Blocker and escalation review
Decide, for every stalled deliverable, whether to keep waiting, escalate to the client or change the plan, and who sends the escalation.
- Industry
- Agencies
- Team
- Client services, Operations
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (progress-status) · Requires sign-in
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Agency client delivery control center
Database · Embedded view: Blocked and at risk (Deliverables dashboard) · Requires sign-in
Overview
What this template supports
An internal weekly review for an agency's account and delivery leads. It embeds a view of blocked and urgent deliverables from the delivery database, then records an escalation decision table with owners and dates, the escalation path, the people who own each escalation, a close-out checklist and the decisions from the review, with a status block from the Dashboards app. A blocker that survives two reviews brings a plan B instead of another reminder.
- Embedded blocked and at-risk database view
- Escalation decision table with owners and dates
- Escalation path diagram
- Escalation owners
- Resolution checklist per blocker
- Rule for changing the plan
- Decisions from the review
How to use this template
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Point the view at your tracker
Use a view of your own deliverables filtered to Blocked status or Urgent priority.
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Name escalation owners
Confirm who owns each client relationship before the first review; write Needs review where no owner is decided.
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Run it weekly
Fill the escalation table live and carry undecided items to the next review.
Frequently asked questions
What does Blocker and escalation review help me do?
Decide, for every stalled deliverable, whether to keep waiting, escalate to the client or change the plan, and who sends the escalation.
What is included in this template?
It includes Embedded blocked and at-risk database view, Escalation decision table with owners and dates, Escalation path diagram and Escalation owners.
Who is this template designed for?
It is designed for Client services and Operations teams working in Agencies.
What should I review before using this template?
Use a view of your own deliverables filtered to Blocked status or Urgent priority. Confirm who owns each client relationship before the first review; write Needs review where no owner is decided.
When does an item get escalated?
At five business days overdue with no response from the usual contact, the account director escalates one level up in writing, with a date.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.