Top 10 Escalation Plan Example Templates With Samples

As long as human effort powers our workplaces, complete perfection is a utopian concept. Mismanagement, missing deadlines, even committing blunders knowingly or unknowingly is a part of the internal dynamics of every organization today. Then there is dissatisfaction expressed by your customers with your products and services, and failure to resolve their grievances. Yet, we don’t see brands just evaporating overnight and going out of business everyday. 

For instance, a brand like Starbucks handled a racial crisis, over a decade ago, so well that it went on to set an example for others to emulate. Ultimately, organizations must design and create a working mechanism in place to ensure escalation of customer woes is a near impossibility. This can only happen when customer issues are resolved within defined timelines, and to the satisfaction of all stakeholders. 

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In business parlance, this codified and critical plan (because if issues escalate, businesses really do face a headache getting things back to normal) is called an Escalation Plan. It enlists procedures that clearly guide how and when to move high-priority, persistent issues to a higher level within the organization. 

Whether you want to create guidelines for dealing with situations like above, or educate your team on work ethics to avoid obstructions, we have the ideal set of 10 escalation plan templates for you.

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content ready slides give you the much-needed structure. Scroll below to find your escalation plan template of choice.

Template 1: Escalation Plan PowerPoint Presentation Slides

Here is an all-in-one collection of PPT Slides to help you create a manual for handling escalations. Focus on collecting all sources of inputs regarding the escalated concern against the complainant and the date they were raised. Then prioritize these according to their severity and make decisions accordingly. With this content-ready PowerPoint presentation, you'll be able to protect the good name of your organization. What are you waiting for? Download this escalation plan PPT Presentation now!

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Template 2: Escalation Matrix PowerPoint Presentation Slides

Create a standard rule book for reporting and addressing escalation matters with this comprehensive PPT Presentation. Download this PPT Thematic that comprises matrices, pyramid diagrams, and Excel-linked charts to help your organization categorize issues and resolve these effectively. Define the path of tackling issues and share this valuable manual as a PDF or drop its Google Slides link in your employees' inboxes. Grab it now!

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Template 3: Escalation Model PowerPoint Presentation

Nothing beats the explanation of an important corporate concept than visuals, charts,and diagrams. Here is a PPT Compilation that conveys the escalation model in a visual manner that aids retention. Using the embedded pyramid diagrams, identify the hierarchy of escalating issues to the authority concerned till it is resolved. Distinguish between the severity of common systemic, employee, and customer issues and classify them as critical and not so critical with this 100% editable PPT Design. Download now!

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Template 4: Five-Step Escalation Covering Model De-escalation PPT Template

Highlight the sequence of steps involved in escalation that when reversed should guide the de-escalation process with this PPT Template. With this easily customizable staircase design, specify the guided approach at resolving escalations and even de-escalating an issue. Specify the responsibility according to fields like in HR, Customer support, IT, etc with this editable PowerPoint Template. Get it now! 

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Template 5: Risk Escalation Process Implementation Plan PPT

Specify the plan of action when escalating an issue against the time bar with this flowchart PPT Template. Set the deadline for issue resolution and allot days to achieve the combined process of identification, timeline updation, manager review, executive review, and final feedback review at the time of resolution. Deploy this practical design now to edit and re-create an escalation plan framework for your organization. Download now!

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Template 6: Case Escalation PowerPoint Presentation Slides

Use this graphical design template to identify the core members of approach in escalating an issue. It can vary from department to another so replace the subject title accordingly as it is a 100 editable PPT Slide. You can add relevant signs and symbols to render this slide more informative as you explain the hierarchy for those who may want to escalate issues. Download now!

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Template 7: Complaint Escalation Plan Customer Complaint Mechanism PPT Sample

Offer modes of escalating issues to resolve them in the most effective manner, online or offline, with this PPT Layout. Provide the contact details for virtual resolution of issues and of the single point-of-contact employees should get in touch with, when attempting to have these resolved in person with this PowerPoint Template. Download this PPT Design and ensure your employees feel comfortable with the process. 

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Template 8: Change Implementation Plan Escalations Chart PowerPoint Presentation Icon

Monitor multiple escalations simultaneously with this PPT Sheet. You can assign multiple facets to acceptable escalations such as a brief description, their priority level, department, decision maker, escalation date, and expected date of resolution alongside. Compare the statuses of these recorded escalations and determine means to deal with them effectively while staying updated about each one of them.

