Made for Consultants
Run a Scope Change From Request to Approval
75 min
Advanced
Boundaries
Improve Operations
You compare a new client request with the signed scope, calculate the fee and schedule impact, and send a clear change order without starting unpaid work.
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Use this when
Use this when a client asks for a new deliverable, extra revision, faster deadline, broader audience, added meeting, or other work that may fall outside the signed agreement.
You'll need
- Client request
- Signed scope and exclusions
- Engagement status
- Pricing rules
- Schedule constraints
- Approval requirements
- Request urgency
You'll get
- Each requested item classified against the signed scope
- Every material assumption resolved or labeled
- The fee and schedule effect documented
- A written change order sent with a clear approval method
- Added work kept paused until receipt of a written decision
- The written decision recorded
By the end of this playbook
You will have:
- Each requested item classified against the signed scope
- Every material assumption resolved or labeled
- The fee and schedule effect documented
- A written change order sent with a clear approval method
- Added work kept paused until receipt of a written decision
- The written decision recorded
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
A client asked for five additional stakeholder interviews and an executive presentation. The signed engagement includes eight interviews and one project-team presentation. I have completed six interviews. My rate for changes is $250 per hour with a four-hour minimum, and rush work adds 20 percent. The added work would require about 18 hours before rush impact. The client's vice president must sign, and I need a purchase order before starting.
Sample assembled prompt
Scope decision: Five added interviews and... Estimated impact: - Added interviews and... Recommended options: 1. Add the requested work for $5,400... 2. Replace five planned activities of... 3. Keep the current scope and... Release status: Don't start. Written approval and a purchase order...