Change request process template

Change management provides a structured approach to handling changes so that organizations and projects can not only adapt, but also control the process to promote smooth transitions and successful outcomes.

A change management plan outlines the strategy and procedures for dealing with changes. It may describe general procedures such as submitting a change request for review by the Change Control Board, how changes will be assessed, and other process details. Or, a plan may provide details on how a specific change will be managed, including the type and scope of the change, roles and responsibilities, budget requirements, stakeholder management, and other relevant information.

While there are common steps to the change management process, a plan should be customized based on the culture and objectives of an organization as well as the attributes of a given change. The key to saving time, alleviating stress, and reducing costs in change scenarios is having clearly defined change management procedures. Templates can serve as tools for strategizing, planning, and implementing a change management policy. A detailed change proposal describes why the change is needed, expected outcomes and impacts, time and resources required, and any other factors that need to be reviewed.

As the name implies, a change proposal may be the first step in a change management process, and outlines the type and scale of a change and seeking approval to move forward with implementation.

This template includes space for adding descriptive information as well as sections for calculating costs and benefits. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet. Watch a free demo. An effective communications plan is crucial at every stage of a project, and communicating with stakeholders about changes can be especially important. Just as stakeholder analysis is part of initial project planning, it applies to any changes that need to be implemented during a project lifecycle.

You can use this template to create a change management communications plan to be integrated into your broader plan.

A change management log tracks who requested what change and when, the status of the change request, its priority, and resolution information.

Depending on how thorough you need the log to be, other details such as the type and impact of the change may be included. This log template is designed for keeping track of vital information so that change requests can be easily prioritized, addressed, and referenced later.

Before a change request can be approved, it needs to be analyzed for potential impact. An impact assessment looks at what people, systems, and process will be affected by a change as well as the likely level of impact. It may examine the timing of impact, risks that need to be considered, and actions that may help mitigate the impact. This template can be used for assessing changes on its own or added to a management plan as supporting information. Organizational changes affect individuals, groups, and the organization as a whole.

It provides a single avenue for requesting a change. Once the change is requested, it becomes sized and either approved, deferred, or disapproved. If approved, the projects plans must reflect the change and the change must be implemented. This change request template captures a description of the change, the reason for it, sections for impact analysis and a place to record the decision regarding the request. Lastly, this template captures the signature of the person who approved the changed.

Like all of the templates here, this one is editable. Change it any way you would like to better fit the needs of your project. Your Change Request template is below. It contains an entire set of editable project management templates that will support you throughout the project life cycle. Learn About Our Ebook. A change request can be created by the project manager, the client, the sponsor or another project stakeholder.

Inputs to a change request include all of the monitoring and controlling processes and many of the executing processes. All project planning documents that concern the subject of the change request may become an input.

The change request is used to formally request the change. It can include a request for corrective action, preventative action and defect repair. Once complete, it becomes submitted to the change control board for approval or rejection. Like all other work activities, approved change requests become planned, executed, monitored and controlled and closed. Looking for a better solution?

By the way, the Ebook includes an updated version of this Change Request template. Get Your Book. MyPM is a proposal management company.

Our professionals average more than 20 years of experience providing proposal services in response to government and business solicitations. In addition, we provide post-award project management support. What Is a Change Request Template? Need More Templates? Who Creates the Change Request? On the other hand, outside the scope project change takes time to implement. Also, it will have a huge impact on several aspects of the project. You may also see the project management timeline template.

In conclusion, the project change request template is a helpful tool that helps you to see what kind of change you are dealing with. Moreover, it tells you how the change will impact the project. It's a source of providing a good range of excel, word, and pdf templates designs and layouts.

This change request template includes information such as; Description of the change. The reason behind the change.