7 steps of decision-making process with examples
Using a systematic decision-making process can help you stay focused, reduce uncertainty, and feel more confident in your choices, especially in hectic or high-pressure situations. Let's go through each of the seven steps below with a typical workplace example: a marketing manager deciding whether to invest in a new digital ad platform to boost lead generation.
1. Identify the decision that needs to be made
Start by pinpointing the issue or opportunity. Make sure everyone involved understands the challenge and what you’re trying to achieve. Ask yourself:
- What exactly is the issue I need to address?
- What outcome am I hoping to achieve?
- Who else needs to be involved or informed?
Example: You’ve noticed a steady decline in leads coming from your current advertising channels. You need to decide whether to stick with your current platforms or invest in a new one. The goal is to improve both the volume and quality of leads, while staying within budget.
2. Gather relevant information
Good information leads to good decisions. Gather data from a range of sources. This could include performance reports, customer information, team feedback, industry statistics. Consider both quantitative (metrics, KPIs) and qualitative (user experience, anecdotal feedback) inputs.
Example: You look at campaign data from the past 12 months and see a 25% drop in engagement. You speak to the sales team, who mention that recent leads haven’t been converting as well. You also check your budget to understand how much flexibility you have for testing a new platform. Finally, you research advertising trends in your industry to see where competitors are investing.
3. Explore alternative solutions
Take time to brainstorm all possible options, even unconventional ones. Aim for at least three viable alternatives. Consider the timeframe for implementation, required resources, and potential outcomes.
Example: You identify three main options, below.
- Option A: Allocate budget to test a new digital advertising platform targeting a different audience segment.
- Option B: Optimise your existing platform with updated targeting and fresh creative assets.
- Option C: Combine both strategies by running a small test on the new platform while fine-tuning your current campaigns.
4. Weigh the pros and cons
Assess the advantages and disadvantages of each option. Consider short-term and long-term impact, risk versus reward, and how each choice aligns with your objectives. If possible, involve others in this process. Open discussion often leads to better decisions.
Example: You create a pros and cons list for each option:
- Option A opens a new audience segment but may take longer to optimise.
- Option B is a safer route but may not address the underlying issue.
- Option C gives you a low-risk way to test new waters while still maintaining results from existing channels.
You also map these options to your KPIs and strategic goals.
5. Choose among the alternatives
Once you’ve evaluated your options, make a decision. Be sure you are clear about why you’re making it. Communicate your reasoning and get buy-in from any key stakeholders. Be prepared to take ownership but also remain open to feedback if new information emerges.
Example: You choose Option C, a hybrid approach. It balances innovation with stability and allows you to test the new platform without fully committing straight away. You share your plan with your manager and get approval to move ahead.
6. Take action
Translate your choice into a clear plan. Define key steps, delegate responsibilities, assign resources, and establish deadlines. Ensure everyone concerned is aware of what's going on, when, and why. Keep communicating to monitor progress and solve problems early.
Example: You schedule a campaign kick-off meeting, assign creative tasks to your design team, and brief your performance agency to run the pilot. You create a campaign tracker in your dashboard and set a six-week test period, with weekly check-ins to monitor early signs of success.
7. Review your decision and its impact
After implementation, take time to reflect. Think about what worked, what didn’t, and what you could do differently next time. Reviewing your process will strengthen your decision-making framework moving forward. Ask yourself:
- Did the outcome meet expectations?
- What lessons can you carry into future decisions?
- Were the results successful?
Example: At the end of the test period, the new platform has delivered 30% more qualified leads at a lower cost-per-lead than your existing channels. You decide to expand your investment in the platform, document the test results, and present a summary to leadership. You also note what could be improved for next time—like setting clearer benchmarks up front and involving the sales team earlier in the process.