The Future-State Decision Worksheet
Before you spend on tools, headcount, or AI, there’s a cheaper question to answer first: which decisions has your firm actually made? This workbook walks your leadership team through the revenue decisions hiding behind your intake, referral, data, and reporting problems — and sends you out with a register of what’s still open, who owns it, and what to do next.
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- A completed decision register: open decisions, owners, and decide-by dates
- A current-state map of how a lead actually moves through your firm today
- A plain-language “stop doing” list
- One future-state sentence your team — or any builder — can act on
Works in Excel or Google Sheets. About 30 minutes with your partners in the room. ~35 prompts across five decision areas, with a live snapshot that tallies your open decisions as you go.
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Why this exists
Six departments. Six versions of the same problem.
When a firm is leaving money on the table, everyone feels it — but each role describes a different symptom. The workbook starts here, because the fix is rarely another tool. It’s usually a decision nobody has made.
- Managing Partner“We’re leaving money on the table. I don’t know where.”
- COO / Operations“The handoffs feel unclear, and everyone is solving a different problem.”
- Intake Lead“I’m typing the same lead into three places. Nothing tells me who to call first.”
- Marketing Lead“I can’t prove which campaigns produced signed cases.”
- Practice Attorneys“I keep getting pulled into questions the process should have answered.”
- IT / Admin“Every department wants me to build something different on top of the same broken foundation.”
That’s expensive ambiguity. You can’t automate, staff, or configure your way out of a decision you haven’t made.
Inside the workbook
Six tabs, built to be filled in
Not a PDF to skim — a working diagnostic. Each tab moves your team from “it’s complicated” to a decision you can write down.
Start Here
How to use the workbook, plus a live snapshot that tallies open decisions and priorities as you fill it in.
Diagnostic Prompts
~35 yes / no / not-sure prompts across five decision areas. Anything left blank becomes an open decision.
Working Tables
Write the detail behind your answers: a stop-list, a real current-state path map, and where ambiguity shows up first.
Open Decisions
A decision register — owner, the cost of staying ambiguous, a decide-by date, and the next action for each gap.
Good Looks Like
Before-and-after examples, plus a builder that assembles your future-state into one plain-English sentence.
About
What this is (a diagnostic, not a pitch) and how to bring the completed register to your next conversation.
Before you build anything else
Design the future of your firm before anyone starts clicking.
A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.
Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.