Understand what additional features the client is asking for and why are they important to them. Refer to the original agreed upon contract and indentify if the requested feature is within the scope. If not than evaluate how the changes would impact project timeline and budget. Explain the impact of change on the current plan in terms of time and money to the client clearly.

Como analista de sistemas, concordo plenamente com a necessidade de gerenciar expectativas e escopo de projeto. Quando um cliente solicita recursos extras, é essencial ter uma comunicação clara sobre as implicações em termos de tempo e custo. Adicionar funcionalidades sem um planejamento adequado pode comprometer a qualidade do projeto. Implementar um processo para revisões e aprovações formais ajuda a manter tudo sob controle. Compartilhar essas práticas com os clientes fortalece a parceria e assegura a entrega de um produto final satisfatório para ambos os lados.

When planning for new asked features, the first analysis is the agreement between parties to flag a possible change request. But what I believe it's more important is to stress what gains are to be obtained from this request. Always call the end user to check what is really needed and what is going to improve the process and the system. This is to avoid calls from managers on what they believe is best for the system instead of asking the user to cherry pick the real evolution of the process.

Experiencia personal: En mi carrera, he enfrentado numerosas situaciones donde la corrupción del alcance amenazaba con descarrilar proyectos. La clave es siempre referirse a la documentación original del proyecto. Recordar al cliente los objetivos y alcances acordados es fundamental. Explicar las implicaciones de los cambios solicitados en términos de tiempo y costo permite tener un debate transparente sobre prioridades y posibles compensaciones.

Primero identificar la necesidad del cliente. En mi experiencia como freelance muchas veces, el cliente no se ha involucrado adecuadamente en el proyecto, las definiciones de los requisitos funcionales no son entendidas completamente. El primer escenario es solicitar algo parecido a lo que ya se habia solicitado, por lo cual se puede hacer ajustes y es viable. El segundo escenario involucra características imposibles de atender segun el diseño aprobado, por lo cual debe ser avisado al cliente de que no se podrá atender, sin embargo nos da la posibilidad de modificar el diseño teniendo en cuenta compratibilidad para las caracteristicas a un proximo desarrollo

Outline the process for evaluating the impact on the project and any associated costs. This framework helps both you and your client understand project boundaries. Ensure your client knows that while their input is valuable, every change request must be carefully considered against the project's goals and constraints. By setting these expectations, you create a smoother path for project success without compromising quality or deadlines.

Experiencia personal: Al inicio de cada proyecto, es esencial establecer expectativas claras con el cliente. He aprendido que ser honesto y directo sobre lo que es posible y lo que no es, ayuda a construir una relación de confianza. Esto incluye discutir los riesgos potenciales y cómo se manejarán los cambios en el proyecto.

t can be intimidating to turn down a client, particularly if work is not flowing in. But Katy notes that the right clients have a way of showing up when you start declining the wrong ones. When you do decide to take on a client, be clear about your boundaries upfront. It may be helpful to send prospective clients an email outlining what it’s like to work with you. Being clear and thorough at this stage can save you a lot of time later on. Another way to establish boundaries early on is by setting up auto replies on email. In addition to protecting your time, these responses can be used to set expectations for your clients on when they can plan to hear back from you. Your emails can include a greeting, average response time, and any Info.

Always link the expectations with options because on a system development process there are different deliverable sizes and cost. Provide a short solution as a current and fast workaround together with the long term solution, always highliting the costs on all approaches and respective time-lines. Expectations should always be discussed and documented with all members so it is easier to flag changes and halt any scope creep on the process.

Según mi experiencia, en proyectos de scala media y baja,inisisto energicamente en que el cliente preste atencion a los requisitos funcionales y no funcionales. Es normal ver al cliente interesado y con ideas en las fases finales del proyecto, cuando nunca estuvo involucrado en el inicio. Por lo que la apertura a modificaciones debe ser completamente limitada y explicada al cliente, solo se trabajará sobre lo pactado. Solo si las características nuevas son necesarias, relativamente pequeñas y es prudente implementarlas, debe ser realizadas indicando al cliente que ha existido un trabajo adicional por el cual no se le está cobrando.

ffective communication is key. Listen to your client's needs and explain the technical and practical implications in layman's terms. Ensure they understand how extra features impact the project's timeline and budget. Offer alternatives that align with the project's objectives if their requests aren't feasible. This demonstrates your commitment to finding workable solutions for everyone involved, fostering a collaborative environment while maintaining project boundaries.

Experiencia personal: La comunicación clara y constante es la base de cualquier proyecto exitoso. He implementado reuniones regulares de actualización con mis clientes, lo que ha demostrado ser efectivo para mantener a todas las partes informadas y alineadas con el progreso y las posibles desviaciones del proyecto.

