Checklists · Coordination
Change Request Conversation Preparation Checklist
Prepares the conversation in which an owner raises a change, so the request is described clearly, its knock-on effects are asked about rather than assumed, and whatever is agreed ends up written down.
7 sections · 42 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/project-coordination/change-request-conversation-preparation · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- Describing the change you want before you raise it with anyone
- Understanding what actually prompted the change you are asking for
- Questions to ask about the knock-on effects elsewhere in the works
- How the change sits against the arrangement already agreed
- Choosing the point at which to raise it and with whom
- Recording the outcome, including a change you decide not to pursue
Audience
Who this checklist is for
- Owners who have realised mid-project that something is not as they pictured it
- Owners responding to a condition discovered once surfaces were opened up
- Households working out a shared position before raising a change
- Owners who have raised changes before and found them poorly recorded
Timing
When to use it
- Preparing to raise a change with an appointed professional or a trade
- Thinking a change through before deciding whether to raise it at all
- Getting a household to one position before the conversation happens
- Recording what was agreed after a change has been discussed
- Reviewing a change that somebody else has proposed to you
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Deciding whether a change is workable in your building, which needs a qualified professional
- Answering whether a change alters anything that had to be confirmed with an authority
- Determining the contractual or financial consequences of a change
- Judging whether a change affects structure, services or fire safety in the building
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.Describing the change in your own words first
A change described as a solution invites a yes or no. A change described as an outcome invites the better answer you did not think of.
Write down the outcome you want in plain language without naming a method, so the conversation starts from the problem rather than your fix for it.
Professionals frequently know a less disruptive way to reach the same result, but only if they are told the result rather than the instruction.
Separate what is actually bothering you from the first idea you had for solving it, because the two are usually not the same thing.
The first idea tends to be anchored to whatever you happened to be looking at when the discomfort surfaced.
Mark on a photograph or a printed drawing exactly where the change applies, rather than describing the location in words alone.
Words describing a position in a part-built space are read differently by everyone, and a mark removes that whole class of misunderstanding.
Note whether the change is about how something looks, how it will be used, or something you only noticed once the space was opened up.
The kind of change tells the other party how much room there is to find an alternative that satisfies it.
Say plainly whether the change is something you want or something you feel you need, so the other party can weigh it honestly.
Everything presented as essential gets treated the same way, which makes it harder to protect the one that genuinely is.
Check that everyone in the household is describing the same change in the same terms before you raise it with anyone else.
A change described two ways to two people generates two answers, and the reconciliation always lands back on the owner.
2.Working out what prompted it
Where a change comes from usually determines how it should be handled, and whether it is a change at all.
Note whether the change follows something found on site, since a discovery may make the original arrangement impossible rather than merely less appealing.
A change forced by conditions is a different conversation from a change of mind, and it should be presented as such.
Ask a suitably qualified professional to establish what a discovery on site actually means before deciding what should change because of it.
Consider whether you are reacting to the space at a stage that is not final, such as before finishes, glazing or lighting are in place.
Part-built rooms consistently read as smaller, darker and cruder than the finished result, and many changes raised at that point are later regretted.
Ask yourself whether the concern would still exist once the remaining work is complete, and put the same question to the professional.
They have seen the sequence many times and can usually say which concerns disappear on their own.
Note if the prompt came from someone outside the project, and how much of the property and the arrangement they have actually seen.
Outside opinions are often given without knowledge of the constraints that produced the original arrangement.
Look back at what you originally chose and why, since the reason for the first choice may still hold and may have been forgotten.
Many changes are proposals to undo a decision whose reasoning nobody can now remember, including the person who made it.
Record whether what you want is really a correction of something not built as agreed, which is an entirely different conversation.
Raising a discrepancy as a change request can concede a point you did not intend to concede.
If something appears not to match what was agreed, raise it as a query about the agreed arrangement rather than as a request for a change.
3.Knock-on effects worth asking about
The difficulty in a change is rarely in the thing being changed. It usually sits in everything that was arranged around it.
Ask what sits behind, above or below the element you want to change, rather than assuming the visible surface is all that is involved.
