Made for Architects
Handle a Client Change During Design Development
Also useful for: Project Managers, people in Creative
Turn a live client change into a controlled design decision by tracing affected packages, testing consultant impacts, confirming scope and schedule, and setting a firm release gate.
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Use this when
Use this after schematic design but before your construction documents are complete, especially when your client wants a change that may affect major systems, area, program, cost, consultant work, or an upcoming issue.
You'll need
- Project context
- Client change request
- Change driver and decision date
- Current design baseline
- Document and model status
- Consultant inputs
- Budget and schedule constraints
- Scope and approval terms
- Options already considered
- Deliverable format
You'll get
- A precise change definition
- A confirmed baseline
- Affected design packages and consultant dependencies traced
- Viable options compared using consistent criteria
- Scope, schedule, budget, and approval implications identified without assumptions presented as facts
- A recorded client decision or a documented hold
By the end of this playbook
You will have:
- A precise change definition
- A confirmed baseline
- Affected design packages and consultant dependencies traced
- Viable options compared using consistent criteria
- Scope, schedule, budget, and approval implications identified without assumptions presented as facts
- A recorded client decision or a documented hold
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
You receive a request at 60 percent design development to move a diagnostic imaging suite from level two to level one. Your client wants better patient access, but your current structure, mechanical zoning, equipment routes, program stacking, and permit schedule reflect the approved level-two location. Your next consultant issue is due in ten days, and your client hasn't approved added time or budget.
Sample assembled prompt
You get a change control packet... Your packet recommends either a controlled... You also get consultant questions, a...