The Advice process is used for many kind of decisions at EE - from BAU decisions to process improvements to speculative investments. We want to keep APs as focussed as possible while providing enough information about the global and local context of EE for people to make informed decisions.
We started the AP process with cost thresholds that determine whether the decision maker needs to be confirmed or not. We decided to add a set of constraints that we think will help keep the APs focussed (WIP limit, short duration), as well as give some global context (Global investment pot).
One person can only be the decision maker for 2 on-going AP at any given time. If you want to open another AP and already have 2 APs in flight, you will have to abandon or complete existing ones, before opening another. To complete an existing AP you must publish a blogin post that documents the result and learnings of the AP. Until this is done AP will be considered ongoing and contribute to your WIP limit.
We want APs to be as short as possible - both to encourage small steps, accelerated learning and a short payback period 1-3 months. Three months currently the maximum duration of an AP.
Some APs cover speculative investments - whether they are intended to contribute directly to the bottom line or help improve other aspects of the network. Those investments are tracked as part of a global investment portfolio. This helps everyone to understand what is the impact of their APs on the profitability of EE globally.
Once the global investment 'pot' is fully allocated, no further APs can be created - until existing APs are abandoned, or completed below forecast. We haven't set a pot size for the current 2019/20 financial year.
The decision maker is confirmed by different people depending on the forecast value of the AP. The decision maker must be confirmed before an AP can proceed. As of 31st October, these thresholds are:
When the AP is up to the levels set in the table below, then any employee can appoint themselves as decision maker.
When the AP is above these levels but below £20,000 (GBP), and the impact is within a single BU, then the Business Unit Lead is the decision maker (BULs are registered in our Global Reference Data).
When the AP spans multiple business units, or is not covered by the points above, then the Exec team must confirm the decision maker.
The local thresholds for employees in each business unit are listed below:
Threshold (local currency)