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Templates/Delivery

Change Request Template

Document scope, timeline, or budget changes.

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Change Request

CR Number: CR-[Project]-[XXX] Project: [Project Name] Client: [Client Name] Requested Date: [Date] Requested By: [Name, Company]


Change Summary

Title: [Brief title for this change]

Description: [What is being requested? Be specific.]


Reason for Change

Why is this change needed? [Business driver, new requirement discovered, scope clarification, etc.]

What happens if we don't make this change? [Impact of not doing it]


Impact Assessment

Scope Impact

Current Scope Proposed Change
[What was in scope] [What changes]

New Deliverables:

  • [New deliverable 1]
  • [New deliverable 2]

Removed Deliverables:

  • [Removed item 1]

Timeline Impact

Milestone Current Date New Date Change
[Milestone] [Date] [Date] +[X] days

Overall Schedule Change: +/- [X] weeks

Budget Impact

Category Current Change New Total
Labor $[X] +$[X] $[X]
Expenses $[X] +$[X] $[X]
Total $[X] +$[X] $[X]

Resource Impact

Resource Current Change
[Role] [Current allocation] [New allocation]

Risk Assessment

New Risks Introduced

Risk Probability Impact Mitigation
[Risk] H/M/L H/M/L [Mitigation]

Impact on Existing Risks

[Does this change affect any existing project risks?]


Alternatives Considered

Option A: [This Request]

  • Pros: [Benefits]
  • Cons: [Drawbacks]
  • Cost: $[X]

Option B: [Alternative]

  • Pros: [Benefits]
  • Cons: [Drawbacks]
  • Cost: $[X]

Option C: No Change

  • Pros: Stay on current plan
  • Cons: [What we lose by not changing]

Recommendation: Option [X] because [reason]


Implementation Plan

If approved:

  1. [Step 1] - [Owner] - [Date]
  2. [Step 2] - [Owner] - [Date]
  3. [Step 3] - [Owner] - [Date]

Approval

empress Assessment

Assessed By: [Name] Date: [Date] Recommendation: Approve / Approve with modifications / Reject

Notes: [Any conditions or modifications recommended]


Client Approval

Status: Pending / Approved / Rejected

Client Approver: _________________ Title: _________________ Date: _________________ Signature: _________________


SOW Amendment Required?

[ ] Yes - Amendment attached [ ] No - Within existing contract flexibility


Tracking

Date Action By
[Date] CR Submitted [Name]
[Date] Impact Assessment Complete [Name]
[Date] Client Review [Name]
[Date] Approved/Rejected [Name]
[Date] Implementation Started [Name]
[Date] Implementation Complete [Name]