Delegation of authority matrix

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• Company

  For example: Brightwater Bakery Ltd

• Currency

  For example: EUR

• In force from

  For example: 1 January 2031

• Matrix owner

  For example: Anna Berg, Finance Director

• Approved by

  For example: The board, on 12 December 2030

• Approval levels

  One row for each level.

  For example: Level 1 | Team manager Level 2 | Department head Level 3 | Finance Director Level 4 | Managing director Level 5 | Board

• Spending and purchases

  One row for each spending limit.

  For example: Up to 1,000 | Level 1 Up to 10,000 | Level 2 Up to 50,000 | Level 3 and Level 4 Above 50,000 | Board

• Signing contracts

  One row for each kind of contract.

  For example: Standard sales contracts up to 25,000 | Level 2 All other contracts up to 100,000 | Level 4 Above 100,000 or longer than 3 years | Board

• Payments and banking

  One row for each kind of payment.

  For example: Payments up to 10,000 | two Level 2 approvers Payments above 10,000 | Level 3 plus Level 4 Changes to bank details | Level 3 and a call-back to the supplier

• Hiring, pay and dismissals

  One row for each kind of decision.

  For example: New roles in budget | Level 2 New roles outside budget | Level 4 Pay rises above 5 percent | Level 4 Dismissals | Level 4, with HR advice

• Other decisions (optional)optional

  One row for each kind of decision.

  For example: Writing off debts up to 2,000 | Level 3 Donations up to 500 | Level 2 Legal action | Level 4

• Rules

  One per line.

  For example: No one approves their own request or one for their boss. A large item cannot be split to get under a limit. Limits count in the currency above.

• When someone is away

  For example: The next level up acts, or a named delegate acts with written notice for up to 30 days.

• Review

  For example: Every year in December, and after any major change

1. 11. Approval levels
2. 22. Spending and purchases
3. 33. Signing contracts
4. 44. Payments and banking
5. 55. Hiring, pay and dismissals
6. 66. Other decisions
7. 77. Rules
8. 88. When someone is away
9. 99. Review

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 14 details, starting with Company, Currency, In force from, Matrix owner, Approved by. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Some decisions, such as borrowing, share issues or selling the business, may need the board or the shareholders by law or under your company's rules. Check your constitution and local law. This is not legal advice.

Are these company templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Is a template the same as legal advice?

No. A template is a careful starting point. Company, contract and data protection law differ by country, so have a lawyer read anything that carries real risk before you sign.

Can I change the clauses?

Yes. Download the Word version and edit it, or open the template in the nerix chat and ask for a clause that is stricter, shorter or in another language.

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