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Scope Creep

📝 Context

The customer is asking for things that weren't in the original scope. This happens frequently - "just one more thing" adds up. Manage it proactively to avoid timeline blowouts and relationship issues.

📋 Early Warning Signs

  • [ ] Customer asks for "one small addition"
  • [ ] Requests start with "while you're at it..."
  • [ ] Timeline is slipping but scope seems to be growing
  • [ ] You're doing things not in the scope document
  • [ ] Success criteria keep expanding
  • [ ] Customer says "I thought this was included"

🎯 Prevention Strategies

During Scoping

  • Be explicit about what's out of scope
  • Document scope clearly and get approval
  • Set expectations about scope changes
  • Include a scope change process in the scope doc

During Execution

  • Refer back to scope document regularly
  • Don't say yes to everything immediately
  • Acknowledge requests but park them appropriately
  • Track scope changes as they happen

🎯 Managing Scope Creep

When They Ask for Something New

  1. Acknowledge the request

    • "That's a great idea/request"
    • Don't immediately say yes or no
  2. Check against scope

    • Is it in the original scope?
    • If yes, do it
    • If no, proceed to step 3
  3. Park it appropriately

    • "That's not in our current scope, but let's add it to [post-POC roadmap/follow-up/phase 2]"
    • "That would require scope adjustment - let me check what that means for timeline"
  4. Assess impact

    • How much additional work?
    • Impact on timeline?
    • Impact on other priorities?
    • Is it critical or nice-to-have?
  5. Make decision

    • If critical and small: Do it, document the change
    • If critical and large: Adjust scope formally
    • If nice-to-have: Park it for later

🎯 Scope Change Process

For Small Additions

  • Acknowledge and do it if it's quick
  • Document the addition
  • Note it in status updates
  • Don't let small additions accumulate silently

For Significant Additions

  1. Assess the request

    • What exactly are they asking for?
    • How much additional work?
    • Impact on timeline and resources?
  2. Propose scope adjustment

    • "To add [X], we'd need to [adjust timeline/extend POC/add resources]"
    • "That would require extending the timeline by [X] days/weeks"
    • "We could do that, but we'd need to [adjust other priorities]"
  3. Get formal approval

    • Update scope document
    • Get customer sign-off on changes
    • Adjust timeline if needed
    • Update success criteria if relevant
  4. Execute and document

    • Do the work
    • Document what changed
    • Update status and timeline

🎯 Common Scope Creep Scenarios

"Can you also do X?"

  • Acknowledge: "That's a good idea"
  • Check scope: "That's not in our current scope"
  • Park it: "Let's add that to the post-POC roadmap"
  • Or assess: "That would require [X] - should we adjust scope?"

"I thought X was included"

  • Refer to scope document
  • "According to our scope doc, we agreed on [Y], not [X]"
  • If it's reasonable: "We can add it, but it will [impact timeline]"
  • If it's not: "That wasn't in scope, but we can discuss adding it"

"While you're at it, can you..."

  • Don't automatically say yes
  • "Let me check if that's in scope"
  • "That would be [impact] - should we adjust scope?"
  • Park it if it's not critical

Success Criteria Expanding

  • "We originally agreed on [X] success criteria"
  • "Adding [Y] would change the scope"
  • "Should we adjust the scope document to include this?"

🎯 Saying No (Gracefully)

When to Say No

  • Request is clearly out of scope
  • It would significantly impact timeline
  • It's not critical to their evaluation
  • You've already accommodated other scope changes

How to Say No

  • Acknowledge the request
  • Explain why it's out of scope
  • Offer alternatives (post-POC, phase 2, etc.)
  • Don't be apologetic - scope exists for a reason

Example: "I understand you'd like [X]. That's not in our current scope, which we agreed was focused on [Y]. We can definitely add [X] to a follow-up phase or post-POC roadmap. For now, let's focus on validating [Y] so we can move forward with confidence."

⚠️ Gotchas

  • Saying yes to everything - scope creep compounds
  • Not documenting scope changes - they add up silently
  • Not referring back to scope doc - customer forgets what was agreed
  • Letting small additions accumulate - they become big
  • Not assessing impact - small requests can have big consequences
  • Being afraid to say no - scope exists for a reason

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