UDEHA
All terms

Escalation

The agreed route by which a problem reaches someone able to decide — written in advance, so nobody has to invent it mid-crisis.

Category

Operations

Also known as

  • escalation path
  • exception handling

An escalation is the defined route by which a problem moves from the person who found it to the person who can resolve it: who is told, in what timeframe, and what they are authorised to do. It exists because the alternative is that everyone improvises a route during the worst hour of the month.

The absence of one is expensive in a specific way. Without a stated path, staff hold problems too long — not from carelessness but because raising something has an unclear cost and looks like an admission. A written path removes the judgement call. "Anything that will make us miss a deadline goes to me the same day" makes raising it the expected behaviour rather than a confession, which is the whole point.

It needs three things to work: a trigger that is a fact and not a feeling, a named person rather than a role nobody occupies, and a stated response time. It also needs the person receiving it to react well the first time; one bad reaction teaches an entire team not to use it.

Worked example

A supplier misses a delivery on day 2. Under an unwritten culture it surfaces on day 9, when the client notices, and costs the relationship. Under a same-day rule it surfaces on day 2, the client is told before they ask, and the deadline moves by agreement rather than by apology.

Relevant for

Business owners
Staff sit on problems because raising one has an unclear cost — write the trigger down, and react well the first time it is used, or the rule dies in a week.

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