Put it into practice
Compare the request with the agreed deliverable.
Estimate effects on effort, commitments and acceptance.
Record approval through the existing change route before promising material extra work.
A case to think through
A project lead can clarify wording within the agreed deliverable. Adding another integration needs an impact assessment and authorised change.
This is a hypothetical operating example, not a client result.A boundary worth checking
Treating a friendly customer request as automatically included can hide unapproved work until the deadline slips.
Use an existing case to test the agreement before broadening it. Check the customer promise, the person with authority and the information they can actually see. The examples here are illustrative operating situations, not client results, professional advice or permission to change formal controls.
Your handover working notes
Use these prompts with the person taking ownership. Record the agreement within your existing permissions.
| Prompt | Notes from your case |
|---|---|
| Request | |
| baseline scope | |
| impact | |
| authority | |
| customer agreement |
Can the project manager say no?
Within their agreed role and escalation rules. Give them clear commercial backing rather than expecting them to absorb every request.
Give one decision a clear owner.
A free fillable PDF with a worked example and conversation prompts. Marketing updates are optional.
Get the free seven-day Plan