Change Management Plan - Template

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									A change management plan involves a comprehensive plan to make significant
changes in a business. Having a plan prevents the occurrence of mismanagement or
process errors. This document is intended to provide a formal process for submission
and receipt of, review of, determination of feasibility of, approval of, and implementation
of change requests for the management process. This document further includes an
appendix where individuals within a company can submit a customizable change in
control form.
      <Company Tagline>




     <Company Name>
      <Project Name>

Change Management Plan
                                                               <Project Name> - Change Management Plan


                                     Document Control

A. Authors
              Name                                     Input                      Organization




B. Review
                    Reviewed By                                               Title




C. Change History
 Version      Section(s) Revised                        Revision(s)               Revised By        Date
    1.0      Document created       Initial release.




D. Contact Information
Please direct all questions related to this document to <Business Analyst’s name> at:


Email: abc@123.com
Phone: 123-456-7890




                                                                                        Version ID: CMP - 1




 © Copyright 2011 Docstoc Inc.                                                            Page 3
                                                            <Project Name> - Change Management Plan


                                      Table of Contents

1   PURPOSE ----------------------------------------------------------------------------------------------- 6

2   CHANGE MANAGEMENT ROLES AND RESPONSIBILITIES---------------------------------------- 6

3   CHANGE REVIEW BOARD ---------------------------------------------------------------------------- 6

4   CHANGE MANAGEMENT TOOLS -------------------------------------------------------------------- 7

5   CHANGE MANAGEMENT PROCESS ----------------------------------------------------------------- 7

6   CHANGE MANAGEMENT ARCHIVES---------------------------------------------------------------- 7

7   APPROVAL --------------------------------------------------------------------------------------------- 8

8   APPENDIX A: CHANGE CONTROL FORM ---------------------------------------------------------- 9




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                                                                          Tables

Table 1: CM Roles and Responsibilities ................................................................................................................. 6
Table 2: Change Review Board .............................................................................................................................. 7
Table 3: CM Tools.................................................................................................................................................. 7




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1 Purpose

The change management plan exists to provide a formal process for:

        Submission and receipt of change requests
        Review of change requests
        Determination of feasibility of change requests
        Approval of change requests
        Implementation and closure of change requests

Change Control forms should be used to submit any requests to change the project scope, budget or
schedule. The Change Control form can be found as an appendix to this document.


2 Change Management Roles and Responsibilities


        Role                                            Responsibilities
Project Manager     Developing change management plan
                    Evaluating change requests and estimating impact to scope, schedule, and budget
                    Taking change requests to Change Review Board
                    Monitoring change requests
                    Logging change requests
Project Team        Developing change management plan
                    Evaluating change requests and estimating impact to scope, schedule, and budget
Change Review       Evaluating change requests and making decisions as to whether they are accepted, rejected,
Board               or deferred
Sponsor(s)          Approving change management plan

                                       Table 1: CM Roles and Responsibilities


3 Change Review Board


        Role                                                  Name
Project Manager
CRB Leader


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CRB Members

                                             Table 2: Change Review Board


4 Change Management Tools


        Tool                                                  Function
Change Control        Documents desired changes as requested or discovered
Form                  Documents what the change is
                      Documents the rationale and benefit of the change
Change Impact         Documents the risk of not changing
Summary               Documents the areas of the project impacted by the change
                      Documents the amount of impact in each affected area of the project
                      Documents the recommendations for addressing the change in each affected area
Change Log            Summarizes change requests received
                      Tracks status of change requests submitted
                      Captures change decisions made, when and by whom

                                                   Table 3: CM Tools


5 Change Management Process

     Written change request is prepared.
     Requestor or Project Manager enters change request in Change Control Log.
     Project team and Project Manager evaluate change request and estimate impact to scope, schedule,
      and cost.
     Project Manager updates Change Control Log to reflect that change request is in review.
     Project Manager takes change request to Change Review Board.
     Change Review Board reviews change request and either approves it, rejects it, or defers it for later
      iterations in the project.
     Project Manager updates Change Control Log to reflect decision made by Change Review Board.
     Stakeholders, sponsors and team members are notified of decision about change request.




6 Change Management Archives

The signed change requests will be stored electronically in shared project repository, and a hard copy
will be kept in the Project Binder.


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                                                          <Project Name> - Change Management Plan




7 Approval

After you have reviewed this document, please sign below indicating your agreement with its content
and return the original to <Business Analyst’s name>.
If you have any questions, please feel free to contact <Business Analyst’s name> at 123-456-7890.



Sincerely,



<Business Analyst’s name>
Business Analyst
<Company Name>


Accepted and Approved



Accepted by:                                           ______ Date:
                               Project Sponsor


Printed name:                                          ______




Accepted by:                                           ______ Date:
                               Project Manager


Printed name:                                          ______




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                                        <Project Name> - Change Management Plan




8 Appendix A: Change Control Form

Project:                                                   Change No.:

<Project Name>


Detailed Description:




           Requested By:        Date:   Project Manager:                  Date:




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                                                                              <Project Name> - Change Management Plan



Estimated Price:                   Travel and Living:                 Start Date:                         Completion Date:

$0                                 $0



Work Phases Estimated:
           Long Range System Plan
           Detailed Study
           Design
           Development
           Installation
           Production Support
           Miscellaneous Work Request
                                                                 Project Manager:                         Date:
Master Schedule Impact:
(Attach Impact Particulars)                 Yes        No

Cost Impact:
(Attach Impact Particulars)                 Yes        No

Development Impact:
(Attach Impact Particulars)                 Yes        No

Resource Impact:
(Attach Impact Particulars)                 Yes        No

Affected Area Impact:
(Attach Impact Particulars)                 Yes         No

Training Impact:
(Attach Impact Particulars)                 Yes        No




A signature below will indicate the Customer’s approval / disapproval to proceed with the work described above.

Customer Approval:                 Date:                         Customer Disapproval:                    Date:




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                                                                               <Project Name> - Change Management Plan


								
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