Made for Consultants
Reset an Engagement After Scope Creep
105 min
Advanced
Boundaries
Make a Decision
Difficult Conversation
You trace how the engagement expanded, calculate the effect on your time and fee, set a reset position, and document the revised deal.
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Use this when
Use this when an active client engagement includes extra deliverables, meetings, revisions, access, or responsibilities that were never priced or formally approved.
You'll need
- Original agreement
- Added work record
- Supporting evidence
- Additional hours completed
- Future extra hours
- Effective hourly value
- Preferred reset outcome
- Relationship priority
- Non-negotiables
- Client conversation context
You'll get
- A documented original scope
- A dated record of material additions
- The completed and future unpaid impact estimated
- A decision on what stops
- A decision on what requires paid approval
- A decision on what you may absorb
By the end of this playbook
You will have:
- A documented original scope
- A dated record of material additions
- The completed and future unpaid impact estimated
- A decision on what stops
- A decision on what requires paid approval
- A decision on what you may absorb
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
The original $12,000 engagement covered eight interviews, one findings deck, two review meetings, and one revision round. The client added five interviews, weekly leadership meetings, vendor management, and three extra revision rounds. I have spent about 24 extra hours and expect another 18. My effective hourly value is $250. I want vendor management and the extra interviews moved into a paid change order. I can absorb one final revision if weekly meetings stop. I want to protect the relationship while resetting firmly.
Sample assembled prompt
Recommended reset: Move five added interviews... Replace weekly leadership meetings with one... Complete one final revision as a... Estimated completed extra value: $6,000. Estimated future exposure: $4,500. Client decision required: approve the change...