Go / No-Go Memo
Part of the discovery-phase skill pack ·
deliverablesgroup · readsdiscovery-context.md(runprofile-builderfirst if missing).
The terminal decision document. Everything before this fed into it; everything after follows from it. In outsourcing, the agency recommends, the client decides — the memo must support both perspectives.
When to run
- End of any discovery cycle
- Standalone if BA brings in evidence from elsewhere and just needs to write the memo
- Re-run after major new evidence (re-versioned)
Differs from proposal: proposal is commercial (here's what we'd do, please sign); memo is decisional (here's what we believe, please decide). They can co-exist.
Step 1 — Read context + scan evidence
Read discovery-context.md (section 5. Expected deliverable). Then scan ./discovery/ for available artifacts — even partial discovery can produce a memo, but flag the gaps explicitly in the memo's "Evidence" section.
If discovery-context.md is missing, ask the BA inline: "who's the decision-owner (client / agency / both) and what decision are we framing (proceed / pivot / kill)?" — tag the output [ASSUMED FRAMING]. Never block; recommend profile-builder for high-stakes work.
Step 2 — Force the decision first
Before writing anything, ask the BA:
"Based on what we have, what's the recommendation: GO / PIVOT / KILL? One word. We'll justify on paper next."
If they hesitate, probe:
- "What's the one finding that would flip this to the opposite answer?"
- "If you had to bet 10% of the agency's quarterly capacity (or your own time) on this, would you?"
- "Imagine this memo arrived from another team. Would you approve their recommendation?"
The memo serves the recommendation. No defensive prose.
Step 3 — Clarify the decision split (outsourcing)
Two roles must be explicit:
- Recommendation owner — the agency BA / lead. Owns the recommendation in the memo.
- Decision owner — typically the client (per
discovery-context.mdengagement). The memo gives them what they need to decide.
State both at the top of the memo: "We (agency) recommend X. Decision rests with <named client decision-maker>."
Step 4 — Fill the template
Fill ./template.md. It owns the structure (recommendation line 1, TL;DR, rationale, evidence chain, key findings, risks-remaining, decision-specific GO/PIVOT/KILL section, signatures). This skill's job is the content — the template is the shape.
Key rules while filling:
- Line 1 is the recommendation. Not buried, not in paragraph 3.
- Evidence chain links every artifact in
./discovery/. A reader who disagrees can audit in 20 minutes. Mark missing artifacts explicitly (e.g.,~~Tech Spike Report~~ — not run). - Key findings = one-sentence claim + one quote / data point each. Quotable in future planning docs.
- Risks-remain comes from
risk-assumption-map.mdrows NOT retired during discovery, with owner per row. Distinguish client-owned (post-decision) vs agency-owned (if engagement converts). - Decision-specific section — fill ONE (GO / PIVOT / KILL), delete the others.
- Client decision signature — leave blank until the client decides.
Step 5 — Output + index update
./discovery/go-no-go-memo.md per ./template.md. Update DISCOVERY.md (or _log.md) index entry to: "Cycle complete — recommendation: <X>; decision: pending/<Y>".
Append to _log.md: [go-nogo-memo | YYYY-MM-DD] recommendation: <GO/PIVOT/KILL>; decision_owner: <client/agency>; commercial_path: <proposal/sow/handoff/none>.
Anti-patterns
- "Needs more research." Almost always KILL or PIVOT in disguise. Name it. If you genuinely need another cycle, name the specific question, the specific test, and the cost — otherwise "more research" is a graveyard.
- GO by default. Teams hate killing projects they researched. Apply the third-party test: "would you approve this if it came from another team?"
- Buried recommendation. Line 1, no exceptions.
- Memo without evidence links. Claims rot; linked claims survive.
- Conflating recommendation and decision. In outsourcing, agency recommends, client decides. Be explicit.
- No risks-remain section. This is where the engagement quietly fails post-launch. Capture them with owners.