Change Management Policy Template

YOUR LOGO

PROJECT NAME

REQUESTED CHANGE

AUTHOR

DATE

Version 0.0.0

REVISION HISTORY
DATE	VERSION	DESCRIPTION	AUTHOR

1. Change Overview

1.1 Purpose

1.2 Background

1.3 Scope

2. Stakeholders

2.1 Stakeholder Review

2.2 Stakeholder Impact

2.3 Communication

3. Team

3.1 Existing Positions

3.2 New Positions

3.3 Team Profile

4. Cost Analysis

4.1 Development Costs

4.2 Operational Costs

5. Implementation Procedure

5.1 Asset / Resource Review

5.2 Change Process

5.3 Process Management

6. Status Monitoring and Evaluation Process

6.1 Monitoring Process

6.2 Criteria for Evaluation

7. Key Risks

7.1 Risk Breakdown and Analysis

7.2 Preventative Measures

7.3 Recommended Solutions

8. Process Schedule

Introduction

Proposed change overview

Purpose
Identify the desired outcome, as well as what the change seeks to improve.

Background
Discuss previous issues that lead to the change request.

Scope
Provide an outline of the scope and detail any omissions.

Stakeholders

Overview of stakeholders

Stakeholder Review
Identify stakeholders involved or impacted by the proposed change.

STAKEHOLDER REVIEW
STAKEHOLDER	NATURE OF IMPACT	EXTENT OF IMPACT

Stakeholder Impact
Discuss how stakeholders will be impacted by the change.

Communication
Detail how milestones or results will be communicated to stakeholders, including method and frequency.

Team

Describe team structure and management.

Existing Positions
Identify existing positions involved in the change process.

New Positions
Identify any positions created for the purpose of the change process, or as a result of the implemented change.

Team Profile
Identify roles and responsibilities of change management team.

TEAM PROFILE
TEAM MEMBER	ROLE	RESPONSIBILITIES

Cost Analysis

Provide a breakdown of costs for the proposed system and alternatives. This should include design and development, installation, operational costs, maintenance, disposal, and consumables. Conduct analysis of costs for each year so they may be weighed against resulting benefits.

Development Costs
Breakdown the costs associated with the proposed change per phase. Personnel, equipment, training, software licensing, and tools should be included in the development phase. Provide information in an outline by completing the chart below or provide a link or attachment to a spreadsheet.

CHANGE REQUEST COST ANALYSIS
ID NO.	PHASE	DESCRIPTION	AMOUNT
1.1	PLANNING
1.2	REQUIREMENTS
1.3	DEVELOPMENT
1.4	TESTING
1.5	IMPLEMENTATION
TOTAL

Operational Costs
Breakdown the operational costs. Provide information in an outline by completing the chart below or provide a link or attachment to a spreadsheet.

OPERATIONAL COSTS
CATEGORY	DESCRIPTION	BEGIN DATE	END DATE	COST
PERSONNEL
CONTRACTORS
COMMERCIAL SOFTWARE
INFRASTRUCTURE
FACILITIES
SUPPLIES
TOTAL

Implementation Procedure

Detail the assets and steps necessary to complete the change.

Asset / Resource Review
Describe any resources or assets required.

Change Process
List steps in sequence required to complete change.

CHANGE PROCESS
NO.	STEP	PARTY RESPONSIBLE

Process Management
Method of management employed throughout the change process

Status Monitoring and Evaluation Process

Discuss milestones and quality benchmarks.

Monitoring Process
Who will be responsible and what methods will be used to monitor the process?

Criteria for Evaluation
Define how success will be measured throughout the process.

Key Risks

Describe any associated risks. Detail and rank key sources.

Risk Breakdown and Analysis
Identify potentially limiting external factors. Provide detailed analysis of overall impact of each.

RISK ANALYSIS
KEY RISK	EXTENT OF IMPACT	NATURE OF IMPACT	IMPLICATIONS

Preventative Measures
Identify any measures to be taken to avoid risks detailed above.

Recommended Solutions
Summarize all recommended solutions.

Process Schedule

Provide a timeline for all activities and milestones with expected start and completion dates.

PROCESS SCHEDULE
ACTIVITY ID	ACTIVITY DESCRIPTION	PARTY RESPONSIBLE	EXPECTED START DATE	EXPECTED END DATE

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.