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PLAYBOOK TEMPLATES

Cloud Services Agreement

A Cloud Services Agreement defines the legal and operational framework for cloud infrastructure or platform usage. This playbook outlines negotiation of service levels, data handling, and termination assistance provisions.

Change Control Process

Why This Matters: Informal or ad hoc changes can lead to budget overruns, missed deadlines, and contention between parties.

Negotiation strategy

If you're the Customer:

Ensure that all change requests are documented and include detailed justifications. Prioritize changes that align with strategic goals and budget constraints.

If you're the Service Provider:

Review change requests promptly and assess their impact on resources and timelines. Negotiate terms that ensure fair compensation for additional work.

Essential elements

1

Change Request Procedure

Formal process for change requests.
2

Change Approval Process

Steps for approving changes.
3

Pricing of Changes

Cost implications of changes.

Action framework

ACCEPT

Propose edits if timelines for responses are too short or unclear.

EDIT

Reject if the clause lacks a structured approval process.

ADD

Add language for cost control measures if absent.

PRO TIP

Always document change requests and approvals to prevent disputes.

Example clauses

FAVORABLE

Preferred Change Request Procedure

"Any party may request a change to the scope, deliverables, or timelines of the project by submitting a written Change Request to the other party. The Change Request must include a detailed description of the proposed change, the rationale for the change, and any anticipated impact on the project, including cost and schedule implications."
NEUTRAL

Fallback Change Approval Process

"Upon receipt of a Change Request, the receiving party shall review the request and provide a written response within ten (10) business days. The response shall indicate whether the receiving party accepts, rejects, or proposes modifications to the Change Request. If modifications are proposed, the parties shall negotiate in good faith to reach a mutually acceptable agreement."
UNFAVORABLE

Lack of Cost Control Measures

"Changes may be made at any time without prior approval or cost assessment."

Fallbacks

High-Risk Projects

In high-risk projects, ensure that change requests undergo rigorous impact analysis to prevent significant disruptions.

Fixed-Budget Contracts

For fixed-budget contracts, prioritize changes that do not affect the overall budget or require reallocation of resources.

Agile Development Environments

In agile environments, incorporate flexible change control processes that allow for iterative adjustments without formal change orders.
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