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Cheatsheet — Gate Reviews

Source: Gate Reviews Checklist

Overview 5 Gates

Gate After phase Core question Minimum deliverables
Gate 1 Discovery Is the use case feasible and worth pursuing? Project Charter, Risk Pre-Scan, Collaboration mode
Gate 2 Validation (PoV) Has it been proven to work on real data? Golden Set results, PoV report, Go/No-Go
Gate 3 Development Is the system production-ready? AI Safety Checklist, Red Teaming, Model Card
Gate 4 Delivery Is the handover complete? Handover checklist, SLA, monitoring plan
Gate 5 Closure Have the benefits been realised? Lessons Learned, benefits report

Decision Options

Decision Meaning Required action
Go Phase succeeded, start next phase Document, start next sprint
Conditional Go Proceed with open items List + owner + deadline established
No-Go Phase failed Root cause, recovery plan, reschedule gate
Stop Terminate project Closure report + lessons learned

Required Attendees

Role Gate 1 Gate 2 Gate 3 Gate 4 Gate 5
AI PM ✓ ✓ ✓ ✓ ✓
Guardian ✓ ✓ ✓ ✓ ✓
Tech Lead ✓ ✓ ✓ ✓ —
Sponsor ✓ — — ✓ ✓
CAIO — — High Risk — —

Red Flags per Gate

  • Gate 1: No measurable success criteria → No-Go
  • Gate 2: Golden Set score below threshold → No-Go
  • Gate 3: Critical Red Teaming finding still open → block go-live
  • Gate 4: Monitoring plan missing → Conditional Go at most
  • Gate 5: Benefits not measured → Lessons Learned mandatory

Source for full approach: Gate Reviews Checklist