Document all Changes, Variations, and Agreements

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Document all changes, variations, agreements etc. If it is done verbally, put it in writing and send to the person involved. Make sure the client / stakeholder is sent this documentation.

  • This will protect yourself and your company in the event of disagreement or a claim.
  • It will clarify intentions.
  • Important for QA documentation, and for scope adherence, and legal.
  • Get approval in writing for changes or variations.
  • Document on the assumption that “if it’s not in writing, it didn’t happen”.
  • At least prepare a written confirmation of verbal instructions and copy to the client.
  • Document your efforts to meet client goals.
  • Get and distribute copies of minutes of meetings with the client.

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