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A pivot decision document captures the analysis and rationale behind a strategic direction change.or the decision to stay the course. Based on the Lean Startup concept of "pivot or persevere," this artifact ensures major strategic decisions are made with evidence, communicated clearly, and preserved for organizational learning.
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Summarize Current State
Document what you're currently doing, how long you've been doing it, what you've invested, and what results you've achieved. This grounds the decision in reality.
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Present the Evidence
Compile all relevant data: metrics, user feedback, experiment results, market signals. Be comprehensive.include evidence that supports both staying and changing course.
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Review Hypotheses
Revisit the original hypotheses that justified the current direction. Which have been validated? Which have been invalidated? Which remain untested?
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Define Options
Articulate at least three options: persevere (continue current direction), and two or more distinct pivot options. Describe each option concretely.what would change?
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Analyze Each Option
Evaluate options against key criteria: market opportunity, competitive advantage, team capability, resource requirements, and risk. Use evidence, not opinions.
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Make the Decision
State the chosen direction clearly. Explain the rationale, acknowledging trade-offs. If the team disagrees, capture dissenting views.
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Plan Implementation
Outline what happens next: immediate actions, resource needs, success criteria for the new direction, and communication plan.