Checklist

Turn Data into Better Decisions — Practical Checklist & Decision Record

A fillable, saveable checklist and decision record teams can use to move from question to measurable action. Capture objectives, hypotheses, data needs, quick quality checks, options analysis, chosen action, owner, deadline, measurement plan, and stakeholder sign-off in one place.

Interactive Tool

Turn Data into Better Decisions — Practical Checklist & Decision Record

Use this checklist during decision huddles or after an analysis to capture the thinking, the evidence, the chosen action, who owns it, and how you will measure whether it worked. Each submission becomes a persistent decision record you can revisit, track, and follow up on.

Give the decision a concise name that makes it easy to find later (e.g., 'Reduce product returns for model X').
Describe what you hope to achieve and how you'll know you've succeeded (specific measurable criteria).
Record current values that your measurement plan will compare against (numbers, percentages, time, cost, etc.).
Frame the core questions and the hypotheses you expect to test (e.g., 'If we change X then Y will improve because...').
List the data you need, where it comes from, and any gaps you must fill before making a confident decision.
A quick pass to surface obvious issues. If 'No', add notes below.
Notes on missing fields, suspect values, known biases, or limitations to consider when interpreting the data.
Summarize the key analyses, visualizations, or experiments you ran to validate hypotheses (include short findings).
Briefly state which hypotheses were supported, which were rejected, and the evidence for each.
List practical options, expected benefits, costs/risks, who is affected, and important trade-offs.
Describe the chosen action clearly enough that someone other than the analyst can act on it.
Person accountable for carrying out the action and reporting progress.
Use a date format your team prefers (YYYY-MM-DD recommended).
Helps teams triage follow-ups.
Record how confident the team is that this action will produce the intended outcome.
1.0 10.0
Specify the metric(s) to track, baseline, target, how often you'll measure, who collects the data, and how you'll analyze results.
Describe any A/B tests, pilot scope, sample sizes, or experiment design you will run to validate impact.
Who needs to know about the decision, how you'll inform them, and what materials (slides, brief, email) are needed.
Mark whether key stakeholders have reviewed and approved the decision.
Who explicitly signed off or agreed (names and roles).
Capture important assumptions and foreseeable risks to monitor as you implement.
If yes, the non-personal fields can be copied into a new checklist template for the team.
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