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A document improves through review: Reason for change; Scope impact; Schedule and cost implications; Decision and authorization.
client-deliverychange request

Change Request Best Practices for Client Delivery

Change request best practices for documenting the reason, scope impact, schedule and cost implications, and authorization before changed work starts.

Sep 26, 20267 min
Review the essentials before sharing: Reason for change; Scope impact; Schedule and cost implications; Decision and authorization.
client-deliverychange-request

Change Request Checklist for Reviewing Scope, Schedule and Cost

A change request checklist for consulting projects covering reason for change, scope impact, schedule and cost implications, and authorization.

Sep 26, 20266 min
The sections behind a useful document: Reason for change; Scope impact; Schedule and cost implications; Decision and authorization.
client-deliverychange request

Change Request Examples: Scope, Schedule, Cost and Authorization

Practical change request examples for consulting projects, with annotated language for the reason, scope impact, schedule, cost, decision and authorization.

Sep 26, 20266 min
A document improves through review: Confidential information; Permitted use; Exceptions; Legal review and signatures.
policies-and-complianceconfidentiality-agreement

Confidentiality Agreement Best Practices

Best practices for drafting and reviewing confidentiality agreements, including confidential information, permitted use, exceptions, legal review and signatures.

Sep 26, 20267 min
Review the essentials before sharing: Confidential information; Permitted use; Exceptions; Legal review and signatures.
policies-and-complianceconfidentiality-agreement

Confidentiality Agreement Checklist for Consulting Engagements

A practical confidentiality agreement checklist covering confidential information, permitted use, exceptions, legal review and signatures for consulting work.

Sep 26, 20267 min
The sections behind a useful document: Confidential information; Permitted use; Exceptions; Legal review and signatures.
policies-and-complianceconfidentiality-agreement

Confidentiality Agreement Examples: Sample Wording for Scope, Use, Exceptions and Signatures

Confidentiality agreement examples for a consulting engagement, with sample wording for confidential information, permitted use, exceptions, and legal review and signatures, plus a US-focused review checklist.

Sep 26, 20268 min
A document improves through review: Working arrangements; Conduct and reporting; Leave and benefits placeholders; Local policy review.
policies-and-complianceemployee-handbook

Employee Handbook Best Practices for Consulting Firms

Employee handbook best practices for consulting firms, covering working arrangements, conduct and reporting, leave placeholders and local policy review.

Sep 26, 20266 min
Review the essentials before sharing: Working arrangements; Conduct and reporting; Leave and benefits placeholders; Local policy review.
policies-and-complianceemployee-handbook

Employee Handbook Checklist for U.S. Consulting Employers

A practical employee handbook checklist covering working arrangements, conduct and reporting, leave and benefits placeholders, and local policy review.

Sep 26, 20266 min
The sections behind a useful document: Working arrangements; Conduct and reporting; Leave and benefits placeholders; Local policy review.
policies-and-complianceemployee-handbook

Employee Handbook Examples: Draft Wording for Working Arrangements, Conduct and Leave

Employee handbook examples for a small consulting firm, with draft wording for working arrangements, conduct and reporting, leave and benefits placeholders, and a local policy review step, plus a checklist for review before you issue it.

Sep 26, 20269 min

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