Fixed fee scope decision note
Classify each request against the fixed monthly fee, price the changes and get the catering entity setup decided by the owner so the work can start or stop.
- Industry
- Accounting, Bookkeeping and Tax
- Team
- Finance
- Use case
- Requests and exceptions
- Tags
- Proposal Approval workflow
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: Chart: Pennock requests by scope classification (c-scope-donut); KPI: Priced changes accepted by the client (k-changes); Insight: Catering entity setup stopped until the owner decides (i4) · Requires sign-in
Overview
What this template supports
A client-visible scope decision note for the owner and office manager of a multi-entity group. It classifies six requests as in scope, priced changes accepted or a change waiting, shows each price and client decision, and explains the one open decision with the hours already spent. It supplies classification rules, a request-to-decision flowchart, acceptance steps and a checklist.
- Scope classification donut block
- Classification rules definition list
- Request table with price and decision
- Priced changes KPI block
- Request to decision flowchart
- Accept or decline tabs
How to use this template
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Log each request
Enter every request that sits outside or near the fixed fee with the date it was received and what was asked.
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Classify before work starts
Check the engagement letter, mark each request in scope or a change, and write an estimate and price for each change.
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Get the owner's decision
Send each priced change to the owner, record accepted or declined, and stop work on any change still waiting.
Frequently asked questions
Why does work stop on a waiting change?
So no more hours are spent before the owner has seen the price. Hours already spent are recorded as absorbed hours.
Who decides the classification?
The firm decides the classification and the price. The client decides whether to accept a priced change.
What does Fixed fee scope decision note help me do?
Classify each request against the fixed monthly fee, price the changes and get the catering entity setup decided by the owner so the work can start or stop.
Who reads and maintains this page?
Pennock owner and office manager; prepared by the Tallgrove engagement partner. The client owner reviews it.
When is the page ready to share with the client?
Sent only after every request shows a classification and every change shows a price and a decision state.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.