Resources/Lead-generation asset
Free Template

Business Decision Inventory Template

A structured way to catalog the decisions your organization actually makes — so your data strategy gets built around decisions, not dashboards.

Format
Editable Template (Sheet)
Time
30–45 minutes to populate
Best for
Data leaders building a strategy
The problem

Most data strategies skip the decision entirely.

Most data strategies start with data — the sources, the platforms, the pipeline. Few start with the decisions that data is supposed to inform. The result is dashboards nobody opens and models nobody trusts, because they were never built around a real decision in the first place.

No shared list of the decisions that actually matter to the business

Data initiatives get justified by "we might need it" instead of a named decision

Ownership of key decisions is unclear across teams

What's inside

A ready-to-use inventory, plus the workshop to fill it in.

One editable grid and a short facilitation guide for running the workshop that populates it with your team.

Decision Register

Columns for the decision itself, its owner, how often it's made, and what's at stake.

Data Dependency Map

What data each decision currently relies on — and where that data actually comes from.

Confidence Rating

How much the current process actually trusts the data behind each decision.

Gap Flag

A simple marker for where data is missing, late, or quietly not trusted.

Prioritization Column

A built-in score to rank which decisions are worth fixing first.

Sample template rowsIllustrative example
DecisionOwnerFrequencyData confidence
Pricing changesRevenue OpsWeekly
New market entryStrategyAnnual
Inventory reorderSupply ChainDaily
Headcount planningFinanceQuarterly
Who it's for

Built for the people who own this problem

Data & Analytics Leaders

Building or resetting a data strategy around what actually matters to the business.

Business Operations Leaders

Who own the decisions the data function is meant to support.

Strategy & Transformation Teams

Mapping current-state decision-making as part of a broader change effort.

New or Fractional CDOs

Using it as a structured first-90-days discovery exercise.

How to use it

Three steps to put it to work

Step 01

Gather decision owners

Pull in one representative from each function who actually makes the decisions you're mapping.

Step 02

Run the workshop

Use the 60-minute guide to populate the inventory together, not in isolation.

Step 03

Rank and share the gaps

Take the top-ranked gaps to leadership as your next data priorities.

Build your decision inventory in one workshop.

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