Technology Decision Memo
Define the problem, decision criteria, options, costs, implementation risk, recommendation, owner, and success measure.
DecisionWhat are we choosing?Business outcomeWhat must improve?Success metricHow will we know?
Decision resources
Built around real operating moments.
Use the resource when the decision occurs: before buying, before renewing, before automating, before adopting AI, or before handing work to a team member.
Software Renewal Review
Evaluate usage, ownership, overlap, cost, measurable return, and switching consequences before auto-renewal.
UsageWho uses it and how often?ReturnWhat changed because of it?DecisionKeep, renegotiate, replace, remove
Automation Brief
Capture the trigger, current steps, systems involved, expected output, exception handling, ownership, and success metric.
TriggerWhat starts the workflow?ActionWhat should happen?ExceptionWhat needs human review?
Checklists
Reduce avoidable mistakes.
Use the checklists as a preflight before committing budget, access, data, or team time.
Before Buying Software
- Problem is written in one sentence
- Existing tools cannot reasonably solve it
- Required users are identified
- Integration needs are known
- Implementation owner is assigned
- Success metric is defined
- Exit and data-export path is understood
Before Automating a Process
- Current workflow is documented
- Process is stable enough to automate
- Inputs and outputs are consistent
- Exceptions are identified
- Human review points are defined
- Failure alerts have an owner
- Pilot can be reversed safely
Before Using AI with Business Data
- Approved data types are documented
- Sensitive data is excluded or protected
- Output is reviewed before use
- Source material can be verified
- Ownership and accountability remain human
- Usage cost is monitored
- The use case has a measurable outcome
Need a personalized sequence?
Run Free Growth AuditThe Growth Audit ranks what should happen first.
Resources are useful. Prioritization is more valuable. Run the audit to identify the constraint, then use the relevant template or move the sequence into IWV.