|
Last week, we dove deep on Decision Filters -- the guardrails that help your team internalize your tradeoff calculations and make decisions the way you do (without asking first). This week, we’re expanding on the natural next layer: Escalation Triggers. Even with strong filters in place, your team still needs to know exactly when a call is no longer in their lane. Without that clarity, fear and decision paralysis creep in, putting everything back on your plate. The Signal: Your clue that there’s work to doYour team is using the Decision Filters you've defined and they're thinking through the tradeoffs… but you’re still being pulled into decisions you shouldn’t touch. It happens at least once a week:
The team is afraid of crossing a line they can’t see. The Root CauseYou haven’t defined the boundaries of authority clearly enough… yet. Even with the Decision Filters in place, it’s not totally clear where the threshold is between “I’ve got this” and “you need to see this.” In the absence of clear escalation rules, the default becomes: escalate everything or escalate nothing. One is better than the other, but both will break the business. The Tool: Escalation TriggersEscalation Triggers are explicit, objective, observable thresholds that tell your team when a decision must involve leadership. The list of triggers should be short so it’s super clear where you still want to make the final calls. First, identify the areas where you want to establish clear boundaries for your team. This isn’t about limiting them — it’s about liberating them from speculation or fear about where the line is and whether they’ve already crossed it. Key areas to consider:
Next, attach a quantifiable threshold to each trigger so your team knows where the line is. The Fix: Implementing Escalation TriggersStep 1 — Identify your categories of riskUse the five domains above to frame your thinking and ask yourself: Where does a bad decision hurt us the most? Narrow down to the top 3-5 highest risk areas to start. Step 2 — Set thresholds at the outer edge of your comfortA threshold is a clear, measurable line that signals a decision has crossed out of “team-owned” territory and now requires leadership involvement. If you set the threshold level within your comfort zone, you won’t successfully remove yourself from enough decisions or build confidence and competency among your team. For each area of risk, define the threshold at which the business becomes uncomfortably exposed. If it makes you a little nervous to delegate at that level of risk, it’s probably the right threshold. Step 3 — Write each trigger in one simple sentenceNo paragraphs, no caveats, no nuance. These should be short, simple and binary: it’s either in their lane or it's in yours. Examples:
Step 4 — Teach your team how to escalateThis is where execution breaks down in scale-stage companies: the team knows a threshold has been reached but has no established escalation path to follow. So give your team a framework: When escalating, coach them to present:
That fourth piece is key. It prevents lazy escalation (“I wasn’t sure, so I came to you”) and builds the muscle of tradeoff management and decision-making under stress. Step 5 — Embed triggers into your operating rhythmEmbedding triggers into your daily workflow turns them from a one-time announcement into a living system. Your team sees the trigger in context at the exact moment they’re deciding, which reduces hesitation, speeds up execution and keeps you out of the decision seat.
Step 6 — Review and adjust regularlyAs the business grows, the escalation thresholds should evolve with it. Reviewing regularly keeps them accurate and prevents outdated rules from slowing the team down.
Adjust the thresholds as the decisions that are being escalated start to feel like they should be addressable at levels below yours. Why It WorksWhen boundaries are explicit, guesswork disappears. Your team stops defaulting to “just checking” and starts owning the decisions that are actually theirs. This matters at scale because cognitive load is finite. Every unnecessary decision you field is attention you can’t spend in other areas. Triggers create a clean separation between the decisions the team should drive and the ones that deserve your attention. They also reduce fear-based hesitation for your team. Instead of worrying about overstepping, your team has a concrete, shared understanding of when to escalate and why. That psychological safety increases speed without sacrificing standards. Your TurnReply to this email and let me know: where would your team benefit from clear escalation triggers? And if you’re ready to build a company-wide decision framework, but you’re not sure where to start, Book a Signal Session. In one focused session, we’ll map out the decisions your team should own, define the Escalation Triggers that protect the business and build a clear path to pull you out of day-to-day decision traffic so you can get back to leading at the level your business now requires. |
A weekly bulletin for leaders who have outgrown founder-led hustle and are ready to build systems that sustain their vision and scale their business. Each issue decodes one “signal” — those subtle patterns that reveal friction, bottlenecks or untapped leverage. You’ll learn what it means, why it matters and how to fix it, all in 5 minutes or less, so you can shift from signal to system and from vision to velocity.
A common frustration among my clients — my team isn’t moving fast enough, they’re not willing to grow, they’re getting in the way — reveals a fundamental misread. What leaders experience as hesitation, pushback, slower execution, plausible deniability and CYA tactics isn’t resistance. It’s a structural gap and a signal. The Signal If you feel like you’re pushing and the organization is pushing back, there's a good chance that the business has outgrown its structure: roles are under-specified,...
It’s January. Goals are set, dashboards are being rebuilt and metrics are top of mind for every scale-up leader I’m working with right now. Most founders assume the usual performance metrics have them covered. But in reality, an entirely different class of metrics is needed too -- the ones that determine whether your newly minted 2026 strategy is actually doing what you expect it to. The Signal You’re looking at dashboards regularly. The numbers are mostly moving. Meetings include updates…...
This week, we’re focusing on conscious calendaring, because no matter what stage your business is in, your scarcest resources aren’t big ticket clients, breakthrough ideas or great people… your scarcest resources are your time, energy and attention. This is the final Signal Report of 2025, and the timing matters. A new year creates a rare pause. Calendars are already in motion for the new year. Patterns are about to get locked in. This is the moment when small, intentional choices can...