People & OrganisationDecision guidePR readiness decisionDoes the company need no PR support, an agency, an internal hire, or a larger communications function?Use the PR readiness decision when several reasonable paths exist in marketing and communications, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how news cadence, risk, and spokesperson load will be judged before advocating an option.
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People & OrganisationDecision guidePR readiness decisionDoes the company need no PR support, an agency, an internal hire, or a larger communications function?Use the PR readiness decision when several reasonable paths exist in marketing and communications, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how news cadence, risk, and spokesperson load will be judged before advocating an option.
FinanceTemplate / formPricing decision briefWhat customer value, alternatives, economics, packaging, risks, and evidence support a price decision?
TemplateTemplate / formDecision LogHow can decision log support strategic choice or positioning?
OperationsFramework / modelVroom–Yetton–Jago decision modelHow can vroom–yetton–jago decision model support strategic choice or positioning?Use the model for a consequential decision when you are unsure whether deciding alone, consulting others or sharing the decision will produce the best outcome.
OperationsKPI / metricDecision quality scorecardAre important decisions timely, supported, durable, and translated into action?
People & OrganisationDecision guideStrategic acquisition decision canvasDoes a target change market structure, secure a unique asset, block a threat, or transform economics?Use the strategic acquisition decision canvas when several reasonable paths exist in finance and company transactions, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how strategic change, uniqueness, and defense will be judged before advocating an option.
People & OrganisationDecision guideTarget-persona expansion decisionShould a company deepen its original customer focus or expand to a new segment or use case?Use the target persona expansion decision when several reasonable paths exist in responsible scaling, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how core persona, remaining potential, and customer adjacency will be judged before advocating an option.
People & OrganisationDecision guideLeadership build-versus-buy decisionShould a company promote an internal leader, hire externally, or redesign the role?Use the leadership build versus buy decision when several reasonable paths exist in hiring and onboarding, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how future need, internal readiness, and external advantage will be judged before advocating an option.
People & OrganisationDecision guideCOO decision canvasDoes the company need a COO, a different functional executive, or a stronger leadership team?Use the COO decision canvas when several reasonable paths exist in executive teams and boards, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how founder strengths, work gaps, and scale trigger will be judged before advocating an option.
People & OrganisationDecision guideReorganization decision canvasIs a reorganization necessary, and what problem should it solve?Use the reorganization decision canvas when several reasonable paths exist in team development, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how trigger, evidence, and desired outcome will be judged before advocating an option.
People & OrganisationTemplate / formPromotion decision briefWhat evidence supports or does not support a promotion against explicit next-level expectations?
OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?
OperationsTemplate / formOKR midcycle check-inWhat progress, confidence, blocker, support, or deprioritization decision is needed midcycle?
OperationsTemplate / formStrategic-priority recovery planWhat actions, decisions, and support will return a high-impact priority to a healthy trajectory?
People & OrganisationChecklist / diagnosticPersonal operating-system reviewDo a leader's routines, information flows, decisions, and relationships support effective work?
People & OrganisationProcess / methodLow-performance management processHow should expectations, evidence, coaching, support, decisions, and documentation progress over time?
OperationsKPI / metricMeasurement system health metricsAre decision-critical metrics current and complete enough to support the decisions that depend on them?
StrategyTemplate / formDecision memoHow can a consequential decision be framed, compared, authorized, and recorded?
OperationsTemplate / formDecision review agendaHow can a group reach and record a decision in a focused meeting?
StrategyKPI / metricMaking the strategic investment decisionHow should making the strategic investment decision be measured and interpreted?Use this approach when you must choose among strategic alternatives with different costs, benefits, timing and risks. Use payback only as a screening method when a full discounted cash flow analysis is disproportionate or unavailable.
Organisational behaviourFramework / modelCognitive biases in decision makingHow can cognitive biases in decision making improve people, teams, or organisational effectiveness?Use bias awareness to examine how you reach consequential decisions and reduce preventable error.
OperationsFramework / modelDecision treesHow can decision trees improve people, teams, or organisational effectiveness?Use a tree when a decision is complex enough that laying out every material option and outcome will improve judgement.
TemplateTemplate / formGovernance Decision RegisterHow can governance decision register improve people, teams, or organisational effectiveness?
OperationsProcess / methodDecision forum operating guideHow should a recurring decision forum prepare, decide, record, and follow through?
OperationsMatrix / portfolioDecision routing matrixWhich forum or authority should handle each class of decision?
StrategyMatrix / portfolioDecision type matrixHow much rigor should a decision receive based on reversibility and materiality?
People & OrganisationFramework / modelHiring decision governanceHow should evidence, decision authority, calibration, and bias checks work in hiring?Use the hiring decision governance when people working on hiring and onboarding are using different mental models for decision roles, evidence packet, and independent ratings, and that difference is changing choices or coordination.
