Project Approval Workflow: 7 Steps for Client Teams
Use this seven-step project approval workflow to make client decisions traceable, reduce waiting time and keep the approved version clear.
Approvals are decisions with consequences
Use this seven-step project approval workflow to make client decisions traceable, reduce waiting time and keep the approved version clear. These practical steps keep teams aligned, reduce rework and create a clear record of work and decisions.
Define the decision
State the exact decision and what will happen after the response.
Attach the source
Link the design, plan or deliverable that needs a decision.
Name the approver
Identify the person with authority to decide.
Recommend an option
Explain the recommended route and meaningful trade-offs.
Set a deadline
Tie the due date to the delivery impact of delay.
Record the outcome
Capture approved, declined or changes requested with date and conditions.
Update the project
Make the decision update the relevant milestone, scope or document.
Separate review from approval
Feedback is not permission to proceed, so use clear states.
Keep a decision log
Record the approver, artifact, outcome and action in a short format.
Close the loop
Tell the team and client what happens next and link the approved version.
Use Pactuno as the shared record
Pactuno brings project delivery, documents, milestones and client context together for teams that need a clear operational view.