Can we close the AOP by the December board meeting?
ConvenerGoalParties & leads
1You’re convening this decision
Name your role. It sets the “Convened by” readout and frames who’s at the table.
Seniority — optional modifier
Role or unit — your seat
Your role
Pick your role…
2What are you deciding?
State the goal you’re convening the room around.
The decision
3Who’s involved
Add the parties you expect at this decision — a starting point, not the full list. Mark who’ll lead a slice; the rest are context that shapes what gets suggested.
Seniority — optional modifier
Role or unit — the party
This party
Pick a role or unit…
At the table0= leads a slice
No parties yet. Add the roles you expect in the room.
A lead is asked first to break down their slice — the decision opens with them.
Everyone else is context — they inform what gets suggested, and can be pulled in as the decision unfolds. They’re not asked anything up front.
Opens the decision with no leads. Context parties inform suggestions but aren’t asked anything yet; your origin is marked framed & cast — it takes no position of its own.
What kind of party is this?
We couldn’t tell for this. Pick one so it routes correctly.
Team
A person
Committee
External party
2Your response
Can you answer this?
Answer itYou’re the right party to answer. Give your commitment on the question and, optionally, what it depends on.
Reroute to another partyAnother party should own this. Nominate who — they’ll be asked to accept.
Leadership callThe ask conflicts with a wider priority. Send it up for a decision, apart from your answer.
You’re already at the top of this chain — there’s no one above you to escalate to. Answer it, or hand it elsewhere.
Ours to answer
Why? optional
Who should answer this instead?Nominate, don’t assert — the party you name is asked to accept, never silently saddled.
Seniority — optional modifier
Role or unit — the peer
Hand to
Pick a role or unit…
We’ll ask them to accept. If they decline, it routes on.
Sent to them as
Send up to whom?You’re sending this up as a premise or priority call — no position is given. It’s handled apart from your answer and its dependencies.
Seniority — optional modifier
Role or unit — send up to
Sending up to
Pick a role or unit…
Routes up to them as a leadership call — handled apart from your answer.
suggestedHow should it be framed for them?
Sent up as
3What it depends onoptional
Anything important this answer depends on?
Sorting what you said into dependencies…
These arrive as suggested — review each to set importance and fix anything I got wrong.
Dependency #1
1
Dependency Importance— how much does it matter?edit
How much does this dependency matter to your answer?
Important
Critical
2
Dependency Ownership— who owns it?edit
Who can take action on this dependency?
Seniority — optional modifier
Role or unit — the party
This owner
Pick a role or unit…
Owner
——
3
Dependency Requirement—edit
What do you need from the owner of this dependency?