The Go/No-Go Process: Risk Analysis of Client, Project, Team-The GoNo-Go Process Risk Analysis of Client, Project, Team Slides

The GoNo-Go Process Risk Analysis of Client, Project, Team Slides

Pdf Summary

The presentation "The Go/No Go Process: Risk Analysis of Client, Project, and Team" by Berkley Design Professional, delivered on May 5, 2022, focuses on guiding architects and engineers through a structured decision-making process to assess potential projects' risks and viability. The core objective is to help design professionals make informed, strategic choices that align with their firm's goals, manage risks, and optimize marketing investments.<br /><br />Key learning points include understanding how client qualifications affect project quality, integrating marketing strategies with operational realities, and evaluating practice criteria such as contracting, quality management, and construction administration. The process emphasizes assessing risks related to legal, insurability, financial aspects, and project-specific conditions.<br /><br />The presentation outlines a comprehensive risk management framework involving client selection, project selection, insurance, contracts, and active monitoring, highlighting that claims and risk have high costs—both direct (deductibles, policy limits) and indirect (lost time, opportunities, client relations).<br /><br />Important factors in the Go/No Go decision include the client's reputation, financial solvency, litigation history, and project experience; internal and external design team capabilities; overall project team dynamics; financial viability; and alignment with quality and strategic firm goals. Special attention is given to relationships with contractors, subconsultants, and owner representatives, especially for complex delivery methods like Design-Build and Public-Private Partnerships (P3).<br /><br />The process encourages pre-positioning with clients, evaluating marketing readiness, and employing an objective evaluation checklist to support decisions. Berkley Design Professional offers this tool for practical use, aiming to improve risk management and decision-making within design firms.<br /><br />The engagement concludes with contact information for the presenters and highlights that the educational material is protected by copyright and intended for risk management education, not legal advice.

Keywords

Go/No Go Process

Risk Analysis

Client Qualification

Project Viability

Design Professionals

Risk Management Framework

Contracting and Insurance

Marketing Integration

Team Dynamics

Design-Build and P3