan, [the Program Manager] is responsible for reviewing the Baseline Project Plan for progress made and update for Define.
    2. Using the Baseline Project Schedule, [the Project Manager] is responsible for reviewing the Baseline Project Schedule and update for Define.

Request Tollgate Review

    1. Using the Tollgate Meeting Request Form, [the Project Manager] is responsible for requesting a Tollgate Review.

Update and Approved (when applicable) Business Case

    1. Using the Baseline Business Case, [the Project Manager] with support from [the Project Champion] is responsible for reviewing the Project Business Case and update it with the progress made in the project.
    2. Using the Updated Baseline Business Case, [the Project Manager] with support from [the Project Champion] is responsible getting the Business Case reviewed and approved.

Prepare for Plan Phase Tollgate Review

    1. Using the Tollgate Agenda and Minute, [the Project Manager] is responsible for completing the Agenda and scheduling the Tollgate Review meeting.
    2. Using the Tollgate Agenda and Minutes template, the Invites are responsible for reviewing the project documents attached within the Tollgate Agenda and Minute.

Conduct Plan Phase Tollgate

    1. Using the Tollgate Meeting Agenda and Minutes, [the Project Manager] is responsible for following the meeting agenda to communicate the status of the work product and progress made in the project.
    2. Using the Tollgate Meeting Agenda and Minutes, [the Project Manager] is responsible for documenting the action items and record the Senior Manager’s approval.

Review Work Product Baseline

Conduct CM Audits

Prepare Tollgate Review Report

    1. Using the Tollgate Review Report, [the Project Manager] is responsible for preparing the Tollgate Review Report.
    2. Using the Supplier Relationship Report, [the Project Manager] is responsible for completing a report for each Supplier and reference the report during the tollgate or place the Supplier Relationship Report Card in the Tollgate Presentation as per Supplier Relationship Report, when applicable.

Update and Communicate Tollgate Review Report

    1. Using the Tollgate Review Report, [the Project Manager] with support from Senior Manager is responsible for update the Tollgate Review Report.
    2. Using the Updated Tollgate Review Report, [the Project Manager] is responsible for communicating the completed Tollgate Review Report to the participants of the Tollgate Review and the other important Stakeholders involved in Define.

Work on Action Plan

    1. Using the Tollgate Meeting Agenda and Minutes, [the Project Manager] is responsible for resolving any action items.

Close Tollgate Observations

 

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Update Business Case

    1. Using the Project Review Log, the [Program Manager] is responsible for documenting feedback within the Review Log.
    2. Using the Updated Baseline Project Plan, Updated Baseline Project Schedule and Project Review Log, [the Project Manager] is responsible for forwarding the document to [the Senior Manager] for approval.
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Provide Quality Assurance Recommendations

    1. Using the Quality Assurance Checklist, [the Quality Assurance Analyst] with support from [the Project Manager] is responsible for conducting the phase review and creating Quality Assurance Certification.
    2. Using the Quality Assurance Certification, [the Project Manager] with support from the Project Team is responsible for ensuring that Non-conformances are closed effectively and immediately so that the [Quality Assurance Analyst] can verify the closure of the Non-conformances before the Tollgate Review Meeting.
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