Assert the client that you understand why the new feature is important to the client. Make him understand the impact of taking up the asked features on overall timelines and budget. Offer alternate and manageable solutions that might help clients requirements in a better way. If client still insists on the new features then update the initial contact with details of changes required and their impact on budget and overall timelines. Assign resources to manage the new changes. Update client regularly about the progress

Being successful in boundary-setting requires both consistency and empathy. It’s important to set precedents so clients learn that you’re serious about protecting your time. Be honest about why you’re setting boundaries. If you’ve blocked out Friday afternoons to make time for tennis lessons, don’t be afraid to say so. It’s also vital to understand where clients are coming from. Are they asking lots of questions because they’ve had negative experiences in the past? Perhaps a phone call will help to ease their mind. Is it because this is their first time working with a designer? Consider sending them a comprehensive FAQ document with answers. Clients may be less likely to push boundaries when you’ve anticipated their needs and met them.

Para clientes de media y pequeña escala, es importante dejar por escrito todas las comunicaciones sobre cambios en la aplicación, indicar el por qué no se puede realizar un cambio debe estar respaldado con suficiente contenido técnico, para que no se vea como si no se quisiera realizar el trabajo por otras causas. En caso de aceptar los cambios a realizar, se debe especificar el aumento del costo, facturación o tiempo de entrega ,

Experiencia personal: La negociación justa es una habilidad crítica. En mi experiencia, es importante encontrar un equilibrio entre satisfacer las necesidades del cliente y mantener la viabilidad del proyecto. He negociado exitosamente soluciones donde se ajustan los plazos o se modifican ciertas características para lograr un acuerdo que beneficie a ambas partes.

As an expert, sometimes it’s in everyone’s best interest when you say “no.” For example, if a client requests a new feature, it’s appropriate to walk them through potential drawbacks like complicating their website or negatively impacting the customer experience. You can also increase your price to reflect any extra work involved. More often than not, your client will appreciate the added context. In some situations, it’s enough to give clients clear advice and let them make the ultimate decision. In others, it may be appropriate to decline the request altogether.

En el caso de clientes medianos y pequeños, los costos adicionales de desarrollo sobre los cambios deben ser iguales a los del proyecto inicial. No aconsejo aumentarlos (incluso si es necesario adicionar al equipo mas programadores), prefiero utilizar el plazo de entrega para poder cumplir.

Changes should be agreed upon by both parties making sure both understand the details correctly and there is no scope of misunderstanding. Everything should be documented so that it's helpful to refer in future if required. Also documentation can be referred to set timeline and keep track of the progress.

Experiencia personal: Documentar todos los cambios es vital. He utilizado herramientas de gestión de proyectos para registrar todas las modificaciones solicitadas y aprobadas. Esto no solo proporciona un registro claro, sino que también ayuda a gestionar las expectativas y evitar malentendidos futuros.

Experiencia personal: La gestión eficiente del tiempo es crucial. He adoptado técnicas como la priorización de tareas y la asignación de tiempos específicos para cada actividad, lo cual ha mejorado significativamente la productividad y ha permitido cumplir con los plazos establecidos, incluso cuando surgen cambios en el proyecto.

Any extra project feature requested is going to impact current time-lines and clarity on these changes should be discussed and agreed before any development. Avoiding additions to the current scope is the best way to honor due dates because as minimal a change may appear to be, the whole process of analyzing, developing, testing and deploying is going to take place, increasing the time exponentially.

En mi experiencia, he verificado que las especificaciones de los proyectos no siempre son claras, o bien, no cumplen con la totalidad de lo que el cliente desea o necesita. Por eso, comprender el alcance, establecer una metodología de trabajo, ser honesto con el cliente en términos de tiempos y costos por funcionalidades adicionales ayudará a que el proyecto se implemente en tiempo y forma. Un acuerdo entre ambas partes que sea validado periódicamente durante la ejecución del proyecto hará que se cumplan los objetivos de todas las partes.

Experiencia personal: Siempre tener en cuenta el impacto de los cambios en el proyecto en su totalidad. He aprendido a evaluar cada solicitud adicional en términos de su valor añadido al proyecto, el costo asociado y el impacto en el cronograma. Esto ayuda a tomar decisiones informadas y estratégicas.

As you set early expectations with clients, you’ll want to walk them through the offboarding process and share if and how they can reach out with questions after a project has wrapped. Squarespace makes the website handoff experience straightforward, which is valuable as you establish boundaries with clients. This is especially helpful if your business model does not include maintenance or requests after an assignment has ended. As you offboard each client, show them how they can use Squarespace to make changes to their website. The platform is both powerful enough to support your creative skills and user-friendly enough for your clients, meaning many can make their own updates if they so choose.