Approval Matrix Builder
Assign requester, reviewer and approver by transaction type and delegated authority, with an independent path for conflicts.
Method And Expected Result
Replace role labels with your approved delegation. The requester should not be the sole approver of the same transaction. If staffing prevents separation, record an independent compensating review and its timing.
Worked planning examples, not customer performance results. Changes stay in this page until exported; reloading resets them. Keep sensitive personal information out of this planning tool.
Working Sheet
| Transaction | Requester | Budget reviewer | Approver | Exception owner | Evidence |
|---|---|---|---|---|---|
| Grant purchase | Programme | Budget holder | Delegated approver | Grant owner | Request, eligible budget and authority |
| Supplier change | Procurement | Finance | Independent authorised reviewer | Finance lead | Verified supplier change request |
| Budget amendment | Grant manager | Finance | Authority under donor agreement | Grant owner | Written approval and effective date |
| Payment release | Finance preparer | Independent checker | Bank authoriser | Finance lead | Approved payable and reconciliation reference |
The Excel toolkit includes the Approvals worksheet for this resource. CSV exports contain current values; Excel retains the calculator formulas.
