Scope Adjustment Workflow

After an initiative has been calibrated, its point value may need to change due to shifting requirements, contributor departures, or priority changes. Scope adjustments allow Managers to request — and Admins to approve — changes to the calibrated point value without requiring a new calibration session.

flowchart TD
    A["Initiative is ASSIGNED or BLOCKED
with calibrated points"] --> B{"Who initiates?"}
    B --> |"Manager requests"| C["Manager opens
Scope Adjustment Request"]
    B --> |"Admin initiates directly"| G["Admin opens
Direct Scope Adjustment"]
    C --> D["Manager selects reason,
proposes new point value,
provides justification"]
    D --> E["Request submitted
(pending Admin review)"]
    E --> F{"Admin decision"}
    F --> |"Approve"| H["Points updated to
proposed value"]
    F --> |"Modify"| I["Points updated to
Admin's adjusted value"]
    F --> |"Deny"| J["Points unchanged
Admin provides rationale"]
    G --> K["Admin sets reason,
new point value,
and justification"]
    K --> H
    H --> L["Original calibrated points
preserved for reference"]
    I --> L
    L --> M["Initiative continues
with updated point pool"]

    style A fill:#d1fae5,stroke:#059669,color:#064e3b
    style C fill:#e0e7ff,stroke:#4f46e5,color:#1e1b4b
    style G fill:#e0e7ff,stroke:#4f46e5,color:#1e1b4b
    style E fill:#fef9c3,stroke:#ca8a04,color:#713f12
    style H fill:#bbf7d0,stroke:#16a34a,color:#14532d
    style I fill:#bbf7d0,stroke:#16a34a,color:#14532d
    style J fill:#fee2e2,stroke:#dc2626,color:#7f1d1d
  

When to Request a Scope Adjustment

How It Works

Manager-Initiated Request

1. Open the initiative detail page — find the initiative in your "My Initiatives" list.
2. Click "Request Scope Adjustment" — available only when the initiative is in Assigned or Blocked status.
3. Fill in the request:
   • Reason — select from the categories above
   • Proposed new point value — the new calibrated points (current value shown for reference)
   • Justification — explain why the adjustment is needed (minimum 20 characters)
   • Supporting context (optional) — links or additional details
4. Submit — the request appears on the Admin dashboard for review.
5. Wait for Admin decision — the initiative continues normally while the request is pending.

Admin-Initiated Adjustment

Admins can bypass the request process and adjust scope directly. This is useful for enforcing deadlines, responding to organizational changes, or managing inactive Managers.

Admin Review Options

Impact on Points and Scoring

• No clawback: Points already dispensed to contributors are permanent. If a downward adjustment brings the calibrated value below what's been dispensed, no points are reclaimed.
• Remaining pool: After adjustment, the remaining dispensable pool = new calibrated points − points already dispensed. If this is negative, no further dispensing is possible.
• Efficiency ratio: The Manager's efficiency ratio uses the current calibrated value (post-adjustment), not the original. If dispensed exceeds calibrated after a reduction, efficiency caps at 1.0.
• Original preserved: The original calibrated points are always available for reference, ensuring a full audit trail.
• Multiple adjustments: An initiative can have multiple scope adjustments over its lifetime. Each is tracked separately with its own reason, justification, and decision.

Scope Adjustment Example

Key Rules

• Scope adjustments are only available for initiatives in Assigned or Blocked status
• Scope adjustments are frozen during Pending Completion
• Proposed points must be greater than zero
• Each adjustment is logged in the audit trail with full before/after details
• Admins can see all pending scope adjustment requests from their dashboard