Delegation of Authority Matrix
A matrix showing who can approve each type of decision or spend, with approval limits for the Board, Managing Director, Department Head and Manager, dropdowns for each limit, and summary counts calculated automatically.
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Delegation of Authority Matrix
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Excel (.xlsx) workbook with built-in formulas
Sample included: Example: Delegation of Authority Matrix in use. See the completed delegation of authority matrix with example limits for the Board, Managing Director, Department Head and Manager, and the summary counts calculated automatically.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Read the Start Here sheet
Read the purpose and how to use it, then type your company name, who approved the matrix and the approval and review dates over the blue fields.
2. Set the limit for each decision
On the Delegation Matrix sheet, use the dropdown in each cell to pick the approval limit for the Board, Managing Director, Department Head and Manager, or type your own limit.
3. Check the summary counts
The summary rows count how many items each level can approve, how many carry unlimited authority and how many are recommend only. Change any limit that gives the wrong result.
4. Share and review
Share the finished matrix with everyone it covers, keep a signed copy on file, and review it at least once a year.