Put it into practice
Bring the agreed boundary and one ordinary case.
Compare the decision, evidence and outcome with that agreement.
Choose whether to retain, clarify, support or narrow the authority.
A case to think through
A manager handled the case correctly but needed a data source nobody had shared. The review fixes access rather than adding founder approval.
This is a hypothetical operating example, not a client result.A boundary worth checking
Reviewing only mistakes hides good judgement and can make people reluctant to act within their permission.
Keep review focused on evidence and the conditions around a decision. A different reasonable method is not automatically a defect. Where intervention is necessary, make the temporary change to ownership explicit and decide what evidence would support restoring or revising the agreement.
Your handover working notes
Use these prompts with the person taking ownership. Record the agreement within your existing permissions.
| Prompt | Notes from your case |
|---|---|
| Case | |
| agreed boundary | |
| actual choice | |
| outcome | |
| adjustment |
How often should the review happen?
Match it to the decision frequency and exposure. Agree a first review, then change the rhythm based on evidence.
Give one decision a clear owner.
A free fillable PDF with a worked example and conversation prompts. Marketing updates are optional.
Get the free seven-day Plan