Browse Bonsai's Proposal Templates
500+ templates
Decision matrix template
Decision matrix template

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

It’s a well-documented fact that using a Decision Matrix Template can simplify your decision-making process and prioritize tasks. Usually, templates like the Weighted Decision Matrix, Pugh Matrix, and Eisenhower Box are beneficial tools in project management and problem-solving. 

The cool thing about these templates is they allow you to conduct a multi-criteria decision analysis. It’s worth noting that this includes grid analysis and the Multi-Attribute Utility Theory, to systematically evaluate options. 

Whether you need a problem selection matrix, decision grid, or criteria rating form; what’s noticeable is these tools are designed for efficiency and effectiveness.

Understanding the decision Matrix

It’s common knowledge that a decision matrix is also known as a Pugh matrix or grid analysis. Obviously it is a powerful tool that is used in project management and multi-criteria decision analysis. 

It’s crucial to realize that it is a simple yet effective technique that assists in the following things:-

  1. Decision-making process of evaluating options
  2. Prioritization of tasks

Among the benefits of the weighted decision matrix is it allows for the rating of options based on specific criteria. Remember, this is often combined with the Multi-Attribute Utility Theory for a robust and comprehensive decision-making approach. 

What is a decision Matrix?

“A Decision Matrix” is a tool used in the decision-making process to evaluate and prioritize tasks or options. 

Interestingly, it’s a grid-based method underpinned by the Multi-Attribute Utility Theory, and, it deserves to be highlighted that it encompasses techniques like the weighted decision matrix or multi-criteria decision analysis. 

The notable thing is it is commonly adopted in project management. The great thing about this matrix is it aids in objectifying decision-making when numerous factors are at stake. 

What is comprehensive team management tool?

The Bonsai team management tool is a comprehensive software designed to optimize team productivity and project delivery. It offers a suite of features including project management, task management, workflow automation, and resource management.

Link to Project Management

With tools for managing tasks, defining roles, and coordinating work, Bonsai serves as an all-in-one platform that supports modern enterprises in today's complex work environments. It's an essential tool for any team aiming to improve productivity and achieve successful project outcomes.

Why use a decision Matrix?

It’s an undeniable truth that a Pugh matrix is a powerful tool in the decision-making process, especially in project management. 

What’s remarkable is it can be used to evaluate options based on a criteria rating form. As a result, it simplifies complex decisions by breaking them down into smaller parts. 

The fantastic thing about this is it helps in problem-solving by allowing consideration of multiple criteria at once. Commonly, a weighted decision matrix further adds to the effectiveness by assigning weight to each criterion based on its importance. It’s astounding how this can significantly aid in the prioritization of tasks!

Exploring free decision Matrix templates

It’s no secret that there are several free decision-making matrix templates available that provide effective ways to prioritize tasks, evaluate options, etc. 

Some notable ones include:-

  • The Pugh matrix
  • Weighted decision matrix
  • The Eisenhower Box

One thing is proven: These tools use various techniques like multi-criteria decision analysis, and Multi-Attribute Utility Theory to assist in problem-solving. Other valuable models include the decision grid, problem selection matrix, etc. There is no doubt that all these matrices provide a systematic approach to managing tasks and making decisions. 

Bonsai fully editable with custom branding template

Bonsai's fully editable templates with custom branding are a standout feature for businesses looking to maintain a consistent and professional image. These templates are not only versatile and comprehensive, covering a wide range of business needs, but they also offer the flexibility to incorporate your brand's unique elements. With pre-written services and the ability to send and receive read receipts, Bonsai's templates streamline the creation of branded documents.

Link to Task Management

Office timeline's decision matrix template

It’s obvious that Office Timeline provides a comprehensive Decision Matrix Template which is a valuable tool for any project management endeavor. 

Usually, this template incorporates various aspects such as the Pugh matrix, Eisenhower Box etc. to aid the decision-making process. What’s notable is it helps to evaluate options, and is instrumental in solving problems. 

Plus, concepts like a weighted decision matrix, and decision grid are effectively combined in this template, making it a potent tool for multi-criteria decision analysis. 

Inarguably, the Decision Matrix Template, hence, is a one-stop solution for constructing a problem selection matrix.

Smartsheet's decision Matrix templates

Impressively, Smartsheet offers several decision matrix templates designed to streamline and enhance the decision-making process. It is noteworthy that these include:- 

  1. The Eisenhower Box
  2. The weighted decision matrix

It's surprising how each of these provides a distinct approach to evaluating options and prioritizing tasks!