Organisational behaviourFramework / modelIdentity Model of Decision MakingHow can identity model of decision making improve people, teams, or organisational effectiveness?Diagnose a change that conflicts with professional, group or personal identity.
People & OrganisationDecision guideIPO benefits-and-costs canvasHow should leaders compare strategic benefits, operating burdens, market timing, and readiness for an IPO?Use the IPO benefits and costs canvas when several reasonable paths exist in finance and company transactions, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how objectives, capital, and liquidity will be judged before advocating an option.
People & OrganisationDecision guideFinancing terms trade-off canvasHow should a company compare valuation, preference, governance, complexity, and future flexibility?Use the financing terms trade off canvas when several reasonable paths exist in finance and company transactions, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how capital, valuation, and preference will be judged before advocating an option.
People & OrganisationDecision guideOffsite format selectorWhat kind of offsite best fits the team's purpose and development stage?Use the offsite format selector when several reasonable paths exist in team development, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how purpose, team stage, and trust will be judged before advocating an option.
People & OrganisationDecision guideExecutive title architectureHow should a company use titles consistently while preserving room for organizational growth?Use the executive title architecture when several reasonable paths exist in executive teams and boards, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how philosophy, level criteria, and internal parity will be judged before advocating an option.
People & OrganisationDecision guideResponsible-growth constraints canvasWhat operating constraints determine a sustainable growth rate for this business?Use the responsible growth constraints canvas when several reasonable paths exist in responsible scaling, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how customer promise, hiring capacity, and service complexity will be judged before advocating an option.
OperationsFramework / modelImage analyticsHow can image analytics improve people, teams, or organisational effectiveness?Use image analytics when a decision depends on visual evidence that would be slow, inconsistent or impossible to review manually at the required scale. Applications include quality inspection, medical decision support, asset monitoring, brand detection, accessibility, security and customer research.
People & OrganisationDecision guideTeam-working group-project classifierDoes a body of work need a durable team, a temporary working group, or a bounded project?Use the team working group project classifier when several reasonable paths exist in team development, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how outcome, duration, and interdependence will be judged before advocating an option.
People & OrganisationDecision guideJob-level selection guideHow should scope, autonomy, complexity, and impact inform a candidate's job level?Use the job level selection guide when several reasonable paths exist in hiring and onboarding, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how role outcomes, scope, and autonomy will be judged before advocating an option.
People & OrganisationDecision guideMarketing investment priority canvasWhere should early marketing investment go based on product maturity, customer, and growth motion?Use the marketing investment priority canvas when several reasonable paths exist in marketing and communications, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how customer, product market fit, and acquisition motion will be judged before advocating an option.
People & OrganisationDecision guideStrategic no filterWhich requests, opportunities, and recurring commitments should a leader decline?Use the strategic no filter when several reasonable paths exist in personal leadership, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how strategic fit, unique ownership, and opportunity cost will be judged before advocating an option.
StrategyFramework / modelSWOT analysisHow can swot analysis support strategic choice or positioning?Use SWOT to connect internal resources and capabilities with the competitive conditions around the organisation. It can support the development and selection of strategy, or any other decision for which the objective and scope have first been defined clearly.
InnovationFramework / modelStage gate new product developmentHow can stage gate new product development support strategic choice or positioning?Use a stage gate process to manage the development and launch of products, services, technologies or substantial product changes when:
MarketingFramework / modelCompetitive intelligenceHow can competitive intelligence support strategic choice or positioning?Use CI to assess relative market strengths, weaknesses, intentions and vulnerabilities.
StrategyFramework / modelStructured interviewingHow can structured interviewing support strategic choice or positioning?Use structured interviews in most strategy development processes unless a recent, relevant customer study already answers the questions. Do not burden customers by repeating research without a decision need.
MarketingFramework / modelBrand auditHow can brand audit support strategic choice or positioning?To diagnose and improve brand strength.
MarketingFramework / modelMarket sizingHow can market sizing support strategic choice or positioning?To estimate the volume and value of an existing or potential market.
StrategyFramework / modelPESTEL analysisHow can pestel analysis support strategic choice or positioning?Use PESTEL early in strategy development, market entry, scenario planning or risk review when external change may alter an industry.
StrategyFramework / modelRoad-mappingHow can road-mapping support strategic choice or positioning?Use product–technology road mapping when future customer needs and technical choices must be aligned across functions or organisations. It is particularly valuable in technology intensive settings with long development lead times, interdependent platforms or shortening product life cycles.
StrategyTemplate / formScenario planningHow can scenario planning support strategic choice or positioning?Royal Dutch Shell has used scenarios to understand business dynamics, recognise opportunities, examine strategic options and support long term decisions. More generally, use the method when important choices depend on uncertainties that cannot be reduced to one forecast.
StrategyFramework / modelThe HOOF approach to demand forecastingHow can the hoof approach to demand forecasting support strategic choice or positioning?Use the process whenever a decision depends on future market demand.