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Change Management Plan

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Table of Contents
Table of Contents.......................................iv

Introduction
1.1 Purpose...........................................................................................................................................5 1.2 Audience..........................................................................................................................................5

Change Management Overview

1.3 Change Management Approach......................................................................................................6 1.4 Change Management Cycle............................................................................................................6 1.5 Sources of Change..........................................................................................................................7 1.6 Roles and Responsibilities...............................................................................................................8

Change Management Procedures

1.7 Raise Change Request....................................................................................................................9 1.8 Asses Change Request...................................................................................................................9 1.9 Approve/Reject Change Request.....................................................................................................9 1.10 Implement Change.........................................................................................................................9 1.11 Close Change Request................................................................................................................10

Scope Change Management

1.12 Scope Change Categories...........................................................................................................11

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Introduction
1.1 Purpose
The purpose of this Change Management Plan is to set out the methods and procedures to handle all changes affecting this projects: Resources, costs, and timing as set out in the Project Plan Deliverable, product and process Quality Changes in Product Scope are drawn from the sources identified in section 2.3 and follow the specified Change Request path through Change Management. Such changes also affect Project Scope, but are typically value-added and usually result in an increase in scope. Changes in Project Scope are drawn from problems, issues, or executive decisions involving key project dimensions, specifically time, cost, and/or quality. Such changes usually result in a decrease in Scope to accommodate changes in the projects duration, budget, or quality demands.

1.2 Audience
This Change Management Plan is intended for the Project Board, key stakeholders, and the core project team.

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Change Management Overview

The following sub-sections contain boilerplate text. Use it as is, or modify it to suit your project situation.

1.3 Change Management Approach

This Change Management Plan employs an industry standard cyclical approach to: Ensure standardized methods, processes and procedures are used for all project changes Facilitate efficient and prompt handling of all changes Maintain a proper balance between the benefits of change and the detrimental impact of change on the Project Plan.

1.4 Change Management Cycle

The Change Management Cycle is comprised of the following events: Raise and record Change Request (CR) Assess impact and value of change Present assessment results and obtain approval Implement change and re-baseline plan Close CR The diagram on the next page represents the flow of change management events.

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Raise CR
No

Large CR?
Yes

More $

Assess CR

Old Plan

No

Yes

New Plan

Accept CR?

Implement Change

Close

1.5 Sources of Change

All project changes must enter the Change Management cycle in the format of a Change Request. Legitimate changes to the product/project may stem from: Responses to problems internal to the project Externally imposed requirements Change in business requirements or strategy Proactive changes to improve performance or benefit

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1.6 Roles and Responsibilities

The following list outlines the key responsibilities of personnel involved in the Change Management process: Project Manager - assigned full responsibility for facilitating or executing the change management process to officially provide new requirements, scope, schedule and resources Project Sponsor responsible for reviewing, authorizing and funding changes Project Coordinator assists with estimating and scheduling change against existing baseline Configuration Manager/Change Manager accept, log and track CRs Change Advisory Board comprised of Sponsor, Technical and User representatives, responsible for accepting or rejecting CR implementation

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Change Management Procedures

The following sub-sections contain boilerplate text. Use it as is, or modify it to suit your project situation.

1.7 Raise Change Request

The change initiator communicates the details of the change to any project authority, such as the Project Manager, Project Sponsor, or any other member of the Change Advisory Board or Project Board. This constitutes the initial informal change communication. At this point, the project authority may direct the initiator to prepare a Change Request, or that duty may be delegated to the Project Manager or Change Manager (if one exists for the project). Once the details of the change have been recorded on a Change Request form, it is submitted to the Configuration Manager or Change Manager to log into the Change Log.

1.8 Asses Change Request

The Change Request is escalated to the project core team for evaluation. A high level assessment is first performed by the Project Manager to determine if the CR is of sufficient magnitude to require independent funding for detailed assessment. If so, the Project Manager requests additional funding to carry out the extra assessment tasks. The CR is assessed for its impact on the project plan (resources, costs and schedule) by the Project Manager and Project Coordinator. A separate timeline is built for later incorporation into the master plan, if and when the CR is approved. The Project Manager completes a brief Business Case with the assistance of the Project Board members (technical and user representatives).

1.9 Approve/Reject Change Request

The results of the CR assessment are presented to the Change Advisory Board and/or the Project Board. Based on the value judgment passed on the CR, it is accepted or rejected. If accepted, sign-off represents a new agreement on the updated Project Plan. The new timeline, Scope, costs and schedule are baselined.

1.10 Implement Change

The new work required by the change is undertaken and completed according to the new Project Plan. Success criteria or testing for the change are applied to the CR work. Completion is assessed at the appropriate milestone.

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1.11 Close Change Request

Following successful implementation and testing of the CR work, the Configuration Manager makes a closing entry in the Change Management Log.

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Scope Change Management

1.12 Scope Change Categories
and more detail follows. See the Change Management Plan under the Project Management document listings for the complete deliverable.

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