Decision Clarity Matrix Template

Can be used as a facilitation worksheet during change planning sessions

Step 1: Define Key Decisions

List the most important decisions in your change initiative.
Examples:

Step 2: Assign Roles Using the Matrix

Step 3: Role Definitions (for clarity in workshops)

Role	Meaning	Example
Recommend (R)	Researches, analyses and suggests a decision.	Change Team, Project Lead
Approve/Accountable (A)	Has the final say and is accountable for outcomes.	Executive Sponsor, CEO, Steering Committee
Perform (P)	Implements or executes the decision.	Managers, HR, IT, Operations
Input/Informed (I)	Provides expertise or must be kept updated.	Staff, Union Reps, Partners

Step 4: Use Tips for Change Management Applications

✅ Before starting change:
Identify who decides on scope, budget, timelines and messaging.

✅ During change:
Clarify who approves adjustments, training content, or communications.

✅ After implementation:
Define who monitors results, owns outcomes, and signs off completion.

✅ Facilitation tip:
In workshops, print the matrix on A3 and use sticky notes for names; this makes discussion visual and collaborative.

Example (Applied to Change Management)

Decision	R	A	P	I	Notes
Approve change vision	Change Manager	CEO	Communications	Steering Committee	Ensure alignment with strategy
Select change champions	HR	COO	HR	Department Heads	Balance across departments
Launch internal comms	Communications	Change Manager	Comms Team	All Staff	Use phased messaging
Monitor adoption metrics	Analyst	Change Manager	Data Team	Steering Committee	Monthly dashboard review

(main source: Greg Layton, 2025)