Control · C89

Validate and approve a marketing plan

Question addressed

Which conditions authorise firm, conditional or limited approval of the marketing plan?

Direct answer

Approval separates non-compensable conditions from correctable reservations, then assigns each condition, deadline and right of withdrawal.

Decision supported

01Approve, approve conditionally, limit or return the plan for correction.

02The rule, the evidence and the next review date stay visible.

How to use this

Move from the question to the deliverable.

01Starting point

Which conditions authorise firm, conditional or limited approval of the marketing plan?

02Decision prepared

Approve, approve conditionally, limit or return the plan for correction.

03Deliverable to use

Four-state approval gate

Decision grid · SQ-89

Tell firm, conditional and limited approval from refusal

A high average must never offset a non-negotiable condition. The gate separates blockers from correctable reservations and caps the commitment while the evidence is missing.

Working context

Fictitious example: a €1.4m annual plan put to the committee, with incomplete measurement and production capacity under strain.

  1. 01Separate

    Classify each condition as blocking, major or improvable before any scoring.

  2. 02Prove

    Attach a dated item, an owner and a deadline to each condition.

  3. 03Decide

    Apply the most restrictive state imposed by a condition that cannot be offset.

  4. 04Cap

    Limit budget, duration or scope until the reservations are documented as lifted.

Original element

Approval gate with four states

The plan obtains 76/100 but stays approved under conditions: measurement is major and capacity limits the portfolio to €1.18m.

Calculation methodFinal state = the most restrictive state among all conditions; blocking conditions are never offset
ConditionCriticalityEvidenceStatusEffect on commitmentRequired state
Linked objectivesBlockingSigned treeCompliantFirm
Full budgetBlockingFinance controlCompliantFirm
Capacity coveredMajorWorkload at 118%GapCap at €1.18mConditional
Operational measurementMajorTracking at 72%GapPilot onlyConditional
Decision rightsBlockingApproved matrixCompliantFirm
ContingencyImprovableTwo responses out of threePartialClose within 30 dLimited
Decision interpretation

01The conditional approval authorises €1.18m and not the full envelope of €1.4m.

02Moving to a firm commitment requires capacity brought below 100% and tracking above 90%.

03Every reservation has an expiry date; without new evidence, the limited authorisation is withdrawn.

Fictitious case. The states and thresholds must reflect the delegations and obligations of the organisation.

Coherence controls

Minimum conditions before validation.

01Explicit scope

The status, the evidence and the owner must be available for review.

02Named decisions

The status, the evidence and the owner must be available for review.

03Connected objects

The status, the evidence and the owner must be available for review.

04Dated review

The status, the evidence and the owner must be available for review.

Usable deliverable

Output produced

Four-state approval gate

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