Made for General Contractors
Turn a Verbal Change Into a Written Record
25 min
Intermediate
General Contractor
Communicate Better
Career outcome:
Avoid Professional Risk
Document a spoken scope request and confirm what was requested, what remains unknown, and what happens next.
Create a free account to save your progress and use this Playbook.
Use this when
A client, architect, or trade partner asks for changed work during a call, walkthrough, or jobsite conversation, but the request isn't fully documented.
You'll need
- Project context
- Verbal request
- People involved
- Direction status
- Known impacts
- Notice requirements
You'll get
- A dated account of the verbal request
- Known facts separated from assumptions
- A confirmation message ready for review
- A complete internal change log entry
- A follow-up checklist with an owner and date
- The final record stored in the project file.
By the end of this playbook
You will have:
- A dated account of the verbal request
- Known facts separated from assumptions
- A confirmation message ready for review
- A complete internal change log entry
- A follow-up checklist with an owner and date
- The final record stored in the project file.
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
Project context: Second-floor tenant improvement during framing. Verbal request: During the September 24 site walk, the owner asked to move the conference room wall two feet east. Participants: Owner representative, architect, framing foreman, and general contractor. Direction status: Requested only. Known impacts: Bottom track is installed. Electrical layout may change. Price and schedule effects aren't confirmed. Notice requirements: Written notice is required within five days. Written authorization is required before changed work proceeds.
Sample assembled prompt
Subject: Confirmation of September 24 Conference... The request is currently recorded for... It isn't yet authorized for... The existing bottom track has been... Cost and schedule effects aren't... We will review the request with... Please confirm that the requested location... No changed work will proceed until...