AI & automation · Planning worksheet

Approval reminders: escalate useful work

Illustrative situation

An automation repeatedly reminds everyone about a document without showing what decision is needed.

The decision

Send reminders that identify the current version, requested decision and responsible person. Escalation should follow an agreed process instead of simply increasing message volume.

Rehearse this before accepting the change

Change the reviewed version before a reminder is sent.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure reminders generated for already-resolved or superseded work.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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