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Last updated on 2024年7月29日

Dealing with a client who keeps expanding project scope. How do you set boundaries effectively?

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When you're knee-deep in a project, and your client begins to broaden the horizon beyond the original agreement, it's crucial to manage the situation with tact and professionalism. As you navigate the choppy waters of scope creep, setting clear boundaries is vital for the success of the project and the sanity of your team. This article will guide you through the steps to effectively establish limits and maintain a positive client relationship while keeping the project on track.

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Gloria Sueli Campos

Diretora da GIAR Centro de gest?o e resolu??o de conflitos . Especialista em media??o e negocia??o assistida. Gest?o de…

1 Understand Creep

Scope creep can sneak up on you. It often starts with small additional requests that seem reasonable but can quickly snowball into a much larger issue. To tackle this, you must first recognize when the project is beginning to veer off course. Listen carefully to your client's requests and evaluate whether they align with the initial project goals. Understanding the nature of scope creep is essential in addressing it early on before it leads to increased costs, delayed timelines, and strained relations.

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Gloria Sueli Campos

Diretora da GIAR Centro de gest?o e resolu??o de conflitos . Especialista em media??o e negocia??o assistida. Gest?o de resolu??o de conflitos. Cursos on line. Consultoria. Treinamentos. Palestras.
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O aumento do escopo é muito comum no desenvolvimento da media??o por conta da pauta subjetiva, e, da troca do relato das posi??es para informa??es de interesses e necessidades. Daí a importancia da pré media??o e da elabora??o do plano de media??o para que novas pautas n?o cause aumento do custo e atrasos no cronograma.

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2 Communicate Clearly

Clear communication is your strongest ally in preventing and managing scope creep. When your client requests additional work, respond with a detailed explanation of how this affects the project's scope, timeline, and budget . It's important to articulate the implications of their requests and suggest alternatives that align with the original objectives. Establishing a transparent dialogue can help your client appreciate the complexities involved and discourage them from making unfounded demands.

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Gloria Sueli Campos

Diretora da GIAR Centro de gest?o e resolu??o de conflitos . Especialista em media??o e negocia??o assistida. Gest?o de resolu??o de conflitos. Cursos on line. Consultoria. Treinamentos. Palestras.
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A programa??o dos temas que ser?o abordados é uma fase essencial ao bom desenvolvimento do processo. Estabelecer junto com os mediandos o que será tratado nesse processo e os combinados de novas pautas para um segundo processo de media??o trata seguran?a e objetividade.

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3 Set Boundaries

Setting boundaries is critical to managing scope creep. You need to be firm yet diplomatic when informing your client that their requests exceed the agreed-upon scope. Use your project agreement or contract as a reference point, highlighting the defined deliverables and milestones. Emphasize the importance of adhering to the original plan to meet quality standards and deadlines. It's not about saying no; it's about guiding your client back to what was mutually agreed upon.

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Gloria Sueli Campos

Diretora da GIAR Centro de gest?o e resolu??o de conflitos . Especialista em media??o e negocia??o assistida. Gest?o de resolu??o de conflitos. Cursos on line. Consultoria. Treinamentos. Palestras.
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O contrato especifica as obriga??es e responsabilidades de cada parte envolvida na media??o estabelecendo claramente o que cada uma deve fazer, criando uma base sólida para a rela??o profissional e objetiva. Estabelece os direitos e recursos disponíveis em caso de descumprimento ou disputa, garantindo que as partes estejam cientes de seus direitos e protegendo seus interesses. Garante que as expectativas de todas as partes estejam claramente definidas.

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4 Adjust Contracts

When additional work is unavoidable, adjust contracts accordingly . This means revisiting the project's terms and conditions to reflect new expectations. Ensure that any changes are documented and signed off by both parties. This not only protects you legally but also sets a precedent for how scope changes are handled in the future. It's imperative that your client understands that scope adjustments are significant and have tangible effects on the project's outcome.

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5 Charge Accordingly

If the project scope expands legitimately, it's fair to charge for the extra work . Be upfront about the costs associated with their additional requests. Provide a clear breakdown of how these changes will impact the budget and ensure your client acknowledges this before proceeding. This approach reinforces the value of your work and helps maintain a balanced client relationship where your expertise and time are respected.

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6 Review Regularly

Regularly review the project's progress with your client to ensure everyone remains on the same page. These check-ins are opportunities to discuss any concerns about scope changes and reaffirm project objectives. Use these meetings to celebrate milestones achieved and address any potential issues before they escalate. A proactive approach to project management can help mitigate scope creep and reinforce boundaries throughout the project lifecycle .

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Sivaraj kasinathan

BIW WELDING PROCESS LEAD- PRODUCTION | Certified Weld Master, Lean Six Sigma
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1. **Define Clear Scope**: Establish detailed project scope and deliverables in the contract. 2. **Communicate Firmly**: Discuss the impact of scope changes on timelines and costs. 3. **Implement Change Control**: Use a formal change request process for any new additions. 4. **Document Agreements**: Keep written records of all scope-related discussions and agreements. 5. **Set Clear Expectations**: Ensure the client understands the limits and consequences of scope changes. 6. **Stay Professional**: Maintain a professional tone, even when setting boundaries. 7. **Review Regularly**: Schedule regular check-ins to manage expectations and address potential changes early.

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Dealing with a client who keeps expanding project scope. How do you set boundaries effectively?

1

2

3

4

5

6

7

1 Understand Creep

2 Communicate Clearly

3 Set Boundaries

4 Adjust Contracts

5 Charge Accordingly

6 Review Regularly

7 Here’s what else to consider

Conflict Management

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Dealing with a client who keeps expanding project scope. How do you set boundaries effectively?

1

2

3

4

5

6

7

1 Understand Creep

2 Communicate Clearly

3 Set Boundaries

4 Adjust Contracts

5 Charge Accordingly

6 Review Regularly

7 Here’s what else to consider

Conflict Management

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感谢您的反馈

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