Chapter 14. | Section 9. Print

Section 9. Making Decisions

Learn the importance of decision making and the different styles, so you can decide how your organization will make decisions.

 

  • Importance of decision making

  • Decision rights: Who decides, who contributes, and who is accountable?

  • How do you make decisions?

  • Changing the scale of the process

  • A last word: Deciding to defer

Making decisions is a basic responsibility in organizations and community initiatives.

Decisions may be made by an individual, a team, a Board, a coalition, a public body, a professional with particular responsibilities, or another person or group with appropriate authority.

Good decision-making is not simply a matter of choosing correctly. It also involves using an appropriate process: clarifying who has authority, gathering relevant information, considering alternatives, examining risks and consequences, making the decision, carrying it out, and reviewing what happened.

A systematic process cannot guarantee the best possible decision. Important decisions are often made with incomplete information and genuine uncertainty.

A disciplined process can, however, improve the quality, fairness, transparency, and accountability of the decision and make it easier to learn afterward.

Importance of decision making

Decisions shape what organizations and communities actually do.

Their effects may extend well beyond the immediate issue.

  • Decisions affect people. Consider who may benefit, who may bear costs or risks, and whether some people will experience the consequences more heavily than others.
  • Decisions reveal priorities and values. Resource allocation, staffing, program design, partnerships, and responses to problems often communicate organizational priorities more clearly than statements of values alone.
  • Decisions influence organizational norms. People notice how leaders handle evidence, disagreement, conflicts of interest, risk, mistakes, and accountability.
  • Decisions create responsibilities. A decision usually requires implementation, resources, communication, monitoring, and follow-through.
  • Not deciding can also have consequences. Delay may preserve options or allow additional learning, but it may also increase risk, cost, uncertainty, or harm.

Good leadership therefore includes knowing not only how to make a decision but also which decisions belong with which roles.

Decision rights: Who decides, who contributes, and who is accountable?

Before discussing an important issue, clarify the decision rights.

Ask:

  • Who has authority to make the final decision?
  • Who should provide information or advice?
  • Who should be consulted because they will be affected?
  • Who will implement the decision?
  • Who is accountable for the outcome?
  • Does law, policy, a contract, professional responsibility, or organizational governance determine any part of this process?

These roles may belong to different people.

A staff member may recommend an option, community members may provide important input, an executive director may make the operational decision, and a Board may retain oversight responsibility.

Clarity about these distinctions can prevent both unnecessary centralization and symbolic participation.

Factors to consider when choosing a decision process

The appropriate process depends on the circumstances.

Consider:

  • Importance and potential impact
  • Time available
  • Urgency and safety
  • Legal or governance authority
  • Required expertise
  • Who will be affected
  • Who will implement the decision
  • Degree of uncertainty
  • Risk if the decision is wrong
  • Whether the decision is reversible
  • Confidentiality requirements
  • Resources available for the decision process

A routine, low-risk, reversible operational decision may appropriately be made by one person.

A major strategic decision affecting several communities may require broader consultation, governance review, and substantial evidence.

An emergency may require rapid action by a clearly accountable person, followed by documentation and review afterward.

One accountable person decides

Many organizational decisions appropriately belong with one person.

The person may decide independently within delegated authority or may consult other people first.

For example, a communications manager may choose routine formatting for an organizational newsletter without seeking approval from the entire staff.

A program director considering a major change in service delivery, however, might consult staff, participants, financial personnel, community partners, or technical experts before making a decision within their authority.

Individual decision-making is not inherently autocratic. The important questions are whether the authority is legitimate, whether relevant information was considered, and whether consultation occurred when it was needed.

Delegate decisions to the appropriate role

Formal leaders should not make every operational decision personally.

Delegate decisions when another person has the appropriate:

  • Role
  • Expertise
  • Information
  • Experience
  • Authority

Delegation should include enough authority and resources to make the decision responsibly.

Developmental decision-making opportunities can also help people build judgment and leadership capacity.

Consider the person's preparation, workload, interest, support needs, and the potential consequences of error rather than assuming responsibility should simply increase with time.

Consultation followed by an accountable decision

In many situations, one person or body retains final authority while other people provide meaningful input.

This approach can work well when:

  • One role is legally or organizationally accountable for the decision
  • Several groups hold information needed for a sound decision
  • Implementation depends on people who should be consulted
  • Community members or participants will experience significant effects

Be clear at the beginning that the process is consultative rather than pretending participants have final authority they do not actually possess.

Consensus

Consensus seeks an outcome that the relevant participants can support or accept well enough to move forward.

Consensus does not require enthusiastic agreement from every person.

It also should not assume that silence means agreement.

A useful consensus process makes room for concerns, asks whether participants can support the proposed direction, and records unresolved objections when they remain.

Consensus can be useful when long-term cooperation is important and participants have genuine authority to shape the decision.

