Identify the agreed starting point

Name the current agreed scope and its date before describing a change. Identify the room, drawing mark or item affected. 'Include the other wall' is ambiguous if the wall has no shared reference. Keep a copy of the earlier instruction so everyone can see exactly which part is being reconsidered.

Describe the requested difference

Write the requested difference as an addition, omission or changed stopping condition. Explain why it is being requested without presenting it as already approved. Include the retained items and adjacent work it may affect. A verbal discussion can start the process, but the written record should distinguish a request from an agreed revision.

Check the effects before agreement

Ask the responsible parties to review effects on access, material information, trades, handover, commercial terms and scheduling. Do not assume a small visible change has no wider implications. If professional instructions or approvals are affected, identify who resolves that dependency before treating the revised scope as ready.

Keep a change record

Keep the response, decision maker and revised document reference together. Mark superseded instructions clearly. The scope guide explains the original agreement, while comparing estimates helps check what the revised proposal includes. This record does not create automatic authority to proceed or a fixed price for changes.

Scope change record

Copy these headings into your own working document and complete the rows for your property. The prompts are not findings or approval of work.

Working prompts to complete for your property
ReferenceRequested differenceReview and decision
Current agreement and dateFill inExisting instruction to compare
Item added, omitted or changedFill inTrade / access / material / handover effects
Revised document referenceFill inDecision, date and unresolved conditions

Keep your completed record private. Bring the relevant scope questions into the optional project planner or discuss them directly with Clearpath.

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