Module 3: Gate Creation and Early-Stage Setup
This module focuses on creating the core records needed at the start of the process. It teaches learners how to create gates and product records correctly so the project is set up well from the beginning.
Why This Module Matters
Good setup prevents problems later. If the gate or product is created incorrectly, the project can become hard to track, hard to report on, and harder for other teams to work with.
Learning Objective
By the end of this module, learners will be able to create a gate, create a product record, and prepare the project for the next step in the process.
Videos Included
- #22 How to create a gate
- #22 How to Create a Gate (1)
- Adding a gate part one
- Adding a gate part two
- #23 How to create a new product
Lesson 3.1
Creating a Gate
Lesson purpose
This lesson teaches learners how to create a gate correctly in the right process context.
What learners should understand
A gate is not just an admin action. It creates structure for the project and helps the business manage progression through a controlled workflow.
Key points
- gates should be created in the correct context
- naming and structure should be consistent
- duplicate gates create confusion
What good looks like
- the learner creates a gate correctly
- the gate is clearly named and easy to understand
- the gate is ready for the next team or step
Common mistakes
- duplicate creation
- inconsistent naming
- creating the gate in the wrong place
Quick check
Ask the learner to create a test gate and explain why it is correctly structured.
Lesson 3.2
Creating a New Product Record
Lesson purpose
This lesson teaches learners how to create a product record that is clear, complete, and ready to support later stages.
What learners should understand
The product record becomes an important reference point for development, costs, sample activity, and progression.
Key points
- product records should be clearly named
- required details should be added at creation
- the record should support the next stage of work
What good looks like
- the learner creates a product record cleanly
- the record is understandable to other users
- key information is present from the start
Common mistakes
- weak or inconsistent naming
- missing important information
- creating duplicate products
Quick check
Ask the learner to create a new product record using the agreed structure.
Lesson 3.3
Linking New Records Correctly
Lesson purpose
This lesson brings the previous steps together and focuses on correct associations between gates, products, and the wider project.
What learners should understand
Creating the records is only part of the task. Linking them correctly is what makes them usable inside the TCFG process.
Key points
- records must be connected correctly
- the user should check links before considering setup complete
- downstream teams rely on clean structure
What good looks like
- gate and product are linked correctly
- the project is ready for the next step
- later users do not need to repair the setup
Common mistakes
- creating records but not linking them properly
- assuming the connection is automatic
- leaving the setup incomplete
Module 3 Key Takeaways
- strong early-stage setup supports smoother progression later
- gates and products should be created carefully, not quickly
- clean record structure reduces rework for every team downstream
Module 3 Suggested Assessment
Ask the learner to:
- create a new gate
- create a new product
- link both correctly
- explain how the setup supports the next stage in the process