Worksheet

Approval matrix template

A single page table whose columns are request type, branch, amount from, amount to, first approver role, second approver role, substitute, reminder days and escalation days. Below it sit three small blocks for self approval, rejection rules and the director’s signature.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Approval matrix template: who signs off at which amount”, www.gullysystem.com/blog/approval-matrix-template-who-signs-off-at-which-amount