The Advisor’s Corner – How Do I Establish a Decision-Making Protocol?

How Do I Establish a Decision-Making Protocol?Question:

What can we do to clean up decision-making habits in my workplace? No one seems to know who is making which decisions and it’s driving us all crazy!

StrategyDriven Response: (by Roxi Hewertson, StrategyDriven Principal Contributor)

Leaders get into trouble far too often simply because they don’t have good decision-making protocols in place on their team or in their business. If a decision matters to you, then make your decision matter!

Here are several all too common scenarios:

  • People keep wondering, “Who is making the decision about…?” and feel they are powerless to do anything in the meantime.
  • Someone comes up to you and says, “Why didn’t anyone tell me about that decision; it impacts my work?”
  • Another person says, “Well, if she’d already made the decision, why did she ask me my opinion?”
  • You hear, “When will he decide – he’s holding up everything at my end!”

There is such a simple way to prevent these and many other ‘dropped balls’ from happening in your workplace. Once you get in the habit of asking these 5 questions of yourself and/or your team, each and every time, you’ll find it could take as few as 60 seconds to get to the answers. Even better, it will save you and others frustration, confusion, hard feelings, lost time and lost profits. Best yet, you’ll gain more respect from those you lead because they can trust you to make decisions well.

5 Key Decision Making Questions

1. WHAT IS THE DECISION that needs to be made? BE EXPLICIT including who and what will be impacted. You need to know exactly what is to be decided. There are often layers of related decisions that need to be made – that’s why you need to start here. When you can clearly articulate the decision, you know what it is – and when you can’t, you don’t. So begin with a lot of clarity.

2. WHOSE DECISION IS IT? Again, you must BE EXPLICIT. This is essential to know and communicate upfront to the people who are impacted. Are you the decision maker? Is it a group? Do you want input or do you want others to make the decision? I’ve often observed that more anxiety is created by not knowing who is making a decision than even the decision itself. And, people lose trust if you pretend their input matters when you’ve already made the decision.

3. WHAT METHOD will you use to decide? Will this be a consensus decision everyone must be able to live with and support? Is it a majority, a plurality, or 2/3 vote, a unanimous agreement, or something else?

4. WHEN WILL THE DECISION BE MADE? The timeline is important for you and other people who are impacted. With a timeline, the decision can be managed well and people can get on with their work. Taking too long or not long enough can be frustrating and create unintended and even dysfunctional outcomes.

5. HOW AND TO WHOM WILL THE DECISION BE COMMUNICATED? This is often overlooked, and yet the success of a decision depends so much on how well it’s communicated. Consider who needs to know, who’s the messenger, how it will be shared, and through what means – in person, by email, over a loud speaker…Often the choice of messenger sends a message all it’s own – is it you, a team, your boss, someone else? The message will be perceived differently depending on the messenger.

It takes a lot of time and energy and sometimes money, to clean up the messes that happen when your decision-making is reactive or ad hoc. I really hope you will make it a point to be proactive in your decision-making because it’s a lot more fun when you are running your life and work instead of letting life and work run you.


About the Author

Leadership authority Roxana (Roxi) Hewertson is a no-nonsense business veteran revered for her nuts-and-bolts, tell-it-like-it-is approach and practical, out-of-the-box insights that help both emerging and expert managers, executives and owners boost quantifiable job performance in various mission critical facets of business. Through AskRoxi.com, Roxi — “the Dear Abby of Leadership” — imparts invaluable free advice to managers and leaders at all levels, from the bullpen to the boardroom, to help them solve problems, become more effective and realize a higher measure of business and career success.


The StrategyDriven website was created to provide members of our community with insights to the actions that help create the shared vision, focus, and commitment needed to improve organizational alignment and accountability for the achievement of superior results. We look forward to answering your strategic planning and tactical business execution questions. Please email your questions to [email protected].

Human Performance Management Best Practice 12 – Conservative Decision-Making

StrategyDriven Human Performance Management Best Practice ArticleNot all decisions are made in the boardroom. Employees make decisions that affect the organization, its reputation, and financial well-being every day. It is important that these decisions be well aligned with the organization’s values and mission goals. Thus, employees should embody a conservative decision-making approach; being adverse to incurring risks that would make their actions unaligned with the organization’s direction.


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About the Author

Nathan Ives, StrategyDriven Principal is a StrategyDriven Principal and Host of the StrategyDriven Podcast. For over twenty years, he has served as trusted advisor to executives and managers at dozens of Fortune 500 and smaller companies in the areas of management effectiveness, organizational development, and process improvement. To read Nathan’s complete biography, click here.

Decision-Making Best Practice 19 – Identify the Decision Timeframe

StrategyDriven Decision Making Article | Infinity Clock | Decision TimeframeEvery decision involves risk, with time underlying all mitigating factors. Some decisions occur too late, resulting in the forfeiture of a situational opportunity, competitive advantage, or adverse outcome avoidance. Other decisions are made too quickly, unnecessarily increasing risk because of diminished data gathering and contemplation that better informs the choice.


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Decisions, decisions – how good at them are you?

