Stage Gate: A Structured Product Lifecycle Governance Initiative
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Case Study: Designing & Implementing a Stage-Gate Governance Model at Organigram
Challenge
Organigram’s innovation pipeline was productive but lacked structured governance, portfolio discipline, and consistent financial oversight. Projects were often driven by stakeholder priorities rather than enterprise strategy. Very few initiatives were ever killed, which diluted resources across too many concurrent efforts. This created inefficiencies, increased the risk of misaligned investments, and limited the organization’s ability to strategically prioritize transformational initiatives.
The company needed a formal Stage-Gate governance model that would:
Provide structure from idea through R&D, scale-up, launch, and ultimately product sunsetting
Enforce financial rigor, strategic alignment, and capability assessment before approvals
Introduce clear go / no-go accountability at defined gates
Prevent scope creep and ensure change control
Allow multi-year initiatives to be properly forecasted into future CAPEX planning
Create transparent, cross-functional decision-making with clear ownership

Action

I led the design, deployment, and cultural adoption of Organigram’s enterprise Stage-Gate process, establishing a disciplined governance framework that the Senior Leadership Team approved and mandated.
Design & Rollout
Initiated March 2023, aligned enterprise-wide by August 2023, and completed first formal gate review in September 2023
Built an end-to-end gated lifecycle covering Idea → R&D → Scale-Up → Launch → Sunset
Defined structured stages with clear deliverables, financial criteria, and readiness expectations
Established a tiered approval authority with designated gatekeeper groups empowered by SLT
Governance & Decision Discipline
Embedded financial and strategic evaluation at every gate
Required re-evaluation if any project materially changed scope, cost, or assumptions
Formalized Go / Kill / Recycle pathways, ensuring rejected concepts could return when improved
Introduced financial governance for kill decisions to ensure resources were intentionally redeployed to higher-value opportunities
Systems, Tools & Portfolio Visibility
Implemented digital tracking, standardized documentation, and unique project ID governance
Built workflows for pre-approvals and faster gate readiness
Required pre-gate complexity and resource assessment with Director and Manager stakeholders
Created dashboards for leadership to visualize portfolio mix, budget impacts, resourcing, and stage distribution
Change Management & Adoption
Managed resistance through practical problem-solving and iterative refinements
Used case-by-case coaching to build comfort, reduce fear of governance, and normalize saying “no.”
Ensured SLT sponsorship, which drove accountability, credibility, and permanence
Expanded influence beyond R&D, with other departments seeking inclusion in the process
Impact at a Glance
Strategic Discipline & Better Decisions
Enabled the organization to stop prioritizing “everything.”
More than 25% of projects were deliberately and confidently killed early, versus almost none previously
Enabled leadership to focus investment and people on high-value, strategically important initiatives
Financial Governance & Capital Efficiency
Created an enterprise understanding of financial implications and trade-offs
Integrated multi-year initiatives into forward CAPEX planning instead of reactive approvals
Prevented weak projects with poor ROI from quietly advancing unless backed by a strong strategic rationale
Execution Quality & Delivery Confidence
Maintained a >99% launch success rate for approved projects
Reduced dilution of resources, increasing depth of focus on priority launches
Improved predictability of delivery and readiness quality
Organizational Adoption & Cultural Shift
Over 130 projects flowed through the system in the first year, proving widespread adoption
Meaningfully reduced scope creep by enforcing stage guardrails and returning off-track projects for re-evaluation
Strengthened cross-functional collaboration, visibility, and accountability
SLT began routing non-R&D initiatives through similar gated rigor, demonstrating enterprise trust and value recognition


Insight
Governance does not slow innovation when done right. It accelerates the right work, prevents waste, and increases confidence in execution.
Killing projects is a maturity milestone. Moving from emotional decision-making to financially and strategically disciplined decisions fundamentally changed Organigram’s innovation culture for the better.
Executive sponsorship is non-negotiable. SLT endorsement ensured credibility, accountability, and sustained adoption.
Tools alone do not create governance. The success came from clear rules, empowered decision forums, financial transparency, and ongoing reinforcement, not simply software.
A great Stage-Gate system becomes enterprise infrastructure. What began as an R&D governance framework evolved into an organizational decision-making model for broader initiatives.