Documents template

Steering decision log

Log every steering decision with the actions it became, their owners and due dates, and show any decision still waiting for an owner.

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Use in FuseBase

Industry
Management and Strategy Consulting
Team
Operations
Use case
Project management
Tags
Client delivery
Includes
1 database · 1 app

Template preview

Steering decision log page

Included items

  • Program dependency and decision register

    Database · Embedded view: Decisions and their actions · Requires sign-in

  • Dashboards

    App · 2 embedded blocks: Chart: Steering decisions (c-decisions-waffle); Chart: Actions from steering decisions by workstream (c-actions-stacked) · Requires sign-in

Overview

What this template supports

A steering decision log for a client COO and workstream leads. It lists each decision of the meeting with its owner, the client owner and the actions it became, shows the two-day state and the state on the record date with live Dashboards blocks, and names the decision that had no owner. It embeds a live table of decisions and their actions with sample records.

  • Decision table with status badges
  • Embedded decisions and actions table
  • Live decisions waffle and actions by workstream blocks
  • Decision-to-action flowchart
  • Owner-gap warning callout
  • Check-before-the-next-steering checklist

How to use this template

  • Record each decision on the day

    Write the decision as the sponsor stated it, with the workstream, the owner and the client owner named at the meeting.

  • Link the actions within two days

    Add every workstream action to its decision with an owner, a due date and a status, and show any decision still waiting for an owner.

  • Check the actions before the next meeting

    List the actions that are Owned but not started, and assign each check to a named person before the next steering meeting.

Frequently asked questions

What does Owned mean?

A named person has accepted the decision or action and work has not started. In progress and Closed follow it.

What if a decision has no owner at the meeting?

It is shown as waiting for an owner, its actions stay unassigned and the gap is raised with the sponsor, as with the shift template decision on the page.

What does Steering decision log help me do?

Log every steering decision with the actions it became, their owners and due dates, and show any decision still waiting for an owner.

Who reads and maintains this page?

Client COO and workstream leads. The program director reviews it.

When is the page ready to share with the client?

Sent only after every decision shows an owner or is marked waiting for one, and the embed is filtered to the client.

What do visitors see in the public link?

The public link opens the full page without sign-in. The embedded Program dependency and decision register view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.