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Change Management Plan Template

 

You may use outside sources to complete these documents. If you source something elsewhere, follow the integrity of the language, but make the document your own. Do not copy/paste from other established documentation.

There are examples in the templates, but there are many deviations and styles that can be used.

Submit your completed assignment by following the directions below. Please check the Course Calendar for specific due dates.

Save your assignment as a Microsoft Word document. (Mac users, please remember to append the ".docx" extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:

<Organization Name>

<Organizational Name>

Change Management PLAN

Version < >

<mm/dd/yyyy>

<Project Name> Change Management Plan Version: <1.0> <Draft>

Revision Date: Error! Unknown document property name. Page 2 of 12

CDC_UP_Change_Management_Plan_Template.doc

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

<Author name>

<mm/dd/yy>

<name>

<mm/dd/yy>

<reason>

Note to the Author

[This document is a template of a Change Management Plan. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the organization.

· Red italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.

· Red italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to the organization.

· Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to your organization. These are offered only as suggestions to assist in developing your organizational plan.

When using this template for your project document, it is recommended that you follow these steps:

1. Replace all text enclosed in angle brackets (i.e., <Organizational Name>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):

1. Modify boilerplate text as appropriate to your organization.

2. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boilerplate text is Body Text.

3. To update the Table of Contents, right-click and select “Update field” and choose the option- “Update entire table”

4. Before submission of the first draft of this document, delete this “Notes to the Author” page and all instructions to the author, which appear throughout the document as red italicized text enclosed in square brackets.]

TABLE OF CONTENTS

1 Introduction 4

1.1 Purpose of The Change Management Plan 4

2 Change management Process 4

2.1 Change Request Process Flow Requirements 4

2.2 Change Request Form and Change Management Log 5

2.3 Evaluating and Authorizing Change Requests 5

2.3.1 Change Control Board 6

3 Responsibilities 6

Appendix A: Change Management Plan Approval 7

Appendix B: References 8

Appendix C: Key Terms 9

Appendix D: Change Request Form Example 10

Introduction

Purpose of The Change Management Plan

[Provide the purpose of the Change Management Plan. This document should be tailored to fit the particular organizational needs.]

The Change Management Plan documents and tracks the necessary information required to effectively manage change from the 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.

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.

Change Request Process Flow Requirements

[Outline the project teams agreed upon change request (CR) process flow. The following outlines a generic change request process flow.]

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

Change Request Form and Change Management Log

[List and define the data elements the project team needs to include on the Change Request Form. Examples of this is provided in Appendix D. At a minimum, the following data should be included on the project’s Change Request Form.]

Element

Description

Date

The date the CR was created

CR#

Assigned by the Change Manager

Title

A brief description of the change request

Description

Description of the desired change, the impact, or benefits of a change should also be described

Submitter

Name of the person completing the CR Form and who can answer questions regarding the suggested change

Phone

Phone number of the submitter

E-Mail

Email of the submitter

Product

The product that the suggested change is for

Version

The product version that the suggested change is for

Priority

A code that provides a recommended categorization of the urgency of the requested change (High, Medium, Low)

Evaluating and Authorizing Change Requests

[In order to evaluate and prioritize a change request, the “priority” and “type” of the change are taken into consideration. Use the first and second tables below to list and define the “priority” and “type” data elements that are applicable for the project. The third table provides examples of commonly used project status types. The list of elements is at the discretion of the project manager.]

Change requests are evaluated using the following priority criteria:

Priority

Description

High

<Insert the definition the project assigns to a high priority CR>

Medium

<Insert the definition the project assigns to a medium priority CR>

Low

<Insert the definition the project assigns to a low priority CR>

<priority>

<Insert the definition the project assigns to this level of priority CR>

Change requests are evaluated and assigned one or more of the following change types:

Type

Description

Scope

Change affecting scope

Time

Change affecting time

Duration

Change affecting duration

Cost

Change affecting cost

Resources

Change affecting resources

Deliverables

Change

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