Record the details of agreements you make, so you can recall them later, evaluate the outcome and evolve the agreement over time.

An agreement is an agreed upon guideline, process, protocol or policy designed to guide the flow of value.

Note: In S3, guidelines, processes or protocols created by individuals in roles are also treated as agreements.

Keep records of agreements up to date, e.g. in a logbook.

What to record?

Record agreements with adequate detail so that important information can be recalled later.

At the very least include a summary of the driver, a description of what’s been agreed, who is responsible for what, evaluation criteria and a review date.

Depending on the scope and significance of the agreement, consider including all of the following:

  • A title for the agreement
  • Description of the driver
  • Date of creation (and/or version)
  • Date of expiry or due date (if relevant)
  • Review date (or frequency)
  • Who is responsible for what?
  • A description of the agreement, including:
  • Evaluation criteria (and potentially concerns)
  • Appendix (if helpful)
    • Background information
    • Previous versions of the agreements
    • References

Template for agreements