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AGREE Phase - Decision Making

AGREED Help CenterAgreements ManagementDecision Makers - Agreements Management
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AGREE Phase - Decision Making

As a Decision Maker for an Improvement Idea, you ensure that the right bases are covered in the business case, and determine whether to approve the Idea for implementation.  

AGREED streamlines your path to make decisions based on verified numbers and documented Stakeholder input.   

AGREE Phase: Review the final draft and decide whether to implement the idea. 
A. Review the final business case

Check the Value and Risk tabs to review the final business case.

In the Value tab

Step 1: Review the list of Value Items as outlined by the Idea Leader.

  • Toggle the sub-tabs to review and open lists of Value Items in three categories: personnel/non-personnel/revenues. 

    Consider if additional Value Items should be included.

  • If desired, select the gray dots at the end of each row to see any notes and documentation provided by the Validator.

In the Risk tab 

Step 1: Review the Stakeholder's risk ratings and comments.  

  • If desired, select the gray dots at the end of each row to see any additional details and input from the Stakeholder.  

B. Decide on implementation

In the Agreements tab

Step 1: Select the circle in the column titled AGREE in the row with your name.

  • Select Agreed if you approve the Idea for implementation without further revision.

  • Select Revise if you approve the Idea for implementation under the condition of revision.

  • Select Reject if you consider the Idea to be untenable at this time.

If you select Revise or Reject:

  • Select the gray dots at the end of the row with your name to enter additional notes and comments.

  • In the AGREE section, enter comments describing the revisions needed, or your reasons for rejecting the idea.

  • Attach documents to add context if desired.

The Idea Leader will notify you when the Idea is ready for an approval decision.