Phase Gate Criteria

The phase gate is a binary: you pass or you do not. There is no "mostly ready." There is no "good enough for now." There is "the defined criteria are met" or "the defined criteria are not met and here is what is required before they will be." The gate criteria that are defined before the phase begins cannot be negotiated at the gate because the results did not meet them. If the threshold was wrong, change it for the next phase. Do not lower it retroactively because the results fell short.

{
  "gate_name": "Pilot to Expanded Rollout",
  "evaluation_date": "[Date of pilot review]",
  "decision_owner": "[Sponsor name]",
  "gate_criteria": {
    "performance_metrics": [
      {
        "criterion": "Primary performance metric meets success threshold",
        "threshold": "Defined in pilot measurement framework",
        "status": "PASS / FAIL",
        "evidence": "[Link to measurement data]"
      },
      {
        "criterion": "Error/quality metric meets success threshold",
        "threshold": "Defined in pilot measurement framework",
        "status": "PASS / FAIL",
        "evidence": "[Link to measurement data]"
      }
    ],
    "adoption_metrics": [
      {
        "criterion": "Adoption rate at pilot conclusion",
        "threshold": "≥70% of pilot participants using tool for intended purpose",
        "status": "PASS / FAIL",
        "evidence": "[Link to usage data]"
      },
      {
        "criterion": "User sentiment",
        "threshold": "Net positive on final pulse survey",
        "status": "PASS / FAIL",
        "evidence": "[Link to survey results]"
      }
    ],
    "readiness_criteria": [
      {
        "criterion": "Rollout playbook documented",
        "threshold": "Champion profile, training materials, objection FAQ, and success stories complete",
        "status": "PASS / FAIL"
      },
      {
        "criterion": "Champion network seeded",
        "threshold": "Minimum 3 identified champions willing to support expanded rollout",
        "status": "PASS / FAIL"
      },
      {
        "criterion": "Gatekeeper alignment confirmed",
        "threshold": "IT, Legal, HR, Finance have reviewed expanded rollout plan",
        "status": "PASS / FAIL"
      },
      {
        "criterion": "Support infrastructure ready",
        "threshold": "Help desk trained, escalation path defined, champion network coverage calculated",
        "status": "PASS / FAIL"
      }
    ]
  },
  "gate_decision": "PROCEED / DO NOT PROCEED / CONDITIONAL PROCEED",
  "conditions_if_conditional": "[Specific requirements]",
  "projected_proceed_date_if_conditional": "[Date]"
}