The delegation matrix is the document everyone checks when they ask: can I approve this? We build it with you so it is precise enough to be used and simple enough for people to remember.
Small decisions stall because nobody knows the limits of their own authority.
A manager signs a contract above what they should approve alone.
You need an approved document showing who delegated to whom, and when.
Roles have moved and the old matrix no longer reflects them.
Spending, procurement, contracting, hiring, financing and disposal of assets.
Amounts and approval levels, what needs two signatures, and what goes to the board.
What happens when the authority holder is absent or a decision is urgent.
Applying the matrix inside your electronic approvals or ERP system, where you have one.
A clear table for every decision type and approval level, printable and ready to load into systems.
Rules for delegation and sub-delegation, its duration, withdrawal and record-keeping.
One for each department, showing only what concerns it.
When the matrix is reviewed and who approves amendments.
We ask each department who approves what at the moment, and compare it with what is written.
We suggest levels that fit your scale and that you can defend in front of an auditor.
We run the matrix against a sample of real decisions to see whether it works.
We take it to the approving body and help publish it and train the people who use it.