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Master the Stage Gate Frameworks That Separates Successful Energy Projects  From The 65% That Fail

Choose the training format that fits your professional development needs - from self-paced online learning to custom in-person workshops designed specifically for your energy infrastructure projects.

Who This Is For

Most professionals have never been taught how governance systems like the Stage Gate process actually work.
If you understand it, you stand out.

This course will elevate your skillset, increase your credibility, and accelerate your career.

Strategy
For Those Making Decisions

These roles need to ensure projects are well-defined and set up for success.

  • Project Executives
    Lead major capital projects and need to ensure clarity, alignment, and governance from the start.

  • Sponsors & Gatekeepers
    Responsible for approving funding and making critical investment decisions.

  • Assurance & Risk Leads
    Need structured reviews and governance to reduce exposure and improve predictability.

Colleagues Working Together
For Those Managing Projects

These professionals are in the trenches and need to execute well-defined projects.

  • Project Managers
    Responsible for planning, execution, and navigating complex stakeholder environments in early and later phases.

  • Project Engineers
    Often shape the scope, make technical recommendations, and need to understand gate expectations.

  • Owner Representatives
    Acting on behalf of the owner company, they must ensure processes are followed and value is protected.

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For Those Facilitating or Supporting

These roles guide, train, and facilitate alignment and decision quality.

  • Internal Facilitators
    Help teams navigate opportunity framing, planning, and early decision-making.

  • PMO and Governance Leads
    Define and improve the delivery process and build organizational maturity.

  • Trainers & Coaches
    Want to teach and mentors others on how the stage gate process and framing tools work.

Working at the Office
For Those Collaborating With Owners

These external professionals support projects and must understand the owner's processes.

  • Contractors in Development Phase
    Work with owners to define scope, evaluate options, and contribute to early phase deliverables.

  • Consultants & Advisors
    Support FEL, governance, assurance, or technical reviews and want to speak the owner's language.

  • Framing Workshop Participants
    Engineers, analysts, or leaders contributing to major early-stage workshops and needing clarity

Why This Matters
  • According to IPA's 2025 data, the quality of project definition (FEL) has declined significantly over the past 5 years.

  • Poor FEL = weak alignment, unclear scope, increased rework and massive cost overruns.

  • The Stage Gate Process is the proven system that helps project leaders frame the opportunity, make better decisions, and reduce risk before execution.

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Effective capital project delivery requires disciplined planning and execution.

A structured approach - ensuring that key activities are completed at each stage - is essential to reaching Final Investment Decision (FID) with confidence. Too often, projects fail to follow this critical process, resulting in missed FID opportunities and costly overruns in time and budget. This training program stands out for its clarity, practicality, and accessibility. Unlike many courses that are overly academic or complex, this program is designed to resonate across all levels of the organization - from senior leadership to front-line staff.

It ensures a shared understanding of the project lifecycle and the importance of rigorous stage-gating and decision quality.

In my own experience leading projects at Shell, a program like this would have accelerated team alignment and strengthened our execution readiness. It bridges the gap between theory and practice in a way few other trainings manage to achieve.

Damodaran Raghu
Kaleidoscope Energy LLC, Managing Partner,
Ex Shell General Manager

 

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What You’ll Learn - Course Modules

Module 1: Why Projects Fail (And How To Fix Them)

Understand why so many capital projects fall short and how governance, alignment, and structure can prevent it.

Included activities and guides: My Project Snapshot, Failure Pattern Mapping - Activity, Decisions vs Deliverables Mindset - Activity, Quiz: Match Failure Symptoms to the Governance Gaps - Activity.

Module 2: Breaking Down Projects With a Decision Gate Process

Learn what is a decision gate process, front-end loading, project categorization, scalability, key roles and responsibilities and common mistakes to avoid.

Included activities and guides: Phase - Gate Map Activity, Case study 1 - when skipping phases goes wrong - Activity, Scaling governance worksheet - Activity, RACI and RASCI role definition - Tools/Activities, Gate Review Checklist.