The fantastic thing about Smartsheet’s templates is they also encompass tools like the problem selection matrix and the criteria rating form. What’s amazing is these templates make project management more efficient. 

TemplateLab's collection of decision Matrix templates

One thing is for certain: TemplateLab provides an essential collection of templates for a decision matrix. It is important to mention that these tools are instrumental in project management. 

It’s crucial to realize that the collection also consists of grid analysis and criteria rating forms. 

Additionally, it offers specialized tools like the Multi-Attribute Utility Theory templates. The best thing about these options is they contribute to a broad array of approaches to making strategic choices. 

In essence, whether your approach is through a decision grid, or a problem selection matrix; these templates offer a scope that covers different decision-making scenarios.

Vertex42's decision Matrix template

Vertex42 Decision Matrix Template is a practical tool designed to streamline the decision-making process. What's obvious is it allows users to evaluate options and prioritize tasks effectively. 

It's no secret that this powerful project management tool combines elements of grid analysis and Multi-Attribute Utility Theory, that provide a comprehensive criteria rating form. 

It’s important to mention that whether you’re tackling problem-solving in a business context or managing personal decisions, the template makes the process as easy as pie! 

Steps to create a decision Matrix

It’s common knowledge that creating a decision matrix involves a few steps, initiating with defining the criteria for the decision-making process. 

Then, quantify the weight of each criterion that formulates a weighted decision matrix. You should evaluate options with a criteria rating form and assign scores based on their impact and effectiveness in problem-solving. 

Identifying your options

The good news is when dealing with project management scenarios, multiple decision-making tools can be utilized. What’s remarkable is these tools aid in problem solving by allowing you to evaluate and prioritize tasks. 

It’s crucial to be aware that the Pugh matrix or decision matrix involves a simple comparative analysis to rate options against a baseline. The fantastic thing about the Eisenhower Box is it assists in prioritizing tasks based on their urgency and importance. 

Multi-Attribute Utility Theory (MAUT), on the other hand, involves a more complex analysis. It’s important to emphasize that choosing which tool to use should be based on the scope and complexity of the problem at hand. 

Please take your time to select the appropriate tool as it can significantly simplify your decision-making process.

Establishing your criteria

It is important to mention that in the decision-making process for project management, a variety of tools can be used to evaluate options and prioritize tasks. It’s crucial to establish firm criteria early in the decision-making process. 

Predictably these touchstones can form the basis of a weighted decision matrix. Certainly, other effective tools include the Pugh matrix, an easy-to-use grid for understanding how options measure up against criteria. It’s significant to note that if the decision at hand involves multiple attributes for each potential option; the amazing thing is applying Multi-Attribute Utility Theory can be a valuable approach!

Scoring each option

It’s widely recognized that in the decision-making process, several tools can be used to evaluate options and prioritize tasks efficiently. 

One such tool is the weighted decision matrix. It’s crucial to realize that similarly, the Pugh matrix provides a systematic way to score multiple options. It’s astounding how it takes into consideration the importance of each criterion! 

It is evident that Multi-Attribute Utility Theory also forms part of the multi-criteria decision analysis. What’s amazing is it provides a detailed view of each choice’s pros and cons.

Calculating the results

It’s a well-documented fact that in the decision-making process, various tools are applied to evaluate options and derive a conclusion. Inevitably, these tools provide a systematic approach to problem solving and prioritizing tasks. 

It’s important to highlight that the use of these strategies can do the following things:-

  • Facilitates strategic planning
  • Promotion of effective project management, and 

As a consequence of that the use of these can yield results that are more consistent, and transparent. 

Best practices for using a decision matrix

It's well known that utilizing a decision matrix for the decision-making process in project management helps to evaluate options and prioritize tasks. What’s notable is when using methods such as the Pugh matrix, or Eisenhower Box; it's crucial to clearly define the criteria for decision making. 

Using a weighted decision matrix can help address complex problems where certain criteria have more importance. Inarguably, it's vital to be unbiased when assigning weights and rating alternatives in criteria rating form or decision grid. 

Whether it's a simple decision matrix or a more sophisticated multi-criteria decision analysis or a problem selection matrix, It's indisputable that regular review and adjustments are key to effective problem-solving.

