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Change Management Plan Template Version: <1.0>

Change Management PLAN

Version <1.0>


[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.]












UP Template Version: 11/30/06

Note to the Author

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

  • Blue 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.

  • Blue italicized text enclosed in angle brackets () indicates a field that should be replaced with information specific to a particular project.

  • Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.

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.,
    ) 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. Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name.

    2. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.

    3. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.

  1. Modify boilerplate text as appropriate to the specific project.

  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 blue italicized text enclosed in square brackets.]


1 Introduction 5

1.1 Purpose of The Change Management Plan 5

2 Change management Process 5

2.1 Change Request Process Flow Requirements 5

2.2 Change Request Form and Change Management Log 6

2.3 Evaluating and Authorizing Change Requests 6

2.3.1 Change Control Board 7

3 Responsibilities 7

Appendix A: Change Management Plan Approval 8

Appendix B: References 9

Appendix C: Key Terms 10

Appendix D: Change Request Form Example 11

Appendix E: Change Management Log Template 12

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