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Change Requests

Systematically manage scope changes to protect project integrity, timeline, and budget while maintaining client satisfaction.

Overview​

Change requests are formal proposals to modify project scope, deliverables, timeline, or budget after initial agreement. Proper change management prevents scope creep while allowing necessary flexibility.

Why It Matters:

  • Controls scope creep - Prevents uncontrolled expansion
  • Protects timeline - Manages impact on deadlines
  • Maintains budget - Tracks additional costs
  • Documents decisions - Creates clear audit trail
  • Ensures alignment - Client and team on same page

Success Rate: Proper change management prevents 85% of scope creep issues


Change Request Process​

flowchart TD
A[Change Requested] --> B[Log Request]
B --> C[Impact Assessment]
C --> D[Cost Estimation]
D --> E[Timeline Analysis]
E --> F[Create Proposal]
F --> G[Present Options]
G --> H{Client Decision}
H -->|Approve| I[Update Contract]
H -->|Decline| J[Document Decision]
H -->|Modify| F
I --> K[Update Project Plan]
K --> L[Communicate to Team]
L --> M[Implement Change]
M --> N[Track Progress]

style I fill:#4CAF50,color:#fff
style M fill:#2196F3,color:#fff

Change Request Form​

# Change Request #CR-[###]

**Date:** [Date]
**Submitted By:** [Client Name]
**Project:** [Project Name]
**Status:** Open / Approved / Declined

## Change Description
[Detailed description of requested change]

## Reason for Change
[Business justification]

## Current State
[What exists now]

## Desired State
[What client wants]

## Priority
β–‘ Critical β–‘ High β–‘ Medium β–‘ Low

---

## Impact Assessment

### Scope Impact
[How this affects deliverables]

### Timeline Impact
- Current End Date: [Date]
- New End Date: [Date]
- Delay: [X days]

### Budget Impact
**Additional Cost:** β‚Ή[Amount]

**Breakdown:**
- Design: β‚Ή[Amount]
- Development: β‚Ή[Amount]
- Testing: β‚Ή[Amount]
- **Total:** β‚Ή[Amount]

### Resource Impact
[Additional team/hours needed]

### Risk Assessment
[Potential risks]

---

## Options

### Option 1: Implement as Requested
- **Cost:** β‚Ή[Amount]
- **Timeline:** +[X days]
- **Pros:** [Benefits]
- **Cons:** [Drawbacks]

### Option 2: Alternative Approach
- **Cost:** β‚Ή[Amount]
- **Timeline:** +[X days]
- **Pros:** [Benefits]
- **Cons:** [Drawbacks]

### Option 3: Defer to Phase 2
- **Cost:** β‚Ή0 now
- **Timeline:** No impact
- **Pros:** [Benefits]
- **Cons:** [Drawbacks]

---

## Recommendation
[PM's recommended option and rationale]

---

## Client Decision

β–‘ Approve Option 1
β–‘ Approve Option 2
β–‘ Approve Option 3
β–‘ Decline Change

**Client Signature:** _______________
**Date:** _______________

**ARUKZ Approval:** _______________
**Date:** _______________

Handling Change Requests by Size​

Small Changes (<2 hours)​

Process: Quick approval, implement immediately

Example Response:

Hi [Client],

Quick update: We can make that button color change.
It's a small tweak (~1 hour) so we'll include it at
no additional cost.

Will be done by EOD.

Best,
[Your Name]

Medium Changes (2-8 hours)​

Process: Formal CR, quote, written approval

Example Response:

Hi [Client],

Thanks for the request to add [feature].

**Breakdown:**
- Cost: β‚Ή[Amount]
- Timeline: +3 days
- Impact: Minimal

If approved, we can start [date] and complete by [date].

Please confirm to proceed.

Best,
[Your Name]

Large Changes (>8 hours)​

Process: Detailed CR, meeting, formal proposal, contract amendment

Example Response:

Hi [Client],

The requested [major feature] is significant. Let's
schedule a call to discuss:

- Detailed requirements
- Implementation options
- Cost and timeline impact
- Alternative approaches

Available: [times]

Best,
[Your Name]

Common Scenarios​

"Can you just add..."​

Response:

I'd be happy to explore adding [feature]! Let me assess 
the impact and get back to you with:

1. Estimated cost
2. Timeline impact
3. Any trade-offs

I'll have this for you by [date].

"I thought this was included..."​

Response:

Let me clarify our original scope. According to our 
agreement, we're delivering [list items].

[Requested item] wasn't included, but we can add it:

1. Add now: β‚Ή[X], +[Y days]
2. Include in Phase 2
3. Separate project

Which works best for you?

"This is urgent!"​

Response:

I understand the urgency. To fast-track:

**Rush Option:**
- Cost: β‚Ή[Amount] (+20% rush fee)
- Timeline: [X days]
- Trade-off: [What gets delayed]

**Standard Option:**
- Cost: β‚Ή[Amount]
- Timeline: [Y days]
- No impact on other deliverables

Your preference?

Change Request Log​

CR#DateDescriptionImpactCostStatusApproved
CR-001Jan 5Add contact form+2 daysβ‚Ή500ApprovedClient
CR-002Jan 12Change colors+1 dayβ‚Ή300ApprovedClient
CR-003Jan 15Add blog+5 daysβ‚Ή2000Declined-

Best Practices​

Do's βœ…β€‹

  • βœ… Document everything in writing
  • βœ… Assess impact before committing
  • βœ… Be transparent about costs
  • βœ… Offer multiple options
  • βœ… Get written approval
  • βœ… Update contracts formally
  • βœ… Communicate to team

Don'ts βŒβ€‹

  • ❌ Say "no problem" without assessment
  • ❌ Absorb costs (sets bad precedent)
  • ❌ Skip documentation
  • ❌ Implement before approval
  • ❌ Hide impacts
  • ❌ Ignore small changes (they add up)

Preventing Scope Creep​

Set Clear Boundaries​

In Kickoff: "Our scope includes [X, Y, Z]. Anything beyond this requires a change request and may affect timeline and budget."

Regular Scope Reviews​

Monthly:

  • Review original scope
  • Identify any drift
  • Address immediately
  • Document decisions

Change Request Culture​

Normalize the process: "Great idea! Let me create a change request so we can properly assess and implement this."


Last Updated: January 2026
Version: 2.0


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