FORMAL ESCALATION PLAN

Escalate with precision — protect your income, your reputation, and your position while the facts do the talking

This plan helps you move from “this feels wrong” to a structured escalation path that is calm, credible, and hard to dismiss. It keeps you operational (still delivering where sensible), protects your narrative, and prevents unforced errors that can weaken your position.

Draft the modules below, then generate your Escalation Pack: a one-page case brief, evidence log structure, risk and income-protection checklist, and UK-friendly scripts for line management, HR, grievance, and occupational health routes.

When to Use This Plan

When a problem has become persistent (or repeated) and “informal” handling isn’t changing behaviour or outcomes.
When your manager is the problem — or your manager is unable/unwilling to fix it.
When there is performance, safety, wellbeing, discrimination, bullying, retaliation, pay, or contractual risk.
When you need to protect your income and employability while challenging something you should not have to tolerate.
When you want a structured path that prevents escalation by emotion, impulse, or “prove it” debates.

How to Use It (fast)

Write like you’re preparing a clear brief: facts, dates, impacts, evidence. Avoid labels and mind-reading.
Separate: what happened vs what it caused vs what you need to make it stop.
Choose the minimum effective route first — but set a firm threshold for moving formal.
Protect your delivery and boundaries: if you “break” during escalation, you hand over narrative control.
Lock key points in writing (brief follow-ups). Verbal only = easily rewritten later.

Draft your formal escalation plan

Eight modules to clarify the issue, build a credible evidence trail, reduce retaliation risk, and choose the right escalation route. Generate your Escalation Pack when you’ve captured enough detail to act calmly and consistently.

Your Escalation Pack

A structured output you can use immediately: a one-page case brief, a clean chronology, an evidence pack structure, a risk and income-protection checklist, and scripts for each escalation step. This is designed to keep your tone calm, your narrative tight, and your next move deliberate.

Escalate with precision — protect your income, your reputation, and your position while the facts do the talking

When to Use This Plan

How to Use It (fast)

Draft your formal escalation plan

Your Escalation Pack

One-page case brief (paste-ready)

Escalation route map (minimum effective path)

Risk & income protection (do not skip)

Evidence pack structure (simple + credible)

Scripts (calm, precise, UK-friendly)

Pressure Mode: fast, protective escalation

Your only objective

The “written lock” rule

Minimise retaliation surface

The shortest safe route

My Playbook