It may be impractical when groups are very large, time is limited, authority rests elsewhere, or deeply conflicting obligations cannot be reconciled.

Consent

Some groups use consent rather than consensus.

Under a consent approach, participants do not have to believe the proposal is their preferred option. The question is whether there is a substantial reason the proposal cannot responsibly move forward under the group's agreed criteria.

Consent can allow a group to act while still recognizing reservations and identifying issues that should be monitored.

Voting

Voting may be appropriate when a group has formal authority and its governance rules provide for decisions by vote.

Depending on the organization's bylaws, law, policy, or agreed rules, a decision may require:

  • A plurality
  • A simple majority
  • A supermajority
  • Another specified threshold

Voting rules should generally be established before the outcome is known.

Clarify quorum, abstentions, conflicts of interest, and any requirements for recording votes.

Combine decision methods when useful

A process may include several methods.

For example, a coalition might gather community input, ask a technical group to analyze options, attempt to develop consensus among partner organizations, and then send a recommendation to a Board that has final authority.

The important point is that participants understand where their role begins and ends.

How do you make decisions?

Larger or higher-impact decisions benefit from a deliberate process.

The amount of analysis should be proportionate to the importance, risk, reversibility, uncertainty, and time available.

1. Clarify the decision

State the question clearly.

Ask:

  • What decision actually needs to be made?
  • Why is it needed now?
  • What happens if we do nothing?
  • What is outside the scope of this decision?

A poorly framed question can produce a well-reasoned answer to the wrong problem.

2. Clarify decision rights

Determine:

  • Who decides
  • Who advises
  • Who should be consulted
  • Who implements
  • Who is accountable

Identify any legal, governance, contractual, professional, or policy requirements.

3. Create conditions for meaningful participation

If other people are contributing to the decision, make it possible for them to participate effectively.

Consider:

  • Whether people have the necessary information
  • Whether meeting times and formats are accessible
  • Language and disability access
  • Whether people can contribute in writing or through another method
  • Whether power differences may make people reluctant to disagree

Psychological safety matters. People should be able to raise questions, identify risks, admit uncertainty, and challenge assumptions without unnecessary humiliation or retaliation.

Do not interpret silence automatically as agreement.

4. Place the decision in context

Consider how the decision fits the organization's or initiative's larger responsibilities.

Ask:

  • How does this relate to mission and strategy?
  • What other work depends on it?
  • What commitments have already been made?
  • What communities or partners will be affected?
  • What opportunity costs are involved?

Example: Considering mission and capacity

A community organization is considering adding a new direct-service program after residents identify an unmet need. The need is real, and the program could benefit the community. But the organization has historically focused on organizing, advocacy, and capacity building.

Before deciding, leadership should examine whether operating the new service fits the mission, whether another organization already provides it, what staffing and funding would be required, how the change would affect existing work, and whether partnership might address the need more effectively than creating an entirely new program.

5. Gather relevant information

The amount of information needed depends on the decision.

Gather enough information to understand the major options, consequences, risks, and uncertainties without allowing research to become indefinite delay.

Useful information may include:

  • Research and evaluation findings
  • Community and lived experience
  • Program data
  • Financial information
  • Legal or regulatory requirements
  • Professional expertise
  • Partner and staff knowledge
  • Previous organizational experience
  • Examples from comparable organizations or communities

Ask not only what you know but also how strong the evidence is.

Distinguish:

  • Established facts
  • Reasonable estimates
  • Assumptions
  • Competing interpretations
  • Important unknowns

Consider whether bias may affect what information has been gathered or emphasized.

Protect confidential or sensitive information appropriately.

6. Generate a reasonable range of options

Avoid assuming that the first two alternatives identified are the only possibilities.

Depending on the decision, options may include:

  • Proceeding as proposed
  • Modifying the proposal
  • Using another strategy
  • Partnering with another organization
  • Testing the idea through a pilot
  • Implementing in stages
  • Maintaining the current approach
  • Deferring the decision
  • Stopping an existing activity

Different people may help identify different options. Individual reflection, community input, technical analysis, structured group discussion, and outside examples can all contribute.

7. Establish criteria before choosing

Decide what matters most in evaluating the alternatives.

Possible criteria include:

  • Expected benefit
  • Effect on people and communities
  • Equity and accessibility
  • Safety
  • Legal and ethical requirements
  • Mission and strategic fit
  • Evidence
  • Financial cost
  • Staff capacity
  • Expertise
  • Time
  • Implementation difficulty
  • Risk and uncertainty
  • Reversibility
  • Sustainability
  • Opportunity cost

Some criteria may be mandatory. An option that violates law, safety requirements, nondiscrimination obligations, or other essential responsibilities should not advance simply because it is cheaper or more popular.

8. Examine risks, tradeoffs, and uncertainty

Ask:

  • What could go wrong?
  • How likely is it?
  • How serious would the consequences be?
  • Who would experience those consequences?
  • Can the risk be reduced?
  • Can the decision be reversed?
  • What assumptions would make this option fail?
  • What new information would cause us to change course?

