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Templates for acting and reviewing

Templates to copy for an attempt, a decision, a handover and a team account

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Copy the template that helps your next decision. Fill in only the lines that matter. The worked examples are in A useful first attempt, Improving without starting over and Six weeks to learn together.

A first attempt

A decision note

Keep the original reasoning. Add the result afterwards without rewriting what was known at the time.

A before and after

  Before After
What the person does … …
Time or effort … …
Errors, returns or requests … …
Load moved onto someone else … …
How we measured, over how many cases … …

Decision and next check: …

A handover

Backing someone

A log of decisions and results

Date and what we saw Decision and reason Owner and next check
… … …

Add a line when a fact changes or confirms a decision.

A team account