Update status, RAG and confidence

Keeping the case file current is the heart of the method: a manual Overall RAG call, plus the self-reported Outcome and Adoption confidence axes. This guide covers setting them, and using the guided weekly review to keep them fresh.

Before you start

• You need edit rights on the project.
• The Overall RAG is your manual call — Tollgate does not roll it up automatically. The derived pillars inform it; you own it.

Set the Overall RAG and confidence

1. Open the project’s Tollgate tab and land on Investment Health.
2. Set the Overall RAG — Red, Amber, Green, Blue (Done) or Not Set. This is your judgement of whether the investment is on track for the payoff.
3. Set the two confidence axes, each on the same scale:
   • Outcome confidence — how confident you are the outcome will land.
   • Adoption confidence — how confident you are the change will be adopted.
4. Save.

Note

Confidence is self-reported and sits alongside RAG, not derived from it. The act of declaring confidence is itself the governance act — see RAG, confidence & health.

Understand the derived pillars

The Cost, Schedule, Scope and Risk pillars are derived from the registers, each with an optional manual override:

• Cost — Σ forecasts vs Σ baselines across work packages.
• Schedule — the worst single slip (the weakest link).
• Scope — count of approved change requests this reporting period.
• Risk — open high-impact risks.

You don’t set these directly; keep the underlying work packages, changes and risks current and they update. Apply a manual override on a pillar only when you need to.

Use the weekly review

The guided weekly review keeps the picture current in a few minutes:

1. On Investment Health, start the weekly review.
2. Step through work-package forecast, then an R/I/O scan, then declare confidence (Outcome and Adoption).
3. Save. The review updates the confidence axes and refreshes the “since last steerco” signals.

Tip

Cadence is a recommendation, not a rule. When status falls behind the site cadence an aging signal appears on the dashboard — Tollgate never emails or nags.

Related

• Present the dashboard to a steering committee.