For major decisions, consider more than one plausible future rather than assuming current conditions will continue unchanged.

9. Check for conflicts of interest

Before a significant decision, determine whether any decision-maker has a personal, financial, family, professional, vendor, or other interest that could improperly influence the result.

Follow the organization's disclosure, recusal, governance, and documentation requirements.

10. Decide

At some point, additional information will no longer justify additional delay.

Apply the agreed decision process and criteria.

Several options may remain reasonable. A difficult decision does not become objectively obvious simply because the process was thorough.

Record the reasoning behind the selected option, particularly when the decision is significant.

11. Communicate the decision

Tell the people who need to know:

  • What was decided
  • Who made the decision
  • What authority supported the decision
  • What major information or criteria informed it
  • What happens next

Not every detail can always be shared. Personnel matters, legal advice, participant records, investigations, or other confidential information may limit transparency.

When information cannot be disclosed, explain that limitation honestly.

12. Implement

A decision is useful only if the organization can act on it.

Clarify:

  • Who is responsible
  • What resources are needed
  • What authority implementers have
  • What timeline applies
  • What milestones should be monitored
  • How problems will be escalated

13. Review and learn

After implementation, examine whether the decision worked as intended.

Ask:

  • Did the expected results occur?
  • What unintended consequences emerged?
  • Were the original assumptions accurate?
  • Were important perspectives or information missing?
  • Did implementation have the resources it needed?
  • Should the decision be continued, expanded, revised, or reversed?

Review is especially important when uncertainty was high or when the decision was intended as a pilot.

Changing the scale of the process

Not every decision requires all thirteen steps in the same level of detail.

Match the process to the decision.

Low-risk and reversible decisions

Routine decisions with limited consequences can often be made quickly by the person with appropriate authority.

Example: Selecting an online meeting platform

A project team needs to choose a platform for recurring community meetings.

The project coordinator may have authority to make the final operational choice, but should consider accessibility, cost, security, compatibility, language or captioning features, participants' technology access, and staff support.

The team might test two options briefly, collect participant feedback, and choose the platform that best meets the agreed requirements.

High-impact or difficult-to-reverse decisions

Decisions involving major financial commitments, program closure, employment, significant community impact, safety, legal obligations, or long-term organizational direction generally deserve more deliberate analysis and documentation.

The harder a decision is to reverse, the more important it may be to examine assumptions, uncertainty, alternatives, and long-term effects before committing.

Emergency decisions

Emergencies may reduce the time available for consultation.

In those situations:

  1. Determine how much time is actually available.
  2. Identify the immediate problem.
  3. Gather critical information from relevant sources.
  4. Identify feasible options.
  5. Use the appropriate accountable authority to decide.
  6. Assign and carry out the response.
  7. Review the decision afterward.

Urgency can justify a faster process. It does not remove accountability.

Pilot decisions

When uncertainty is substantial but the risk is manageable, a pilot may provide information before a full commitment.

Define:

  • What question the pilot is testing
  • What success would look like
  • What information will be collected
  • How long the test will run
  • What would lead to expansion, revision, or stopping

A last word: Deciding to defer

Sometimes the most responsible decision is to wait.

Deferral may be appropriate when:

  • Essential information is missing
  • Required consultation has not occurred
  • Legal, financial, or technical review is incomplete
  • Conditions are changing rapidly
  • The decision depends on another decision that has not yet been made
  • A temporary pause could allow a conflict to be addressed more constructively

Waiting also has costs.

Before deferring, ask:

  • What will we gain by waiting?
  • What could happen during the delay?
  • Does delay create additional cost or harm?
  • What information or event are we actually waiting for?
  • When will we return to the decision?

If possible, establish a review date or a specific trigger for reopening the decision.

Deferral should be a deliberate decision rather than indefinite avoidance.

In Summary

Decision-making is a central organizational and leadership responsibility, but good decision-making begins before anyone chooses among options.

First clarify the decision and who has authority to make it. Then determine who should provide information, who should be consulted, who will implement the result, and who will remain accountable.

Use a process proportionate to the stakes. Gather relevant evidence, identify assumptions and uncertainty, generate realistic alternatives, establish criteria, examine risks and tradeoffs, and check for conflicts of interest.

Meaningful participation can improve decisions, particularly when people affected by the outcome hold knowledge that decision-makers do not. At the same time, participation should not obscure formal governance, professional responsibilities, or legal authority.

Once a decision is made, communicate it appropriately, assign implementation responsibility, provide necessary resources, and monitor what happens.

Finally, review important decisions after implementation. A disciplined decision process cannot guarantee the best result, but it can make decisions more informed, transparent, accountable, adaptable, and easier to learn from.

Contributor

Jenette Nagy

Resources

Print Resources

Gardner, J. (1990). On leadership. New York, NY: The Free Press.