Approval Matrix
RACI + Delegation Template
Use this as a working template. You can copy this page into a document, expand it, or convert it into a formal SOP.
Checklist
- •List processes requiring approvals (procurement, write-offs, HR actions, adjustments).
- •Define roles: Requestor, Reviewer, Approver, Finance/Compliance checks.
- •Set thresholds (amount/value/risk) and required approver by threshold.
- •Define emergency override rules + mandatory retrospective approval timeline.
- •Define evidence requirements for each approval type (docs, screenshots, logs).
- •Ensure system enforcement: no approval, no workflow completion.
- •Review and re-approve matrix annually; record version control.