Is this Stage-Gate template free to use?

Yes. Cerri Project's Stage-Gate template is free to build, edit, and export. No account or sign-up is required to use the tool.

What formats can I export the template to?

You can export your completed plan to JSON, CSV, or Excel (.xlsx). JSON exports can be re-imported later if you want to keep editing.

Can I customize the phases and gates?

Yes. Every phase, task, gate, and criterion in the template is editable. You can rename phases, add or delete gates, and adjust criteria to match how your organization runs its Stage-Gate process.

Stage-Gate plan template

Start with a proven Stage-Gate process template from Cerri Project, covering all five stages and gates. Customize tasks, deliverables, and decision criteria, then export your plan as JSON, CSV, or Excel.

Click a phase or gate below to view and edit its tasks and criteria. Export your finished plan as JSON, CSV, or Excel.

Discovery

Identify new opportunities and generate ideas for products, services, or technologies.

TaskRoleDeliverableActions

Market opportunity analysisProduct ManagerOpportunity brief

Technology landscape reviewR&D LeadTechnology scan report

Idea screening workshopCross-functional teamScored idea list

Strategic fit assessmentPMO DirectorAlignment matrix

Phases

Gates

Total tasks

Gate criteria

What's included in this Stage-Gate template

This template gives you a ready-to-use Stage-Gate process template from Cerri Project, structured around the five stages and five gates of the standard discovery-to-launch model: Discovery, Scope, Business Case, Development, and Test & Validate, leading to Launch. Each phase comes pre-loaded with sample tasks, owners, and deliverables; each gate comes with editable go/kill decision criteria.

Use it as a stage gate checklist template to define what evidence is required before a project can advance, or as a starting model template you adapt to your own project types. Add or remove phases, rename gates, and adjust criteria to match your organization's terminology and governance level.

When you're done, export your plan as a CSV stage-gate template for spreadsheet tracking, an Excel (.xlsx) stage-gate template for further editing, or JSON if you want to re-import it later and keep working.

Looking for the governance system behind the template - how gate criteria get enforced, how readiness is tracked, and how decisions stay auditable? See Cerri Project's Stage-Gate Process Software for the full operational control system this template feeds into.