Module 3: Making Smart Decisions With Confidence

Discover the anatomy of a good decision, how to run or contribute to a Gate Review and Decision Review Board. We also cover the Decision Quality Wheel and explain some of the most commonly occurring biases and how to prevent them from happening.

Included activities and guides: Decision Log Template, DRB Role Guide, Decision Quality Wheel Tool, Reflection: when have poor decisions hurt your project - Activity

Module 4: Integrating Risk Management and Assurance Reviews

Know when and how to bring in assurance, how to assess risk early, and how to build an effective governance that supports project success.

Included activities and guides: Risk Timeline Review - Activity, Risk Matrix Tool, Assurance Planning Checklist, Assurance Review Schedule Template, Case Study “The Access Road Surprise”

Module 5: Opportunity Framing

Learn how to facilitate alignment at the front end using our PATH Framework. Gain clarity on key framing tools and how to use them in a workshop.

Included Opportunity Framing Tools Checklist

Bonus 1: Lessons Learned – How to capture them.

Learn how to capture lessons learned, and embed better ways of working into your team.

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Choose Your Path to Project Success

Leading Capital Projects: Mastering the Decision Gate Process is available in multiple formats to meet your professional development needs:

Essential

From $1997

Most Popular

You'll Get:

✔ Complete six-module online training program 

✔ Practical worksheets and templates you can use immediately

✔ Real-world case studies and examples

✔ Discussion forum for peer learning

✔ 12-month access to all materials

✔ Course assessment to validate your knowledge

✔ Weekly office hours for questions
Acknowledgment of Completion

✔ 5.7 PDUs - PMI Validated

Best For:

✔ Individual project managers ready to master Stage Gate methodology now

Enterprise Solution

Custom Pricing

Volume Discounts Available

You’ll Get:

Everything in Essential Package

✔ Private company access portal

✔ Online, in-person or hybrid delivery

Customized case studies for your industry

Materials in multiple languages available

✔ Additional Live Webinars

✔ Consulting Support

Best For:

✔ Company -wide training

 Immediate application

✔ Custom requirements

✔ Project teams in different locations speaking different languages

✔ Long-term partnership

✔ Cultural transformation

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Why It Work

  • Designed for real-world capital projects

  • Combines best practices on front-end loading from oil & gas, mining, renewables

  • Based on over 20 years of global project experiences

  • Applicable to contractors, owners, and consultants

  • Focused on doing the right work at the right time - not compliance

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Joining this community has been a

game-changer. As someone who has led multi-billion-dollar energy projects

across the globe, I can say this:

the frameworks here are not theory - they’re

the real-world tools every serious practitioner should have mastered years ago.​

The wisdom, mentorship, and structured clarity have sharpened my decision-making and reignited my passion for front-end excellence. ​

I only wish this existed two decades ago.”

Akin Oni
Global Megaproject Executive & Strategic Advisor

IWONA

About The Trainer

Iwona Wilson is the co-founder of Wilson Biz Consulting, a current member of PMI Houston and a past president of PMI Coastal Bend.

 

She brings over 17 years of international experience in oil and gas, mining, and large-scale capital projects across the UK, Australia, and the USA. Previously worked for Woodside Energy, MWKL, Foster Wheeler and Institute of Quality Assurance in London.

Her first career was in Quality Assurance, where she became a qualified ISO 9001 Lead Auditor. From there, she transitioned into project governance, training, and facilitation, helping organizations strengthen decision-making, alignment and governance at the front end of projects.

She is also a Certified International Facilitator, recognized for her ability to engage teams, build alignment, and guide decision-making in high-stakes environments.

Iwona holds a Master’s degree in Engineering and Management from the University of Economics in Poland, combining technical expertise with a strong grounding in business strategy and leadership.

Her professional background includes leading opportunity framing workshops, strategic planning, organizational summits, front-end loading processes, FID readiness, and governance implementations for major operators and contractors.

 

She has worked alongside project executives, sponsors, and functional leads to simplify complex processes and ensure projects are set up for success from the start

Frequently Asked Questions

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