Organizational process workflow for Tallyfy

Get decisions made without confusion or delays

Decisions stall when people don't know who needs to approve what. This Tallyfy template walks employees through documenting requests, manager review, senior escalation, and executive sign-off - creating clear accountability and a record of how decisions got made.

5 steps

Import into Tallyfy Preview steps

Other about

Run this workflow in Tallyfy

Import this template into Tallyfy and run it whenever someone needs a decision escalated, assigning steps up through manager, senior manager, and executive review levels

Use Tallyfy's deadline rules to set documentation due within 1 day and each escalation level given 5 days to review and respond

Track every decision through Tallyfy from initial request to final outcome, with documented approvals you can reference when someone asks how it got decided six months later

Import this template into Tallyfy

Process steps

Document the Decision Request

1 day from previous step

task

Before you send this up the chain, take a few minutes to write down what you need decided and why it matters. List out the options you see and what you'd recommend. A clear one-page summary beats a rambling 30-minute meeting every time - and it shows you've already done your homework.

Manager Review

5 days from previous step

task

Start with your direct manager - they're closest to your day-to-day work and can usually handle routine approvals on the spot. Share your written summary, talk through the options, and get their take. If it's beyond what they can approve, they'll point you to the right person next. Most decisions won't need to go further than this.

Senior Manager Escalation

5 days from previous step

task

If your manager can't sign off on this, it's time to bring in a senior manager. They've got authority over budgets, cross-team resources, and policy calls. When you present to them, don't just dump the problem - come with clear options and your own recommendation. They'll respect that you've thought it through.

Executive or CEO Review

5 days from previous step

task

If it's gotten this far, it's a big deal - think major financial commitments, company-wide policy shifts, or strategic direction changes. Come in prepared with full context, a clear recommendation, and what happens if they say yes or no. Keep your pitch tight and focused - executives don't have time for lengthy presentations.

Communicate and Record the Outcome

1 day from previous step

task

Now that there's a decision, don't let it live only in someone's head. Tell everyone who needs to know, and write down what was decided, who approved it, and the reasoning behind it. Trust us - you'll be glad you did this when someone asks "why did we go that route?" six months from now.