Client Project Standards for

Change Management

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gantthead.com Client Project Standards for Change Management

Revision Number: <Number>

Date: <MM/DD/YYYY>

Purpose

This document defines the procedures and conventions to be employed by client project
staff in the performance of change management.

1. The standards included in this document are to be used by all <Client> Project
Development Analysts, Developers, Team Leaders, Model Managers and Business
Users.

2. Except where explicitly stated, the <Client> Project Team Leaders will monitor and
insure conformance of the standards included in this document.

Change Management Procedures

Change Request Procedure

Procedure

Request a change to an object.

Purpose

To provide a description of the changes required to the Model Managers, Team

Leaders and Change Review Group for approval and processing.

Applicability

This procedure will be performed when a change is required to an object.

Procedure Steps

The following steps will be performed by Analysts, Developers, Team Leaders

and Model Managers:

1. Identify object in need of change.

2. Define required change.
3. Specify reason for change.
4. Identify desired time frame and responsible party for implementing the
change.
5. Identify expected results.
6. Enter the change request with the above information in the Change
Management System.
7. Perform detailed impact analysis if necessary.
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gantthead.com Client Project Standards for Change Management

Change Impact Analysis Procedure

Procedure

Determine the type and extent of impact a change will have on the CLIENT and
Non-CLIENT project teams and on the model.

Purpose

To understand the scope of the change and the impact the resolution will have
before taking corrective actions.

Applicability

This procedure will be performed when a change request has been provided to
all interested project teams.

Procedure Step

The following steps will be performed by Analysts, Team Leaders and Model
Managers:

1. Determine type of impact.

2. Locate all instances of the object.
3. Determine stage of implementation for each instance of the object.
4. Analyze the extent of changes needed for the object.
5. Determine the impact to the project schedule.
6. Determine whether the project can accommodate the change.
7. Determine the impact if the change is not made.
8. Determine the impact if the change is delayed.
9. Determine the business operation inhibitors.
10. Determine manageability of change scope.
11. Document the change impact.
12. Submit the change request to the Change Review Group for approval with
the impact analysis.
Change Coordination Procedure

Procedure

Coordinate requested changes with affected project teams.

Purpose

To maintain the project perspective of an object by obtaining the input of all

project teams having an interest in the object to be changed.

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Applicability

This procedure will be performed to ensure that notification and communication

has been instituted between the affected parties. Depending on the complexity
of the change request, a change coordinator may be appointed. This person will
be responsible for managing the logistics of the change request.

Procedure Steps

The following steps will be performed by Team Leaders, Model Managers and
Change Coordinator:

1. Identify affected parties.

2. Notify parties concerning the proposed change.
3. Prepare to discuss changes with affected parties at a scheduled meeting.
Change Approval Procedure

Procedure

Approve or disapprove the change request.

Purpose

A formal approval process is required to ensure that there is a valid business

and/or technical reason for making the change.

Applicability

This procedure will be performed at regularly scheduled meetings by the Change

Review Group.

Procedure Steps

The following steps will be performed by the Change Review Group (Team
Leaders, Model Managers, Business Users and Managers):

1. Review the submitted change request.

2. Verify validity of the business or technical change reason.
3. Verify change with affected project teams.
4. Approve or reject the change request.
5. Enter the results of the approval procedure in the Change Management
System.
Change Implementation Procedure

Procedure

Develop the change strategy to implement an agreed upon solution.

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Purpose

To develop a change strategy that is agreed upon by all affected parties.

Applicability

This procedure will be performed upon completion of impact analysis, approval

and coordination of the change request.

Procedure Steps

The following steps will be performed by the Team Leaders and Model
Managers:

1. Present change implementation strategy to the Change Review Group for

final approval.
2. Notify affected parties of change implementation schedule.
3. Implement the approved change.

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