How to design approval workflows that prevent delays
Create decision gates that maintain quality control without becoming bureaucratic bottlenecks.
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0 of 7 steps completedStep-by-Step Instructions
1 Step 1: Identify what truly requires approval versus delegation
Step 1: Identify what truly requires approval versus delegation
Most approval requests should be empowered decisions. Require approvals only for: high-risk decisions, significant financial commitments, regulatory/compliance requirements, cross-functional impacts. Define clear approval thresholds: dollar amounts, customer impact levels, data access levels. Push approval authority to lowest appropriate level. Every approval layer adds delay and signals distrust. Question each approval requirement: Is this really necessary?
2 Step 2: Set clear approval criteria and decision frameworks
Step 2: Set clear approval criteria and decision frameworks
Approvers need criteria, not arbitrary judgment calls. Document: what gets approved/rejected and why, edge cases and how to handle them, escalation path for ambiguous cases. Criteria enable delegation and consistency. Without criteria, only one person can approve and becomes bottleneck. Good criteria: "Approve marketing spend under $10K if ROI projection >3x." Clear beats vague.
3 Step 3: Designate primary approvers and backup coverage
Step 3: Designate primary approvers and backup coverage
Every approval type needs designated approver plus backup for vacations/absences. No approval should have single point of failure. Document approval authorities in accessible place. Train backups on approval criteria. Auto-routing to backup if primary doesn''t respond within SLA prevents "waiting for Jane to return from vacation" delays. Redundancy enables speed.
4 Step 4: Implement approval SLAs and auto-escalation
Step 4: Implement approval SLAs and auto-escalation
Set response time commitments: standard approvals within 24 hours, urgent within 4 hours. If approver doesn''t respond within SLA, auto-escalate to backup or manager. Make SLAs visible. Track compliance. Approvals sitting in someone''s inbox for days kill momentum. SLAs plus automation prevent approvals from becoming black holes. Accountability drives responsiveness.
5 Step 5: Provide complete context in approval requests
Step 5: Provide complete context in approval requests
Approvers need information to decide quickly: what''s being requested, business justification, cost/impact, alternatives considered, recommendation. Incomplete requests cause back-and-forth delay. Use templates or forms to ensure complete submissions. Good request enables 2-minute approval; incomplete request starts email tennis match. Make approving easy.
6 Step 6: Use workflow automation tools for routing and tracking
Step 6: Use workflow automation tools for routing and tracking
Manual approval routing via email creates: lost requests, unclear status, no accountability. Use workflow tools that: route to right approver based on rules, track status, send reminders, provide audit trail, enable mobile approval. Automation eliminates manual routing overhead and provides visibility. What gets tracked gets completed.
7 Step 7: Regularly audit and eliminate unnecessary approval steps
Step 7: Regularly audit and eliminate unnecessary approval steps
Quarterly review: Which approval steps could be eliminated? Which thresholds could increase? Where can we delegate more? Approvals accumulate over time through risk aversion and organizational inertia. Regular pruning prevents bureaucracy buildup. Question sacred cows. Best approval is one you don''t need. Optimize for speed while managing risk.
Principles by Ray Dalio
Book on decision-making and empowerment to reduce approval overhead