AIWorkDex
Strategy & Funding Practice

Build a strategy review decision record

Compare observed evidence with prior assumptions before authorised people choose the next commitment.

Preparation
Until the evidence owners, authorised decision owners, independent counsel, and relevant jurisdiction advisers complete their reviews
Difficulty
Advanced
Task
Record a pivot-or-persevere decision
Back to the Task: Record a pivot-or-persevere decision

Before you start

Get what you need before you start

  • Confirm the company body and people authorised to own this decision.
  • This Practice provides an internal evidence workflow. It does not provide legal, financial, tax, investment, or valuation advice.
  • Obtain named pre-upload approval for the workspace, plan, account settings, retention settings, and each approved document category.
  • Treat privileged, personal, customer, employee, security, and third-party information as prohibited. Keep it out of this workspace and use a separately approved system.
  • Verify plan-dependent data controls and retention before use. Test access with a non-owner account before sharing.
  • Keep unsupported facts, missing documents, conflicts, and disagreement visible.
  • Treat Tool output as an internal draft that a person checks against every cited source.
  • Independent counsel and the qualified advisers for each applicable jurisdiction must review every external communication and transaction decision before use.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. Compare expected and observed evidence

    Restate the dated strategy, model, assumptions, review trigger, and expected evidence. Add actual observations without rewriting the original hypothesis, and label explanations as hypotheses.

    Why it matters: The review needs the original expectation and current observation in separate fields.

    Input
    The dated strategy, original assumptions, agreed evidence, current observations, and constraints.
    Output
    A versioned comparison of expected evidence, observations, and explanation hypotheses.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  2. Compare four strategy options

    Describe persevere, bounded pivot, pause, and closure as separate options. For each, record the smallest coherent commitment, remaining constraint, reversible step, stakeholder duty, and evidence that would reopen it.

    Why it matters: Explicit options prevent a copied founder threshold from becoming an automated viability judgement.

    Input
    The evidence comparison, current constraints, and stakeholder obligations.
    Output
    A four-option consequence record with no score, ranking, or Tool recommendation.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  3. Review consequences and decide

    Finance, Product, People, and independent legal, insolvency, tax, and board advisers review their domains. The authorised body records persevere, pivot, pause, or close, owners, consequences, and review date.

    Why it matters: A strategy choice can trigger duties and consequences outside the Strategy work area.

    Input
    The four-option record, domain reviews, company authority rules, and unresolved matters.
    Output
    A governed strategy decision with named owners and no automated viability judgement.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

Success checks

Check the result before you finish

  • The record preserves original assumptions and separates observations from later explanations.
  • Persevere, bounded pivot, pause, and closure each show commitments, constraints, duties, and reopening evidence.
  • Domain owners reviewed consequences before the authorised body recorded one option and its review date.

Failure modes

Watch for these problems

  • The record rewrites an original assumption or presents a later explanation as an observation. Restore the dated hypothesis and label the explanation separately.
  • A copied founder threshold, score, ranking, or Tool recommendation decides whether the company should continue. Remove it and return the choice to the authorised body.
  • A path advances while cash, workforce, contract, investor, insolvency, tax, or board consequences remain unreviewed. Stop and escalate each consequence to its qualified owner.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.