Amplifi 83

Retainer & Scope Management

A sample snapshot of retainer consumption versus contracted value, highlighting where delivery may exceed scope.

Illustrative Prototype
Retainer Clients
6
Recurring contracted relationships
Consuming Above Allocation
5
Actual cost above allocated cost
Projected Scope Exposure
$66K
Cost projected beyond contract
Contracted Value
$1.67M
Annualized retainer value
Screen 4

Retainer burn & scope control

Contracted allocation compared with actual consumption, with projected close-out economics.

Client A
Consumer Brand · $25,000/mo · Lead R. Calloway
Approaching Limit
Contracted value
$300,000
Allocated cost
$98,000
Actual cost
$101,500
Remaining value
$192,300
Projected final cost
$176,000
Projected variance
$124,000
Projected margin
41.3%
Retainer allocation vs. actual consumption$98K planned · $102K actual
Alerts
  • Approaching contracted retainer allocation (104% consumed).
Recommended actionsReview ScopeReallocate ResourcesClient economics
Client B
Healthcare Systems · $40,000/mo · Lead D. Marchetti
Over Scope
Contracted value
$480,000
Allocated cost
$168,000
Actual cost
$323,400
Remaining value
$141,800
Projected final cost
$528,000
Projected variance
-$48,000
Projected margin
-10%
Retainer allocation vs. actual consumption$168K planned · $323K actual
Alerts
  • Exceeded contracted retainer allocation (193% consumed).
  • Projected to exceed scope by $48,000.
  • Repeated scope creep across 3 consecutive months.
  • Negative projected margin at close (-10%).
Recommended actionsIssue Change OrderReview ScopeRenegotiate RetainerReview Client ProfitabilityClient economics
Client C
Higher Education · $18,000/mo · Lead A. Fontaine
Within Scope
Contracted value
$216,000
Allocated cost
$72,000
Actual cost
$68,600
Remaining value
$144,300
Projected final cost
$118,000
Projected variance
$98,000
Projected margin
45.4%
Retainer allocation vs. actual consumption$72K planned · $69K actual
Alerts
  • Delivery is tracking within contracted scope.
Recommended actionsMaintain Delivery PlanClient economics
Client E
Energy & Utilities · $22,000/mo · Lead K. Sandoval
Approaching Limit
Contracted value
$264,000
Allocated cost
$92,000
Actual cost
$97,800
Remaining value
$161,100
Projected final cost
$168,000
Projected variance
$96,000
Projected margin
36.4%
Retainer allocation vs. actual consumption$92K planned · $98K actual
Alerts
  • Exceeded contracted retainer allocation (106% consumed).
Recommended actionsReview ScopeReallocate ResourcesClient economics
Client F
Nonprofit / Foundation · $15,000/mo · Lead J. Reyes
Over Scope
Contracted value
$180,000
Allocated cost
$63,000
Actual cost
$112,700
Remaining value
$63,000
Projected final cost
$198,000
Projected variance
-$18,000
Projected margin
-10%
Retainer allocation vs. actual consumption$63K planned · $113K actual
Alerts
  • Exceeded contracted retainer allocation (179% consumed).
  • Projected to exceed scope by $18,000.
  • Repeated scope creep across 3 consecutive months.
  • Negative projected margin at close (-10%).
Recommended actionsIssue Change OrderReview ScopeRenegotiate RetainerReview Client ProfitabilityClient economics
Client H
Public Sector · $19,000/mo · Lead N. Duval
Approaching Limit
Contracted value
$228,000
Allocated cost
$79,000
Actual cost
$84,900
Remaining value
$136,300
Projected final cost
$146,000
Projected variance
$82,000
Projected margin
36%
Retainer allocation vs. actual consumption$79K planned · $85K actual
Alerts
  • Exceeded contracted retainer allocation (107% consumed).
Recommended actionsReview ScopeReallocate ResourcesClient economics