The Decision Journey
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The Decision Journey

Six templates. One case. The right AI tool at each step.

6 templates · ~2 hours · BeautyCo case throughout

How this deck works

Each template follows the same rhythm: Learn, review the BeautyCo evidence, use a copyable prompt, open the right AI tool, challenge the output, save your work. Discover → Diagnose → Decide → Deliver.

The Decision Challenge

"Why is increased traffic not translating into stronger business outcomes, and what should BeautyCo do next?"

"By the end of this deck, you'll have a complete BeautyCo decision workbook — ready to review at the BeautyCo Case Hub."
Discover · Template 1

Decision Framing

"What decision are we making?"
~15 minChatGPT / Gemini
🧠 Expert Perspective (RGCTO) · Ask Before Answer
Learn

Clarify the decision before analysing or recommending. Use AI as a thinking partner to ask clarification questions, formulate the decision question, identify objectives, expose assumptions, and define constraints.

❌ Common mistakeJumping straight to "improve staffing and inventory" before the decision question is even framed.
✅ Do this insteadLet AI ask up to 3 clarification questions first — a good frame surfaces assumptions before any recommendation.
Review the evidence
KPI20242025
Footfall220,000282,000
Revenue$4.8M$5.0M
Conversion24%18%
CSAT8271
Repeat purchase38%29%
CEO concern: "Traffic is increasing strongly, but business outcomes are not."
Use the template
Role: You are an experienced strategy and decision-intelligence advisor.
Goal: Clarify the decision that needs to be made.
Context: BeautyCo is a premium beauty retailer. Traffic has increased,
but revenue is almost flat. Conversion, CSAT and repeat purchase have declined.
Before answering: Ask up to three clarification questions if the decision is unclear.
Tasks: 1. Frame the decision question. 2. Identify the business objective.
3. Identify key symptoms. 4. Surface initial assumptions.
5. Identify information gaps. 6. Identify decision constraints.
Output: A Decision Framing Brief — decision question, objective, symptoms,
assumptions, information gaps, constraints.
Challenge the output
  • What did AI assume too quickly?
  • Did it frame a decision or jump to a solution?
  • Which stakeholder is missing?
Reflect + Save

"What assumption did AI make too quickly?"

🗳️ Nearpod
Save your Decision Framing Brief.
Discover · Template 2

Situation Assessment

"What is happening?"
~25 minNotebookLM + Colab + ChatGPT/Gemini
🧠 Structured Analysis (Chain-of-Thought)
Learn

Build a complete picture before diagnosing. This is the first template where tools differentiate — NotebookLM grounds you in evidence, Colab analyses the numbers, ChatGPT/Gemini synthesizes it all.

📓 NotebookLM — grounded sources+ 📊 Colab — numerical patterns 💬 ChatGPT/Gemini — synthesis
Optional tool layer
Evidence needTool / Agent
Internal documentsNotebookLM / Projects
External market evidenceDeep Research / Research Briefing Agent
Data patternsData Insight Agent
1
Review grounded sources
Based only on the supplied sources:
1. What direct evidence shows a conversion problem?
2. Separate observations from interpretations.
3. What customer complaints appear repeatedly?
4. What external trends matter to the decision?
5. What important evidence is still missing?
2
Analyse numerical evidence

Use the prepared BeautyCo Colab notebook — KPI trends, store comparisons, traffic vs. revenue, stock-outs vs. revenue, staffing vs. conversion.

3
Synthesize findings
Assess the situation. Organise into: 1. Internal signals
2. External signals 3. Customer/stakeholder signals
4. Emerging themes 5. Risks and opportunities 6. Evidence gaps
For every signal, separate: Observation / Interpretation / Decision implication.
Do not identify final root causes yet.
Save your Situation Assessment, then continue to Diagnose.
Diagnose · Template 3

Root Cause Analysis

"Why might it be happening?"
~20 minChatGPT/Gemini + NotebookLM + Colab
🧠 Multiple Explanations (Tree-of-Thought)
Learn

Generate competing explanations before choosing one. Expand the hypothesis space across customer, product, people, process, technology and market causes — without ranking them yet.

Use the template
Generate five distinct explanations for why BeautyCo's traffic
is increasing while conversion, satisfaction and repeat purchase
are declining. For each: state the cause, explain the logic,
identify supporting evidence, identify contradicting evidence,
identify additional data required.
Group into: Customer / Product / Process / People / Technology / Market.
Do not rank the explanations yet.
Evidence check

Use NotebookLM for qualitative evidence, Colab where numbers are relevant.

🧩 Pop quiz: which category does this belong to?
"Customers abandon checkout when a promo code fails to apply." Is this a Product, Process, or Technology cause?

Answer: Most teams call it a Technology bug — but it could just as easily be a Process gap (no fallback when a promo fails) or a Product issue (unclear promo terms). Good root-cause analysis holds more than one category open until evidence narrows it down.

Collaborate Board: "Post one plausible cause other groups may have missed."

🗳️ Nearpod Board
Suggested output (keep collapsed until the debrief)
Possible causes: Service Capacity Constraints (long queues, poor consultations) · Inventory Availability Issues (stock-outs, unavailable products) · Loyalty Experience Weakness (falling repeat purchases). Do not rank yet — Template 4 validates which are best supported.
Save your Root Cause Hypotheses.
Diagnose · Template 4

Critical Review & Evidence Validation

"Which explanation is best supported?"
~25 minNotebookLM + Colab + ChatGPT/Gemini
🧠 Critical Review & Evidence Validation (ReAct + Reflection)
Learn

The strongest point of integration in the course. Ground claims in documents, inspect the numbers, then run an AI critique.

