Change Management Plan Template, Lecture notes of Change Management

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CHANGE MANAGEMENT PLAN

Version <1.0>

<mm/dd/yyyy>

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VERSION HISTORY

[Provide information on how the development and distribution of the Change Management Plan, up to the final point of approval, was controlled and tracked. Use the table below to provide the version number, the author implementing the version, the date of the version, the name of the person approving the version, the date that particular version was approved, and a brief description of the reason for creating the revised version.]

Version #

Implemented By

Revision Date

Approved By

Approval Date

Reason

1 .0 <mm/dd/yy> <mm/dd/yy>

UP Template Version: 11/30/

TABLE OF CONTENTS

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• 1 INTRODUCTION
  • 1.1 Purpose of The Change Management Plan
• 2 CHANGE MANAGEMENT PROCESS
  • 2.1 Change Request Process Flow Requirements
  • 2.2 Change Request Form and Change Management Log
  • 2.3 Evaluating and Authorizing Change Requests
    • 2.3.1 Change Control Board
• 3 RESPONSIBILITIES
• APPENDIX A: CHANGE MANAGEMENT PLAN APPROVAL
• APPENDIX B: REFERENCES
• APPENDIX C: KEY TERMS
• APPENDIX D: CHANGE REQUEST FORM EXAMPLE...............................................
• APPENDIX E: CHANGE MANAGEMENT LOG TEMPLATE

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1 INTRODUCTION

1.1 PURPOSE OF THE CHANGE MANAGEMENT PLAN

The Change Management Plan documents and tracks the necessary information required to effectively manage project change from project inception to delivery. The Change Management Plan is created during the Planning Phase of the project. Its intended audience is the project manager, project team, project sponsor and any senior leaders whose support is needed to carry out the plan.

2 CHANGE MANAGEMENT PROCESS

The Change Management process establishes an orderly and effective procedure for tracking the submission, coordination, review, evaluation, categorization, and approval for release of all changes to the project’s baselines.

2.1 CHANGE REQUEST PROCESS FLOW REQUIREMENTS

Step Description Generate CR A submitter completes a CR Form and sends the completed form to the Change Manager Log CR Status The Change Manager enters the CR into the CR Log. The CR’s status is updated throughout the CR process as needed. Evaluate CR Project personnel review the CR and provide an estimated level of effort to process, and develop a proposed solution for the suggested change Authorize Approval to move forward with incorporating the suggested change into the project/product Implement If approved, make the necessary adjustments to carry out the requested change and communicate CR status to the submitter and other stakeholders

Generate CR

Report Status

Log Updated Status

Evaluate CR Authorize CR Implement CR

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Change requests are evaluated and assigned one of the following status types: Status Description Open Entered/Open but not yet approved or assigned Work in Progress

CR approved, assigned, and work is progressing

In Review CR work is completed and in final review prior to testing Testing CR work has been reviewed and is being tested Closed CR work is complete, has passed all tests, and updates have been released.

2.3.1 Change Control Board

[A Change Control Board (CCB) is a formally constituted group of stakeholders responsible for approving or rejecting changes to the project baselines. This group may meet on a predefined schedule or on an as needed basis. The table below provides a brief description of personnel acting as the Change Control Board (CCB) and their role/level of authority within that group.] Role Name Contact Description

[Insert Role] [Insert Name] [Insert Contact #] [Insert Role Description]

3 RESPONSIBILITIES

[Provide a brief description of persons responsible for each step of the change management process for the project.] Role Name Contact Description Project Manager Change Manager [Insert Role] [Insert Name] [Insert Contact #] [Insert Role Description]

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Appendix A: Change Management Plan Approval

The undersigned acknowledge they have reviewed the Change Management Plan and agree with the approach it presents. Changes to this Change Management Plan will be coordinated with and approved by the undersigned or their designated representatives. [List the individuals whose signatures are desired. Examples of such individuals are Business Steward, Project Manager or Project Sponsor. Add additional lines for signature as necessary. Although signatures are desired, they are not always required to move forward with the practices outlined within this document.]

Signature: (^) Date: Print Name: Title: Role:

Signature: (^) Date: Print Name: Title: Role:

Signature: (^) Date: Print Name: Title: Role:

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Appendix C: Key Terms

[Insert terms and definitions used in this document. Add rows to the table as necessary. Follow the link below to for definitions of project management terms and acronyms used in this and other documents. http://www2.cdc.gov/cdcup/library/other/help.htm The following table provides definitions for terms relevant to this document. Term Definition [Insert Term] [Provide definition of the term used in this document.] [Insert Term] [Provide definition of the term used in this document.] [Insert Term] [Provide definition of the term used in this document.]

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Appendix D: Change Request Form Example

The example Change Request From attached below can be used to submit changes during the life of the project.

CDC_UP_Change_Re quest_Form_Example