Proposal review

Step by step

1. Prepare the change Engagement Owner

   Engagement Owner links the proposal to the parent engagement and records its service line, scope revision, proposed fee and validity date.

   • Proposed terms stay linked to contracted work
   • Updates Engagement proposals, Engagements

2. Submit for review Engagement Owner

   The owner checks the revision and moves the proposal from draft to submitted.

   • Draft becomes Submitted
   • Updates Engagement proposals

3. Read the parent commitment Independent Reviewer

   Independent Reviewer compares the proposal with the current engagement fee, due date and scope.

   • Current terms and evidence are checked
   • Updates Engagements, Record attachments

4. Decide on the revision Independent Reviewer

   Independent Reviewer approves, rejects or returns the proposal and records the source revision, date and reason.

   • Decision and reason are recorded
   • Updates Review decisions, Engagement proposals
   ApprovalA person approves before the work moves on.

5. Reconcile approved terms Engagement Owner

   Engagement Owner checks the decision and updates the engagement's contracted scope and fee when the proposal is approved.

   • Accepted terms are reflected on the commitment
   • Updates Engagements, Engagement proposals

Engagement Owner

Prepares and reconciles the proposal.

Independent Reviewer

Makes and records the decision.

Operations Lead

Reads the status of changes across engagements.