Use casesDecision log

Build your decision log.

Keep decisions, assumptions and revisit triggers easy to find later.

How to build your decision log

  1. Describe the job

    Keep decisions, assumptions and revisit triggers easy to find later.

  2. Review the first version

    Choose how the project coordinator records the decision and how the workstream owner reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A decision log example

A project chooses a weekly manual import instead of immediate integration.

Illustrative workflowDecision log

Decision log example

Record
Decision log · 01
Owner
Project coordinator

Current stage · Project coordinator

Open the decision

A project chooses a weekly manual import instead of immediate integration.

Read the full walkthrough
  1. Open the decision

    A project chooses a weekly manual import instead of immediate integration.

    Record:
    Decision log · 01
    Owner:
    Project coordinator
  2. Review the revisit trigger

    Preserve the reasoning and a revisit trigger of three missed imports so a later reviewer understands the tradeoff.

    Stage:
    Awaiting workstream owner review
    Owner:
    Workstream owner
  3. Record the reason for the manual import and the event that should reopen the decision

    Record the reason for the manual import and the event that should reopen the decision.

    Next action:
    Record the reason for the manual import and the event that should reopen the decision.
    Owner:
    Project manager

What to include in your decision log

  • Keep the decision in context

    Keep decision, options, assumptions, decision owner, date and revisit trigger together so the next person can understand the request or record.

  • When the next step needs a decision

    A project chooses a weekly manual import instead of immediate integration. Preserve the reasoning and a revisit trigger of three missed imports so a later reviewer understands the tradeoff.

  • Keep revisit trigger visible

    Record the reason for the manual import and the event that should reopen the decision.

  • Choose what each person needs

    Give the project coordinator a working view and the workstream owner a review view. Keep decision and options attached to the decision as the work moves between them.

Questions about decision log

Start with decision, options, assumptions, decision owner, date and revisit trigger. Describe who enters the information and who reviews the next step.

Build your decision log.

Start with your workflow and make it yours.

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