# Defer a decision without losing the reason to revisit it

Manual worksheet; invented situation, no automatic product import.

## Owned work

- State the learning condition — Planning owner — The routing-trial summary is the evidence the choice waits for.
- Own the return review — Product lead — The lead accepts responsibility for bringing the choice back.
- Record the resulting scope choice — Decision recorder — A bounded view, further evidence or continued deferral is explicit after review.

## Working artifact

- Scope held / Dashboard implementation not approved / Keep boundary explicit
- Return condition / Routing-trial summary / Assign review owner
- Review output / Bounded view, more evidence or continued deferral / Record resulting choice

## Workflow questions

### Is a reminder date enough?

It helps coordination, but the review still needs a stated choice, evidence and responsible person.

### Does completing the trial approve the feature?

No. It supplies evidence for a separate decision.

### Can TeamBoost keep this from disappearing?

Use a tracked review task, its owner and the trial-summary context. That makes the return work visible; no automatic reopening or reminder guarantee is claimed.

## Job to be done

When a choice is postponed for learning, I want a return condition and decision owner so later evidence can change the plan rather than disappear.

Dashboard scope is deferred until a routing trial finishes. The trial summary arrives, but no one is responsible for returning the dashboard choice.

### Recognizable symptoms

- Deferred becomes a permanent parking label.
- The trial ends without a receiving decision.
- A reminder date exists but no one knows what evidence to discuss.

### Shortcut that fails

A calendar reminder without the missing evidence and choice can merely restart the same vague discussion.

### Before

Dashboard decision deferred. Revisit later.

### After — invented worked answer

Deferral record: dashboard scope remains undecided until the routing-trial summary is reviewed. The product lead owns the return decision. At the review, compare the recurring routing gaps and choose one bounded view, request further evidence or explicitly continue the deferral. Trial completion itself does not approve a dashboard.

### Conditional next moves

- If The agreed evidence arrives: Return the actual choice to its owner. Learning completion and implementation approval differ.
- If Evidence does not address the choice: Specify the missing finding. Do not approve scope merely because the trial ended.
- If The need no longer exists: Record an explicit stop or retirement. Silence is not a clear scope decision.

### TeamBoost route — confirm account availability

- Track the return work: Keep a distinct review task or recorded return responsibility linked to the deferred scope. Your check: A real owner agrees to return the decision.
- Attach the learning condition: Record which trial finding would justify the discussion. Your check: Do not replace missing evidence with a status label.
- Report the resulting choice: Explain what the review decided and what remains deferred. Your check: A person approves any new commitment separately.

### Success check

Someone can identify the evidence that returns the choice and the responsible person without assuming deferred scope has been approved.

### Editable draft facts

- Deferred choice [choice]: Dashboard scope — State what remains undecided.
- Return evidence [evidence]: Routing-trial summary — Name the learning output.
- Return decision owner [owner]: Product lead — Confirm someone will bring the choice back.
- Choices at the return review [options]: One bounded view, more evidence or continued deferral — Keep genuine alternatives visible.
- Current commitment boundary [boundary]: No dashboard implementation approved yet — Do not turn a review task into feature approval.

### Draft pattern — replace every placeholder

```text
Deferral record
Choice: {choice}.
Return evidence: {evidence}.
Decision owner: {owner}.
Review alternatives: {options}.
Current boundary: {boundary}.
After review, record the resulting choice and any new evidence condition.
```

### Limits

The trial is illustrative. The worksheet does not configure native reminders, auto-reopening or automatic feature approval.

Local text preparation only; no workspace read, task creation, send or approval. Source interfaces do not establish account availability or live feature completion.