Draft reference — content review pending

Scope Change Rate

The percentage of eligible active or completed projects with an approved scope change in the selected cohort.

Plan my KPIs

Business question

What share of eligible projects has an approved change to scope?

Formula

Scope change rate = eligible active or completed projects with approved scope changes ÷ eligible projects in the selected cohort × 100.

(Eligible projects with approved scope changes / Eligible cohort projects) × 100

Calculation notes

Define project, scope change, approval evidence, cohort, and whether a change in deadline, deliverable, budget, or acceptance criteria qualifies.

Edge-case guidance

Do not count informal requests without an agreed decision. A low rate may reflect weak discovery or missing change records rather than stable scope.

Required data

InputTypeStatusAvailable source hints
Projects with approved scope changesEligible projects with at least one recorded and approved scope change.NumberRequiredProject management system · Excel
Eligible cohort projectsActive or completed projects included under the selected cohort rules.NumberRequiredProject management system · Excel

Interpretation

Use it to understand discovery, briefing, estimation, and change-control patterns. Count approved changes, not informal requests, and distinguish client-caused from internal changes.

Caution

A scope change is not inherently negative; legitimate learning or client needs can require it. The measure does not assess change quality or commercial outcome.

Implementation recommendation

Use a lightweight approval record linking each change to its effect on deliverables, effort, cost, and deadline.

Target guidance

Set a target from comparable project cohorts and improve discovery without discouraging necessary, properly priced changes.

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