Management of Change Procedure Template | Free PDF

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Management of change procedure template

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Use this template with Lumiform

Customize this template or build your own
Fill out templates via mobile app
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

Our management of change procedure template provides a structured framework for evaluating, documenting, and implementing changes within your organization. Unlike generic change templates, this procedure specifically guides you through the critical steps of risk assessment, stakeholder identification, and implementation planning.

When your manufacturing facility needs to introduce new equipment, this template helps you methodically identify potential safety hazards, document necessary training updates, and establish clear approval chains—preventing costly production delays and safety incidents. According to the U.S. Chemical Safety Board, major industrial incidents are linked to inadequate change management procedures, making this template an essential tool for maintaining operational integrity during transitions.

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Created by

Inioluwa Ademuwagun

Preview of the template

Management of Change

Information

Who initiated the change?

Description of the change initiated?

Area of change

Proposed date as well as time for implementation of this change?

Technique

Does the change result in any deviations to the original design of the machine/plant?

Does the change result in deviations to maintenance, equipment, operating methods, or safety devices?

Does the change negatively affect pressures, temperatures, vibrations, emissions, lubrication, or even ergonomics?

Will the change provide the impetus for new construction, modification of existing facilities, or decommissioning?

Will the change require or involve excavation, soil contamination, or groundwater contamination?

Will the change affect, result in, or generate radioactive, hazardous, or even mixed wastes such as new or modified carcinogens, corrosives, radioactive, biological, or even infectious chemicals or agents?

Will the change require the use of large quantities of flammable liquids?

Will the change require flammable liquids to be heated above or near their flash point?

Will the change require the use of storage tanks or the storage of large quantities of hazardous, radioactive, flammable, or combustible materials?

Does the change involve certain high-energy sources (e.g., radiation, electromagnetic radiation, lasers, compressed gases, propellants, and/or explosives)?

Does the change affect the schedule of inspections prior to their start?

Does the change affect the validity of certificates, exemptions, or even permits?

Operation

Will the change alter existing hardware and or control software?

Will this modification also change on-site emergency response procedures?

Quality

Will the change affect the quality of the product or service?

Will the change affect the quality of maintenance?

Operating Personnel

Has there been a change in personnel?

Have areas of responsibility changed?

Do staff need additional training to handle these changes?

External Personnel

Does the change require the employment of additional outside personnel outside of the current contract, if applicable?

Does the change require an adjustment in the scope of work for the contractor's staff?

Does the change also require a change in the contractor performing the work?

Regulations, Standards, or Code of Practice

Is the change the result of a significant adjustment to regulations, standard operating procedures, or code of conduct?

Is the adjustment as a result of a customer requirement or standards?

Consequently, is a change in procedures and/or training material required?

Is this not included in the procedures or code of conduct?

Organizational Structures

Does the change require significant changes to the organizational structure?

Suppliers, Community and/or Customers/Users

Are there additional health, environmental or safety risks to suppliers, customers, users or the community?

Is there additional financial risk to shareholders?

Are there potential legal ramifications between suppliers, customers, users, and the community?

Other

Is there additional health and safety risk to personnel?

Is there additional risk to the environment, such as change in current environmental condition due to new or changed air emissions, solid waste, or liquid effluent, or does the change affect the approved environmental management system?

Will the adaptation require new or additional PPE?

Is there an adverse impact on the likelihood of fatal hazards?

Confirmation

Is the adaptation permanent or temporary?

Other comments?

Name

Signature

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Frequently asked questions

What information should I include in the change request section of the MOC template?

Your change request should clearly define the proposed change, its scope, and justification. Include technical specifications, affected systems or processes, anticipated timeline, and resources required. This provides evaluators with sufficient context to assess potential impacts and make informed decisions about the change request.

How do I properly document risk assessments in the management of change template?

Document each identified hazard, its potential consequences, likelihood of occurrence, and severity of impact. Include mitigation measures for each risk and assign responsibility for implementation. This creates accountability and ensures all stakeholders understand how risks will be controlled before changes are approved.

Who needs to sign off on changes in the MOC procedure template?

Typically, you’ll need signatures from the change initiator, affected department heads, safety specialists, and a management representative with appropriate authority. For complex changes, consider including subject matter experts and compliance officers to ensure all perspectives are considered before implementation begins.

How can I track temporary changes using this MOC procedure template?

Use the expiration date field to clearly indicate when temporary changes must be reviewed. Set up automatic notifications before the expiration date, document the reversion plan in detail, and maintain a separate log of all temporary changes to ensure none become permanent by default.

Inioluwa Ademuwagun

Inioluwa is a freelance content writer with a passion for words and everything marketing. She has worked closely with B2B SaaS and e-commerce brands creating product-led content. She loves to read fiction and would describe herself as an introverted nerd who desires to travel around the world. She currently doing that with her words till she can with her eyes

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.