Appendix D: Strategic Decision Tools¶

PROJECT: _______________  INVESTMENT: ₹_________  DECISION DATE: _________

FINANCIAL ANALYSIS

NPV (Net Present Value):
- Investment: ₹_________
- Cash flows (5 years): ₹_________, ₹_________, ₹_________, ₹_________, ₹_________
- Discount rate (WACC): ___%
- Terminal value: ₹_________
- NPV = ₹_________
  Decision rule: NPV > 0 → Accept

IRR (Internal Rate of Return):
- IRR = ___%
- Hurdle rate: ___%
  Decision rule: IRR > Hurdle → Accept

Payback Period:
- Years to recover investment: ___ years
- Target: ___ years
  Decision rule: Payback < Target → Accept

STRATEGIC ALIGNMENT (Score 1-5)

□ Aligns with core strategy: ___
□ Leverages existing capabilities: ___
□ Addresses key market opportunity: ___
□ Builds competitive advantage: ___
□ Fits with portfolio: ___
Total Strategic Score: ___ / 25

RISK ASSESSMENT (Score 1-5, 5 = High Risk)

□ Technology risk: ___
□ Market risk: ___
□ Execution risk: ___
□ Regulatory risk: ___
□ Competitive risk: ___
Total Risk Score: ___ / 25

DECISION MATRIX

                    Weight  Score  Weighted
Financial (NPV)      40%    ___    ___
Strategic Fit        30%    ___    ___
Risk (inverse)       20%    ___    ___
Other factors        10%    ___    ___
TOTAL               100%            ___

Decision: GO / NO-GO / DEFER
Rationale: _______________________________________

MARKET: _______________  ENTRY MODE: _______________  DATE: _________

PART A: MARKET ATTRACTIVENESS (30 points)

Market Size & Growth (10 points)
□ TAM >$100M (or relevant threshold): ___ / 3
□ CAGR >15%: ___ / 3
□ Growing faster than current markets: ___ / 2
□ Large enough to justify investment: ___ / 2

Competitive Intensity (10 points)
□ <3 dominant players: ___ / 3
□ No player with >40% share: ___ / 3
□ Fragmented competitive landscape: ___ / 2
□ Weak incumbents vulnerable to disruption: ___ / 2

Customer Accessibility (10 points)
□ Clear customer segments identified: ___ / 2
□ Low switching costs from incumbents: ___ / 3
□ Distribution channels accessible: ___ / 3
□ Regulatory barriers manageable: ___ / 2

PART B: STRATEGIC FIT (20 points)

Capability Match (10 points)
□ Existing capabilities transferable: ___ / 3
□ Brand/reputation carries over: ___ / 3
□ Technology/IP applicable: ___ / 2
□ Team has relevant experience: ___ / 2

Financial Feasibility (10 points)
□ Investment within budget: ___ / 3
□ Payback period acceptable (<3 years): ___ / 3
□ Risk acceptable for portfolio: ___ / 2
□ Can self-fund or access capital: ___ / 2

PART C: EXECUTION READINESS (20 points)

Go-to-Market Plan (10 points)
□ Clear value proposition defined: ___ / 3
□ Pricing strategy validated: ___ / 2
□ Distribution plan in place: ___ / 2
□ Marketing/sales plan ready: ___ / 3

Organizational Readiness (10 points)
□ Team identified and committed: ___ / 3
□ Operational plan detailed: ___ / 2
□ Partnerships/vendors lined up: ___ / 2
□ Legal/regulatory compliance addressed: ___ / 3

TOTAL SCORE: ___ / 50

DECISION RUBRIC:
- 40-50: Strong Go (high confidence)
- 30-39: Conditional Go (address gaps first)
- 20-29: Defer (major concerns to resolve)
- <20: No Go (not ready)

SCORE: ___  DECISION: _______________

KEY GAPS TO ADDRESS:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

PARTNER: _______________  PARTNERSHIP TYPE: _______________  DATE: _________

STRATEGIC VALUE CREATION

Value to Us:
□ Access to new customers: ___ potential customers/year
□ Technology/capability we lack: _______________________
□ Cost reduction: ₹_________ savings/year
□ Speed to market: __ months faster than build
□ Risk reduction: _________________________________