Optional tool layer
Validation needTool / Agent
Internal evidence checkNotebookLM / Projects
External benchmarkDeep Research
Data pattern checkData Insight Agent
Structured critiqueImperial AI Council / Reflection pattern
1
Ground claims

What supports each hypothesis, what contradicts it, what is missing.

2
Inspect numerical evidence

Staff capacity vs. conversion, stock-outs vs. sales growth, store-level outliers.

3
Run an AI critique
Evaluate the hypotheses from Template 3 objectively. For each:
1. Supporting evidence 2. Contradictory evidence 3. Missing evidence
4. Possible bias/assumption 5. Confidence: High/Medium/Low
6. What evidence would change the conclusion.
Prioritise by evidence strength. Do not treat correlation as causation.

"How confident are you that staffing is a primary cause?" High / Medium / Low / Insufficient evidence.

🗳️ Vote
Suggested output (keep collapsed until the debrief)
HypothesisConfidence
Service Capacity ConstraintsHigh
Inventory Availability IssuesHigh
Loyalty Programme WeaknessMedium
Traffic Quality IssuesLow

Diagnosis statement: Traffic generation is not the primary issue. Conversion capability is.

Save your Prioritised Diagnosis, then continue to Decide.
Decide · Template 5

Options Assessment

"What could we do?"
~25 minChatGPT/Gemini + Google Sheets
🧠 Trade-off Evaluation (Multi-Perspective Reasoning)
Learn

Generate broadly, then evaluate rigorously — in three rounds: generate options, score against criteria, then examine from multiple stakeholder perspectives.

1
Generate options
Generate six possible actions to address the prioritised
BeautyCo diagnosis: low-cost quick wins, operational fixes,
customer-experience improvements, process/technology
improvements, longer-term strategic options. Do not recommend yet.
2
Evaluate options

Score: Impact · Feasibility · Cost · Risk · Evidence · Time-to-value.

3
Multiple perspectives
Evaluate each option from: Customer, Employees, Operations,
Finance, Brand, Risk & compliance. State what they value, would
support, concerns, trade-offs. Recommend a prioritised sequence.

"Which option should BeautyCo prioritise?" — vote before and after the evaluation.

🗳️ Run the Vote
Suggested output (keep collapsed until the debrief)
OptionImpactFeasibility
Increase Marketing SpendLowHigh
Improve StaffingMediumHigh
Improve Inventory PlanningMediumMedium
Integrated Service + Inventory ImprovementHighMedium

Recommended option: Integrated Service + Inventory Improvement — fix conversion capability before driving more traffic.

Save your Recommended Option, then continue to Deliver.
Deliver · Template 6

Executive Action Plan

"What will we do next?"
~20 minChatGPT/Gemini + Google Sheets
🧠 Action Planning (Plan-and-Solve / Prompt Chaining)
Learn

Translate the recommendation into coordinated execution using every previous output as context.

Framing Brief Situation Assessment Root Cause Diagnosis Recommended Option Action Plan
Use the template
Use all five previous outputs as context. Create a 30/60/90-day
executive action plan: recommended initiative, workstreams and
actions, owners, timeline, KPIs and targets, risks and mitigation,
dependencies, human approval points, stakeholder communication,
monitoring cadence. Identify what can be AI-assisted vs. requires
human judgement or approval.

Final reflection: strongest part of the plan, biggest unresolved risk, assumption to monitor.

🗳️ Final Reflection
Suggested output (keep collapsed until the debrief)

Key initiatives: Service Capacity — workforce scheduling, queue management, advisor training. Inventory Availability — inventory forecasting, automated replenishment, stock visibility. Loyalty Enhancement — personalized promotions, AI-assisted recommendations, tiered rewards.

KPICurrentTarget
Conversion18%22%
CSAT7180
Repeat purchase29%35%
Stock-out rate14%<8%
Save your Executive Action Plan — you've completed the full Decision Journey.
Wrap-Up

Key Takeaways & What's Next

Key Takeaways from the Decision Journey

  • Discover → Diagnose → Decide → Deliver maps directly onto six templates
  • NotebookLM grounds, Colab quantifies, ChatGPT/Gemini reasons — each at the right moment
  • Every template ends with a human challenge before saving the output
  • Each output becomes context for the next template

Coming Up

  • Review your full workbook at the BeautyCo Case Hub
  • Compare your recommendation with the suggested conclusion
  • Explore every tool used in the course at the AI Playground
Embedded AI thinking patterns
TemplateThinking Pattern
1. Decision FramingExpert Perspective (RGCTO)
2. Situation AssessmentStructured Analysis (Chain-of-Thought)
3. Root Cause AnalysisMultiple Explanations (Tree-of-Thought)
4. Evidence ValidationCritical Review & Evidence Validation (ReAct + Reflection)
5. Options AssessmentTrade-off Evaluation (Multi-Perspective Reasoning)
6. Executive Action PlanAction Planning (Plan-and-Solve / Prompt Chaining)

AI thinking patterns are embedded naturally — the focus stays on Decision Intelligence, not prompt engineering.

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