Scope change request
Turn a client request outside the agreed scope into a priced change with its effect on dates, so the sponsor approves, defers or declines it before work starts.
- Industry
- Management and Strategy Consulting
- Team
- Operations
- Use case
- Project management, Requests and exceptions
- Tags
- Proposal Approval workflow
- Includes
- 1 database · 1 app
Template preview
Included items
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Program dependency and decision register
Database · Embedded view: Scope changes for a sponsor decision · Requires sign-in
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Dashboards
App · 1 embedded block: Insight: Shrink dashboard sent as a change request (i4) · Requires sign-in
Overview
What this template supports
A scope change request for a client sponsor. It summarizes the request, sets the agreed scope against the requested scope, shows effort and date impact, records work that had already started and lays out the approve, defer and decline options with what each does. It embeds a live table of scope changes with sample records.
- Request summary definition list
- Baseline against request comparison table
- Effort and date impact stats row
- Stopped-work danger callout
- Approve, defer and decline tabs
- Embedded scope changes table and decision record
How to use this template
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Describe the request
Write who asked, what was asked, the data it needs and why it falls outside the agreed scope.
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Price it and set it against the baseline
Estimate the consultant days, price them at the agreed day rate, and show the agreed scope beside the requested scope with the effect on dates.
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Record any work already done
State the days already spent and that the work has stopped, then send the request to the sponsor with a decision date.
Frequently asked questions
Is the price a quote?
No. On the page it is modeled from a sample day rate. Replace it with the rate in your agreement before you send the request.
What happens to work that started early?
It is recorded on the request with the days spent, stopped, and handled according to the sponsor's decision rather than absorbed as free work.
What does Scope change request help me do?
Turn a client request outside the agreed scope into a priced change with its effect on dates, so the sponsor approves, defers or declines it before work starts.
Who reads and maintains this page?
Client COO (sponsor); prepared by the program director. The client coo (sponsor) reviews it.
When is the page ready to share with the client?
Sent only after the effort, price and effect on dates are checked and the embed is filtered to the client.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Program dependency and decision register view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.