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Template 9: Escalation Pyramid Presentation Layout PowerPoint Slide

Here is a color-coded pyramid diagram illustrating the hierarchy of workforce involved in resolving an escalation. Highlight the importance of each position and its importance in this hierarchy. Using the color-codes scheme that can then be indexed, specify the seriousness of resolution of any matter that is raised for its timely resolution. Download this editable PPT Diagram now!

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Template 10: Escalation Process for Projects 30-60-90 Day Plan

Sometimes resolution of issues can take more than weeks. Determine your course of action over the period of months with this PPT Template. Share your monthly, two-monthly, and quarterly plan of action with this PPT Slide and bring consistency in issue resolution within your organization. Download now!

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We are sure you would have decided on your pick of escalation plan templates from this set. But even then, we have a universe of designs to offer. Just head over to our homepage and discover presentation templates that span across professional niches. 

PS: Issue tracking is crucial in limiting future mishaps while providing justifiable solutions to present concerns. Plan your strategy and monitor this process with our content–ready templates as presented in this guide.

FAQs on Escalation Plan 

What is the importance of an escalation plan?

Escalation plans are back-up procedures enforced when operations fall out of line or project expectations are unmet. Under these circumstances, a reflex mechanism kicks in to inform those in-charge or with the relevant power to prevent the brand losing its reliability or the business framework crashing. Usually an indignant and angry customer or an employee is the one who blows the bugle, or escalates the issue. Escalation is unlike registering complaints, and should be tackled with a healthy mindset.

Give some escalation plan examples?

An escalation plan example is the one involving incident reporting wherein all units to the top of the hierarchy must be kept updated to avoid any relapse. Additionally, it has to be ensured that an effective risk management strategy is put in place. 

Another escalation plan example emerges when persistent customer concern is being addressed. In this case, the customer support unit can then escalate the matter to relevant authorities. The management then decides to address the issue better as well as tackle the root cause. 

The most common escalation plan example is the one most office spaces encounter when a member of a team is unresponsive toward a project at hand. In this case, the matter may be escalated to the authorities concerned. In this case it is a word to the boss that usually sets things right.

How do you resolve issues in a work setting?

Issue resolution must follow a definite framework with escalation being an important part of it. Here is the basic framework common to all:

• Identifying and documenting issues: Before resolving any issue head-on, it is important to identify the issue, collect relevant variables including subjects and processes impacted, and record it for henceforth reference. Anyone among the project manager, team members, or stakeholders can raise an issue.

• Review of Issues: The next objective is to review the issue. This means deciding whether it needs internal-meetings or the group needs to get involved.
• Communicate Issues: Any and all advancements made after the review to resolve the issue under consideration needs to be then be communicated with the team.
• Escalation of issues: If the issue still persists, or has the tendency to jeopardize the entire project, then it must be escalated. The Hierarchy to be followed is: Project Manager, ITS Delivery Manager and Project Director, Project Steering Committee, and the Executive Team.

• Issue resolution: Once the issue is resolved, the conclusion and guidelines are to be communicated to everyone involved in this chain, in particular the complainant. Following this, the process is documented and stored for future references.

What things must be kept in mind while devising an escalation strategy?

Three things must be ensured while working on an escalation plan. Firstly, it is the gathering of all the escalations that you receive from all sources so that you have all reports in handy. Next, you must prioritize these concerns based on their severity. Finally, it is important to ensure mindful addressing of those escalations as per company guidelines to achieve efficient resolution. Once the issue is resolved, the complete process from raising of this concern to its timely resolution must be recorded, again for future references.

What is an escalation matrix?

An Escalation matrix is an informative guide employed to address and resolve escalations. It guides the user on conditions that call for an escalation and whom to address under those circumstances. An escalation matrix can vary from one circumstance to another, hence its detailing will vary. For example, escalation matrices will differ across departments due to the functional role these perform.

What is better: escalation or de-escalation?

 An escalation is needed when all measures to resolve a concern that lie with the professional jurisdictions fail. Then, one is better off raising the issue to the highest level possible. De-escalation on the other hand refers to the wisdom of resolving the issue at hand without the hectic process of involving the senior management. A major portion of it involves listening and avoiding any extreme measures that could jeopardize company image. De-escalation needs to be performed with utter caution and must be left to experienced professionals. In the public domain, recall and professionalism are major assets of businesses that they want to preserve.