Change Management Plan Template
Change Management Plan Template
Change Management Plan Template
use on your project and within your organization. We hope that you find this template useful and welcome your comments. Public distribution of this document is only permitted from the Project Management Docs official website at: www.ProjectManagementDocs.com
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TABLE OF CONTENTS
INTRODUCTION ................................................................................................................................ 2 CHANGE MANAGEMENT APPROACH ................................................................................................ 2 DEFINITIONS OF CHANGE ................................................................................................................. 2 CHANGE CONTROL BOARD .............................................................................................................. 3 ROLES AND RESPONSIBILITIES ......................................................................................................... 4 CHANGE CONTROL PROCESS ........................................................................................................... 4
INTRODUCTION
Change Management is an important part of any project. Changes must be vetted and managed to ensure that they are within the scope of the project and are communicated to all stakeholders if they are approved. The process for submitting, reviewing, and approving changes must also be communicated to all stakeholders in order to properly set expectations. If changes are allowed to be submitted or are implemented in and unorganized way, any project is sure to fail. All projects must include a Change Management Plan as part of the overall Project Plan. The Change Management Plan was created for the Inventory Services (IS) Project in order to set expectations on how the approach to changes will be managed, what defines a change, the purpose and role of the change control board, and the overall change management process. All stakeholders will be expected to submit or request changes to the IS Project in accordance with this Change Management Plan and all requests and submissions will follow the process detailed herein.
DEFINITIONS OF CHANGE
This section defines the different types of changes that may be requested and considered for the project. These changes may include schedule change, budget change, scope change, or project document changes. Most changes will impact at least one of these areas and it is important to consider these impacts and how they will affect the project.
There are several types of changes which may be requested and considered for the IS Project. Depending on the extent and type of proposed changes, changes project documentation and the communication of these changes will be required to include any approved changes into the project plan and ensure all stakeholders are notified. Types of changes include: Scheduling Changes: changes which will impact the approved project schedule. These changes may require fast tracking, crashing, or re-baselining the schedule depending on the significance of the impact. Budget Changes: changes which will impact the approved project budget. These changes may require requesting additional funding, releasing funding which would no longer be required, or adding to project or management reserves. May require changes to the cost baseline. Scope Changes: changes which are necessary and impact the projects scope which may be the result of unforeseen requirements which were not initially planned for. These changes may also impact budget and schedule. These changes may require revision to WBS, project scope statement, and other project documentation as necessary.
The project manager must ensure that any approved changes are communicated to the project stakeholders. Additionally, as changes are approved, the project manager must ensure that the changes are captured in the project documentation where necessary. These document updates must then be communicated to the project team and stakeholders as well.
As change requests are submitted to the IS Project Manager by the project team/stakeholders, the Project Manager will log the requests in the change log and the CCB will convene every other Friday to review all change requests. For a change request to be approved, all CCB members
must vote in favor. In the event more information is needed for a particular change request, the request will be deferred and sent back to the requestor for more information or clarification. If a change is deemed critical, an ad hoc CCB meeting can be called in order to review the change prior to the next scheduled bi-weekly CCB meeting.
The Change Control Process for the IS Project will follow the organizational standard change process for all projects. The project manager has overall responsibility for executing the change management process for each change request. 1) Identify the need for a change (Stakeholders) Change requestor will submit a completed change request form to the project manager. 2) Log change in the change request register (Project Manager) The project manager will keep a log of all submitted change requests throughout the projects lifecycle. 3) Evaluate the change (Project Manager, Team, Requestor) The project manager will conduct a preliminary analysis on the impact of the change to risk, cost, schedule, and scope and seek clarification from team members and the change requestor. 4) Submit change request to CCB (Project Manager) The project manager will submit the change request, as well as the preliminary analysis, to the CCB for review. 5) Obtain Decision on change request (CCB) The CCB will discuss the proposed change and decide whether or not it will be approved based on all submitted information. 6) Implement change (Project Manager) If a change is approved by the CCB, the project manager will update and re-baseline project documentation as necessary.
SPONSOR ACCEPTANCE
Approved by the Project Sponsor:
Date: ___________________
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