Analysis / Professional services and client delivery
Review engagement scope changes
Use Proforma to compare client requests with signed scope. Build a change register that identifies approval evidence, delivery impact and open decisions.
Engagement manager
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Your starting prompt.
Compare [client requests] with [signed scope] and [approved changes]. Build a scope-change register showing the requested outcome, contractual reference, evidence of approval, delivery impact and next decision. Separate clarification, agreed work and possible additional scope. Use unknown when approval or effort evidence is missing. Draft questions for the engagement owner; do not treat an email request as authorization to change commercial terms.
Copy this starting point, then replace the placeholders with your own inputs.
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
An authorized engagement owner must classify disputed requests and approve any scope or fee change.
Before you begin
- Accessible scope documents and request history
- Permission to review client communications
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Signed scope covers one dashboard; fee changes require a signed change order. Two new requests lack an approval record.
These invented records explain the method. They are not a recorded Proforma run.
| Request | Signed scope reference | Approval evidence | Effort estimate |
|---|---|---|---|
| R-1: dashboard | Section 2, included | Signed scope v1 | 16 hours |
| R-2: email automation | No matching output | Client email only | Unknown |
| R-3: explain chart filter | Dashboard documentation | Client email only | 1 hour estimate |
| Request | Classification | Impact | Next decision |
|---|---|---|---|
| R-1 | Agreed work | 16 hours planned | Deliver against scope |
| R-2 | Possible additional scope | Effort and fees unknown | Owner to estimate and review change |
| R-3 | Possible clarification | 1 hour tentative | Confirm documentation coverage |
Method
Compare each requested outcome with the signed output and change-control clause. Preserve original request references and distinguish evidence of a request from authority to change terms.
What the result tells you
R-2 is not authorized additional work. R-3 may fit existing documentation, but that classification needs owner review. No fee, scope or client-facing commitment is changed.
Take the next step
Make it your investigation.
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