Decision Planner
by JFDI Consulting
A SharePoint decision register with sign-off and outcome reviews.
Decision Planner is a modern SPFx-based SharePoint solution that provides a clear, structured way for teams and departments to capture, review, and manage important decisions across Microsoft 365. It introduces a defensible decision register that helps users record what was decided, why it was decided, who was involved, and when the decision should be revisited.
Designed for Microsoft 365 and built natively for SharePoint Online, Decision Planner helps organisations replace scattered meeting notes, email trails, and informal decision logs with a clean, intuitive interface that works on any modern SharePoint page. Users can capture decisions, record rationale, track status, sign off records, review outcomes, and use structured views to understand decision history and accountability.
Key Capabilities
- Structured SharePoint-based decision register
- Decision capture with title, summary, options considered, rationale, decision-makers, and status
- Sign-off and lock capability for approved decision records
- Revisit dates to prompt outcome review and follow-up
- Quality Dashboard for reviewing recorded decision outcomes
- Multiple decision views, including List, Timeline, Matrix, Heatmap, and Lineage
- Integrated decision detail panel with metadata, rationale, and review information
- Fully SharePoint-native experience built using the SharePoint Framework (SPFx)
- Deploy as Full Page and Webpart, Teams Tab and Teams Personal Tab
- Consistent with Microsoft 365 permissions, governance, version history, and theming
Who Benefits
Decision Planner is ideal for teams and departments that need a shared, always-up-to-date record of important decisions, including:
- Executive and leadership teams
- Project managers and PMOs
- Governance and compliance teams
- Change management teams
- Operational management teams
- Departments that need to preserve decision rationale and accountability
Why Organisations Choose Decision Planner
- Clear visibility of decisions, rationale, owners, and review dates
- Improved accountability for important organisational decisions
- Support for decision sign-off, review cycles, and outcome tracking
- Reduced reliance on scattered meeting notes, email threads, and informal records
- SharePoint remains the system of record for decision data
- Easy deployment through the SharePoint App Catalogue
Licensing and Trial Information
A 30-day trial will be automatically activated on deployment, giving you access to the entire feature set. After the trial period has ended, a free-tier licence with limited functionality will be applied. To permanently access the full functionality of Decision Planner, including all options available in the configuration and management panels, an active licence is required. New users can obtain a licence using the link below.
Click here to obtain a licence
Some advanced features and platform integrations, including usage outside SharePoint Online, are available with Standard or Enterprise licences.
Get Started
New users can get started with Decision Planner using the following resources:
Decision Planner integrates seamlessly into your SharePoint environment and delivers a modern, user-friendly decision management experience that helps teams preserve rationale, improve accountability, and revisit outcomes with confidence.