Delegation of Authority Matrix

Product Overview

The editable Delegation of Authority Matrix helps organisations record who may recommend, approve, execute or sign different types of decisions and transactions.

It provides a controlled, auditable record of financial and non-financial delegations, approval thresholds, joint approvals, conditions, sub-delegation rights, conflicts of interest, system controls and review dates.

What the Matrix Captures

• Delegation identifier, business function, entity and decision type
• Source of authority and responsible positions
• Requestor, reviewer, approver and execution or signing roles
• Lower and upper monetary limits and budget requirements
• Joint approval and specialist-review requirements
• Sub-delegation permissions, conditions and exclusions
• Conflict-of-interest controls and required evidence
• System workflows, approval references and review dates
• Active, draft, suspended, expired, revoked and superseded status tracking

Practical Governance and Audit Support

The structured Excel matrix supports consistent approvals, separation of duties, system access reviews and audit evidence. It can be tailored to financial, contract, people, operational, legal, risk, information and regulatory delegations.

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Register Features (Click to Expand)

• Editable Microsoft Excel format
• 28 structured fields
• Built-in dropdown options for delegation type, approval controls and status
• Financial limit and currency fields
• Effective, expiry and review-date tracking
• Evidence, system-control and approval-reference fields