Project support / Design agency

How do we track client changes as they happen on a design project?

Updated

Changes arrive in many places: email, calls, meeting notes and markups. Pick one person to read all of them each day.

How it flows

How do we track client changes as they happen on a design project?1. Read new emails and markups2. Add a line to the log3. Mark in or out of scope4. Weekly review with lead

Each line should say what changed, who asked and whether it is in scope. Add an hours estimate at once.

Review the log weekly with the project lead. Anything outside scope goes to the client as a fee variation.

A daily file check can feed the log, so nothing waits for the end of the week.

Track client changes with one shared change log. Add a line the day a request arrives, with the date, the source, the effect on hours and its status.

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