The reason a wall or a fixture is where it is often has nothing to do with the design and everything to do with what is inside it.
What lies behind a finished surface can only be established by a suitably qualified professional; do not assume from what is visible.
Ask whether anything has already been ordered, cut or manufactured to suit the arrangement you are asking to change.
Made-to-measure items are the usual reason a change that sounds small turns out not to be.
Ask which trades who have not yet started have already planned around the arrangement you want to change.
A change agreed with the party in front of you may be news to two others who arranged their work around the original.
Ask whether the change affects anything positioned relative to it, such as an adjacent opening, a run of units or a fixed appliance location.
Positions in a room are usually a chain rather than a set of independent choices, and moving one link pulls the others.
Ask whether the change reaches beyond the room, including into a neighbouring space, a shared element or the exterior of the building.
Anything visible from outside or shared with a neighbour tends to bring considerations that an internal change does not.
Changes affecting shared structure, the exterior or a neighbouring property may bring requirements you must confirm locally before proceeding.
Ask what would have to be undone to make the change, and what that would expose or disturb while it is being done.
Undoing completed work often uncovers further questions, and it is better to expect them than to meet them halfway through.
4.Where the change sits against what was already agreed
A change only makes sense against a clear picture of the arrangement it replaces. Bring that arrangement to the conversation.
Find the drawing or written description showing the arrangement you are asking to change, and take it into the conversation with you.
Without it, the discussion becomes a comparison between two recollections rather than between a document and a proposal.
Note whether the thing you want to change was itself a compromise reached earlier, and what it was a compromise between.
Reopening a compromise usually reopens both of the things it was balancing, not just the one that now bothers you.
Check whether the change touches anything described as fixed or already settled in the arrangements you have in place.
Knowing which side of that line you are on changes how the request should be made and what you should expect in reply.
Ask the appointed professional whether the change falls inside the agreed scope or outside it, and how each is treated.
Consider whether the change makes an earlier decision inconsistent, and raise both together rather than one at a time.
Changes made singly are the usual route to a finished space where two choices visibly contradict each other.
Ask what happens to the original arrangement if the change turns out to be only partly workable in practice.
Half a change is a real outcome, and it is far better to have thought about it before it is proposed to you.
Be clear whether you are requesting a change, exploring a possibility, or raising a concern, and say which at the start.
Exploratory questions are frequently heard as instructions, particularly by people who are standing on site waiting to proceed.
5.Choosing the moment to raise it
The same change is easy at one point in the works and disruptive at another. Timing is often more within your control than the change itself.
Raise a change as soon as you are reasonably sure of it, rather than waiting until you have worked out a complete solution.
Early notice gives the other party the chance to hold off on something that would otherwise have to be undone.
Ask whether there is a point beyond which this particular change becomes materially more disruptive to make.
That point is usually specific to the element concerned and is obvious to the professional and invisible to the owner.
Avoid raising a change at the very end of a site visit when everyone is packing up and heading off.
A change raised on the doorstep gets a quick answer and no record, which is the worst combination available.
Do not raise it first with whoever happens to be nearest; put it to the person who can actually consider it properly.
Raising it with the wrong party either produces an unauthorised start or an answer that later has to be withdrawn.
Ask how a change should be raised and by whom, since a request made straight to a trade may never reach the person who has to account for it.
Where several small changes have accumulated, consider raising them together so their combined effect can be looked at as a whole.
Small changes considered one by one can add up to something that would never have been agreed if presented together.
If the change is prompted by something newly exposed, raise it before the area is closed up again rather than afterwards.
An open area is the easiest opportunity you will get to ask about what is inside it and how it was arranged.
6.What you want in writing before anything proceeds
The conversation is the easy part. What matters is what exists in writing afterwards and whether it reached the site.
Ask for the agreed change to be described in writing, including a clear statement of what arrangement it replaces.
A change described only as what to do next, without what it supersedes, leaves the old arrangement live somewhere on site.
Ask whether a drawing will be reissued, and file the new version alongside the superseded one rather than in place of it.
A change that never reaches a drawing is a change that will be built inconsistently by whoever arrives next.
Ask what confirmation the professional needs from you before the change is acted on, and give it through the agreed channel.
