Change Requests
Systematically manage scope changes to protect project integrity, timeline, and budget while maintaining client satisfaction.
Overviewβ
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 Processβ
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 Formβ
# 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:** βΉ[Amount]
**Breakdown:**
- Design: βΉ[Amount]
- Development: βΉ[Amount]
- Testing: βΉ[Amount]
- **Total:** βΉ[Amount]
### Resource Impact
[Additional team/hours needed]
### Risk Assessment
[Potential risks]
---
## Options
### Option 1: Implement as Requested
- **Cost:** βΉ[Amount]
- **Timeline:** +[X days]
- **Pros:** [Benefits]
- **Cons:** [Drawbacks]
### Option 2: Alternative Approach
- **Cost:** βΉ[Amount]
- **Timeline:** +[X days]
- **Pros:** [Benefits]
- **Cons:** [Drawbacks]
### Option 3: Defer to Phase 2
- **Cost:** βΉ0 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 Sizeβ
Small Changes (<2 hours)β
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)β
Process: Formal CR, quote, written approval
Example Response:
Hi [Client],
Thanks for the request to add [feature].
**Breakdown:**
- Cost: βΉ[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)β
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 Scenariosβ
"Can you just add..."β
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..."β
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: βΉ[X], +[Y days]
2. Include in Phase 2
3. Separate project
Which works best for you?
"This is urgent!"β
Response:
I understand the urgency. To fast-track:
**Rush Option:**
- Cost: βΉ[Amount] (+20% rush fee)
- Timeline: [X days]
- Trade-off: [What gets delayed]
**Standard Option:**
- Cost: βΉ[Amount]
- Timeline: [Y days]
- No impact on other deliverables
Your preference?
Change Request Logβ
| CR# | Date | Description | Impact | Cost | Status | Approved |
|---|---|---|---|---|---|---|
| CR-001 | Jan 5 | Add contact form | +2 days | βΉ500 | Approved | Client |
| CR-002 | Jan 12 | Change colors | +1 day | βΉ300 | Approved | Client |
| CR-003 | Jan 15 | Add blog | +5 days | βΉ2000 | Declined | - |
Best Practicesβ
Do's β β
- β Document everything in writing
- β Assess impact before committing
- β Be transparent about costs
- β Offer multiple options
- β Get written approval
- β Update contracts formally
- β Communicate to team
Don'ts ββ
- β Say "no problem" without assessment
- β Absorb costs (sets bad precedent)
- β Skip documentation
- β Implement before approval
- β Hide impacts
- β Ignore small changes (they add up)
Preventing Scope Creepβ
Set Clear Boundariesβ
In Kickoff: "Our scope includes [X, Y, Z]. Anything beyond this requires a change request and may affect timeline and budget."
Regular Scope Reviewsβ
Monthly:
- Review original scope
- Identify any drift
- Address immediately
- Document decisions
Change Request Cultureβ
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
Related Documentation: