NPI Stage Gate Template Download

How to use this template effectively

Start by reviewing the worked example before changing the workbook. This helps you understand the structure, formulas, inputs, and expected outputs before applying the template to your own project. Keep an original copy safe, then create a working copy for each new assignment.

When using the template with a team, agree the purpose of the analysis, the review dates, and who owns updates. Templates work best when they are used as part of a clear improvement process rather than as a one-off spreadsheet exercise. Record assumptions, keep supporting evidence, and make sure the final report is easy for another person to follow later.

Support and customization

The template can be adapted to match your terminology, reporting format, and internal review process. If you have questions about the workbook or need help choosing the right tool for your project, contact us and we will point you in the right direction.

Before you share the results

Check that the inputs are complete, the assumptions are clear, and the workbook has been reviewed by someone familiar with the process. If the file is being used for management review, add a short explanation of what changed, what decision is needed, and what action will follow. This makes the template easier to use as part of a controlled improvement record.