All articles
8 min read

Stage Gate Process: Who Decides at Each Gate

A stage gate process splits work into stages and puts a decision between them. It works only when a named decider outside the team can stop, pause or send work back.

By Sanjeev Kumar, Founder · Updated 9 Nov 2026

A product team wheels a prototype to a floor line where a senior woman stands apart to inspect it.

Key takeaways

  • A stage gate process divides work into stages with a decision (a gate) before each one, and it works only when a named decider outside the team can choose Go, Kill, Hold or Recycle.
  • Stage and gate counts are a design choice, so write down your own stages, gates and outcome wording.
  • In a programme or portfolio, a gate is a funding and direction decision across several teams, so the decision record matters more than the diagram.
  • Test your gates by tallying twelve months of outcomes and looking for any Hold, Recycle or conditional approval with no owner, deadline or re-review date.
In this article
  1. 1What is the stage gate process, and what does a gate decide?
  2. 2Do stage gate process guides agree on how many stages and gates there are?
  3. 3Who should make the decision at a stage gate?
  4. 4How is a stage gate process different for a programme or a portfolio?
  5. 5What should a stage gate decision record contain?
  6. 6How can you tell whether your stage gates are rubber stamps?
  7. 7How do we help with programme and portfolio governance?
  8. 8Frequently asked questions

Take a board that held 12 gates in a year and recorded 12 approvals. Either every project was ready every time, or the gate cannot say no, and the tally alone cannot tell you which. The answer sits in the gate records, not in the diagram.

What tells the two cases apart is who made each decision and what was written down. A gate with a named person deciding and a complete record can be tested after the event; one without is a checklist with meetings attached.

The model comes from new product development, but the same logic runs through gate reviews on major government projects, through NASA programmes and through programme and portfolio governance, where one gate may cover work done by several teams.

Below are the definitions, the case for a named decider, a one-page gate decision record, and a check you can run on your last twelve months of gates.

What is the stage gate process, and what does a gate decide?

The stage gate process divides work into stages and places a gate, a decision meeting, before each stage so money is committed only on evidence. A gate ends in one of four outcomes: Go (proceed), Kill (stop), Hold (pause until stated conditions are met) or Recycle (rework, then review again).

Robert Cooper's model, as published by Stage-Gate International, runs from Discovery through five stages: Concept, Build the Business Case, Development, Testing and Validation, and Launch. Each gate looks forward. It has three parts: the deliverables from the previous stage, the criteria they are judged against, and a clear output.

For new products, Stage-Gate International lists six gate criteria: strategic fit, product and competitive advantage, market attractiveness, technical feasibility, synergies with core competencies, and financial reward and risk. The gatekeepers who apply them are cross-functional business leaders who, in the model's words, "manage by exception until they see the team at the next Gate."

Do stage gate process guides agree on how many stages and gates there are?

No. Stage counts and outcome wording vary between guides, so write your own definitions down. For the search "stage gate process" on Google in India in November 2026, we counted seven of the nine results (the other two were an encyclopaedia entry and a video). Five list six stages and two list five, and their outcome wording falls into six different sets.

PageStages listedGates countedOutcomes named
6 (Discovery plus 5)One before each stageGo, Kill, Hold, Recycle
65Go, Kill, Hold, Recycle
6–Go or Kill, or modify
6One per stageProceed, pause, change, terminate
54Go, adjust, kill
65Go, Kill, Hold, Recycle, Conditional Go
55Go, pivot, stop

The practical lesson is that Hold, Recycle and Conditional Go are not interchangeable. Each needs a different follow-up. Our recommendation is to use the four outcomes above and add Conditional Go only when it carries an owner and a deadline.

Who should make the decision at a stage gate?

A named senior person who does not report to the team under review, and who is not the only sponsor of the component being judged. Cooper's model gives gates to cross-functional senior leaders, and NASA's procedural requirements name a Decision Authority for each programme.

NASA's procedural requirements (NPR 7120.5F, effective 3 August 2021) define a Key Decision Point as the event where the Decision Authority determines the readiness of a program or project to progress to the next phase. For programmes, that authority is the NASA Associate Administrator, who may delegate it. The Decision Authority determines whether and how the programme proceeds, and the outcome is recorded in a Decision Memorandum.

The UK's National Infrastructure and Service Transformation Authority (NISTA) publishes six numbered gate reviews for major government projects, from Gate 0 (Strategic Assessment) to Gate 5 (Operations Review and Benefit Realisation).

Our recommendation:

  • Name the decider before the evidence pack goes out.
  • Let the programme or project manager assemble the pack and present it, but not decide.
  • Write the decider into your decision rights and escalation rules; our programme governance framework page shows how.
A senior leader sits at the head of a table with one sheet and a pen while a project team waits opposite.
The decider sits outside the team and weighs the evidence the team has brought.

How is a stage gate process different for a programme or a portfolio?

In a programme, components start and finish at different times, so gates apply to each component and to the programme as a whole. In a portfolio, a gate is a funding choice among components competing for the same money. In our view, Cooper's original model is built around a single product project.

Our programme management life cycle page sets out the programme gates, each with a named decider and a pass or fail test, so we do not repeat them here. For the portfolio side, intake and periodic review are covered in our project portfolio management process page. Funding released against gates is covered in our programme financial management page.

Two further points. Agile work does not remove gates. Cooper's September 2026 article says modern versions of Stage-Gate bring in build-and-test cycles, rapid customer validation and sprints inside a stage. Teams iterate inside the stage, and the gate stays the investment decision.

In regulated sectors, we recommend putting control readiness in the evidence pack, so compliance is checked before funding rather than as a late obstacle.

What should a stage gate decision record contain?

