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Key Tools Required for Change Management


Change Management Tools/Strategy

We have previously spoken about a contractor having a change management strategy in place. This strategy will really be made up of tools that are at the disposal of the Contractor.

These tools can be split into 2 division and deemed as “upline” and “downline”.

“Upline” is where there is a change from the contractor to the client/design team. The key tools/templates required are:

  • Site diary
  • Labour/day worksheets
  • Confirmation of Verbal Instruction (CVI’s)
  • Revised programmes
  • Progress reports/minutes
  • Delay letters
  • Request for Information (RFI’s)
  • Variation cost breakdown sheet

“Downline” is where there is a change from the contractor to the supply chain (i.e. Subcontractor/specialist contractor/supplier). The key tools/templates required are:

  • Subcontractor instruction
  • Non-compliance instruction (also known as non-conformance)
  • Delay notice/action (commonly known as a 7 day letter)
  • Payless notice
  • Payment notice
  • Contractor’s Terms & Conditions
  • Suitable subcontract order (short-form & long-form)

In my experience, it doesn’t matter if it is upline or downline, this list will not be exhaustive. The main aim of any of these documents is to mitigate reasonable amount of risk from the contractor – mitigate risk in terms of time and cost.

These documents will only work if you have a client’s contract taking account of any tender qualifications, and especially if you have tight/concrete orders with your supply chain.

Should you wish to discuss the above in more detail or need assistance with any commercial aspects of your construction projects, please don’t hesitate to contact me, either through my website: or via email


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