RETAINER SCOPE STATEMENT
Client and month:
Included hours and monthly fee:
Delivered included work:
Planned included work:
Hours beyond allowance if all planned work is delivered:

Decision needed:
[ ] Reprioritise within the allowance
[ ] Defer specified work to another period under the agreement
[ ] Propose separately priced extra work

Extra proposal title / scope / exclusions:
Hours and rate or agreed price:
Schedule impact:
Decision owner / response / version / date:

Proposed work is not agreed or earned revenue. Check the retainer terms, rollover rules and approval authority.