Change request procedure
SOP template
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
To make sure work outside the agreed scope is quoted and approved before it starts, so budgets and deadlines stay realistic.
Scope
Every request for new or changed work on a fixed-scope project.
Responsibilities
| Role | Responsibility |
|---|---|
| Project manager | Logs the request, checks it against scope, gets the estimate and the approval. |
| Team lead | Estimates the work and its effect on the timeline. |
| Client | Approves or declines the change in writing. |
Procedure
Log the request
Record what the client asked for, who asked, and when.
Check it against the scope
Decide whether it is in scope, a fix, or new work.
Estimate it
Estimate the hours, the cost and the effect on the deadline.
Send the change request
Send the client a short change request with the work, cost and new dates.
Caution: Don’t start the work until the client approves it in writing.
Update the plan
Once approved, update the timeline, budget and tasks, and tell the team.
Records
- The change log for each project.
- Each approved or declined change request.
Related documents
- Project kickoff checklist
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
