Decision making hierarchy

Run this process every time you want to take your employee through the company's decision making hierarchy

5 steps

Process steps

1

Document the Decision Request

1 day from previous step
task
Before you escalate anything, write it down. Describe what you need decided, why it matters, and what options you see. A one-page summary beats a 30-minute meeting. This saves everyone time and shows you have thought it through.
2

Manager Review

5 days from previous step
task
Your direct manager is the first stop for most decisions. They know your day-to-day work and can quickly approve routine requests or give you practical guidance. If your manager can not make the call, they will tell you who needs to weigh in next.
3

Senior Manager Escalation

5 days from previous step
task
Senior managers handle decisions that affect multiple teams or need a broader perspective. They have authority over budgets, cross-team resources, and policy interpretations. Bring them clear options with your recommendation.
4

Executive or CEO Review

5 days from previous step
task
Decisions that reach executive level are big ones. These involve significant financial commitments, company-wide policy changes, or strategic direction. Come prepared with full context, a clear recommendation, and the impact of saying yes or no. Keep it brief - executives value their time.
5

Communicate and Record the Outcome

1 day from previous step
task
Once a decision is made, tell everyone who needs to know. Write down what was decided, who approved it, and why. Future you will thank present you when someone asks how this decision got made six months from now.

Ready to use this template?

Sign up free and start running this process in minutes.

Discover Tallyfy