Steering committee decision memo
Give a client steering committee the decisions due this cycle, the evidence behind each recommendation and a place to record what was decided.
- Industry
- Technology-Oriented Consulting, Management and Strategy Consulting
- Team
- Client services, Operations
- Use case
- Project management
- Tags
- Approval workflow
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (progress-gates) · Requires sign-in
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Consulting engagement and decision log
Database · Embedded view: Decision board (Engagement items dashboard) · Requires sign-in
Overview
What this template supports
A decision memo for transformation and process consulting engagements. It pairs an embedded decision board with a per-decision options table, recommendation, evidence and named client decision owner, plus attendees and a decision log. It embeds the Decision board view of the consulting engagement and decision log database. It also shows an example block from the Dashboards app.
- Embedded Decision board
- Per-decision options table
- Recommendation badges
- Attendee list
- Decision log checklist
- Example block from the Dashboards app
How to use this template
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Point the board at one client
Create or choose a saved view filtered to the client's decision items, and embed that view before sharing the memo.
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Draft the options table per decision
For each item in Recommendation ready or Client decision, list the realistic options, the evidence and the recommended one.
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Confirm attendees and the decision due date
Name the client decision owner for each item and set the steering committee meeting date.
Frequently asked questions
What does Steering committee decision memo help me do?
Give a client steering committee the decisions due this cycle, the evidence behind each recommendation and a place to record what was decided.
What is included in this template?
It includes Embedded Decision board, Per-decision options table, Recommendation badges and Attendee list.
Who is this template designed for?
It is designed for Client services and Operations teams working in Technology-Oriented Consulting and Management and Strategy Consulting.
What should I review before using this template?
Create or choose a saved view filtered to the client's decision items, and embed that view before sharing the memo. For each item in Recommendation ready or Client decision, list the realistic options, the evidence and the recommended one.
What if a decision is not ready by the meeting?
Leave it off the agenda. Only items in Recommendation ready or Client decision belong in the options tables; earlier-stage findings go in a short note instead.
Does the board update after the meeting?
Yes. Recording the decision in the item's Decision field and moving the card updates the board everywhere it is embedded.