NPI Stage Gate Template Download

Set up the NPI stage gates before the project starts

Use the worked example to understand the supplied phases, deliverables and gate decisions, then save a clean master copy. For a live project, name the gate owner, list the evidence required at each review and give every open deliverable a responsible person and target date.

Review risks and unfinished work before the meeting rather than during it. The gate decision should show whether the project can proceed, must remain on hold, or can move forward subject to named actions. Record the reason for the decision so it still makes sense at the next review.

Match the workbook to your development process

Rename phases, deliverables and approval roles to reflect your NPI process, customer requirements and product type. If you alter status fields or formulas, test a copy from project launch through final approval before issuing the revised template to a wider team.

Prepare a clear tollgate review

Confirm that required evidence is attached or referenced, unresolved risks are visible, and overdue actions have owners. Circulate the current gate status before the meeting, then update decisions and commitments promptly afterward. This keeps the workbook useful as a project-control record rather than a retrospective checklist.