Get Go No Go Checklist Template Excel

The Go No Go checklist is a vital tool for project evaluation in design firms. This guide will help you navigate the process of filling out the checklist effectively to facilitate informed decision-making.

Follow the steps to complete the Go No Go checklist template online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date at the top of the checklist. This helps in tracking when the evaluation was conducted.
3. In the GO and NO GO sections, provide your initial assessment of the project. Indicate whether the project qualifies for pursuit or not.
4. Fill out the project information including the project name, owner, location, and your company champion who will lead this effort.
5. Move on to the client information section. Answer whether the client is an existing one and, if not, indicate their familiarity with your services. Include data about the decision maker and the client’s experience and reputation.
6. Provide insights into the project’s scope, size, funding source, budget, construction method, and schedule in the project information section.
7. Consider other project criteria including the design services, any required outside consultants, and the decision-making process, noting who the key decision-makers are.
8. Develop your win strategy by detailing your key message, understanding the competition, and identifying your unique value propositions.
9. Assess the marketing budget required for the project, including labor and expenses, ensuring that all costs are accounted for.
10. Once all sections are complete, review the checklist for accuracy and coherence. Save your changes, and then download, print, or share the form as needed.

Start filling out the Go No Go checklist online today for effective project evaluation.