Product meetings
Scope trade-offs, launch timing, and feature prioritization with rationale and alternatives considered.
Decision logs
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Centralize conclusions from product, project, client, and leadership calls — with context, alternatives, owner, date, source quote, and follow-up needed.
Decision sources
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Project meetings
Milestone shifts, resource allocation, and delivery commitments with owner accountability.
Client meetings
Customer-facing commitments, pilot boundaries, and escalation paths documented for the account team.
Leadership meetings
Strategic direction, budget approvals, and cross-org accountability with executive context.
Recent entries
Northwind Health · May 2026
Launch pilot with phased CRM sync
Context: Customer requested Q3 deployment but RevOps flagged custom object complexity across twelve governance fields.
Alternatives: Full July rollout · pilot without CRM sync · phased sync with sandbox validation.
Owner: Head of Customer Success · Date: May 28, 2026
Source quote: "We can start in July if your team validates the custom object mapping before launch."
Follow-up needed: Schedule CRM mapping workshop by Jun 7.
Keep security review in pre-purchase stage
Context: Procurement timeline compresses if legal starts after contract signature. Northwind legal requires retention controls before pilot kickoff.
Alternatives: Summary only · defer full docs · deliver full packet this week.
Owner: Solutions Engineering Director · Date: May 28, 2026
Source quote: "Legal will not approve a pilot start date without retention controls documented."
Follow-up needed: Send SOC 2 and retention policy by Jun 4.
Defer analytics add-on to post-pilot
Context: Regional leadership interested in analytics seats but pilot scope must stay focused on core activation metrics.
Alternatives: Include in pilot · separate evaluation in Q4 · bundle with renewal.
Owner: Account Executive · Date: May 27, 2026
Source quote: "Let's prove activation first, then revisit analytics in the August KPI review."
Follow-up needed: Add expansion note to CRM for Q4 pipeline review.
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