Pursuit Go/No-Go scorecard

Decide whether to pursue an opportunity before the RFP with a weighted, evidence-ready checklist

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What is the Pursuit Go/No-Go scorecard?

The Pursuit Go/No-Go Scorecard helps architecture, engineering, and construction principals answer a hard question early: should we pursue this opportunity?

Rate relationship strength, strategic fit, competition, timing, and fee or risk on a 1–5 scale. The scorecard applies your template weights to produce a 0–100 score and a Go, Conditional, or No-Go recommendation—easily.

Choose a preset template (standard AEC, healthcare/regulated, or repeat client expansion) or create and use your own template when signed in. Export to CSV, PDF, or Word, or save the completed evaluation to a project in Toolblocks.

Features

Everything you need

  • Weighted categories with adjustable templates
  • 1–5 ratings plus N/A per criterion with notes
  • Go / Conditional / No-Go recommendation thresholds
  • Category score breakdown table
  • CSV, PDF, and Word export
  • Save completed scorecard to a project

How it works

Simple workflow

  1. 1
    Enter pursuit name, client, and optional estimated fee
  2. 2
    Select a scorecard template
  3. 3
    Rate each criterion from 1 (weak) to 5 (strong), or mark N/A
  4. 4
    Review the weighted total score and recommendation
  5. 5
    Export or save to a project for pursuit records

Use cases

Built for real-world scenarios

Pre-RFP go/no-go discipline

Standardize how principals decide whether to invest proposal time before an opportunity is public.

Pipeline meeting scorecards

Compare pursuits on the same rubric instead of gut feel alone.

Repeat client expansion

Use the repeat-client template when relationship weight should dominate the decision.

FAQ

Frequently asked questions

No. It is a lightweight decision worksheet for pursuit discipline. Save the completed scorecard to a Toolblocks project or export it for your own records.

Yes. Workspace owners can duplicate a global preset and adjust category weights and thresholds in Settings → Pursuit scorecards.

They are threshold bands on the weighted 0–100 score. Defaults are Go at 75+, Conditional from 55–74, and No-Go below 55—editable per template.

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Windows 10 & 11