ED3 in Practice · P1 · P2 · P4 · P6

The Decision Brief

The single document that replaces vague meeting invites. If the brief can't be filled in, the meeting shouldn't exist.

Most meetings fail before they start. Not because the wrong people are in the room — but because the person who called the meeting never answered the most basic question: what are we deciding?

The Decision Brief forces that answer. It is a short document — one page, rarely more — that must be completed before a meeting invitation is sent. If you cannot fill it in, the meeting has no reason to exist. If you can fill it in, you've already done the hardest work: defining the decision, naming the owner, and giving everyone the context they need to arrive prepared.

"A meeting without a decision brief is a room full of people hoping someone else prepared."


Why it works

The Decision Brief operationalizes four ED3 principles at once. It forces you to name the decision before you meet (P1), assign a single owner (P2), frame the agenda as a decision rather than a topic (P4), and put the context in writing so no one wastes live time on status updates (P6).

The brief also serves as a forcing function for meeting quality. Many briefs, once started, reveal that a meeting isn't needed at all — the decision can be made asynchronously by the owner with written input. That's not a failure of the brief. That's the brief doing its job.


The template

Copy this structure. Fill it in before sending a meeting invite. Circulate it as a pre-read at least 24 hours before the meeting.

Decision State the decision in one sentence using a committing verb: decide, choose, approve, prioritize.
"Decide which of three vendor options to select for the data migration, given the Q2 budget constraint."
Owner One person. Not a team. The person who will be accountable for the outcome after the meeting ends.
"Sarah Chen, Engineering Lead"
Context What does someone need to know to participate usefully? Keep it short — this replaces the first 15 minutes of "catching everyone up."
"We've evaluated three vendors against our requirements. Technical assessment is complete. Cost proposals are in. The outstanding question is whether Vendor B's lower cost justifies the 6-week longer timeline."
Options What are the realistic choices? Frame each one with its key tradeoff. If there are no options, there's no decision — just an announcement.
"A: Vendor A — fastest delivery (8 weeks), highest cost ($340K), best technical fit.
B: Vendor B — moderate delivery (14 weeks), lowest cost ($210K), requires custom integration work.
C: Vendor C — middle ground (10 weeks, $285K), but weakest support SLA."
Recommendation The owner's preferred path, stated plainly. The room may disagree — that's the point of the meeting. But showing up without a recommendation wastes the room's time.
"I recommend Option A. The cost premium is worth the 6-week acceleration given our Q2 deadline. I want the room's input on whether the budget impact is acceptable."
Deadline When does this decision need to be made? What happens if it slips?
"Decision needed by March 15. Delay costs us 2 weeks on the migration timeline and risks the Q2 launch."
Attendees & roles Who needs to be in the room, and what is each person's role? Decider, advisor, informed. If someone is only "informed," they don't need to attend — send them the decision afterward.
"Sarah Chen (owner/decider), James Park (budget authority — advisor), Maria Santos (technical lead — advisor)"

How to use it
01

Fill it in before scheduling

If you can't complete the brief, you're not ready to meet. That's a signal, not a failure. Do more research, narrow the options, or make the decision yourself.

02

Circulate as a pre-read

Attach the brief to the calendar invite. Send it at least 24 hours before. This replaces the first 15 minutes of every meeting where someone "sets the stage."

03

Open the meeting with the decision

"We're here to decide X. Sarah is the owner. You've read the brief. What questions do we need to resolve before Sarah can make this call?" That's your first sentence.

04

Record the outcome on the brief

After the meeting, update the brief with the actual decision, any dissent noted, and next steps with owners and dates. The brief becomes the decision record.


When the brief tells you not to meet

The brief is not just a meeting prep tool — it's a meeting filter. If any of these are true, cancel the meeting and decide asynchronously:

The owner already knows the answer and just needs sign-off. Send the brief with a 48-hour response window instead.

There's only one realistic option. Write it up, circulate it, let silence equal consent.

The "decision" is actually a status update. Move it to a document.

The context section is longer than the options section. More research is needed — not a meeting.

Download the template

A clean, tool-agnostic version you can adapt to your own workflow — Google Docs, Notion, Confluence, or plain text.

Download (.md) →