Template

Lightweight decision record (fillable template)

A concise, fillable decision record that captures title, context, options, chosen approach, rationale, owners, review cadence, and metrics so teams can save and search institutional decisions.

Interactive Tool

Lightweight decision record

Use this concise form to capture the essential context, options, rationale, owners, and monitoring plan for a decision. Saving decision records builds institutional memory, reduces repeated debates, and helps future teams learn from past choices.

Short descriptive name for the decision (e.g., 'Choose CRM platform')
Date (YYYY-MM-DD) or friendly date
Why is this decision needed? Who is affected? What constraints matter?
List the main alternatives, trade-offs, and key pros/cons for each option.
Clearly describe the selected approach so others can understand what was decided.
Summarize the evidence, assumptions, and reasoning that led to the choice. Include important data points, tests, or references.
Person accountable for implementation, monitoring, and next review (name and role).
When should this decision be revisited (YYYY-MM-DD)? Leave blank if not required.
Concrete quantitative or qualitative indicators that will show whether the decision is succeeding. Example: 'Uptime %, support tickets/week, NPS'.
URLs, document IDs, meeting notes, or proof artifacts that support this decision.
Comma-separated tags to help search (e.g., 'procurement,security,CRM').
How confident are we this will achieve the expected outcome? 1 = low, 5 = high.
1.0 10.0
Select yes if this decision requires sign-off from leadership, legal, or another governed body.
Advice for the team revisiting this decision later: context that may have changed, traps to avoid, or suggested tests.
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