Pre-Construction

Online Guide

Plan the Work

Process

Activity:

Develop Change Management Plan

Revision

July 1, 2005

Description:

Develop a plan for identifying, quantifying, approving, and reporting changes to the Project Performance Baseline—scope, schedule, and budget.

Inputs:

·         Completed Initiate and Align Worksheet

·         Previously identified elements of the Project Management Plan

Tools:

·         Change Management Plan Template

·         Sample Change Management Plan

·         WSDOT Project Control and Reporting Web Site

Steps:

1.      Establish and document the Project Performance Baseline: the point of departure for measuring project change.

·         Define and document the Baseline components representing scope, schedule, and cost:

·         Project Work Breakdown Structure (WBS)

·         Project Baseline Schedule

·         Project Budget

·         Prior Adjustments to the Baseline

·         Depending on the project, also define certain elements that document site and performance conditions: limits of work; geotechnical or other physical characteristics; periods of work; or other performance constraints, etc.

For each component of the Baseline, identify the specific project thresholds that trigger the formal change management process.

2.      Develop and document project-specific processes and instructions for the Change Management process:

·         Identify, report, and track potential change issues.

·         Team and individual responsibilities for identifying and reporting all potential change issues.

·         Establishment and use of a single change issue tracking and management log.

·         Work with Region/Organization Management, Region Program Management, and the Project Control and Reporting Office to establish change reporting thresholds and levels of authority.

·         Review the Risk Management Plan and risk response strategies and determine requirements for managing risk-driven change.

·         Analyze change impacts and develop response strategies and recovery plans.

·         Identify endorsement requirements for changes to the Project Performance Baseline.

·         Update the Project Performance Baseline.

·         Develop guidance for documentation and incorporation of change in design or other product records.

NOTE: Regions and Organizations have formal processes and procedures in place for managing the change process, and compliance is mandatory. Always review the appropriate procedures and consult with Region/Organization Management and Region Program Management before establishing specific project procedures.

3.      Gain Endorsement for the project-specific Change Management Plan from Region/Organization Management.

4.      Review the Plan with the project team and provide instructions on the specific responsibilities of each team member.

Products:

·         Completed Change Management Plan

Guidelines:

A formal system for tracking and maintaining visibility of time and cost impact of changes is essential for accurate performance measurement and budget management.