Checklist

Decision Framing & Action Checklist

An interactive, savable checklist teams use to move from insight to a clearly scoped decision, owner, experiment or rollout plan, and measurable outcomes. Fields capture evidence, candidate actions, success metrics, risks, timelines, owners, follow-up cadence, and a post-decision review.

Interactive Tool

Decision Framing & Action Checklist

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.

A short, specific name for the decision.
One-paragraph summary of the problem, who it affects, and why it matters.
List datasets, reports, observations, interviews, or experiments that justify action.
What the evidence reveals — 3–5 concise insights.
List possible actions you might take to address the issue.
Name the action you recommend; reference a candidate action if relevant.
Choose whether this will be tested as an experiment or implemented directly.
Describe hypothesis, groups or cohorts, duration, sample size, and success criteria.
List metric, baseline, target, measurement method, and reporting cadence (e.g., "On-time delivery: baseline 85% → target 92%, measured weekly on dashboard X").
Where to find baseline numbers, queries, or supporting reports.
Identify main risks and how you will reduce or monitor them.
Use ISO date format where possible.
Person accountable for carrying the decision forward.
Best way to reach the owner.
How often the owner and stakeholders will review progress.
Person responsible for scheduling and recording follow-ups.
Paste URLs or references to where progress will be observed.
Degree of confidence that this action will achieve the desired outcome.
1.0 10.0
Select Yes when evidence, owner, and metrics are in place.
Date to review outcomes and capture learnings.
Record what changed, what worked, what didn't, and next steps.
Anything else stakeholders should know.
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