Decisions – either by you, your coworker, your boss, your family members, or your customer – drive your success, your lifestyle, and your attitude.

As you’re contemplating what to do, or how to decide, there are stream-of-conscious thoughts that affect the final choice and the resulting outcome. Whether you’re buying something, working on a project, parenting, or making a sale, there are decisions you have to make that will determine the outcome. Your job is to make the best one, the right one.

Most people think decisions are made based on economics. The price. Most people are wrong. Decisions are made based on a myriad of elements, and price is only one of them. Perceived value is way more of a factor than price.

The majority of decisions you make are based on existing emotion and perception, combined with previous experience – UNLESS you’re in politics, or corporate politics.

Those (political) decisions are made based on what’s popular, what’s likely to be approved, what’s safe (nobody ever got fired for buying IBM), or what’s politically expedient – and almost NEVER based on what’s best for the whole of the country or the company.

If you’re willing to think deeper about the decision making process for yourself, it may help you understand how others make their decisions. Especially if you’re in sales and your income and career are based on the decisions of others. The easiest way to understand the situation and other people is to first understand yourself, and how you make decisions.

Regardless of the decision at hand – yes, no, put off, act, buy, don’t buy, date, or reject – the questions below will help your conscious and sub-conscious mind understand your decision making process AND help you understand the decision making process of others.

Here are some of the thoughts that enter your mind AS you make choices:

  • What’s the circumstance?
  • What’s the reason?
  • What’s the motive?
  • What’s the risk?
  • What are the potential consequences?
  • What are my fears?
  • What’s the reward?
  • What’s the real issue?
  • What’s the real barrier?
  • What’s the money?
  • What’s the perceived value?
  • What’s the measurable value?
  • What’s the social value?
  • What’s the objective?
  • What is my desired result?
  • What am I hoping for?
  • What is the outcome likely to be?
  • What if it isn’t?
  • Who gets hurt?
  • Who benefits?
  • What are the elements?
  • What has been my past experience?
  • What is my experience-based knowledge?
  • Should I counsel anyone?
  • Do I have to decide now?
  • Is this temporary or permanent?
  • Do I trust the other person?
  • What’s the deadline or the urgency?
  • What is my gut telling me?

Keep in mind all decisions involve some sort of risk. Risk involves and creates fear. The greater the risk, the more measured, deliberate, and collaborative the process. It’s always a judgment call, and fear often interferes with sound judgment.

IMPORTANT NOTE: The decision to buy is made emotionally, and then justified logically. You make the decision, and then defend it – sometimes to a fault.

The words ‘no brainer’ have always bothered me in the decision-making process. When someone says, “It’s a no brainer” to me, I become alarmed. What they’re saying is, “Don’t think about it, just do it.” Not good. All decisions are ‘brainers.’

To help you on the positive side of ‘decide,’ ask yourself:

  • Am I doing what’s best for myself, or my company?
  • Am I taking the high road?
  • Am I choosing the best value?
  • Am I at peace with myself?

On the negative side of ‘decide,’ ask yourself:

  • Am I making an excuse to do it, even though I doubt the validity of it?
  • Am I justifying it before the facts are gathered?
  • Am I justifying it after the fact, and I knew it was a mistake?
  • Am I procrastinating?
  • Am I saying, “It’s the lesser of two evils?”
  • Am I only getting buy-in before the fact to mitigate blame?

NOTE WELL: Fear of loss is greater than desire to gain. Fear of being wrong is more powerful than risk of being right. SIDE NOTE: Leaders emerge as they become fearless.

As you’re trying to get others to decide on you and your product or service, keep top of mind how you make your decisions. The better you understand yourself, the more powerful you’ll be at ‘getting a favorable decision.’

If you’d like the list of thoughts that enter into the decision making process, and a list of why people DON’T decide, go to www.gitomer.com, register if you’re a first-time visitor, and enter the word DECISION in the GitBit box.

Reprinted with permission from Jeffrey H. Gitomer and Buy Gitomer.


About the Author

Jeffrey Gitomer is the author of The Sales Bible, Customer Satisfaction is Worthless Customer Loyalty is Priceless, The Little Red Book of Selling, The Little Red Book of Sales Answers, The Little Black Book of Connections, The Little Gold Book of YES! Attitude, The Little Green Book of Getting Your Way, The Little Platinum Book of Cha-Ching, The Little Teal Book of Trust, The Little Book of Leadership, and Social BOOM! His website, www.gitomer.com, will lead you to more information about training and seminars, or email him personally at [email protected].

Decision-Making Best Practice 18 – Dealing with Assumptions

StrategyDriven Decision Making ArticleAll choices require the decision-maker to deal with a degree of uncertainty and ambiguity. Many times the information needed to make the highest quality decision simply does not exist, is unavailable to the decision-maker, or cannot be identified within the decision’s needed timeframe. Consequently, these information gaps are filled with assumptions – the best educated guesses of the decision-maker and his or her team – in order to allow the decision-making process to move forward. These assumptions necessarily contribute to the uncertainty surrounding the decision and therefore must be treated carefully.


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