Revision Management
Handle client revisions without scope creep by tracking feedback and approvals clearly.
#Business goal
Incorporate feedback efficiently while protecting scope and margin.
#When to use this
Whenever a client requests changes.
#At a glance
| Detail | Value |
|---|---|
| People involved | Delivery lead, developer, client |
| Departments used | Delivery, Marketing |
| Modules used | Projects, Website CMS, Deliverables |
| AI used | Content Writer Agent drafts copy; you review |
| Recommended timeline | Ongoing during build |
| Prerequisites | Projects and Website CMS access; A connected WordPress site for publishing |
#Step-by-step process
1
Capture feedback
Record requested changes against the deliverable.
2
Assess scope
Decide what is in-scope vs a change request.
3
Do the work
Make in-scope revisions as tasks.
4
Re-share for approval
Send the revised deliverable through the portal.
#Decision points
Decisions to make along the way
- Is this in scope or a change request?
- How many revision rounds are included?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Controlled revision rounds
- Protected project margin
#Best practices
- Track revisions as tasks and deliverable versions.
- Name out-of-scope requests early.
#Common mistakes
- Absorbing endless revisions.
- Not distinguishing scope from change requests.
#Realistic example
In practice
A client asks for a new page mid-build. The lead flags it as out of scope, logs the in-scope tweaks as tasks, and re-shares the deliverable for approval.
#Related documentation
Website Project SOP
Overall delivery.
Client Review
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
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