Change in scope

Template

With the Change in Scope pipe you can screen the decision made by the project manager and the client to change a given feature and to expand or reduce it’s functionality. Throughout the process you’ll also be able to control adjustments to the cost, budget, the timeline, or other features.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Vendor

  • 2. Vendor email

  • 3. Current Direct Fees

  • 4. Current Indirect Fees

  • 5. Current Total Fees

  • 6. Proposed Change In Scope Direct Fees

  • 7. Proposed Change In Scope Indirect Fees

  • 8. New Total Fees

  • 9. Services Start Date

  • 10. Is this linked to a larger change in scope?

    • Yes
    • No

Inbox

  • 1. Protocol number

  • 2. Study name

  • 3. Type of change

    • Biogen Driven
    • Vendor Driven
    • Unforeseen
  • 4. Are the new Change In Scope fees within the forecasted budget?

    • Yes
    • No
  • 5. Change in scope request date

  • 6. Financial planner

  • 7. Has the vendor been notified of the operational change?

    • Yes
    • No
  • 8. Please note if this change is related to vendor performance. If so, please provide details on operational impact.

  • 9. Have all stockholders agreed to these changes?

    • Yes
    • No
  • 10. Target change in scope execution date

  • 11. Summary of change

  • 12. Is there any information missing?

    • Yes
    • No

Adjustments and archive

  • 1. Assignee

  • 2. Adjustments

  • 3. Was the CIS request revised and all the needed adjustments made?

    • Yes
    • No

Contract

  • 1. Checklist

    • All required information is filled in
    • Approval from all interested parties was obtained
    • Signatures collected
  • 2. Contract

  • 3. Is the contract approved?

    • Yes
    • No

Approval

  • 1. Approval

    • Approved
    • Not approved

Done

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