A community question

What led to the decision?

A new board member may inherit a decision without its context. Keep the request, review, directive, and result connected.

The situation

What led to the decision?

A new director sees an existing vendor contract but cannot tell which issue led to it, what alternatives were considered, or where the board recorded its action.

The decision is summarized in minutes while supporting materials are dispersed.

What a connected record can do

Keep the answer with the evidence.

  1. 01

    Start with the question

    Keep the request, review, directive, and result connected.

  2. 02

    Put the supporting pieces together

    Connect the source, documents, decision, and reported result the association chooses to include.

  3. 03

    Let the right person follow the trail

    Give an authorized reviewer a clear route back to the records behind the answer.

Relevant context

What the record could include.

  • Issue and request
  • Meeting and minutes reference
  • Applicable document or policy
  • Result and effective date

The association determines access by role.

Continue the conversation

Bring your community question.