Template · Change Management

Change Request and Change Register Template

A one-page change request with honest impact assessment including what it displaces, delegated approval thresholds so small changes move in a day, and a register showing the cumulative position.

Markdown. No sign-up, no email.

One page. The temptation is to expand this form until it deters requests — which works, and produces undocumented changes rather than fewer changes.

Change ref: CR-____ Date raised: _______ Raised by: _______________ Project: _______________

What is requested#

Change: _______________

Why, and why now: _______________

Urgency: routine / next release / urgent — justification: _______________

Is this a change or a defect? change / defect against requirement ____ / clarification

A defect against an agreed requirement is not a change. A requirement that was never specified is a change. Reclassifying missed requirements as defects to dodge this conversation destroys trust — and so does the reverse.

Impact assessment#

Not assessed by the person requesting it.

Development effort
Retesting required
Documentation and requirement updates
Regression risk
Schedule impact
Cost impact
Risks introduced
Assessed by

What this displaces: _______________

🔴 The displacement line is what makes the decision real. On a fixed-capacity project every addition is a substitution — naming what will not happen converts an abstract approval into a trade-off, and it changes decisions.

If effort is genuinely unknown: say so and offer to assess properly. A number invented in a meeting becomes a commitment by the end of it.

Decision#

Decisionapprove / reject / defer until ___
Decided by
Date
Rationale

After approval — update these#

A change approved but not reflected in the artefacts is how documents and reality diverge.


Delegated Authority#

Set thresholds so small changes clear in a day. A process that takes three weeks to approve a two-hour change will be bypassed — and the bypassing will not be visible.

SizeDecided byTarget turnaround
No cost or schedule impact, within scopeProject managerSame day
Absorbed within contingencyPM, sponsor informed1–2 days
Material cost, schedule or scope impactSponsorWeekly cycle
Beyond the charter boundarySteering groupScheduled

Emergency path: who may approve ___________, evidence required ___________, documented within ___ hours afterwards.


Change Register#

RefSummaryRaisedDecisionSchedule impactCost impactDecided by
CR-001

Cumulative position — report at every review#

Changes raised
Approved
Rejected
Cumulative schedule impact
Cumulative cost impact
What has been dropped to absorb them

🔴 This table is the one that matters and the one nobody volunteers. Fifteen individually reasonable changes have added eleven weeks; each was assessed alone, so nobody said so. Sponsors approve individually reasonable things and are generally grateful to see the aggregate.

If nothing has ever been rejected, the process is a recording mechanism rather than a control.

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