When a project needs to go through a significant change, like expanding the scope or reworking the overall plan, you need a tool to capture and clarify the impact of those changes. With this major change request form, you can better align your team and stakeholders, keep records of project changes, and mitigate risks using a straightforward, actionable template. It provides an organized approach to logging each aspect of a proposed change, from scope and schedule to budget and resources.
A step-by-step guide to using the major change request form
To make the most of the form, use this five-step approach:
- Identify and categorize the change. Clearly define the change you’re proposing, whether it’s a shift in project scope, schedule, or budget. Categorizing the change upfront gives the team an immediate sense of impact and helps prioritize resources accordingly.
- Describe the change in detail. Lay out the full scope of the change. Be specific about the adjustments required and how they relate to the project’s goals. Use this section to add any helpful background context that explains why the change will benefit the project.
- Assess the impact. Walk through the impact sections to note how this change affects other areas of the project. Consider its influence on timing, budget, and team resources. This analysis ensures all team members can understand and plan for any additional needs that may arise from the adjustment.
- Evaluate risks and dependencies. Document any potential risks or dependencies. Listing these will prompt team members to think critically about how the change may affect other projects or workflows. If there’s a dependency that could create delays, note it here to keep the timeline realistic.
- Get approvals and assign actions. Once you’ve filled everything out, share the form with the required stakeholders for approval. After approvals are in place, assign tasks to specific team members, using the form to create a clear action plan.
When to use the major change request form
A major change request form is essential any time your project faces a potential shift that could alter the scope, budget, or timeline. Examples of these situations include adding new deliverables, adjusting to unexpected client requests, handling a resource shortage, and addressing technical challenges that will cause delays.
If you’re managing a project that’s evolving beyond the original plan—perhaps a resource shortage or unexpected client request—using this form helps you evaluate the impact before committing. It’s particularly useful for high-stakes industries, where every change has ripple effects on both schedules and costs.
Download Lumiform’s major change request form today
Enhance your project management with Lumiform’s major change request form template. This tool lets you document shifts, track key approvals, and log impacts, all in one place. Clear fields and prompts keep your team organized and well-informed, no matter the adjustment. Try it out today and make the process of tracking project changes simpler and more effective!