Change Request Checklist
Make a change request checklist that takes a change from request through impact, approval and implementation to close, with an owner for each stage.
- Free
- No sign-up to try
- Works as you type
5 stages, 18 steps
1. Request
- Describe the change and why it's needed
- Name the requester and the project or system affected
- State how urgent it is and the date wanted
- Attach any supporting documents
2. Impact
- Assess the effect on scope, timeline and cost
- List the people, systems and other work affected
- Estimate the effort with the people who will do the work
- Plan how the change will be tested and how to undo it
3. Approval
- Send the request to the agreed approvers
- Record the decision, the date and the reason
- Tell the requester the outcome
4. Implementation
- Schedule the change for a low-impact time
- Tell the people affected before it happens
- Make the change and run the agreed tests
- Undo the change if the tests fail
5. Close
- Confirm with the requester that the change works
- Update plans, documents and the budget
- Close the request with the completion date
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Change Request Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Request
The change is described well enough to judge.
- Describe the change and why it's needed
- Name the requester and the project or system affected
- State how urgent it is and the date wanted
- Attach any supporting documents
2. Impact
Know what the change costs and what it could break.
- Assess the effect on scope, timeline and cost
- List the people, systems and other work affected
- Estimate the effort with the people who will do the work
- Plan how the change will be tested and how to undo it
3. Approval
The right people decide, and the decision is recorded.
- Send the request to the agreed approvers
- Record the decision, the date and the reason
- Tell the requester the outcome
4. Implementation
Make the change safely, with a way back.
- Schedule the change for a low-impact time
- Tell the people affected before it happens
- Make the change and run the agreed tests
- Undo the change if the tests fail
5. Close
The change is confirmed and the records match.
- Confirm with the requester that the change works
- Update plans, documents and the budget
- Close the request with the completion date
Who it's for
Who uses it
Project managers
Handle scope changes without arguments later.
IT teams
Make changes with a test and rollback plan every time.
Agencies
Agree and price client changes before doing the work.
Good to know
What to consider
- This is a step-by-step checklist for handling a change, not a fillable form.
- Match the approvals to the size of the change: small changes need a lighter path.
Questions
About the Change Request Checklist
Is this a form clients can fill in?
No. It's the checklist for handling a change request from start to finish. The first stage lists what the request should include.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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