Get Started

Decision Planner is a SharePoint Framework (SPFx) web part. It installs once on your SharePoint Online tenant and can then be added to any page, Teams tab, Outlook personal app, or Microsoft 365 home pane by any user with rights on that surface. No code. No separate admin portal. Allow about fifteen minutes for the first install; subsequent registers take a couple of minutes each.

Install Decision Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Decision Planner to pages and tabs they have rights to.

  • Open the Microsoft commercial marketplace. Search for "Decision Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. The Free tier requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Decision Planner in the web part gallery. If it appears, install was successful.

Install Decision Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Decision Planner to pages and tabs they have rights to.

  • Open the Microsoft commercial marketplace. Search for "Decision Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. The Free tier requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Decision Planner in the web part gallery. If it appears, install was successful.

What the capture form looks like

The capture form has two halves. The top half holds the structured metadata you fill in when you make the decision: title, summary, status, category, department, team, date taken, revisit date, decision-makers, stakeholders, options considered, rationale. The bottom half holds the outcome and lineage, both optional at capture time and filled in at revisit time. Click either image to zoom in.

Decision Planner: top half of the New decision form. Fields visible: Title, Summary, Status, Category, Department, Team, Date Taken, Revisit Date, Decision Makers, Stakeholders, Options Considered, Rationale
Top half: who, what, when, why
Decision Planner: bottom half of the New decision form, starting at the Outcome (optional) heading. Outcome section (rating, reviewed date, notes) and Lineage section (supersedes, related decisions), with Cancel and Save action bar at the bottom
Bottom half: outcome and lineage

Common pitfalls

Web part not appearing in the gallery

The most common cause is that the SharePoint admin installed the package but didn’t make it available across the tenant. Check the App Catalog and re-deploy with the tenant-wide option ticked. If you added the app to a single site, you only need to add it on that site.

Licence validation error

Make sure your SaaS subscription is active in the marketplace, and that the tenant ID matches the subscription. If the issue persists, contact us and we can help diagnose.

List not created when using “Create”

The user installing the template may not have permission to create lists on the chosen site. Create the list manually first, then point Decision Planner at it; the template will add any missing columns to the existing list.

Revisit Radar isn’t showing anything

The Revisit Radar surfaces decisions with a revisit date in the past or within 30 days. If your register is new, no entries are due yet. Capture a few decisions with revisit dates set and the Radar will populate as the dates approach.

Ready to make decisions you can defend?

Decision Planner is coming to the Microsoft commercial marketplace. Pilot today with the full Enterprise surface; install on your tenant when the listing goes live.

Join the pilotSee pricing