HOW TO USE THIS LIBRARY

01 · Choose the decision02 · Download the editable Word file03 · Complete it with the relevant team04 · Agree owner and review date

Each worksheet includes a blank working version and an illustrative completed example. Apply your organization's medical, legal, privacy and compliance requirements.

WORKING TEMPLATES

Bring a decision. Leave with a record.

Five reusable working documents for commercial and transformation teams. Select the decision you need to make, complete the fields with the right people and agree on the next review.

01 · HCP Handoff Rule 02 · Commercial Decision Brief 03 · Global–Local Decision Map 04 · Transformation Friction Register 05 · AI Investment Decision Card

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WORKSHEET 01

HCP Handoff Rule

Complete these six fields with the relevant team, then record a decision and review date.

↓ Download editable Word worksheet (.docx)Includes a blank worksheet and a completed illustrative example.

1. Signal and source

___________________________________

2. Meaning and limitations

___________________________________

3. Permitted use and governance

___________________________________

4. Receiving role and timing

___________________________________

5. Action and no-action rule

___________________________________

6. Measure, owner and review date

___________________________________

ILLUSTRATIVE EXAMPLE

An HCP attends an educational session. Attendance does not establish product interest. Where permitted, context informs an already planned interaction; no additional outreach is triggered.

Decision: □ Proceed □ Test □ Redesign □ Stop / escalate

Owner: _______________ Review date: _______________

Evidence needed to change the decision: __________________________

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WORKSHEET 02

Commercial Decision Brief

Complete these six fields with the relevant team, then record a decision and review date.

↓ Download editable Word worksheet (.docx)Includes a blank worksheet and a completed illustrative example.

1. Decision and options

___________________________________

2. Baseline and observed variance

___________________________________

3. Competing explanations

___________________________________

4. Evidence needed

___________________________________

5. Resource trade-off and owner

___________________________________

6. Threshold and review date

___________________________________

ILLUSTRATIVE EXAMPLE

Engagement is rising but a downstream result is flat. Compare targeting, content and field handoff before increasing campaign volume.

Decision: □ Proceed □ Test □ Redesign □ Stop / escalate

Owner: _______________ Review date: _______________

Evidence needed to change the decision: __________________________

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WORKSHEET 03

Global–Local Decision Map

Complete these six fields with the relevant team, then record a decision and review date.

↓ Download editable Word worksheet (.docx)Includes a blank worksheet and a completed illustrative example.

1. Decision and objective

___________________________________

2. Enterprise standard

___________________________________

3. Market constraint and evidence

___________________________________

4. Decision owner and consulted teams

___________________________________

5. Common solution or exception

___________________________________

6. Escalation and review date

___________________________________

ILLUSTRATIVE EXAMPLE

Keep shared customer-data definitions common while considering an approved local engagement workflow for a market with different channel reach.

Decision: □ Proceed □ Test □ Redesign □ Stop / escalate

Owner: _______________ Review date: _______________

Evidence needed to change the decision: __________________________

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WORKSHEET 04

Transformation Friction Register

Complete these six fields with the relevant team, then record a decision and review date.

↓ Download editable Word worksheet (.docx)Includes a blank worksheet and a completed illustrative example.

1. Role and workflow

___________________________________

2. Parallel task still used

___________________________________

3. Job it performs

___________________________________

4. Cause and risk

___________________________________

5. Approved fix and owner

___________________________________

6. Retirement test and date

___________________________________

ILLUSTRATIVE EXAMPLE

A spreadsheet records follow-up commitments missing from CRM. Assess the risk, fix the approved workflow and verify that the spreadsheet is retired.

Decision: □ Proceed □ Test □ Redesign □ Stop / escalate

Owner: _______________ Review date: _______________

Evidence needed to change the decision: __________________________

← Back to Practical Ideas All five worksheets ↑

WORKSHEET 05

AI Investment Decision Card

Complete these six fields with the relevant team, then record a decision and review date.

↓ Download editable Word worksheet (.docx)Includes a blank worksheet and a completed illustrative example.

1. Commercial problem and baseline

___________________________________

2. Owner and intended users

___________________________________

3. Simpler alternative

___________________________________

4. Data quality and permissions

___________________________________

5. Human oversight and risk

___________________________________

6. Success and stop criteria

___________________________________

ILLUSTRATIVE EXAMPLE

Compare AI report summaries with the current process on time, accuracy and review effort using permitted information. Scale only if the business case is demonstrated.

Decision: □ Proceed □ Test □ Redesign □ Stop / escalate

Owner: _______________ Review date: _______________

Evidence needed to change the decision: __________________________

Bring a decision. Leave with a record.

HCP Handoff Rule

Commercial Decision Brief

Global–Local Decision Map

Transformation Friction Register

AI Investment Decision Card

Three questions. One operating challenge.

1. Who has the authority to decide?

2. What evidence would change the decision?

3. What changes in the actual workflow?