Incorporate Approval Software into Your Scope Management Plan

As you’re going about your workday, meeting with coworkers and/or clients, designing deliverables and looking forward to your lunch break, you feel an eerie presence looming over you. It lurks just out of sight, interfering with projects, disrupting collaboration, exacerbating budgets and forcing you to miss important deadlines. What kind of ghoulish specter has been haunting your workflows? The creature known as Scope Creep.

Scope creep happens when changes to a project are poorly managed or controlled. At the onset of any project, resources like the number of team members, budget and time are allocated, and if the changes to the requirements made cannot be met using the same resources as planned, you risk going over budget or exceeding deadlines — or both. You could also find yourself in the midst of a never-ending project as requirements keep being added and deadlines keep being extended.

By adopting a scope management plan, you’ll be able to map out project scope and better control it. Key to your scope management plan is a methodology for managing review and approval of deliverables.

First, Project Scope

In case you aren’t totally clear on what project scope is, it’s essentially how a project’s goals and objectives are defined. Your project scope lists:

Goals or objectives (e.g., develop messaging for potential product investors)
Deliverables (e.g., a pitch deck)
Tasks (e.g., discovery with project stakeholders, design phase)
Expected timeline (e.g., first iteration complete in three weeks)
Costs (e.g., budgeted 50 hours of work at $60/hour)

Defining scope helps to set boundaries for your project and focus activities. As part of your scope, you can also assign responsibilities for even more clarity and outline processes to ensure everything is carried out correctly.

Still, having a plan is little more than an inspirational vision board without a scope management plan that ensures your scope is properly explained and executed.

A scope management plan requires:

Organizing an approach to the work that needs to be done
Orchestrating monitoring processes
Documenting and tracking changes during approval of deliverables
A process for auditing deliverables at the conclusion of a project to determine if and where scope creep occurred

Scope Creep During Review and Approval

Speak of the devil, and he shall appear. The area of any project where scope creep is most likely to happen is during review and approval of deliverables. That’s why implementing an approval software that monitors and automates this stage of a deliverable’s lifecycle can be so invaluable in keeping projects on track.

Organizing Workflows

The workflow you follow during review and approval is very important, especially if you have several different approvers or groups of approvers. You need to establish an order in which stakeholders are able to review and provide feedback, and you need to decide if they’ll be reviewing deliverables in isolation or if they have access to others’ comments.

Unless the approval process is very simple, involving only one or two approvers, email is not a reliable channel for facilitating your approval workflow. Even with just a few people, it can be a disjointed process.

An approval platform will help you:

Map out workflows and request feedback from the right people at the right time
Set up deadlines for approval
Develop a schedule for automated reminders so you get responses in a timely manner

When you create automated workflows to manage the timeline for review and approval, you allow the system to regulate these important interactions.

Controlling and Monitoring Review

During the review process for deliverables, many competing factors can take a project off course. Without mechanisms in place to control actions by stakeholders and monitor the process, you run the risk of approvers going rogue and processes being abused.

Approval software will help you manage aspects such as:

Whether or not approvers can download files sent for review
Whether approvers must approve all deliverables at once or piecemeal
Whether approvers can see others’ feedback and respond to it
Whether approvers have a set deadline for decisions

Documenting and Tracking Changes

No matter the project, changes are to be expected. The trick is not allowing these requests to get out of hand. You need a system able to manage and track feedback and changes in an organized way so nothing sneaks past without being properly assessed and approved.

By centralizing all activities of a project’s review and approval on a dedicated platform, you’ll be able to track:

All files related to a project
Revision cycles and new versions
Feedback and change requests at each stage
Who has made a decision and who you’re waiting on

Because feedback can be provided in context directly on a proof, it’s much easier to clarify exactly what changes are being requested, saving countless revision cycles and wasted resources. If a requested change does exceed project scope, the issue can be quickly identified and corrected.

Audit and Assess Processes

At the conclusion of a project, it’s important to look back and take stock. Ask:

How well did the process work in maintaining scope?
Did everyone fulfill the responsibilities laid out?
Were any deadlines missed?
If scope creep occurred, how was it allowed to happen?

If you’ve been using a proof approval software, you only need to look in one place for all the project data — including an audit timeline of emails, new versions, feedback, decisions, and more. Compare this activity to your original scope of work to determine if project goals were met, deliverables were completed, and resources were sufficient.

Ashore and the Legend of the Ghost Ship

Has Scope Creep been haunting your projects, dooming them to an eternal existence wandering the seas in search of a destination?

Come Ashore and discover an automated, streamlined process for managing review and approval. Ashore users have seen their proofs approved 50% faster with fewer versions per project. Our automated workflows, contextual commenting, automatic reminders, and detailed audit timelines make the process seamless for you and your approvers.

Mastering your scope management plan is the key to cleansing your projects of evil spirits — and implementing approval software with your team is central to your success.