Client Scope Change for Trades & Construction
Manages requests to modify the scope of an active customer engagement, including impact assessment and formal approval.
Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.
Workflow Stages
Change Request Submission
Job card the proposed scope change with clear description of what is being added, modified, or removed.
Inputs
- Change request from customer or team
- Current scope of work job card
- Change request template
Outputs
- Formal change request job card
- Change request logged in system
- Impact assessment initiated
Impact Assessment
Analyze the change request impact on timeline, budget, resources, and deliverables.
Inputs
- Change request job card
- Current job 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 job critical path?
Internal Approval
Review the impact assessment internally and decide whether to proceed with the customer approval process.
Inputs
- Impact assessment report
- Profit margin analysis
- Resource availability
Outputs
- Internal approval decision
- Revised proposal for customer
- Risk mitigation recommendations
Decision Points
- • Is the change feasible and commercially viable?
Customer Approval
Present the scope change impact and revised terms to the customer for their formal approval.
Inputs
- Revised proposal
- Impact summary for customer
- Updated contract terms if needed
Outputs
- Customer approval or rejection
- Signed change order
- Updated contract amendment if applicable
Decision Points
- • Does the customer accept the revised terms?
Implementation and Plan Update
Incorporate the approved change into the job plan and communicate updates to all stakeholders.
Inputs
- Signed change order
- Current job plan
- Stakeholder communication list
Outputs
- Updated job plan
- Revised milestone schedule
- Stakeholder notifications sent
Frequently Asked Questions
How are scope changes tracked over the life of a job?
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 customer or any member of the job 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.