Present the dashboard to a steering committee

Mode: how-to. Run a steering committee straight from the Investment Health view. You need no separate deck.

Tollgate’s signature move is that the dashboard is the deck. You keep the case file current through the month, then present from that same live record. You never assemble a status pack the night before, and you never keep a separate artefact in sync.

Before you start

• You are the PM or programme manager for the investment, with access to its Tollgate tab.
• You have kept the registers reasonably current (Work Packages, Risks, Decisions, Changes). The five-minute weekly review is enough.
• You present on a projector or shared screen.

Present the investment

The Investment Health view is your landing dashboard. It shows the RAG (red/amber/green) cards, Outcome and Adoption confidence, decisions needed, risk and opportunity exposure, and recent decisions. For the meeting itself, Tollgate has a full-screen presentation mode. Run steering, on the dashboard’s steering row under Next steering, opens the same live record at reading size. It presents only — it holds no data of its own, so the room sees exactly what the case file says.

1. Open the project and select the Tollgate tab, then the Investment Health view.
2. Select Run steering to open the full-screen meeting view.
3. Walk the committee through Investment status: overall RAG, trend, and confidence.
4. Continue to Delivery status: the Scope, Cost and Time tiles, plus your key message.
5. Take in-room decisions from the Needs a decision queue: Approve or Return with notes on each row.
6. For a register follow-up, leave the meeting and open Risks, Decisions, or Changes.
7. For a curveball on no register, open Ask Tollgate from the dashboard and ask the Rovo agent.

In-room decisions write through the register’s normal flow, so the item leaves the queue without leaving the meeting. You are one click from current data, so “I’ll have to come back to you on that” never happens. Ask Tollgate answers in the room — see Ask Tollgate for briefings and insights. Log each decision before the meeting ends and the audit trail is already in place: what the committee decided, and why.

Record the minutes

After the meeting, record the minutes. This single step does more work than it looks:

1. End the meeting with End meeting & write minutes.
2. If no minutes page is linked yet, Tollgate asks “Capture the minutes?” — choose Create minutes.
3. Tollgate creates a page from the Steering committee minutes template in the project’s linked Confluence space.

Outside a meeting, the dashboard’s steering row has a Minutes link (it shows a count). Once minutes exist, its menu adds New minutes….

Tollgate keeps only a pointer to that page — the minutes themselves live in Confluence. See Supporting documents.

You can record minutes at any stage from Initiation onward — not just Delivery. Before the business case is approved, Tollgate refuses them: no steering committee exists yet to record minutes for. Two things then follow automatically:

• The first recorded minutes mark the first steering committee as held and complete Initiation. See Complete the Initiation checklist.
• The minutes anchor the since-window. The since-last-steerco digest measures from your most recent recorded minutes.

Tip

If nobody records minutes, nothing else breaks — but the since-last-steerco digest keeps measuring from whenever the committee last left a trace. The minutes are how the meeting enters the record.

What this is not

Tollgate has no deck to assemble and no separate authoring surface. When someone asks how to produce the deck, the answer is to open the dashboard. You present the live case file exactly as it appears — that is the briefing.