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.

Related Posts

  1. Copy Minutes of Meetings to Attendees
  2. Document Changes in Scope
  3. Document All Client Communication
  4. Keep impeccable documentation
  5. Formal Handover Meeting

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Filed under: Documentation

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