Value to Partner:
□ Their gain from partnership: _____________________
□ Mutual benefit (not one-sided): Yes / No
□ Long-term strategic fit: Yes / No

PARTNER ASSESSMENT

Financial Health:
□ Revenue: ₹_________  Growth: ___%
□ Profitability: ___  Cash position: ₹_________
□ Credit rating / financial stability: ___________
Score (1-5): ___

Cultural Fit:
□ Values alignment: ___________________________
□ Decision-making speed: Fast / Slow
□ Risk appetite: High / Medium / Low (matches ours?)
□ Previous partnership track record: ___________
Score (1-5): ___

Capability & Reputation:
□ Market reputation: _____________________
□ Relevant capabilities: __________________
□ Customer satisfaction: __________________
□ Innovation track record: ________________
Score (1-5): ___

PARTNERSHIP STRUCTURE

Economic Terms:
□ Revenue/profit share: _______________________
□ Investment required: ₹_________
□ IP ownership: _______________________________
□ Exclusivity: Yes / No (if yes, scope: ______)

Governance:
□ Decision-making process: ___________________
□ Dispute resolution: _________________________
□ Exit clauses: _______________________________
□ Performance metrics: ________________________

RISK ASSESSMENT

Risks:
□ Partner becomes competitor: Likelihood ___ / Impact ___
□ Dependency risk: Likelihood ___ / Impact ___
□ Reputation risk: Likelihood ___ / Impact ___
□ IP leakage: Likelihood ___ / Impact ___
□ Integration complexity: Likelihood ___ / Impact ___

Mitigation:
1. _______________________________________________
2. _______________________________________________

DECISION MATRIX

                        Weight  Score  Weighted
Strategic value          35%    ___    ___
Partner quality          25%    ___    ___
Economic terms           20%    ___    ___
Risk (inverse)           20%    ___    ___
TOTAL                   100%            ___

Decision: PROCEED / NEGOTIATE / PASS
Key terms to negotiate: _______________________

TARGET: _______________  VALUATION: ₹_________  DATE: _________

STRATEGIC RATIONALE (Rate 1-5)

Horizontal (same industry, scale):
□ Market share gain: ___
□ Cost synergies (economies of scale): ___
□ Eliminate competitor: ___

Vertical (supply chain integration):
□ Secure supply/distribution: ___
□ Capture more value chain: ___

Adjacency (new product/market):
□ Access new customers: ___
□ Add new capabilities: ___
□ Enter new geography: ___

Strategic Rationale Score: ___ / 25
Primary rationale: _______________

FINANCIAL ANALYSIS

Valuation:
- Revenue: ₹_________  EBITDA: ₹_________
- EV/Revenue: ___x  EV/EBITDA: ___x
- Comparable multiples: ___x to ___x
  Assessment: Overvalued / Fair / Undervalued

Synergies (5-year NPV):
- Revenue synergies: ₹_________
- Cost synergies: ₹_________
- Tax benefits: ₹_________
- Total synergies: ₹_________
- One-time integration costs: ₹_________
- Net synergy value: ₹_________

Value Creation:
- Purchase price: ₹_________
- Stand-alone value: ₹_________
- Synergy value: ₹_________
- Total value: ₹_________
- Premium paid: ___%
- Value created: ₹_________ (positive = good deal)

DUE DILIGENCE CHECKLIST

Financial:
□ 3-year financials audited: Yes / No
□ Revenue quality assessed: _______________
□ Working capital requirements: ₹_________
□ Hidden liabilities identified: ___________
□ Debt and obligations: ₹_________

Commercial:
□ Customer concentration: Top 5 = ___%
□ Customer contracts reviewed: Yes / No
□ Competitive position validated: __________
□ Growth drivers sustainable: Yes / No

Legal:
□ IP ownership confirmed: _________________
□ Litigation risks: _______________________
□ Regulatory approvals needed: ____________
□ Material contracts reviewed: Yes / No

People & Culture:
□ Key person dependencies: _______________
□ Retention plan for key employees: Yes / No
□ Cultural fit assessed: __________________
□ Union/labor considerations: ______________

INTEGRATION PLAN

Day 1 Priorities:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

30-60-90 Day Plan:
- 30 days: _______________________________________
- 60 days: _______________________________________
- 90 days: _______________________________________

