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Creating Clear Escalation Paths in GitScrum

When problems arise, teams need to know exactly how and when to escalate. Unclear escalation paths lead to issues festering, wrong people being bothered, or delays while figuring out who to contact. GitScrum helps formalize escalation with task labels, assignments, and notification workflows.

Escalation Challenges

ProblemImpactSolution
No clear pathIssues lingerDocumented procedures
Fear of escalatingProblems growBlameless culture
Wrong escalationTime wastedDefined criteria
Escalation overloadLeaders overwhelmedProper thresholds
No trackingIssues lostGitScrum workflows

Escalation Framework

Escalation Levels

ESCALATION HIERARCHY
════════════════════

LEVEL 0: SELF-RESOLUTION
├── Timeframe: 0-4 hours
├── Owner: Individual contributor
├── Actions: Research, ask teammates
└── Escalate if: No progress after 4h

LEVEL 1: TEAM LEAD
├── Timeframe: 4-24 hours
├── Owner: Technical/Team lead
├── Actions: Pair, reassign, unblock
└── Escalate if: Needs external team, authority

LEVEL 2: ENGINEERING MANAGER
├── Timeframe: 24-48 hours
├── Owner: Engineering manager
├── Actions: Cross-team coordination, priority
└── Escalate if: Resource conflicts, org issues

LEVEL 3: DIRECTOR/VP
├── Timeframe: 48-72 hours
├── Owner: Director or VP Engineering
├── Actions: Strategic decisions, major resources
└── Escalate if: Business-critical, exec needed

LEVEL 4: C-LEVEL
├── Timeframe: As needed
├── Owner: CTO/CEO
├── Actions: Emergency decisions, client escalations
└── This is the final escalation level

Escalation Triggers

WHEN TO ESCALATE
════════════════

AUTOMATIC TRIGGERS:
├── Blocked > X hours (by severity)
│   ├── Critical: 4 hours
│   ├── High: 8 hours
│   ├── Medium: 24 hours
│   └── Low: 48 hours
│
├── Customer-reported issue
├── Production incident
├── Security concern
└── Data integrity issue

MANUAL TRIGGERS:
├── Beyond my authority
├── Cross-team dependency
├── Need additional resources
├── Conflicting priorities
└── Technical disagreement

NEVER WAIT TO ESCALATE:
├── Security breach
├── Data loss
├── Customer commitment at risk
├── Legal/compliance issue
└── PR/reputation risk

GitScrum Escalation Setup

Escalation Labels

ESCALATION LABEL SYSTEM
═══════════════════════

LABELS:
├── escalation:level-0 (Blue) - Self-resolution
├── escalation:level-1 (Yellow) - Team lead
├── escalation:level-2 (Orange) - Manager
├── escalation:level-3 (Red) - Director
├── escalation:level-4 (Purple) - C-Level

SEVERITY LABELS:
├── severity:critical - Production down
├── severity:high - Major feature broken
├── severity:medium - Significant inconvenience
├── severity:low - Minor issue

STATUS LABELS:
├── escalation:pending - Awaiting response
├── escalation:active - Being worked
└── escalation:resolved - Issue fixed

Automation Rules

ESCALATION AUTOMATION
═════════════════════

RULE 1: Auto-Escalate Blocked Tasks
────────────────────────────────────
Trigger: Task has "blocked" label
AND: No activity for 24 hours
Action: 
├── Add label "escalation:level-1"
├── Assign to team lead
├── Notify via Slack
└── Add comment with context

RULE 2: Severity-Based Escalation
────────────────────────────────────
Trigger: Task has "severity:critical"
AND: Status is "Blocked"
AND: No activity for 4 hours
Action:
├── Add label "escalation:level-2"
├── Assign to manager
├── Notify via Slack + Email
└── Create incident channel

RULE 3: Time-Based Escalation Chain
────────────────────────────────────
Trigger: Task has "escalation:level-1"
AND: No resolution for 24 hours
Action:
├── Update to "escalation:level-2"
├── Reassign to next level
├── Notify original assignee
└── Add to escalation report

