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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.
measure-experiment-resultsdevelop-adrdefine-opportunity-treeiterate-retrospective; a pivot call is a decision document, not a retrofoundation-build-risk-review; a pivot call weighs market feedback on something already shippedWhen asked to document a pivot decision, follow these steps:
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.
Compile all relevant data: metrics, user feedback, experiment results, market signals. Be comprehensive.include evidence that supports both staying and changing course.
Revisit the original hypotheses that justified the current direction. Which have been validated? Which have been invalidated? Which remain untested?
Articulate at least three options: persevere (continue current direction), and two or more distinct pivot options. Describe each option concretely.what would change?
Evaluate options against key criteria: market opportunity, competitive advantage, team capability, resource requirements, and risk. Use evidence, not opinions.
State the chosen direction clearly. Explain the rationale, acknowledging trade-offs. If the team disagrees, capture dissenting views.
Outline what happens next: immediate actions, resource needs, success criteria for the new direction, and communication plan.
Use the template in references/TEMPLATE.md to structure the output. A complete decision document fills every template section: Overview; Executive Summary; Current State; Evidence Summary; Hypothesis Review; Options Considered; Analysis; Decision; Implementation Plan; Communication Plan; and Appendix.
Before finalizing, verify:
See references/EXAMPLE.md for a completed example.
~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.