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Analysis / Executive strategy and management

Prepare an executive decision memo

Prepare an executive decision memo in Proforma. Compare options, surface decision-changing assumptions and organize the evidence needed for owner review.

A starting point for

Chief executive · Chief of staff

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Your starting prompt.

Prepare a decision memo for [decision] using [options] and [supporting records]. State the decision owner, constraints, criteria and deadline. Compare options, explain the assumptions that change the recommendation and list evidence gaps that matter. Include a reversible first step where appropriate and questions for review. Separate documented facts from judgments; do not invent consensus, benefits or authority to execute the decision.

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Method and review

Keep the assumptions visible.

Compare initiatives using explicit criteria and evidence from supplied records. Show tradeoffs, owners and missing information rather than inventing a strategic recommendation.

For this task, check

The decision owner should review the criteria and uncertainty before accepting any recommendation.

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Before you begin

  • Accessible option and evidence records
  • Defined decision owner and criteria

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

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