What are Decision Trees?
A decision tree is a tool that allows you to create a visual representation of how you come to a specific conclusion when a variable situation arises.
Think of your morning routine, this is the process. There are steps that you must take in order to complete the routine, these are the tasks. Sometimes, there will be a variable which requires a decision.
When you are getting dressed in the morning, you likely check the weather or dress based on your plans for the day. Subconsciously, your brain is going through a decision tree to come to a conclusion as to what clothes to wear. The same concept translates to so many parts of your practice, but the ultimate goal is to create this tool that allows a team to make those decisions for you!
How to Use Miro for Creating Decision Trees
As I said before, Miro is absolutely the best software for creating decision trees (and so much more)!
Here’s why I like it over other software:
It’s free up to three boards (but I HIGHLY recommend upgrading for the use of unlimited boards)
You can create exportable PDFs of your boards
It is super user-friendly
It has a ton of functionalities
Collaborating with your team is a breeze
There are other options out there like Google Draw and even Canva, but I’m telling you that Miro is one hundred percent worth the small monthly fee for the Teams subscription. This is especially true if you are a bookkeeping or accounting practice owner who wants to streamline your systems!
Why You Should Use Miro to Create Decision Trees
Creating decision trees in Miro is essential when you plan to outsource certain tasks to your team. If you need to brain dump your thoughts before actually organizing the steps, you can do so with Miro‘s infinite whiteboard.
Miro brings your mental decision process into a digital space where you can collaborate with your team, or just save a PDF so everyone has easy access.
Consider creating decision trees for your practice so that your team can follow a specific series of questions and come to a conclusion on their own. This will eliminate the need for them to come to you and constantly ask for approval. Giving your team this level of autonomy increases efficiency and allows you to focus more on scaling your practice.
How to Create Decision Trees Using Miro
You can use decision trees to guide your team (and yourself) towards an answer when a variable situation arises. For example, pre-qualifying a prospective client is a great reason to use a decision tree.
You can create a board with questions that help you vet a lead to see if they are the right fit for you and your practice. Using a decision tree can be a powerful tool in situations like this so you can trust that your team members will come to the same conclusions.
Here is an example of what a decision tree would look like in Miro: