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Q4 platform rebuild: scope and budget

Wed, Oct 14 · 12:00 PM · 2 min · Tom Becker, Marta RuizImported from q4-scope.vtt
68accuracy
2 strong4 to improve
GoalPartly

“Fix phase one's scope before any date or price is named.”

The date waited for the scope; the price did not.

Position vs goal

Price offered, nothing asked backTwo features added to phase oneDate held until the scope is fixedThey offer to agree the scope today Good · 00:09Missed · 00:21Mistake · 00:30Inaccuracy · 00:58Missed · 01:02Great · 01:26

Key moments

Good00:09Inquiry
You saidWhere would you like to start?

An open question before any pitch. Their priority, speed, came out in the next line.

Missed00:21Inquiry
They saidthe budget is roughly in the range we discussed, give or take

They named no figure and you let it pass.

StrongerBefore we go on: what figure did finance sign off on?
Mistake00:30Pushback
You saidWe could probably bring the price down a bit if that helps get it approved faster.

A discount nobody asked for, with nothing asked back and the scope still open.

StrongerPrice follows scope. Once phase one is fixed, I can show you where the cost moves.
Inaccuracy00:58Pushback
You saidLet me think about how we fit that in.

Two features joined phase one without being called new scope.

StrongerThat's new scope for phase one. It moves the date or the budget; which would you rather move?
Missed01:02Influence
They saidwe could be flexible on the start date if it makes the scope work

They offered a trade: time for scope. It went unanswered.

StrongerThen let's use that: a later start buys both features in phase one. Does February work?
Great01:26Pushback
You saidI'd rather not commit to a date before we lock the scope.

The date stayed tied to the scope. Two lines later they offered to agree the scope today.

The lesson

Trade, don't give: every concession waits for the scope.

An invented meeting, reviewed. Grades follow the evidence registry; the accuracy is what the app computes from them.

Stop9PauseAUTO youthem
Speak

Before we move on, what figure did finance sign off on?

They keep saying 'roughly' without a figure

1Expand2Reframe3Park it
0.8 s·Hidden from screen sharing0Other angle
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Missed00:21Inquiry
They saidthe budget is roughly in the range we discussed, give or take

They named no figure and you let it pass.

StrongerBefore we go on: what figure did finance sign off on?

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q4-scope.vtt · 17 lines · English

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Stop9PauseAUTO youthem
Speak

Before we move on, what figure did finance sign off on?

They keep saying 'roughly' without a figure

1Expand2Reframe3Park it
0.8 s·Hidden from screen sharing0Other angle

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From the meeting
TomHonestly the main thing for us is speed. The board wants something live before the summer campaign.
MartaAnd on our side the budget is roughly in the range we discussed, give or take. Finance hasn't fully closed it yet.
Your turn
Before we go further, what figure did finance actually approve?
Say it out loud, then type it.

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directorhead ofvpexecutivecooctoleadership
by sidekick · v3 In the appRead

Qualify hard, hold the price, and never leave without the next step.

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hiring managerrecruitertalenthrpeoplemanager
by sidekick · v3 In the appRead

No figure without a source, no concession without a trade.

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Negotiation · Discovery · Status

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cfofinanceprocurementfoundersales
by sidekick · v3 In the appRead

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