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Decision-Making Best Practices Checklist: THE Setup

This document presents a checklist of best practices for effective decision-making. It is divided into three sections that outline steps for setting up decisions, making decisions, and following up on decisions. The checklist emphasizes establishing clear roles and criteria, seeking diverse participation and perspectives, using data over judgment, balancing analysis and action, supporting decisions once made, and learning from outcomes.

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Ruba Balan
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99 views2 pages

Decision-Making Best Practices Checklist: THE Setup

This document presents a checklist of best practices for effective decision-making. It is divided into three sections that outline steps for setting up decisions, making decisions, and following up on decisions. The checklist emphasizes establishing clear roles and criteria, seeking diverse participation and perspectives, using data over judgment, balancing analysis and action, supporting decisions once made, and learning from outcomes.

Uploaded by

Ruba Balan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Decision-Making Best

Practices Checklist
The following statements present best practices for making decisions effectively. Use the checklist to see
how well you and your team are engaging on and implementing critical decisions in your organization.

🔲 1. We clarify what is (and is not) being decided in advance.

🔲 2. We establish clear and appropriate decision roles.

🔲 3. We proactively create ways for those affected by the decision


to participate, particularly those typically marginalized and with

THE
an equity lens to ensure the right voices are at the table.

🔲 4. We do not expect to be involved in every decision.

SETUP 🔲 5. We clarify the decision criteria, process, and timeline upfront,


and make sure the level of effort reflects the value of the decision.
Get clarity on what
is being decided and 🔲 6. We make explicit and interrogate assumptions, beliefs, and
appropriate roles. values that may influence the process.

DECISION
🔲 1. We seek options that address inequity and promote
equity, considering any unintended consequences and the
impact on disparities.

🔲 2. We evaluate options using data that has been -MAKING


interrogated for bias first, judgment second.
Align on practices and
🔲 3. We engage in open and constructive debate, challenging values your team will
the status quo. intentionally apply to
the process.
🔲 4. We strike the right balance between analysis and action.

🔲 5. We run decision-focused meetings that advance


decisions and execution.

🔲 6. We make the best decision for the organization overall,


not for our own function or department.

1
DECISION 🔲 1. We support decisions once made, regardless of personal
viewpoint.

FOLLOW- 🔲 2. We proactively communicate the process and outcome of


the decision, especially to those most affected by the decision.

UP 🔲 3. We plan for execution and allocate resources appropriately.

Confirm with the team 🔲 4. We hold ourselves and each other accountable for execution.
decision made and the
path forward. 🔲 5. We track the outcome to learn and adjust, paying particular
attention to the impact on disparities and advancing equity.

🔲 6. We do not re-open decisions unless significant factors


have changed.

To learn more about how to structure your decesion-making prcoess, check out our article “From Principles
to Practices: Structuring Your Decision-Making Process.”

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