When to use it
At kickoff or when roles and responsibilities change.
Fields to complete
| Field | Your notes |
|---|---|
| Decision to make | Add known information, your judgment or an open question. |
| Business discovery and engineering responsibilities | Add known information, your judgment or an open question. |
| Business, data and operations owners | Add known information, your judgment or an open question. |
| Permitted actions and exclusions | Add known information, your judgment or an open question. |
| Recipient and understanding check | Add known information, your judgment or an open question. |
| Escalation contact and pause authority | Add known information, your judgment or an open question. |
| When to review responsibilities | Add known information, your judgment or an open question. |
Example entry
The discovery lead gathers day-shift task records. Engineering tests withdrawal of old material and reconciliation of tool results. The business owner selects pilot tasks, and operations can pause the system.
From the fictional Beichen case. This shows one way to write an entry; your analysis may lead to a different choice.Check your work
Name an accountable owner for each important responsibility; “the team” alone is not enough.