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R01 · Strategy

Map of decisions and intelligence questions

What it is for. Decision, owner, horizon, alternatives and intelligence question.

Excel (.xlsx)Word (.docx)PDF for printingText (.md)See the template

The four downloads (Excel, Word, PDF and text) are generated from this same sheet.

When to use it. Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

How to use it

  1. Start with the real decision or question you need to resolve and set a cut-off date.
  2. Fill in only what can be verified; write NOT VERIFIED when data is missing.
  3. Separate observed facts, hypotheses and implications, and name a reviewer.
  4. Keep the original version and record relevant changes when you update it.

Do it yourself

Editable template

Decision Owner Horizon Alternatives Key question (KIQ) Finding that would change the decision

Company A case · simulation

Fictional case

Guided example · Company A

Company A is studying whether to explore industrial thermal storage; the innovation director will decide whether to authorise a 60-day test; the question is what technical and adoption evidence would justify an investment.

Educational simulation: fictional information and organisations.

Mistake to avoid

Do not word the question as “everything about the technology”; it must be able to change a decision.

Final check

  • Is it clear which decision or need it serves?
  • Can the evidence be located, and is it dated?
  • Are uncertainties and limits made explicit?
  • Can someone else repeat or review the work?

Notice: entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.