Escalation Board View

ESCALATION DASHBOARD
════════════════════

┌─────────────────────────────────────────────────────────┐
│  Active Escalations                    Last updated: 2m │
├─────────────────────────────────────────────────────────┤
│                                                         │
│  LEVEL 1 (5)         LEVEL 2 (2)         LEVEL 3 (1)   │
│  ────────────        ────────────        ────────────   │
│                                                         │
│  ┌──────────────┐    ┌──────────────┐   ┌────────────┐ │
│  │ API timeout  │    │ Cross-team   │   │ Client     │ │
│  │ @mike 4h ago │    │ dependency   │   │ contract   │ │
│  │ severity:med │    │ @sarah 18h   │   │ @cto 48h   │ │
│  └──────────────┘    │ severity:hi  │   │ severity:  │ │
│                      └──────────────┘   │ critical   │ │
│  ┌──────────────┐                       └────────────┘ │
│  │ DB migration │    ┌──────────────┐                  │
│  │ @lisa 2h ago │    │ Vendor issue │                  │
│  │ severity:hi  │    │ @tom 36h     │                  │
│  └──────────────┘    │ severity:hi  │                  │
│                      └──────────────┘                  │
│  ... +3 more                                           │
│                                                         │
│  📊 Avg Resolution: L1=6h | L2=20h | L3=48h            │
│                                                         │
└─────────────────────────────────────────────────────────┘

Escalation Procedures

How to Escalate

ESCALATION PROCEDURE
════════════════════

STEP 1: Document Current State
────────────────────────────────
In the task, add a comment:

## Escalation Request

**Issue**: Brief description
**Blocker**: What's preventing progress
**Tried**: What I've already attempted
**Impact**: Sprint goal / deadline / customer
**Ask**: What I need to proceed
**Urgency**: Time-sensitive? Why?

STEP 2: Apply Labels
────────────────────────────────
├── Add "blocked" label
├── Add appropriate severity
└── Add escalation level

STEP 3: Assign to Next Level
────────────────────────────────
├── Assign to team lead (L1)
├── Keep yourself as watcher
└── Add to escalation channel

STEP 4: Notify
────────────────────────────────
├── Slack message with task link
├── Brief summary of blocker
└── Clear ask for next step

Receiving Escalations

HANDLING ESCALATED ISSUES
═════════════════════════

WHEN YOU RECEIVE AN ESCALATION:

1. ACKNOWLEDGE (within 30 min)
   ├── Comment: "I've seen this, investigating"
   └── Update status to show active

2. ASSESS (within 2 hours)
   ├── Understand the full situation
   ├── Identify what's really needed
   └── Determine if you can resolve

3. ACT OR RE-ESCALATE
   ├── If you can resolve: Do it
   ├── If you need help: Get it
   └── If beyond you: Escalate up

4. RESOLVE AND DOCUMENT
   ├── Fix the immediate issue
   ├── Remove escalation labels
   ├── Document resolution
   └── Note any systemic issues

5. FOLLOW UP
   ├── Check if original work continues
   ├── Add to retro if systemic
   └── Update procedures if needed

Escalation Communication

Templates

ESCALATION COMMUNICATION TEMPLATES
══════════════════════════════════

SLACK ESCALATION (Level 1):
────────────────────────────
🟡 ESCALATION - Level 1

Task: [Task Title](link)
Blocked: [Duration]
Issue: [One-line summary]
Impact: [Sprint goal / deadline]
Need: [Specific ask]

cc: @team-lead

ESCALATION (Level 2+):
────────────────────────
🔴 ESCALATION - Level 2

**Task**: [Task Title](link)
**Blocked Since**: [Date/time]
**Previous Escalation**: [L1 details]
**Issue**: [Summary]
**Business Impact**: [Customer / Revenue / Timeline]
**Needed Decision**: [Specific decision required]
**Options**: 
1. [Option A] - [Tradeoffs]
2. [Option B] - [Tradeoffs]
**Recommendation**: [If you have one]

cc: @manager @director

Best Practices

For Escalation Paths

  1. Blameless culture — Escalating is responsible, not weak
  2. Clear thresholds — Know exactly when to escalate
  3. Document everything — Task has full context
  4. Acknowledge quickly — Even if you can't resolve yet
  5. Resolve root causes — Not just symptoms

Anti-Patterns

ESCALATION MISTAKES:
✗ Waiting too long to escalate
✗ Escalating without context
✗ Escalating everything (boy who cried wolf)
✗ Skipping levels
✗ Not documenting resolution
✗ Blame when escalating
✗ No follow-through after resolution
✗ Not learning from patterns

Measuring Escalation Health

ESCALATION METRICS
══════════════════

TRACK MONTHLY:
├── Total escalations by level
├── Average time to resolution by level
├── Escalation sources (team/project)
├── Repeat escalations (same issue type)
└── Escalation rate vs. total tasks

HEALTHY PATTERNS:
├── Most issues resolved at L0-L1
├── L2+ escalations are rare
├── Resolution time decreasing
├── No repeat escalations for same root cause
└── Teams feel safe escalating

WARNING SIGNS:
├── Too many L2+ escalations
├── Same issues recurring
├── Escalations taking longer over time
├── Teams avoiding escalation
└── Escalation backlog growing