Put it into practice
List choices that materially change strategy, commitments or risk.
Check which are formally reserved rather than personally preferred.
Define the ordinary cases managers can handle around those reserved matters.
A case to think through
A manager may handle an existing service agreement while a material change to its terms stays with the authorised signatory.
This is a hypothetical operating example, not a client result.A boundary worth checking
Calling everything important a reserved matter can leave managers responsible for outcomes without practical room to deliver.
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 |
|---|---|
| Reserved decision | |
| reason | |
| authorised role | |
| surrounding delegated choices |
Can a reserved decision change later?
Yes, through the appropriate authority and review. Do not assume an operating worksheet overrides formal company controls.
Give one decision a clear owner.
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