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| Change Management Log Template |
Download your free Change Management Log Template for Excel and start tracking project change.
Instructions For Completing Change Management Log Template
1-Complete the Project Name, NC, Project Manager Name, and Project Description fields For each change request identified, complete the following:
ID: A unique ID number used to identify the change request in the change management tracking log.
2-Current Status: This column should be populated with the change request's current status.
- Open: The change request is currently open but has not yet been addressed.
- Work In Progress: The change request is being actively worked to develop a resolution.
- Closed: The change request is no longer considered an active project threat and can be closed with or without resolution.
- Late: The change request resolution is not yet resolved and it is past the expected resolution date.
- On Hold: The change request has been put on hold.
- Combined: Two change requests found to be similar have been combined."
3-Priority: This column should be populated with the priority of the change request. Valid options include the following: High, Medium, Low.
These are defined as follows:
- Critical: change request will stop project progress if not resolved.
- High: change request will likely move the project back in terms of budget or timeline, or will materially affect quality or scope.
- Medium: change request will have material effect on project, has potential to be moved to high category and/or requires significant resources to manage.
- Low: change request is expected to have a moderate effect on the project, but will require resources to address.
4-Change Request Description: This column should be populated with a description of the change request.
5-Assigned to Owner: This column should be populated with the name of the change requests owner. The individual most responsible for working towards resolving the change request.
6-Expected Resolution Date: This column should be populated with the date that the change request is expected to be resolved.
7-Escalation Required (Y/N): This column should be populated with “Yes” if the change request needs to be escalated and “No” if escalation is not needed to resolve the change request.
8-Action Steps: This column should be populated with the proposed steps to address the change request. Examples include, but are not limited to, developing alternatives analysis or submitting a change request.
9-Impact Summary: This column should be populated with a description of the impact of the change request. The impact may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The impact description should also include a reference to any milestones impacted.
10-Change Request Type: This column should be populated with the change request type. Valid options include the following: Product, Project, Other. These are defined as follows:
- Product: The change request impacts the products being developed.
- Project: The change request impacts the project developing the product.
- Other: The change request impacts other areas."
11-Date Identified: This column should be populated with the date that the change request was identified.
12-Associated ID(s): This column should contain the project ID of any associated milestones that may be impacted by a change request or that the change request is dependent upon for resolution. Please note, this value may require coordination with other program/project managers.
13-Entered By: This column should be populated with the name of the individual who first identified the change request.
14-Actual Resolution Date: This column should be populated with the date that the change request was actually resolved.
15-Final Resolution & Rationale: This column should be populated with a description of the final resolution of and rationale for the change request. The resolution may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The resolution description should also include a reference to the milestones impacted.
Instructions for Changing the Contents of Drop-Down Menus
- "Highlight the cell where you wish to change the content of the drop down menu.
- From the file menu click ""Data"" -> ""Validation"" and change the content of the source field."
Instructions For Filtering Data
- "Highlight the header of the cell you wish to filter data on.
- From the file menu click ""Date"" -> ""Filter"" ->""Auto Filter"".
- Then select your filter criteria from the drop down menu that appears on your header cell."
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