03 / Data Analytics

Prepare a decision from a dashboard.

Select one measure that deserves leadership attention. Prepare the short explanation that should accompany the chart.

Use before A board or management performance review.

Name the decision.
What should the reader consider: intervention, further analysis, escalation or continued monitoring?
Confirm comparability.
Check the unit, period, boundary and definition. Explain changes that could alter the conclusion.
Read movement and position separately.
Is performance improving? Is the applicable target being met? State the target’s date.
Explain the evidence.
What is known about the cause? Distinguish a supported explanation from a hypothesis requiring investigation.
Define the response.
State the proposed action, accountable person, authority required and next review point.

Leave withA concise decision brief that allows leadership to challenge the evidence and agree the next step.

03 / Working record

Use concise statements. Mark what is known, what is assumed and what remains unresolved.

Issue / organisation ___________________Prepared by / date ___________________

Decision for leadership

Result and comparison basis

Target, date and current position

Explanation and uncertainty

Proposed response and authority required

Accountable owner

Return date

Close the discussion with an agreed owner and review point. Keep the supporting evidence with this record.

Name the decision.