Change Management Plan Template (MS Word+Excel spreadsheets)

Use this Change Management Plan template to address changes which may be encountered during the project lifecycle. Typical areas of change occur in the scope, schedule, budget, and resources.

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This Change Management plan will help you to:

  • Define the process, tools, and stakeholders that will be used to manage any changes to the project.
  • Specify how change requests will be accepted, analyzed, and assessed regarding potential impact on the schedule, budget and scope
  • Improve customer relationships, establish greater financial performance, accountability, reduction in project delays, and on-time deliverables.
  • Ensure that changes will be proactively managed as they occur and that all changes are coordinated across the project.

This 19 page MS Word template includes a Change Register, Tracking Log, and Change Request Forms.

Change Management Plan Template: Blue Theme

Change Management Plan template – cover page, legal text, and document naming conventions

Change Management Plan table of contents

Change Management Plan template – Roles and Responsibilities

Change Management Process chapter

Change Request Form

Change Management Plan template – documenting the costs by phase

Change Management Plan template – without image on cover page

Change Management Plan Template: Red Theme

Change Management Excel Templates

Change Request form Excel spreadsheet with conditional formatting rules applied

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Change Management tracking log spreadsheet with charts

Change Request Excel spreadsheet with charts

Table of Contents

1 Introduction
1.1 Audience
1.2 Purpose
1.3 Constraints
1.4 Change Management Guidelines
1.5 Anticipated Change Volumes
1.6 Points of Contact

2 Roles and responsibilities
2.1 Change Management Chart
2.2 Roles and Responsibilities

3 Change Management Process
3.1 Raise Change Request
3.2 Evaluate Change Request
3.2.1 Change Request Criteria
3.2.2 Change Type
3.2.3 Status Type
3.3 Update Change Request Log
3.4 Assess the Change Request
3.4.1 Perform Feasibility Study
3.5 Approve/Reject Change Request
3.6 Implement Change Request
3.7 Update the Project Plan

4 Schedule

5 Costs

Change Management Plan Template Pack

The templates are in Microsoft Word and Excel and include the following documents:

2 x Change Management Plan templates MS Word x 19 pages each  
Change Request Forms  MS Word x 2  
Change Request Form MS Excel x 1  
Change Register MS Excel x 1  
Tracking Log MS Excel x 1  

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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

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After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

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By default, when you download the files, they are saved to the Download folder on your computer.

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We offer a 60 days refund policy.

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Please email ivan at or info at or ivanawalsh at Please include your order number.

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If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. 

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After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

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Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

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As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.


Ivan Walsh

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