Integration Budget: ₹_________
Integration Timeline: ___ months
Integration Risk: Low / Medium / High

DECISION SCORECARD

                        Weight  Score  Weighted
Strategic fit            30%    ___    ___
Financial value          30%    ___    ___
Due diligence clean      20%    ___    ___
Integration feasibility  20%    ___    ___
TOTAL                   100%            ___

Decision: PROCEED / NEGOTIATE / PASS

If PROCEED:
- Max price: ₹_________
- Key conditions: _________________________________
- Deal-breakers: __________________________________

If NEGOTIATE:
- Target price: ₹_________
- Key terms to improve: ___________________________

If PASS:
- Primary reason: _________________________________

COMPANY: _______________  CURRENT STRATEGY: _______________  DATE: _________

PART 1: PIVOT TRIGGER ASSESSMENT

Quantitative Signals (Score each 0-3: 0=Not Present, 1=Weak, 2=Moderate, 3=Strong)

Market Signals:
□ Market size smaller than projected: ___
□ Market growth slowing: ___
□ Regulatory environment turning adverse: ___
□ Competitive intensity increasing faster than expected: ___
Subtotal: ___ / 12

Product Signals:
□ User engagement declining or flat despite iterations: ___
□ Retention rates below benchmark (define: ___% vs ___% actual): ___
□ Net Promoter Score negative or declining: ___
□ Feature requests consistently outside current scope: ___
Subtotal: ___ / 12

Financial Signals:
□ Unit economics not improving after __ months: ___
□ CAC:LTV ratio worsening: ___
□ Burn rate unsustainable (runway < 12 months): ___
□ Revenue growth below plan by >50%: ___
Subtotal: ___ / 12

TOTAL TRIGGER SCORE: ___ / 36

TRIGGER INTERPRETATION:
- 0-12:  Continue current path with optimizations
- 13-24: Serious pivot consideration required
- 25-36: Pivot likely necessary; current path unsustainable

PART 2: PIVOT OPTIONS MATRIX

Option A: _______________
- What changes: ________________________________
- What stays same: _____________________________
- Resources required: ₹_________ / ___ months
- Success probability (honest assessment): ___%
- Upside if successful: ________________________

Option B: _______________
- What changes: ________________________________
- What stays same: _____________________________
- Resources required: ₹_________ / ___ months
- Success probability (honest assessment): ___%
- Upside if successful: ________________________

Option C: Persist with Current Strategy (Control)
- What changes: Optimizations only
- Resources required: Current burn rate
- Success probability: ___%
- Upside if successful: ________________________

PART 3: PIVOT TYPE SELECTION

□ Customer Segment Pivot: Same product, different customer
□ Problem Pivot: Same customer, different problem to solve
□ Solution Pivot: Same problem, different solution approach
□ Channel Pivot: Same product, different distribution
□ Revenue Model Pivot: Same product, different monetization
□ Technology Pivot: Same value prop, different tech stack
□ Platform Pivot: Product → Platform or Platform → Product
□ Business Architecture Pivot: High-margin/low-volume ↔ Low-margin/high-volume

Selected pivot type: _______________
Rationale: _________________________________

PART 4: VALIDATION PLAN BEFORE FULL PIVOT

Minimum Viable Test:
- Hypothesis to test: _________________________
- Test duration: ___ weeks
- Investment required: ₹_________
- Success metrics: ____________________________
- Kill criteria: _______________________________

DECISION:
□ PERSIST: Current strategy with optimizations
□ PIVOT: Execute selected pivot option
□ TEST: Run validation before committing
□ EXIT: Shut down / return capital

Rationale: _________________________________
Key milestones for next review: ______________
Review date: _________

COMPETITIVE EVENT: _______________  COMPETITOR: _______________  DATE: _________

PART 1: THREAT ASSESSMENT

Event Classification:
□ Pricing action (discount, new tier, freemium)
□ Product launch (new product, major feature)
□ Market expansion (new segment, geography)
□ Strategic move (acquisition, partnership, funding)
□ Positioning change (repositioning, rebranding)

Threat Severity (1-5):
□ Revenue impact potential: ___
□ Customer churn risk: ___
□ Market position threat: ___
□ Competitive moat erosion: ___
□ Talent/team risk: ___
Total Threat Score: ___ / 25

