How to Make a Change Management Plan

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A change management plan can be the difference between project success and failure. Jennifer Bridges, PMP, shows you how to create the right change management plan for your project.

Here’s a screenshot of the whiteboard for your reference!

how to make a change management plan

In Review – How to Make a Change Management Plan

Jennifer started by saying how important a change management plan is for a successful project. That’s because a change management plan defines activities and roles for managing and controlling change when executing a project.

There are five phases in a project: initiate, plan, execute, monitor and control, and close. During the life cycle of a project, change can occur during the execution, monitoring and controlling phases.

Change is measured against the project baseline, which is the detailed description of the time, cost, scope and quality of the project that you have determined when planning. Therefore, a change management plan is going to take that baseline and ask how, what, when where, why and how to figure out change and how to manage it.

What Makes Up a Change Management Plan?

Define the following elements below to create an effective change management plan for your project.

  • Change Management Roles: First, who is going to be doing what in your change management plan? Who has the authority to submit a change request, who reviews them and who authorizes them? Some of these roles will take place on a change control board.
  • Change Control Board: Staff your change control board with people who will receive the change requests and have the authority to approve or veto them.
  • Develop a Process: You need a process in order to effectively submit, evaluate, authorize and manage and control the change requests. Without a process, change management is unmanageable.
  • Change Request Form: You can’t have a process, however, if you don’t first create a change request form to capture the data. It’s important that the information you collect is consistent throughout the project.
  • Change Log: Basically, this is a place to collect, and then track, all the change orders. Without a central location where changes can be identified, requests approved and assignment documented, there’s no way to know if there’s been any progress.
  • Use a Tool: A project management software can help you keep track of a change through every phase of the project until it’s finally resolved.

Pro-Tip: There are different types of change management, and the best way to get a holistic understanding of it is through the triple constraint. There are processes established to help with the change management process, and it’s crucial to know them. Also, keep in mind that change management procedures vary depending on the industry you’re in. For example, change order forms are used primarily in construction to change the scope of projects.

Take it Further: Sometimes, when tough changes happen in the midst of execution, technical debt can be accrued. Learn all about it and how to minimize it.

Thanks for watching!


Today, we’re talking about how to make a change management plan. And in my experience using a change management plan can mean the difference between a successful or failed project, and here is why.

A change management plan defines activities and roles to manage and control the change during the execute and control phases of the project.

So if you look at a project, the life cycle, you initiate the project, you plan it, here is where you execute, monitor, control, and then you close it. So, it just happens that by the time you define what the project really is, then you start executing the activities, it’s just natural that change is going to occur. So it’s really important to be able to manage and track it.

So, change that occurs is measured against the project baseline, which is the detailed description of that the time, the cost, the scope, and the quality that’s agreed upon by the stakeholders.

So when we look at talking about a change management plan, what we’re really talking about is answering these questions: Who? What? When? Where? Why? And how? So let’s take a look at how we go about making a change management plan.

Well, first of all, we define the change management roles. We wanna know who is involved, at what level, who has the abilities to submit change request, to review them, and authorize them. So we wanna define those roles.

Number two, we want to establish your change control board. The change control board is those members are the ones who have the ability to authorize or decline the change request.

Then, we wanna develop a process to submit, evaluate, authorize, manage, and control those change request. And then, we also wanna create a change request form so that all the changes that are sent in or submitted are consistent.

We also wanna set up a change log, and that’s where all of the change request are logged in and they’re tracked, and also tracking any major decisions that are made regarding specific change request.

And then we wanna be able to use a tool so that everyone involved can be looking at the same information online and real-time, and can collaborate on certain issues about the change request.

So if you need a tool that can help you with your change management plan, then sign up for our software now at

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