Guide
DEFINE
Checklist: 0 of 6 completed
Answer each question in a sentence or two. 0 of 9 answered — saved in this browser.
- 01
TRIGGER
What triggered the need for action?
Tip and example
Examples: stakeholder request; regulatory change; business opportunity; technology lifecycle; operational problem; strategic decision.
Example: Frequent stock shortages reported by multiple manufacturing sites despite available inventory in the network.
- 02
PROBLEM
What problem are we solving or what opportunity are we pursuing?
Tip and example
Describe the current situation and impact. Do not embed the solution.
Example: Lack of end-to-end visibility of material coverage and delayed identification of supply risks.
- 03
OBJECTIVE
What must be achieved?
Tip and example
Describe the target result, not a system, project, feature, or activity.
Example: Enable earlier identification and mitigation of material shortages across plants.
- 04
EXPECTED OUTCOME
What change should stakeholders experience?
Tip and example
Focus on the beneficial change enabled for stakeholders. Outcome is not a deliverable.
Example: Earlier identification and mitigation of shortages, resulting in fewer shortage-related production disruptions.
- 05
SMART SUCCESS CRITERIA
How will we know we succeeded?
Tip and example
Specific; Measurable; Achievable; Relevant; Time-bound. All placeholders must be agreed before GO.
Example: By [date], at least [X%] of critical shortages will be identified at least [Y days/hours] before impact, reducing shortage-related disruptions by [Z%] against the agreed baseline.
- 06
SCOPE, REQUIREMENTS & CONSTRAINTS
What must the solution cover, and within which boundaries?
Tip and example
Define minimum scope, high-level requirements, exclusions, and known limits needed to shape and estimate the solution.
Example: Cover selected plants and relevant ERP/supply-chain data; provide central visibility and alerts; use approved platforms and integrations; avoid plant disruption.
- 07
RECOMMENDED SOLUTION
How do we intend to achieve the objective?
Tip and example
Describe the recommended response and why it fits the requirements and constraints.
Example: Implement automated data integration, a centralised material coverage dashboard, and alerting mechanisms.
- 08
DELIVERY APPROACH
What is the most appropriate way to deliver the solution?
Tip and example
Examples: project; program; change request; enhancement; operational change; service request; backlog item.
Example: IT project delivered through a pilot and subsequent phased rollout.
- 09
COST & FUNDING
What will it cost, and is funding available?
Tip and example
A quotation is a cost input. Funding is the authorised financial coverage. GO requires a viable funding path.
Example: Estimated cost based on supplier quotation, internal effort, licences, and infrastructure. Funding status: approval required.
FINAL STEP · PHASE CLOSURE
DEFINE GATE
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