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PLAYBOOK TEMPLATES
Software Development Agreement
A Software Development Agreement governs custom software creation, specifying scope, milestones, and IP ownership. This playbook highlights negotiation on deliverables, acceptance testing, and post-delivery warranties.
Change Management & Scope
Negotiation strategy
Ensure all change requests are documented and include a clear impact assessment. Negotiate for a reasonable timeframe for approvals to avoid project delays.
Advocate for a structured change control process to manage expectations and prevent scope creep. Ensure that any changes are mutually agreed upon and documented.
Essential elements
1
Change Request Submission
Formal request for changes.
2
Impact Assessment
Evaluate effects of proposed changes.
3
Approval Process
Mutual agreement on changes.
Action framework
ACCEPT
Propose edits when the change process lacks clarity or detail.
EDIT
Reject if changes can be made without mutual agreement.
ADD
Add requirements for detailed impact assessments.
PRO TIP
Always document changes and ensure both parties agree to avoid future disputes.
Example clauses
FAVORABLE
Preferred Change Request Process
"Any party seeking changes must submit a written Change Request detailing proposed changes and anticipated impacts."
NEUTRAL
Fallback Change Request Process
"Changes may be requested verbally but must be documented in a Change Order before implementation."
UNFAVORABLE
Unfavorable Change Request Process
"Changes can be made without formal documentation or mutual agreement."
Fallbacks
High-Risk Projects
In high-risk projects, a stringent change management process is crucial to mitigate potential risks and ensure project stability.
Fixed-Price Contracts
For fixed-price contracts, any change in scope must be carefully evaluated to avoid financial losses.
Agile Development
In agile development, flexibility is key, but changes should still be documented to maintain project alignment.
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Contract Playbook Templates
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WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
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WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
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