Put it into practice
Name who must contribute before a decision.
State whether their role is advice, consent or formal approval.
Agree a response window and route for unresolved disagreement.
A case to think through
A delivery owner may consult sales about a customer's preference without needing sales to approve a decision within established service boundaries.
This is a hypothetical operating example, not a client result.A boundary worth checking
Writing 'consult finance' without defining its authority may create an unexpected extra approval stage.
Operating authority must sit within the permissions your business already holds. A worksheet or matrix cannot override company, contractual, financial, employment or specialist controls. Where a choice is formally reserved, show the decision route clearly so the manager can prepare and progress the surrounding work.
Your handover working notes
Use these prompts with the person taking ownership. Record the agreement within your existing permissions.
| Prompt | Notes from your case |
|---|---|
| Decision | |
| consulted role | |
| input needed | |
| approval required | |
| deadline |
What if the consulted person disagrees?
Use the agreed authority and escalation rule. Mandatory consent or formal approval must still be honoured where it applies.
Give one decision a clear owner.
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