Self-Assessment Template
Case Strength
Framework
Third-party evidence inventory. List every piece of external validation you have. Count only sources independent of you and your employer.
- Peer-reviewed publications (list count and journals)
- Citations to your work by others (list count and who cited)
- Competitive awards (list name, year, selectivity if known)
- Patents (granted vs. pending; in use by others?)
- Media coverage in recognized outlets (not press releases)
- Speaking invitations at recognized conferences
- Independent expert letters available (not from employer)
National importance documentation. Identify published sources establishing a documented national need your work addresses.
- Government agency report documenting the need (NIH, CDC, NSF, DOL, etc.)
- Peer-reviewed research establishing the problem at national scale
- Official policy document identifying the gap your work addresses
Proposed endeavor assessment. Apply these tests to your draft:
- Specific work output is named (not "research in X" but "develop Y to address Z")
- Identifiable beneficiaries with approximate scale
- Measurable outcome defined (what does success look like?)
- Timeline specified (12-24 months typical)
- Plan is NOT interchangeable with any other professional in your field
- Connection from past work to proposed endeavor is explicit
- Execution resources identified (institution, funding, collaborators)
Waiver rationale. Identify which factors apply to your situation:
- Nature of work makes labor certification impractical (self-employment, unique knowledge, entrepreneurial endeavor)
- U.S. would benefit from contributions even if qualified U.S. workers exist
- Urgency of national interest warrants forgoing labor market test
- Work addresses documented shortage area or critical national need
Overall Classification
Classify each prong above, then apply the overall framework:
All three prongs at Strong or Moderate with no significant gaps. Minimal RFE risk.
Proceed to attorney review and filing.Two prongs solid, one with addressable weaknesses. Targeted preparation reduces risk materially.
Address specific gaps before filing.One or two prongs with significant evidentiary gaps. High RFE probability.
Consult attorney before filing.Multiple prongs with insufficient evidence. Filing now is likely to produce denial or difficult RFE.
Build evidence base first. Do not file.