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Companion Article

3 Steps to Quickly Evaluate Scope Changes and Keep Your Project on Track

Go to www.timhoughtons.com for all my articles, resources and GPTs.

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🔍 Step 1: Diagnose the Request

→ Get clarity before reacting.

• [ ] I’ve taken a breath and not written an impulsive reply to my client
• [ ] I’ve reviewed the request in full (read it twice)
• [ ] I’ve given the client a call to clarify any initial questions
• [ ] I have done a budget reconciliation
• [ ] I’ve followed up with an email with confirmation of our discussion
• [ ] I now understand exactly what is being asked
• [ ] It is/is not a scope change (or we can absorb the change in time we have available)
• [ ] I’ve logged the request in our project management system

Step 2: Make a plan

→ Think like a strategist.

• [ ] I know why the client wants this change and can articulate it to my team
• [ ] I know who in my team will need to work on the change
• [ ] Resource availability checked
• [ ] I’ve organised a team huddle
• [ ] My team understands the changes
• [ ] I’ve created a list of clarifying questions (if needed)