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Update Rule “ask-clients-approval/rule” (#6720)
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leehawkinsssw authored Sep 14, 2023
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---
type: rule
title: Do you ask clients to approve your specifications?
uri: ask-clients-approval
authors:
- title: Adam Cogan
url: https://ssw.com.au/people/adam-cogan
- title: William Liebenberg
url: https://www.ssw.com.au/people/william-liebenberg
related:
- storyboarding-do-you-conduct-specification-analysis-by-creating-mock-ups
- attach-and-copy-emails-to-the-pbi
redirects:
- do-you-ask-clients-to-initial-your-work
created: 2009-03-17T07:27:19.000Z
archivedreason: null
guid: 1b97bb89-83cf-4560-a087-07593e38ecd3
---
---
type: rule
title: Do you ask clients to approve your specifications?
uri: ask-clients-approval
authors:
- title: Adam Cogan
url: https://ssw.com.au/people/adam-cogan
- title: William Liebenberg
url: https://www.ssw.com.au/people/william-liebenberg
related:
- storyboarding-do-you-conduct-specification-analysis-by-creating-mock-ups
- turn-emails-into-pbis
redirects:
- do-you-ask-clients-to-initial-your-work
created: 2009-03-17T07:27:19.000Z
archivedreason: null
guid: 1b97bb89-83cf-4560-a087-07593e38ecd3
---

A person's signature is extremely valuable. Getting a signature is hard work. Salespeople use all sorts of euphemisms to avoid that confronting request: _"...if you could just sign here..."_

Expand All @@ -38,11 +38,11 @@ There are 3 steps

Getting paper signed is the “Dinosaur Method”. These days there are 2 main scenarios:
- The "Checked by {{ NAME }}" system for when you are with the person or sharing screens with the person as per the ['Checked by'](/checked-by-xxx) rule
- The "Test Please" system for when it's a big job or it needs to be done asynchronously as per the ["Test Please" rule](/conduct-a-test-please) rule
- The "Test Please" system for when it's a big job or it needs to be done asynchronously as per the ["Test Please"](/conduct-a-test-please) rule

### 2. Get the requirements in writing

You shouldn't rely on links to a mockup because the design can change... same problem as linking to Terms and Conditions. Therefore the better version is create an email with screenshots/content and add "Checked by {{ PRODUCT OWNER NAME }}"
You shouldn't rely on links to a mockup because the design can change... same problem as linking to Terms and Conditions. The better option is to create an email with screenshots/content and add "Checked by {{ PRODUCT OWNER NAME }}"

### 3. Get the signature in writing

Expand All @@ -56,12 +56,12 @@ Make sure you have a documented “Test Pass”. A verbal "Test Pass" is not suf

#### Explaining to the client why they need to sign

The best scenario is to give the client plenty of warning, explain the engagement process and how you will work together to develop the specs. Once, you're both in agreement, you'll both sign. Aim to make it a nice "co-signing" experience.
The best scenario is to give the client plenty of warning, explain the engagement process and how you will work together to develop the specs. Once you're both in agreement, you'll both sign. Aim to make it a nice "co-signing" experience.

Requesting a client's initials is encouraged for all projects, but **required** for fixed-price projects as their initials on the original specifications would show that everyone was aligned and approved the specifications.

- If the client pushes back _"Why am I signing it?"_ reply with:
_"This is not a legal document but a good practice to do before we start coding. It is cheaper to change the mockups now. Fixing changes with the UI now, can save a lot of money later."_
_"This is not a legal document but a good practice to do before we start coding. It is cheaper to change the mockups now. Fixing changes with the UI now can save a lot of money later."_

:::

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