Keeping your criteria specific and measurable

It's no secret that developing a comprehensive decision-making process requires using specific and measurable criteria. The noticeable thing is tools such as the weighted decision matrix and the decision grid can help prioritize tasks and evaluate options. 

It's a well-documented fact that these tools organize choices based on a set of predefined, quantifiable parameters. It’s just astounding how this makes certain accuracy and reliability in decision-making! 

Most importantly, whether using a Pugh matrix or an Eisenhower Box, always ensure your criteria are specific and measurable so that you can make an informed decision.

Weighting your criteria

In project management, the cool thing is a number of strategies can be deployed to evaluate options and prioritize tasks for a more effective decision-making process. It's widely acknowledged that a common but effective tool is the weighted decision matrix. 

Similarly, it is significant to highlight that the Eisenhower Box is another tactic for organizing tasks by urgency and importance, significantly helping in problem prioritization. 

Furthermore, the Multi-Attribute Utility Theory utilizes a decision grid to evaluate potential decisions against multiple criteria.

Re-evaluating your decision Matrix

In the decision-making process, it's evident that tools like the Pugh matrix, or the Eisenhower Box can be very helpful. There is no denying that using a weighted decision matrix can help prioritize tasks based on their potential impact. 

It is crucial to highlight that when re-evaluating your decision matrix; remember that it's essential not to overlook certain aspects. 

Consider focusing on the following:-

  • Recheck the criteria rating form: ensure that the weightings still reflect your priorities.
  • Re-apply Multi-Attribute Utility Theory to adjust values for options based on new information.

Using software for decision Matrix creation

One thing is for certain: Software can significantly ease the creation of a decision matrix. Tools like the Pugh matrix, grid analysis, or the Eisenhower Box can be automated. 

What’s amazing is it enables the users to quickly incorporate multiple criteria and adjust values as necessary! 

It deserves to be highlighted that applications often include features for building a weighted decision matrix or applying the Multi-Attribute Utility Theory, definitely, both of which are beneficial in project management and problem solving. Thus, it’s a fact that software can effectively streamline the task of decision matrix creation.

Creating a decision Matrix in Bonsai

Creating a decision matrix in Bonsai for capacity planning involves a strategic approach to resource allocation. It's about estimating the necessary resources for short and medium-term timeframes, ensuring the right balance between performance and cost-efficiency.

Link to Team Management

By using a decision matrix, teams can prioritize tasks based on their impact on resource usage, helping to avoid overprovisioning and underutilization. This methodical planning is crucial for maintaining system stability and reliability, and Bonsai's tools facilitate this by providing a clear framework for decision-making.

Decision Matrix features in Microsoft Excel

It is well known that Microsoft Excel supports the creation of a decision matrix. 

The best thing about this decision matrix is it allows users to evaluate options, and facilitate a more effective decision-making process. 

What's obvious is Excel's flexible environment supports various types of decision matrices. 

Several features make Excel perfectly suitable for such tasks; it allows users to easily create a grid analysis, or a problem selection matrix. 

To add on, in a weighted decision matrix, the fascinating thing is Excel's calculation abilities come in handy for determining aggregated scores based on individual ratings along with weights.

Creating a decision Matrix in Google Sheets

It is widely recognized that a grid analysis in Google Sheets facilitates the decision-making process by helping prioritize tasks or evaluate options. This matrix systematically ranks and selects options. 

Usually, option scores are calculated using criteria, their importance, and are listed in the form of a criteria rating form. 

It is apparent that these models, which are often employed in project management, simply and effectively aid in problem-solving.

Advanced decision Matrix tools in project management Software

It is important to mention that advanced project management software nowadays equips users with sophisticated decision matrix tools to optimize the decision-making process. 

Whether it's a criteria rating form, grid analysis, or problem selection matrix, the staggering thing about these tools is they enhance the ability to systematically analyze and weigh the benefits and drawbacks of different options. What’s remarkable is this makes certain a more efficient process along with an informed decision-making process.


One thing is clear: Tools like the Eisenhower Box, Pugh matrix, and multi-criteria decision analysis are crucial in the decision-making process for effective project management. 

They not only aid in comprehensively evaluating options but also prioritize tasks for better problem solving. It stands to reason that these tools turn the quiet complex task of decision-making into a structured procedure. It’s just fascinating how this makes it less daunting and more productive!

Frequently Asked Questions
Questions about this template.

Template preview

Decision matrix template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.