Summary
The Project Decision Document provides a standardized framework for recording key decisions made throughout the lifecycle of a BPM project or Workday optimization initiative. It ensures that rationale, stakeholders, and impacts of each decision are clearly documented for transparency, accountability, and future reference. This KBA includes a draft layout of the decision document to guide teams in capturing consistent and well-structured decision records.
Body
This article provides a standardized decision document template for proposing a Workday business process, policy, or system change for executive review and approval. Use this format to ensure proposals include clear context, measurable impact, implementation planning, and a defined approval path.
Reference: Related KBA (ID 818)
Executive Summary
This document proposes a decision regarding [insert business process, policy, or system change] within the Workday system. The change addresses [brief summary of the issue] and is intended to improve [insert high-level goals such as compliance, efficiency, consistency, user experience]. This proposal outlines the rationale, scope, impact, and implementation plan for executive consideration and approval.
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Background and Context
The current process for [insert process or policy] presents challenges related to [e.g., policy non-compliance, inefficiencies, risk exposure, stakeholder feedback]. A review of current operations and institutional standards revealed the need to adjust [insert what is being proposed for change]. This proposal aligns with University of Arkansas policies and broader enterprise resource planning (ERP) optimization efforts.
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Proposed Decision
| Item |
Details |
| Decision Statement |
Approve the implementation of [insert proposed change or solution]. |
| Impacted Areas |
[List affected employee categories, supervisory orgs, academic units, or departments] |
| Expected Outcomes |
- Improved [efficiency, compliance, user experience, etc.]
- Aligned processes across departments
- Reduced risk of [compliance issues, errors, etc.]
|
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Implementation Plan
| Plan Element |
Details |
| Effective Date |
[Insert planned date] |
| Key Activities |
- Configure/update process in Workday
- Communicate change to affected stakeholders
- Provide updated guidance or training materials as needed
|
| Responsible Parties |
- Implementation: [e.g., User Solutions, WSS, HR Partners]
- Communication: [e.g., User Solutions Communications Lead]
|
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Business Impact Analysis
| Impact Area |
Details |
| Workday Business Processes Affected |
[Insert list of processes] |
| Process Metrics Reviewed |
- Current time to complete: [insert average time]
- Number of approval steps: [insert number]
- Sent backs/corrections (past year): [insert data]
- Additional metrics or dependencies: [insert if applicable]
|
| Security Role Impact |
- New roles required: [if any]
- Updates to existing roles: [list if applicable]
|
| Risks and Mitigations |
- Identified risks: [briefly describe]
- Mitigation strategies: [how risks will be addressed]
|
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Evaluation and Monitoring
Following implementation, the effectiveness of the decision will be reviewed on or around [insert timeframe]. The User Solutions team will oversee monitoring efforts, collect feedback, and make adjustments as needed. Stakeholders will be engaged through [meetings, surveys, reporting tools, etc.] to assess the impact of the change.
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Recommendation and Approval
This proposal is submitted for executive approval. It reflects alignment with university goals, data-driven analysis, and stakeholder input.
| Approval Step |
Name, Title |
Signature / Date |
| Recommended By |
Name, Title |
Date: _____________ |
| Approved By |
Name, Title |
Date: _____________ |
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