Decision Templates | Digital Advisory

Resources

Templates

Copyable decision artefacts (memos, risk registers, scorecards and checklists) ready to use without lead capture.

Every template on this page is free, ungated and copyable straight into your own documents. Each one includes how to use it, the mistakes teams make with it, and when the completed artefact deserves independent challenge before sign-off.

Copy, then challenge

Copy the artefact into your own documents, complete it with the decision team, then have someone unconnected challenge what it says.

Resources Hub

Template

Board Decision Review Checklist

A ten-point checklist for directors and sponsors to run against any decision reaching the board, covering evidence, alternatives, dissent and reversibility.

Open resource

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Vendor Selection Risk Matrix

A copyable matrix for surfacing the delivery, commercial and exit risks in a vendor decision: the ones that only become visible after signature if nobody forces them earlier.

Open resource

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Consulting Proposal Review Template

A clause-by-clause review template for consulting proposals, pairing each section with the questions to ask and the warning signs that predict a difficult engagement.

Open resource

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Transformation Business Case Checklist

A verification checklist for transformation business cases, focused on the claims that fail unnoticed after approval: baselines, benefits ownership, capacity and exit points.

Open resource

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Market Entry Validation Checklist

A checklist that pairs every market entry assumption with the evidence that would validate it, so enthusiasm for the market is tested before capital follows it.

Open resource

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M&A Integration Risk Checklist

A checklist of the integration risks that determine post-close value (people, customers, systems, culture and synergy ownership), built to be used before signing, not after.

Open resource

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Business Case Template

A section-by-section business case skeleton where each part carries a statement of what it must establish, so the finished document persuades by evidence rather than by length.

Open resource

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Decision Memo Template

A section-by-section decision memo skeleton covering decision requested, options, evidence, risks, dependencies, recommendation and reversibility, with guidance on writing each part.

Open resource

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Risk Register Template

A risk register template with owner, likelihood, impact, mitigation and status columns, plus worked example entries that show the difference between a real risk and a filed one.

Open resource

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Vendor Scorecard Template

A weighted vendor scorecard with criteria, suggested weights, the evidence to score against and scoring guidance, designed to resist the drift that makes scorecards ratify decisions already made.

Open resource

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Steering Committee Agenda Template

A timed steering committee agenda where every slot has a stated purpose and an owner, designed to make the committee decide and unblock rather than watch status slides.

Open resource

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Executive Brief Template

A one-page executive brief skeleton: headline, situation, decision required, options, risks and the ask, with a length budget and a job description for every section.

Open resource

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Board Paper Template

A section-by-section board paper skeleton with guidance for each part: the decision sought, background held to one page, options with the rejected ones shown, financials, risks and a recommendation that takes a position.

Open resource

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Investment Committee Pack

A pack structure for investment committees built around decision quality: the thesis, assumptions graded by evidence, a downside case the sponsor did not write, exit and reversal options, and the dissent recorded rather than smoothed away.

Open resource

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Transformation Roadmap Template

A phased transformation roadmap where every phase names its outcomes, dependencies, decision gate and funding release criteria, so the plan governs money and momentum instead of decorating a slide.

Open resource

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Decision Log Template

A running decision log with six fields per entry (date, decision, options considered, decider, assumptions, review date), so that a year from now someone can establish what was decided, by whom and on what grounds.

Open resource

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RFP Scoring Sheet

An RFP scoring sheet with criteria, weights fixed before vendors respond, written scoring anchors and a dissent column, built to stop evaluation drifting towards the best-written response.

Open resource

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Post-Decision Review Template

A review template for six to twelve months after a major decision: what was expected against what happened, which assumptions held, and what the organisation would ask earlier next time.

Open resource

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