Catch scope creep before it consumes engagement margin.
Connect requests, agreed scope, effort and decisions while recovery options remain.
Protects revenueThe everyday problem
Small client requests enter tasks and meetings without a commercial decision, gradually consuming delivery capacity and margin.
Engagement scope and effort register.xlsxHuman decision
Engagement and commercial leaders decide scope, fee and client communication.
- 01
Input
New requests matched to baseline scope, task effort, approvals and invoice status.
- 02
Give instruction
Identify work that may be outside baseline and show impact. Do not classify contractual entitlement.
- 03
Agent works
Approved proposal, ProjectOS and finance records.
- 04
Human decision
Engagement and commercial leaders decide scope, fee and client communication.
Expected impact
Connect requests, agreed scope, effort and decisions while recovery options remain.
What to measure
Unbilled effort; engagement margin; recovery value; requests without decision.
The Managing Partner wants client responsiveness without silently donating delivery capacity.
SME
One accountable owner reviews the evidence and proposed action before the business commits.
Enterprise
Confirm source permissions, regional owners, approval limits and system actions during scoping.
Input
New requests matched to baseline scope, task effort, approvals and invoice status.
Approved proposal, ProjectOS and finance records.
ProjectOS + AskJary+ReadyAskJary+One request is verbally discussed but not documented. Should I keep it as an unverified signal?
AskJary+OutputWaiting for draft
AskJary+Draft readyEngagement margin protection brief
Four scope signals linked to effort; two need a client decision; one remains unverified.
No external actions have been taken.
ProjectOS + AskJary+Illustrative workflows. Tool availability, access and configuration require validation.