Holacracy Community of Practice Archive, 2015-2019 Community Holacracy Web Site

Hello all,

I have read the above discussion with interest: I regular encounter clients with the need to record a decision or piece of information, because it holds a certain formal status. Example: "Customer X has agreed to delivery on July 1st."

Such information needs to be known by the full team, and all team members need to be able to find this information somewhere (and if applicable, auditors will require this too). 

In the above, I see no practical solution to logging this. So far, we have suggested two options to clients:

  1. Logging as notes ('Important notes/decisions')
  2. Logging as 'actions' and highlighting it is a decision/note: (Secretary - NOTE: client X has agreed to delivery July 1st)

Has anyone encountered similar questions and what solutions were tried? Looking forward to hearing your findings.