Gateway investment reviews refer to a series of independent peer reviews conducted at critical decision points in the investment process. They aim to verify that a project is ready to progress to the next stage by thoroughly assessing business rationale, procurement strategies, implementation readiness and more. Gateway reviews provide a risk-based framework for major investments to ensure effective project delivery and benefits realization. This article provides an overview of gateway reviews and their role in strategic assessments for investments.
OGC Gateway Review 0 examines investment strategic context and objectives
The OGC Gateway Review 0, also known as the strategic assessment, is the first gateway review undertaken. It examines the strategic context of a proposed investment and whether it aligns with organizational objectives and priorities. The review verifies that the scope and purpose are properly defined, key stakeholders are engaged, resources are available, risks identified and strategic options explored. It determines if there is a compelling case to proceed further with the investment given other strategic priorities. The gateway 0 review ensures alignment with business needs before committing more resources.
Gateway Review 1 focuses on robustness of the business case
The Gateway Review 1 focuses on assessing the business case after initial feasibility studies. It scrutinizes whether the preferred option will meet business needs, is affordable and achievable. The review examines if proper expert advice was sought in analyzing potential options, market interest considered and a clear plan exists for the next phase. Gateway 1 seeks to ensure the business case is well-defined and justified before proceeding further.
Gateway Review 2 appraises the delivery strategy and procurement approach
The OGC Gateway Review 2, also termed the delivery strategy or procurement strategy review, examines project plans and the procurement approach before formal engagement with suppliers. It assesses whether the strategy is robust, realistic, compliant with regulations and aligned with the business case. The review verifies that plans, resources, controls and risk management arrangements are in place for effective delivery. It also checks if supplier capabilities and market interest have been evaluated where appropriate.
Gateway Review 3 confirms investment decisions and contract arrangements
Gateway Review 3 focuses on endorsing investment decisions and contract awards after the procurement process concludes. It checks that a robust contractual solution has been developed that aligns with the business case. The review examines if requirements are met, value for money delivered, implementation plans feasible, and transition arrangements in place. Gateway 3 seeks to confirm that arrangements are satisfactory to proceed to the next phase of implementation and service delivery.
Gateway Review 4 verifies readiness for service implementation
Gateway Review 4 is undertaken before service implementation to ensure organizational readiness. It examines if all necessary testing been completed, outstanding issues resolved, user acceptance obtained, and implementation plans aligned between client and supplier. The review verifies that all delivery risks are being managed effectively, resources are in place, and arrangements are satisfactory for supporting the ongoing delivery of services.
Gateway reviews provide independent assurance during critical stages of major investments. Assessing business rationale, procurement strategies, implementation readiness and service delivery can help minimize risks and ensure organizational objectives are met. Gateway reviews are an integral component of robust project governance frameworks.