Organizational process workflow for Tallyfy

Get decisions made without confusion or delays

Decisions stall when people don't know who needs to approve what. This Tallyfy template walks employees through documenting requests, manager review, senior escalation, and executive sign-off - creating clear accountability and a record of how decisions got made.

5 steps

Import into Tallyfy Preview steps

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Run this workflow in Tallyfy

Import this template into Tallyfy and run it whenever someone needs a decision escalated, assigning steps up through manager, senior manager, and executive review levels

Use Tallyfy's deadline rules to set documentation due within 1 day and each escalation level given 5 days to review and respond

Track every decision through Tallyfy from initial request to final outcome, with documented approvals you can reference when someone asks how it got decided six months later

Import this template into Tallyfy

Process steps

Document the Decision Request

1 day from previous step

task

Before you escalate anything, write it down. Describe what you need decided, why it matters, and what options you see. A one-page summary beats a 30-minute meeting. This saves everyone time and shows you have thought it through.

Manager Review

5 days from previous step

task

Your direct manager is the first stop for most decisions. They know your day-to-day work and can quickly approve routine requests or give you practical guidance. If your manager can not make the call, they will tell you who needs to weigh in next.

Senior Manager Escalation

5 days from previous step

task

Senior managers handle decisions that affect multiple teams or need a broader perspective. They have authority over budgets, cross-team resources, and policy interpretations. Bring them clear options with your recommendation.

Executive or CEO Review

5 days from previous step

task

Decisions that reach executive level are big ones. These involve significant financial commitments, company-wide policy changes, or strategic direction. Come prepared with full context, a clear recommendation, and the impact of saying yes or no. Keep it brief - executives value their time.

Communicate and Record the Outcome

1 day from previous step

task

Once a decision is made, tell everyone who needs to know. Write down what was decided, who approved it, and why. Future you will thank present you when someone asks how this decision got made six months from now.