Dynamic Escalation Solutions Questions leaders ask

Who should own the decision during a customer escalation?

Yuval Gonen Founder, Dynamic Escalation Solutions

The short answer

The person closest to the problem and the fix should own the decisions during a customer escalation, inside limits agreed before the escalation started. Senior leaders set the outcome and the level of risk they will accept. The escalation owner makes the calls inside those limits.

When ownership is settled during the crisis instead of before it, it defaults to the most senior person on the call, and the response slows down to brief them.

Ownership by type of decision

A single owner for the whole escalation is too blunt. Different decisions belong to different people, and the split works best when it is written down in advance. A typical split looks like this:

DecisionWho owns it
The technical path to resolutionThe incident commander or technical lead running the response
What the customer hears, and whenOne named owner of customer communication, on a fixed schedule
Commercial concessions such as creditsThe account owner, up to a limit set in advance
Changing the goal or the risk you will acceptThe executive sponsor
Bringing in more senior leadersThe escalation owner, against the written entry rule

Your table will differ. What matters is that every row has one name and a limit, and that the people named have seen it before the next escalation.

Why rank should not take command

Emergency response settled this decades ago. The Federal Emergency Management Agency (FEMA) teaches two rules inside the Incident Command System. Unity of command: every individual has one designated supervisor. And a transfer of command begins with a briefing. Command can move. It moves explicitly and on the record. It does not move because someone with a bigger title joined the call.

Google's guidance for managing incidents makes the same point for technology teams: everyone involved should know their role and not stray onto someone else's turf.

So when a leader more senior than the executive sponsor joins a live escalation, they set the outcome and the risk appetite. The commander keeps command of the response. Rank gives the right to change the objective. It does not make anyone fluent in the last six hours, and fluency is what command requires.

Written limits beat case-by-case approval

Economists tested this in a randomized experiment with 600 public procurement officers, published in the Quarterly Journal of Economics in 2021. One group needed approval for every purchase. The other got a written limit they could act within on their own. The officers working to a written limit paid 9 percent less for the same items, and the gain showed up where the approver had been the one holding things up.

A limit agreed in a calm week beat judgment applied under pressure.

We inspect the system before we blame the person.

Sources: FEMA, Incident Command System 200, Lesson 2. Google SRE, "Managing Incidents," sre.google/sre-book/managing-incidents. Oriana Bandiera, Michael Best, Adnan Khan and Andrea Prat, "The Allocation of Authority in Organizations: A Field Experiment with Bureaucrats," Quarterly Journal of Economics 136(4), 2021.

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