Put it into practice
Describe the decision and deadline.
Present the evidence, options and material trade-offs.
Recommend an option and say what new fact would change it.
A case to think through
A delivery lead proposes moving an internal task rather than breaking a customer promise, with the capacity figures and an alternative if demand changes.
This is a hypothetical operating example, not a client result.A boundary worth checking
Presenting only the preferred option can hide a trade-off the approver needs to understand.
An appropriate escalation can be evidence that the boundary works. Judge the reason, timing and outcome rather than seeking the lowest possible number of questions. Urgent safety, security and specialist incidents retain their established response routes; a general delegation exercise does not replace them.
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 | |
| options | |
| evidence | |
| recommendation | |
| uncertainty |
Do I need a business case every time?
No. Match the depth to the exposure and complexity. A routine exception may need only a short structured note.
Give one decision a clear owner.
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