Templates, matrices and role definitions to build transparent, repeatable gates and funding criteria for discovery and innovation decisions.
A practical, ready-to-adapt template for defining decision gates, required evidence, metrics, roles, and escalation paths so teams can run transparent, repeatable go/no‑go and funding decisions across a discovery and innovation portfolio.
A practical, ready-to-use funding decision matrix that maps lifecycle stages to required evidence, expected metrics, funding ranges, decision owners, go/no-go criteria, and post-funding milestones. Includes a scoring rubric, sample funding models, and meeting facilitation guidance to help teams make consistent funding choices that match risk, learning needs, and portfolio goals.
An interactive, 20-minute gate review form and template that captures evidence, measured outcomes vs success criteria, risk assessment, recommended next action (iterate/pivot/scale/stop), resource impacts, decision, and clear next steps. Designed to create consistent, transparent go/no-go decisions across the innovation portfolio and store review records for portfolio reporting.