Their process for accepting an instruction may differ from yours, and work can stall while each side waits for the other.
Ask what remains unresolved about the change and record those points as open questions rather than treating the matter as closed.
Most changes leave a residue of small undecided details that surface only when the work reaches them.
Avoid asking anyone on site to begin a change before the written confirmation exists, however straightforward it appears.
Work begun on a verbal change is difficult to unwind and hard to describe afterwards.
Ask the appointed professional how a change is properly instructed, and let the instruction come from whoever is responsible for giving it.
Note who told you the change was accepted, in what form, and whether anyone else needed to be informed of it.
Acceptance from someone without the standing to give it is a common source of a change that never actually took effect.
7.Recording the outcome, including a change you drop
A change conversation ends in one of three ways, and all three are worth writing down, including the one where nothing happens.
Write the outcome into your decision record as a new entry rather than editing the original choice out of existence.
Keeping both entries preserves the sequence, which is what you need if the finished result is not what you expected.
Record the reasons the change was accepted, altered or set aside, using the words you were given rather than your paraphrase.
Paraphrasing a technical reason usually removes the condition attached to it, and the condition is the useful part.
Where you decide not to pursue the change, log that decision too, so it is not raised again by someone else at home.
Abandoned changes have a habit of returning, and the second attempt rarely remembers why the first one stopped.
Note anything you were told would follow from the change, so that you recognise it as expected when it appears on site.
Consequences that were explained in advance stop being alarming, and consequences that were not explained get raised as faults.
Tell anyone in the household who was involved what the outcome was and roughly when it will show on site.
Half the household objecting to a change the other half agreed is avoidable with one message.
Look at the affected area once the work is done and note whether the result matches what you understood was agreed.
Checking while the parties are still involved is far easier than raising it after everyone has finished and left.
If the result does not match your understanding, raise it as a query with the appointed professional rather than instructing anyone to alter it.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- The drawing or written description showing the arrangement before the change
- Your own record of the choice that the change would replace, and why it was made
- Photographs of the area as it stands now, including anything newly exposed
- Selection sheets or specifications for anything already ordered for that area
- Correspondence in which the original arrangement was set out or confirmed
- Notes of anything you have already been told about the area on site
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- What outcome you actually want, described independently of how it might be achieved
- How firmly you hold the change if it turns out to have wide consequences
- Who in the household is raising it and who has agreed to it being raised
- What alternative you would accept if the change proves unworkable as described
- The point at which you would rather drop the change than pursue it further
- Who will put the change to the other party, and through which channel
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Ask what else this change would touch that is not obvious from where you are standing
- Ask whether any work already done, ordered or manufactured would be affected by it
- Ask whether the change needs anything confirmed with another qualified professional or the local authority first
- Ask what information they need from you before the change can be properly considered
- Ask at what point in the works this change stops being straightforward
- Ask whether there is a different way of reaching the same outcome that you have not thought of
- Ask what would happen if the change were left until after the current works are finished
- Ask how the change will be recorded on their side and what they will send you
Blind spots
Commonly overlooked items
- Work already ordered or manufactured that the change would render unusable
- Elements elsewhere that were sized or positioned around the thing being changed
- Trades not yet on site who have already planned around the original arrangement
- Services and openings sitting behind the surface you are asking to move
- Changes agreed verbally on site and never reflected in any drawing or description
- The change you dropped, which resurfaces later as a misunderstanding at handover
- An earlier decision that was made only because of the arrangement you now want to change
What this checklist does not do
- Only a suitably qualified professional can say whether a change is workable in your building; this checklist prepares the question and does not answer it
- Do not treat a verbal agreement on site as settled, because a change that is not written down tends to be built differently by different people
- Any change touching structure, services, fire safety or an existing consent must be confirmed with a qualified professional and locally before anything proceeds
- Raising a change may affect arrangements you have signed, and those consequences are a matter for the parties involved rather than for this checklist
More preparation
Related checklists
Inspiration
Related Ideas Library pages
Design directions to explore once the preparation is done.
Go deeper
Related Build Design Hub guides
Explanatory planning guidance behind the decisions on this page.
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