Decision Framing & Action Checklist

{"Title":"Decision Framing & Action Checklist","IntroductionHtml":"

Use this checklist to turn insights into a scoped decision with a clear owner, measurable outcomes, and a follow-up plan. Complete fields and save to record the decision and enable repeatable follow-up.

","SubmitLabel":"Save Decision","SuccessMessage":"Decision saved. You can return to update fields or add post-decision review notes.","DataType":"DecisionFramingChecklist","SchemaVersion":1,"Fields":[{"Key":"decision_title","Label":"Decision title","FieldType":"text","Required":true,"HelpText":"A short, specific name for the decision."},{"Key":"decision_summary","Label":"Brief summary of the decision and context","FieldType":"textarea","Required":true,"HelpText":"One-paragraph summary of the problem, who it affects, and why it matters."},{"Key":"evidence","Label":"Key evidence and data supporting this decision","FieldType":"textarea","HelpText":"List datasets, reports, observations, interviews, or experiments that justify action."},{"Key":"key_insights","Label":"Key insights from the evidence","FieldType":"textarea","HelpText":"What the evidence reveals — 3–5 concise insights."},{"Key":"candidate_actions","Label":"Candidate actions (one per line)","FieldType":"textarea","HelpText":"List possible actions you might take to address the issue."},{"Key":"recommended_action","Label":"Recommended action (name or short description)","FieldType":"text","HelpText":"Name the action you recommend; reference a candidate action if relevant."},{"Key":"decision_type","Label":"Decision type","FieldType":"radio","Options":[{"Value":"experiment","Label":"Experiment"},{"Value":"rollout","Label":"Rollout"},{"Value":"policy","Label":"Policy or standard"},{"Value":"pilot","Label":"Pilot"},{"Value":"other","Label":"Other"}],"HelpText":"Choose whether this will be tested as an experiment or implemented directly."},{"Key":"experiment_plan","Label":"Experiment or pilot plan (if applicable)","FieldType":"textarea","HelpText":"Describe hypothesis, groups or cohorts, duration, sample size, and success criteria."},{"Key":"success_metrics","Label":"Success metrics and targets","FieldType":"textarea","HelpText":"List metric, baseline, target, measurement method, and reporting cadence (e.g., \"On-time delivery: baseline 85% → target 92%, measured weekly on dashboard X\")."},{"Key":"baseline_data","Label":"Baseline data or references","FieldType":"textarea","HelpText":"Where to find baseline numbers, queries, or supporting reports."},{"Key":"risks_and_mitigations","Label":"Known risks and mitigation plans","FieldType":"textarea","HelpText":"Identify main risks and how you will reduce or monitor them."},{"Key":"implementation_deadline","Label":"Target implementation or decision deadline (YYYY-MM-DD)","FieldType":"text","HelpText":"Use ISO date format where possible."},{"Key":"decision_owner","Label":"Decision owner (name & role)","FieldType":"text","Required":true,"HelpText":"Person accountable for carrying the decision forward."},{"Key":"owner_contact","Label":"Owner contact (email or phone)","FieldType":"text","HelpText":"Best way to reach the owner."},{"Key":"follow_up_cadence","Label":"Follow-up cadence","FieldType":"select","Options":[{"Value":"weekly","Label":"Weekly"},{"Value":"biweekly","Label":"Biweekly"},{"Value":"monthly","Label":"Monthly"},{"Value":"quarterly","Label":"Quarterly"},{"Value":"on_completion","Label":"On completion only"}],"HelpText":"How often the owner and stakeholders will review progress."},{"Key":"follow_up_owner","Label":"Follow-up owner (if different)","FieldType":"text","HelpText":"Person responsible for scheduling and recording follow-ups."},{"Key":"monitoring_links","Label":"Links to dashboards, reports, or tickets","FieldType":"textarea","HelpText":"Paste URLs or references to where progress will be observed."},{"Key":"confidence_level","Label":"Confidence in recommended action (1 low — 5 high)","FieldType":"scale","Min":1,"Max":5,"HelpText":"Degree of confidence that this action will achieve the desired outcome."},{"Key":"decision_ready","Label":"Is this decision ready to proceed?","FieldType":"yesno","HelpText":"Select Yes when evidence, owner, and metrics are in place."},{"Key":"post_decision_review_date","Label":"Planned post-decision review date (YYYY-MM-DD)","FieldType":"text","HelpText":"Date to review outcomes and capture learnings."},{"Key":"post_decision_learning","Label":"Post-decision review notes & learnings (to be filled after review)","FieldType":"textarea","HelpText":"Record what changed, what worked, what didn't, and next steps."},{"Key":"additional_notes","Label":"Additional notes","FieldType":"textarea","HelpText":"Anything else stakeholders should know."}]}