Weston & Sampson
Project Management · Module 1 · Week 2 Worksheet

Module 1 · Week 2 · Interactive companion

The Go/No-Go Worksheet

Weston & Sampson's real 2025 criteria, worked through as a series of honest yes/no judgments. Two hard gates — and a structured read you turn into your own call.

Step 1 · Work it through

Think the opportunity through, question by question

Answer each question honestly for the lead you're evaluating. This isn't a test with a passing grade — it's a structured way to surface what you actually know. Section A holds two hard gates: a "No" on either is a reason to stop, no matter how strong everything else looks. As you answer, the panel below sorts your answers into what points toward pursuing and what should give you pause.

Step 2 · Read the value

The questions above say whether to pursue. This read says how to price.

The Go/No-Go above answers one question — should we pursue? It does not tell you what the work is worth. That's a second read, and it shapes price. Read the value on three dimensions; the stronger the read, the more premium the fee can carry. (This is a teaching lens, separate from the Go/No-Go itself. Multiplier targets are illustrative until WSE confirms its own.)

V

Three dimensions of value

Uniqueness of fit
One of a few, or one of many?
Client experience
Do we know them well enough to make it easy and memorable?
Business return
Do we understand what drives value for them?

A commodity service competes on cost. A uniquely valuable one earns a premium — higher value reads support a higher fee multiplier.

P

Where the price gets decided

Qualifications-based
Win on quals, negotiate fee after. Value perception & persuasion lead.
RFP (scope & fee)
Propose a number up front. Pricing is front and center.
Direct hire / appeal
Client requests services. Discovery before price.

Same value — quals-based sells it, RFP prices it, direct appeal must first discover it.

Step 3 · Forecast

The numbers that go into Vantagepoint Illustrative

A "Go" isn't done until the opportunity is logged. Two of those fields — estimated net revenue and win probability — become the weighted revenue the firm forecasts against. Set them here and watch the weighted number form. (Figures are illustrative for practice; use WSE actuals in the real record.)

Firm average in 2024 was ~35 technical-lead hours per proposal.

Estimated net revenue
Win probability
Weighted revenue (revenue × win %)
What the pursuit costs (~$140/hr loaded, illustrative)

Step 4 · Check yourself

Four questions on the decision

Answered 0 of 4.