SEVERITY INTERPRETATION:
- 5-10:  Monitor only, no response required
- 11-17: Tactical response within existing strategy
- 18-25: Strategic response required, potential pivot

PART 2: COMPETITIVE INTELLIGENCE

What We Know:
- Competitor's likely motivation: _______________
- Their resource constraints: _________________
- Expected duration: ________________________
- Evidence of success/failure so far: __________

What We Don't Know:
- Key unknowns: _____________________________
- How to find out: __________________________

Customer Impact Assessment:
- Customers at highest risk: __________________
- Why they might switch: _____________________
- What would keep them: ____________________

PART 3: RESPONSE OPTIONS MATRIX

OPTION 1: IGNORE (Do Nothing)
- Rationale for ignoring: ____________________
- Risk of non-response: _____________________
- Conditions that would change decision: _____
Best for: Weak/unsustainable competitor moves, niche segments

OPTION 2: MATCH
- What to match: ___________________________
- Resources required: ₹_________
- Timeline: ___ weeks
- Impact on margins/positioning: _____________
Best for: Pricing attacks in commoditized segments

OPTION 3: COUNTER (Different Response)
- Counter-strategy: _________________________
- How it addresses threat without matching: ___
- Resources required: ₹_________
- Differentiation reinforced: ________________
Best for: Attacks on your weak spots; play to your strengths

OPTION 4: LEAPFROG
- How to go beyond competitor's move: ________
- Investment required: ₹_________
- Timeline: ___ months
- Expected outcome: ________________________
Best for: When you have capability advantage

OPTION 5: RETREAT
- What to give up: __________________________
- Where to reinforce: _______________________
- Resources freed: ₹_________
- New focus areas: _________________________
Best for: Unwinnable battles, strategic reallocation

PART 4: DECISION AND EXECUTION

Selected Response: _______________

Immediate Actions (This Week):
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

Communication Plan:
- Internal team: _______________________________
- Customers: __________________________________
- Market/Press: ________________________________

Success Metrics:
- Leading indicator: ____________________________
- Lagging indicator: ____________________________
- Review timeline: ___ weeks

ESCALATION TRIGGERS:
If _______________ occurs, escalate to: _______________

INITIATIVE/PROJECT: _______________  DATE: _________

PART 1: RISK IDENTIFICATION

Strategic Risks:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

Operational Risks:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

Financial Risks:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

External Risks:
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

PART 2: RISK SCORING MATRIX

LIKELIHOOD SCALE:
1 = Rare (<10% probability)
2 = Unlikely (10-25%)
3 = Possible (25-50%)
4 = Likely (50-75%)
5 = Almost Certain (>75%)

IMPACT SCALE:
1 = Negligible (<₹10L impact or <1% revenue)
2 = Minor (₹10L-50L or 1-5% revenue)
3 = Moderate (₹50L-2Cr or 5-15% revenue)
4 = Significant (₹2Cr-10Cr or 15-30% revenue)
5 = Severe (>₹10Cr or >30% revenue)

RISK SCORING TABLE:

| # | Risk Description | Likelihood (1-5) | Impact (1-5) | Risk Score (L×I) | Priority |
|---|------------------|------------------|--------------|------------------|----------|
| 1 | ________________ | ___ | ___ | ___ | ___ |
| 2 | ________________ | ___ | ___ | ___ | ___ |
| 3 | ________________ | ___ | ___ | ___ | ___ |
| 4 | ________________ | ___ | ___ | ___ | ___ |
| 5 | ________________ | ___ | ___ | ___ | ___ |
| 6 | ________________ | ___ | ___ | ___ | ___ |
| 7 | ________________ | ___ | ___ | ___ | ___ |
| 8 | ________________ | ___ | ___ | ___ | ___ |

RISK PRIORITY MATRIX:

                    IMPACT
                    Low(1-2)  Med(3)   High(4-5)
    High(4-5)       MEDIUM    HIGH     CRITICAL
L   Med(3)          LOW       MEDIUM   HIGH
I   Low(1-2)        LOW       LOW      MEDIUM
K
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PART 3: MITIGATION PLANNING

For each HIGH or CRITICAL risk:

