How To Make A Change Management Plan (Templates Included)

How To Make A Change Management Plan (Templates Included)

A change management plan is a process that implements a change or changes in a project or across an organization. It sets the course by which to execute the change, asks how it will impact the project or organization, how workflows will be affected and whether it will alter the relationship with customers or teams. It helps manage the process and be more productive in its execution, and is systemic, touching on all aspects of project management. Elements of a change management plan include roles and responsibilities, budget, schedule, scope and resources, and communication process. The most important details in this text are the need for a change control board, a change request form, a change log, a tool to track changes, and a change management plan to measure change against the project baseline.

The change control board should be staffed with people who have the authority to approve or veto change requests. The change request form should be consistent throughout the project, and the change log should be a central location where changes can be identified, requests approved and assignments documented. Finally, the change management plan should ask how, what, when where, why and how to figure out change and how to manage it.