Client Scope Change for Marketing & Digital Agencies
Manages requests to modify the scope of an active client engagement, including impact assessment and formal approval.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Workflow Stages
Change Request Submission
Document the proposed scope change with clear description of what is being added, modified, or removed.
Inputs
- Change request from client or team
- Current scope of work document
- Change request template
Outputs
- Formal change request document
- Change request logged in system
- Impact assessment initiated
Impact Assessment
Analyze the change request impact on timeline, budget, resources, and deliverables.
Inputs
- Change request document
- Current campaign plan
- Resource allocation data
Outputs
- Impact assessment report
- Revised timeline estimate
- Cost impact analysis
Decision Points
- • Does the change require additional budget?
- • Does the change affect the campaign critical path?
Internal Approval
Review the impact assessment internally and decide whether to proceed with the client approval process.
Inputs
- Impact assessment report
- Profit margin analysis
- Resource availability
Outputs
- Internal approval decision
- Revised proposal for client
- Risk mitigation recommendations
Decision Points
- • Is the change feasible and commercially viable?
Client Approval
Present the scope change impact and revised terms to the client for their formal approval.
Inputs
- Revised proposal
- Impact summary for client
- Updated contract terms if needed
Outputs
- Client approval or rejection
- Signed change brief
- Updated contract amendment if applicable
Decision Points
- • Does the client accept the revised terms?
Implementation and Plan Update
Incorporate the approved change into the campaign plan and communicate updates to all stakeholders.
Inputs
- Signed change brief
- Current campaign plan
- Stakeholder communication list
Outputs
- Updated campaign plan
- Revised milestone schedule
- Stakeholder notifications sent
Frequently Asked Questions
How are scope changes tracked over the life of a campaign?
All scope changes are logged in a change register that provides a complete audit trail of every modification, its impact, and approval status.
Who can submit a scope change request?
Either the client or any member of the campaign team can submit a scope change request. All requests go through the same assessment and approval process.
What happens if a scope change is rejected?
The requestor is informed of the rejection reason. Alternative approaches may be proposed to address the underlying need without a formal scope change.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.