RISK #___: _______________

Risk Owner: _______________

Mitigation Strategy:
□ AVOID: Eliminate the risk by changing approach
  Action: _______________________________________
□ REDUCE: Lower likelihood or impact
  Action: _______________________________________
□ TRANSFER: Shift risk to another party (insurance, contract)
  Action: _______________________________________
□ ACCEPT: Acknowledge and monitor (for low-priority risks)
  Action: _______________________________________

Mitigation Cost: ₹_________
Residual Risk Score (after mitigation): ___

Contingency Plan (if risk materializes):
_________________________________________________

Early Warning Indicators:
1. _______________________________________________
2. _______________________________________________

PART 4: RISK MONITORING DASHBOARD

| Risk | Owner | Status | Last Review | Next Review | Trend |
|------|-------|--------|-------------|-------------|-------|
| ___ | ___ | G/Y/R | _________ | _________ | ↑/→/↓ |
| ___ | ___ | G/Y/R | _________ | _________ | ↑/→/↓ |
| ___ | ___ | G/Y/R | _________ | _________ | ↑/→/↓ |

OVERALL RISK ASSESSMENT:
□ LOW: Proceed with standard monitoring
□ MEDIUM: Proceed with enhanced monitoring and mitigation
□ HIGH: Proceed only with explicit leadership approval and robust mitigation
□ CRITICAL: Do not proceed until risk profile improves

Decision: _______________  Approved by: _______________  Date: _________

PLANNING PERIOD: _______________  DATE: _________

PART 1: INITIATIVE INVENTORY

List all potential strategic initiatives:

| # | Initiative | Owner | Est. Investment | Est. Timeline |
|---|------------|-------|-----------------|---------------|
| 1 | __________ | _____ | ₹_____________ | ___ months |
| 2 | __________ | _____ | ₹_____________ | ___ months |
| 3 | __________ | _____ | ₹_____________ | ___ months |
| 4 | __________ | _____ | ₹_____________ | ___ months |
| 5 | __________ | _____ | ₹_____________ | ___ months |
| 6 | __________ | _____ | ₹_____________ | ___ months |
| 7 | __________ | _____ | ₹_____________ | ___ months |
| 8 | __________ | _____ | ₹_____________ | ___ months |

Total Available Budget: ₹_____________
Total Available Capacity: ___ FTEs / ___ months

PART 2: IMPACT-EFFORT SCORING

IMPACT CRITERIA (Score 1-5 each):
□ Revenue potential
□ Strategic importance
□ Competitive advantage created
□ Customer value delivered
□ Long-term scalability

EFFORT CRITERIA (Score 1-5 each, 5 = High Effort):
□ Financial investment required
□ Time to completion
□ Team capacity required
□ Technical complexity
□ Organizational change required

SCORING TABLE:

| # | Initiative | Impact (Sum) | Effort (Sum) | Ratio (I/E) | Quadrant |
|---|------------|--------------|--------------|-------------|----------|
| 1 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 2 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 3 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 4 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 5 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 6 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 7 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |
| 8 | __________ | ___ / 25 | ___ / 25 | ____ | _____ |

IMPACT-EFFORT MATRIX:

                         EFFORT
                    Low (5-12)    High (13-25)
           High     QUICK WINS    BIG BETS
IMPACT    (13-25)   (Do First)   (Prioritize Carefully)
           Low      FILL-INS      AVOID
          (5-12)    (If Capacity) (Deprioritize)

PART 3: DEPENDENCY MAPPING

Which initiatives depend on others?

| Initiative | Depends On | Blocks |
|------------|------------|--------|
| __________ | __________ | ______ |
| __________ | __________ | ______ |
| __________ | __________ | ______ |

Critical Path Initiatives (must be done first):
1. _______________________________________________
2. _______________________________________________

PART 4: FINAL PRIORITIZATION

Tier 1 - MUST DO (This Quarter/Year):
| Priority | Initiative | Investment | Expected Return | Timeline |
|----------|------------|------------|-----------------|----------|
| 1 | __________ | ₹_________ | ______________ | _________ |
| 2 | __________ | ₹_________ | ______________ | _________ |
| 3 | __________ | ₹_________ | ______________ | _________ |

Tier 2 - SHOULD DO (If Resources Permit):
| Priority | Initiative | Investment | Expected Return | Timeline |
|----------|------------|------------|-----------------|----------|
| 4 | __________ | ₹_________ | ______________ | _________ |
| 5 | __________ | ₹_________ | ______________ | _________ |

Tier 3 - DEFER (Future Consideration):
| Initiative | Reason for Deferral | Revisit Date |
|------------|---------------------|--------------|
| __________ | ___________________ | ____________ |
| __________ | ___________________ | ____________ |

Tier 4 - KILL (Not Pursuing):
| Initiative | Reason |
|------------|--------|
| __________ | ______ |
| __________ | ______ |

RESOURCE ALLOCATION SUMMARY:

| Tier | # Initiatives | Total Investment | % of Budget |
|------|---------------|------------------|-------------|
| Tier 1 | ___ | ₹_____________ | ___% |
| Tier 2 | ___ | ₹_____________ | ___% |
| Reserve | - | ₹_____________ | ___% |
| TOTAL | ___ | ₹_____________ | 100% |

PORTFOLIO BALANCE CHECK:

□ Mix of quick wins and big bets: Yes / No
□ Not over-indexed on any single initiative: Yes / No
□ Resource constraints respected: Yes / No
□ Dependencies sequenced correctly: Yes / No
□ Reserve maintained for opportunities: Yes / No

Approved by: _______________  Date: _________
Next Review: _________

POST-DECISION REVIEW

Decision: _______________________________________________
Date Made: _______________  Review Date: _______________
Decision Owner: _______________  Reviewer: _______________

PART A: DECISION CONTEXT (What we knew then)

Original Problem/Opportunity:
_________________________________________________________

Key Assumptions at Decision Time:
1. ____________________________________________________
2. ____________________________________________________
3. ____________________________________________________

Alternatives Considered:
□ Alternative 1: ________________________________________
□ Alternative 2: ________________________________________
□ Why rejected: ________________________________________

Decision Criteria Used:
□ Financial (NPV, IRR, payback): _________________________
□ Strategic fit: _________________________________________
□ Risk profile: __________________________________________
□ Resource requirements: _________________________________

Confidence Level at Decision: ___% (1-100)

PART B: OUTCOME ASSESSMENT

Actual Results vs. Expectations:

| Metric              | Expected    | Actual      | Variance |
|---------------------|-------------|-------------|----------|
| Revenue             | ___         | ___         | ___%     |
| Costs               | ___         | ___         | ___%     |
| Timeline            | ___         | ___         | ___ mths |
| Market response     | ___         | ___         | ___      |
| Competitive reaction| ___         | ___         | ___      |

Overall Outcome:
□ Exceeded expectations
□ Met expectations
□ Below expectations
□ Significantly below / Failed

PART C: ASSUMPTION AUDIT

Which assumptions proved correct?
1. ____________________________________________________
2. ____________________________________________________

Which assumptions proved wrong?
1. ____________________________________________________
   - Why wrong: _________________________________________
   - Could we have known? Yes / No / Partially
   - Signal we missed: ___________________________________

2. ____________________________________________________
   - Why wrong: _________________________________________
   - Could we have known? Yes / No / Partially
   - Signal we missed: ___________________________________

External factors not anticipated:
1. ____________________________________________________
2. ____________________________________________________

PART D: PROCESS EVALUATION

Decision Process Quality (1-5):
□ Problem framing: ___
□ Information gathering: ___
□ Alternative generation: ___
□ Risk assessment: ___
□ Implementation planning: ___

What we did well:
1. ____________________________________________________
2. ____________________________________________________

What we did poorly:
1. ____________________________________________________
2. ____________________________________________________

Biases identified in retrospect:
□ Confirmation bias: ___________________________________
□ Overconfidence: ______________________________________
□ Anchoring: ___________________________________________
□ Sunk cost: ___________________________________________
□ Groupthink: __________________________________________

PART E: LESSONS & ACTIONS

Key Learnings:
1. ____________________________________________________
2. ____________________________________________________
3. ____________________________________________________

Process Improvements for Future:
1. ____________________________________________________
2. ____________________________________________________

Signals to Monitor Going Forward:
1. ____________________________________________________
2. ____________________________________________________

Would We Make the Same Decision Again?
□ Yes, with same information
□ Yes, but with modifications: ___________________________
□ No, here's why: _______________________________________

SIGN-OFF

Decision Owner: _____________ Date: _____________
Reviewer: _____________ Date: _____________