A gate decision record is one page that fixes the gate's question, decider, evidence and pass criteria before the meeting, and fixes the outcome, conditions, funding and reasons after it. Ten fields do the work, and each has a test you can mark pass or fail.

#FieldPass testFail
1Gate questionOne sentence the decider can answer yes or no, written before the pack circulatesA "status update"
2DeciderNamed person and role; not the presenter, not the component's only sponsorThe team reviews itself
3Evidence packDeliverables from the previous stage listed with owners and sent at least three working days aheadPapers tabled in the room
4Must-meet criteriaEach is a yes or no question with a document referenceVague or unreferenced
5Should-meet criteriaScored on a written scaleScored on "judgement"
6OutcomeExactly one of Go, Kill, Hold, Recycle, Conditional Go"Go, with comments"
7ConditionsOwner, deadline and re-review date for every Hold, Recycle or Conditional GoAny of the three missing
8FundingAmount released and amount withheld for the next stageOnly "approved"
9Rationale and dissentOne-sentence reasons; dissent recorded by nameMinutes without reasons
10Control readinessCompliance status stated, or an exception approved by the deciderLeft to a later review

Fields 4 and 5 follow a common design in which knockout questions must be passed and scored characteristics are weighed. The three-day lead time in field 3 is our recommendation, not a standard.

The outcomes map to programme governance language as follows. The mapping is our recommendation.

OutcomeMeaningProgramme wording
GoProceed to the next stageApprove
KillStop and release resourcesStop
HoldPause until stated conditions are metRedirect
RecycleRework named items, then review againRedirect
Conditional GoProceed while closing named actionsApprove, with actions

How can you tell whether your stage gates are rubber stamps?

Tally the outcome of every gate held in the last twelve months, then check each outcome other than Go for an owner, a deadline and a re-review date. A year of only Go decisions does not prove failure, but it is the first thing to question.

  1. List every gate held in the last twelve months, with date and decider.
  2. Count outcomes by type: Go, Kill, Hold, Recycle, Conditional Go.
  3. For each outcome other than Go, check that its conditions were closed or the item was killed. Pass: every condition has a recorded close date. Fail: any condition is still open with no owner.
  4. For each Go, check that the decider was named and the pack circulated beforehand. Pass: both are recorded. Fail: either is missing.

As an illustration, with invented numbers: a board that held 12 gates and recorded 12 Go decisions has a non-Go rate of 0 of 12, or 0%. A board that recorded 9 Go, 1 Hold, 1 Recycle and 1 Kill has 3 of 12, or 25%. Neither figure is good or bad alone. The second board shows the gate can say no, and the first prompts a question about the criteria or the decider.

If a must-meet criterion was waived, record it as a Conditional Go with an owner and deadline rather than a plain Go.

A hand stamps the top folder of a tall stack while a few folders sit apart in a small pile.
A stack where every folder is stamped the same way is the pattern to question.

How do we help with programme and portfolio governance?

We teach governance as part of PMI PgMP® (Program Management Professional) and PfMP® (Portfolio Management Professional) preparation. Our PgMP® Fast Track Program, a group mentoring program described on our PgMP training page, includes a Program Governance module covering governance practices, plans and reviews. Our PfMP® Fast Track Program and PfMP Self-Paced Program (see PfMP training) include a Portfolio Governance module.

Our programs prepare you for PMI certification; they do not award it. Our first-attempt success rate is 98.5% (how we calculate it).

To discuss your goals and suitability, book a free discovery or eligibility consultation by writing to support@augmentconsultancy.com or calling or messaging on WhatsApp at +91 9816 360 116. You can see current programs in our Course Store.

Talk to a certification expert

Share your details and the program you are interested in.

Frequently asked questions

The two names describe the same divide-and-decide logic. Stage-Gate is the name of Cooper's model for new products, while other bodies use their own terms, such as Key Decision Point at NASA and Gate Review in UK government projects.
There is no fixed number. Our recommendation is a gate wherever a commitment of money or people becomes hard to reverse, and no more than your decider can review properly.
Yes. Teams iterate inside the stage, and the gate stays the investment decision.
Hold pauses a project until stated conditions are met, and no work proceeds meanwhile. Recycle sends it back for specified rework and a repeat review. Record a restart condition for Hold and a re-review date for Recycle.
Yes. Government projects, space programmes and portfolio governance all use it, with a named decider at each gate.

Sources

  1. 1.Stage-Gate International, "The Stage-Gate Model: An Overview"
  2. 2.Stage-Gate International, Discovery to Launch process
  3. 3.Robert G. Cooper, "Stage-Gate: The Official 2026 Version", PDMA Knowledge Hub, 9 September 2026
  4. 4.GOV.UK, National Infrastructure and Service Transformation Authority, assurance review toolkit
  5. 5.NASA, NPR 7120.5F, Chapter 2 (effective 3 August 2021)
  6. 6.Asana (ranking page counted for the search "stage gate process" on Google in India, November 2026)
  7. 7.ProjectManager.com (ranking page counted for the search "stage gate process" on Google in India, November 2026)
  8. 8.Cerri (ranking page counted for the search "stage gate process" on Google in India, November 2026)
  9. 9.Planisware (ranking page counted for the search "stage gate process" on Google in India, November 2026)
  10. 10.Designorate (ranking page counted for the search "stage gate process" on Google in India, November 2026)
  11. 11.Qmarkets (ranking page counted for the search "stage gate process" on Google in India, November 2026)

Keep reading

Augment Consultancy.

Helping professionals worldwide achieve PgMP® and PfMP® certification through expert mentoring, practical learning, and proven success.

© 2026 Augment Consultancy

Powered by PageLens.ai

Talk to a certification expert.