The first real gate. Fit, capacity and commercial viability are judged together, because a good engagement the firm cannot staff is not a good engagement.
A no-go is recorded with its reason rather than deleted. The pattern of declines is one of the more useful things the model holds, and it disappears if a lost opportunity is simply removed.
Open, 3 item(s)
State
What
Position or reason
Owner
assumed
This stage's automation position
Fit and viability could be scored, but capacity cannot: availability has no authoritative source (DAT-AVAILABILITY is open), so a scored recommendation would be confidently wrong about the one thing that matters.
Resourcing Lead
open
RUL-05 Capacity is confirmed before a go decision
No agreed mechanism. Availability has no authoritative source (DAT-AVAILABILITY is open), so this rule is stated and nothing makes it true.
Resourcing Lead
open
Data: Availability
Nobody has decided which system is authoritative, which is why the capacity assumed at qualification is so often not there at mobilisation.
Resourcing Lead
Boundary
Trigger (in)
An opportunity has an owner and enough detail to judge.
Output (out)
A go or no-go decision, with the reasoning recorded either way.
Requires
opportunity-logged
Produces
opportunity-qualified
Floor: can this run itself
Position
review
Manual because
data
Basis
Fit and viability could be scored, but capacity cannot: availability has no authoritative source (DAT-AVAILABILITY is open), so a scored recommendation would be confidently wrong about the one thing that matters.
Confirmed by
Resourcing Lead
Behaviour: what runs it
Systems
Pipeline, Resourcing
Platform open
Utilisation reporting (ITE Advisory Track)
Data
Dataset
Authoritative source
Also in
State
Owner
Opportunity
Pipeline
settled
Commercial Lead
Availability
none
Resourcing, People records
open
Resourcing Lead
Rules: what is decided here
ID
Rule
State
Enforced by
Basis
Owner
RUL-04
No proposal without a qualification decision
defined
Pipeline
Stage gate in the pipeline: a proposal cannot be raised from an unqualified record.
Commercial Lead
RUL-05
Capacity is confirmed before a go decision
open
nothing
No agreed mechanism. Availability has no authoritative source (DAT-AVAILABILITY is open), so this rule is stated and nothing makes it true.