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PLAYBOOK TEMPLATES

Statement of Work (SOW)

A Statement of Work defines the specific deliverables, timelines, and responsibilities under a broader master agreement. This playbook offers frameworks for drafting precise scopes, managing milestones, and mitigating disputes over performance.

Change Control Process

Why This Matters: Uncontrolled changes lead to scope creep, budget overruns, and schedule delays. A formal process ensures all modifications are assessed, agreed, and tracked.

Negotiation strategy

If you're the Customer:

Ensure that all change requests are documented and submitted in writing to maintain a clear record. Advocate for a thorough impact assessment to understand potential risks and costs.

If you're the Contractor:

Negotiate for flexibility in the change approval process to accommodate unforeseen project needs. Ensure that the Change Control Board includes representatives who understand the project's technical aspects.

Essential elements

1

Change Request Submission

Submit changes in writing.
2

Change Review and Impact Assessment

Assess impact on scope, fees, timelines.
3

Change Approval Process

Approval by Change Control Board.

Action framework

ACCEPT

Propose edits when the process lacks clarity or omits key steps.

EDIT

Reject if the clause allows unilateral changes without mutual consent.

ADD

Add when the project scope is complex or high-risk, requiring detailed change management.

PRO TIP

Always document approved changes in a Change Order to avoid future disputes.

Example clauses

FAVORABLE

Preferred Change Control Process

"All requests for changes to the scope, fees, or timelines (each a 'Change Request') must be submitted in writing to the Project Manager. The Change Request shall include a detailed description of the proposed change, the rationale for the change, and any anticipated impact on the project scope, fees, or timelines."
NEUTRAL

Standard Change Control Clause

"Change requests will be reviewed and approved as per the agreed process."
UNFAVORABLE

Lack of Change Control

"Changes may be made at the discretion of the Project Manager without formal documentation."

Fallbacks

High-Risk Projects

For high-risk projects, involve senior management in the Change Control Board and implement stricter documentation requirements to mitigate potential risks.

Budget-Constrained Projects

In budget-constrained projects, ensure that any change requests include a detailed cost analysis to prevent budget overruns.

Fast-Track Projects

For fast-track projects, streamline the change approval process to avoid delays, while maintaining thorough documentation.
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