Decision ticket

Each planned or ongoing decision should be represented by a Plan.io ticket. The usage of the ticket’s fields and custom fields are outlined in the table below. Where usage varies depending on the stage in the decision pipeline, a detailed description is provided in the Decision Pipeline documentation and this is noted in the table.

All fields listed below are REQUIRED unless stated otherwise.

Fields in a decision ticket

Field

Description

Subject

A short and up-to-date representation of the decision.

The issue subject should always begin with a verb, e.g. ‘Increase our pay to X’, ‘Replace Xero with Y’.

Status

A description of where the decision is in the decision pipeline, chosen from available decision statuses.

Parent Ticket

Main ticket ID where the work to advance the decision is happening.

Decision Link

A link to the ticket or poll where the decision is taking place.

Description

Emerging decisions or simple decisions at any stage of the pipeline may provide a decision summary in the description field.

Complex decisions must provide a decision summary in a separate document using the Decision Summary field.

Decision Summary

A link to a document containing a decision summary.

This field is optional for emerging decisions or simple decisions at any stage of the pipeline.

Assignee

The individual or group being notified of the latest update.

Due Date

The estimated date that a decision is expected to begin.

Estimates are expected to be less accurate for decisions earlier in the pipeline.

Decision Start Date

The date that a decision is scheduled to begin. (Scheduled decisions only.)

Decision End Date

The date that a decision is scheduled to end. (Scheduled decisions only.)

Decision Facilitator

The individual responsible for the decision facilitator role.

A decision-facilitator is optional while a decision has the emerging status but progressing a decision REQUIRES the appointment of a decision facilitator.

Decision Team

All members of the decision team.

Decision Type

The type of decision-making process that is planned.

Event (optional)

The event where the decision is planned to take place, e.g. June 2022 OGM.

Team Coordination Ticket

The ticket where the work of progressing the ticket is happening.

Optional if this is the same as the parent ticket.

External Communication Ticket

The ticket where any communication with people outside the decision team is happening

Optional if this is the same as the parent ticket.