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 (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