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Plan and prioritise · Add-on

Work within spend controls and procurement

Public bodies often need approval to spend money on technology and must buy through set routes. Plan for this early.

About 1-3 daysChanges yearlyLast reviewed 5 November 2026

Who this applies to

Skills it builds
Commercial and business senseDelivery and execution
PM types
All
Product types
Public sector service
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Find out which spend approvals apply and their thresholds.
  2. Find out how your organisation buys technology and services.
  3. Build approval and procurement time into the plan.
  4. Prepare the information approvers will need.
  5. Ask colleagues who have done it before.

Intermediate (1 to 4 years)

  1. Identify approvals and routes.
  2. Plan timelines.
  3. Prepare evidence.

Experienced (5+ years)

  1. Engage approvers early as partners.
  2. Choose routes that keep flexibility.
  3. Share lessons across teams.

Who can do this

Owner: Product manager

Can be delegated to

  • Delivery Manager: Manage approvals and procurement
  • Policy / Legal / Compliance: Advise on procurement rules

Reviewed by: Delivery Manager

Tool examples

SharePoint / Word
Use your organisation's approval templates.
Confluence
Track approvals and dates.

Definition of done

  • Approvals and routes identified
  • Timelines in plan
  • Evidence prepared

Common pitfalls

  • Discovering approvals late
  • Locking into long contracts too early
  • Ignoring procurement time

If you lead the team

What good looks like: Spend approvals and procurement routes are planned early, with realistic lead times.

Ask your PM

  • Which approvals and buying routes do we need, and how long will they take?
  • What happens to the plan if approval is late?

Warning signs

  • Delivery dates ignore approval lead times.
  • Procurement is treated as someone else's problem.

Do these first

Sources