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Analysis / Professional services and client delivery

Resolve client review comment disposition

Track client review comment disposition in Proforma. Tie proposed responses to exact changes and keep unresolved decisions and client confirmations separate.

A starting point for

Client delivery lead

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Your starting prompt.

Create a disposition table for [client review comments] against [current deliverables]. Group duplicate concerns while retaining their source references. For each comment show the proposed response, exact changed artifact, unresolved dependency and reviewer confirmation status. Distinguish addressed, declined with rationale and awaiting decision. Draft concise responses for review; do not claim the client agreed with a resolution or send any response automatically.

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Method and review

Keep the assumptions visible.

Use the engagement scope, supplied evidence and delivery dates. Separate client facts from assumptions, retain source references and identify decisions that need client approval.

For this task, check

Reviewer confirmation must be recorded separately from the delivery team marking a comment addressed.

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Before you begin

  • Accessible comment and revision history
  • Permission to draft client responses

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

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