A Guide to Writing Effective Change Requests | Checklist & Templates (2024)

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Introduction

Change requests are an integral part of the legal process, and it is essential that all parties understand their importance. A change request is a document that is used to inform the legal system when there are changes in the law, or when two or more parties disagree on its application. By providing a legal mechanism for addressing these changes, as well as for protecting the rights of all involved, change requests protect and preserve fairness within the legal system.

At Genie AI our team has developed an open source template library to provide high quality, market-standard change requests without having to pay a lawyer. Our vast dataset and community template library enables anyone to draft and customize documents quickly and efficiently - placing control back in your hands.

It’s important to remember that while writing a change request may seem daunting at first, it’s not impossible - especially with step-by-step guidance from Genie AI! Our free guide provides simple advice on how best to go about drafting your document and what sort of information you should include within it.

So if you’re looking to take control of your legal process but don’t know where or how to start - look no further than Genie AI! With our free guide, we can provide you with everything you need for successful written change requests - no lawyer required! Access our template library today for more information on how we can help get things moving!

Definitions (feel free to skip)

Change Request: A formal document that outlines the proposed changes to be made to a system or process.
Evaluation: To examine and assess the current system or process to identify any risks, issues, or opportunities.
Stakeholders: Individuals or groups who have an interest in the system or process being changed.
Scope: The range of activities and tasks that must be completed in order to achieve the desired outcome of the change request.
Data: Information or resources that can be used to support the objectives of the change request.
Submission: The act of sending the change request to the relevant stakeholders for review.
Approval: A formal agreement from the relevant stakeholders that the change request can be implemented.
Timeline: A plan outlining the tasks and milestones that must be completed in order to achieve the desired outcome of the change request.
Monitoring: The act of tracking the progress of the change request and ensuring that tasks and milestones are on track.
Review: To assess the results of the change request and determine if any adjustments are necessary.

Contents

  • Identify the need for a change request.
  • Determine the scope and desired outcome of the change request.
  • Identify stakeholders who will be impacted by the change request.
  • Gather data and information relevant to the change request.
  • Write a clear, concise, and comprehensive change request.
  • Submit the change request to the relevant stakeholders for review.
  • Ensure the change request is approved and all stakeholders are informed.
  • Create a timeline for the implementation of the change request.
  • Monitor the progress of the change request.
  • Review the results of the change request and adjust accordingly.

Get started

Identify the need for a change request.

  • Assess the current state of your project and identify areas that need improvement.
  • Consider potential impacts of making changes to the project and how they will affect progress.
  • Analyze the risks associated with making changes to the project and how they will affect outcomes.
  • Evaluate the cost of the changes and how they will affect the budget.
  • Determine if the change is necessary and beneficial for the project.

Once you have identified the need for a change request and have assessed the associated impacts, risks, costs, and benefits, you can check this step off your list and move on to the next step.

Determine the scope and desired outcome of the change request.

  • Research the current state of the project, and determine what areas need to be changed
  • Identify what outcomes are desired from the change request
  • Develop a timeline for the change request and set achievable goals
  • Determine the resources needed to implement the change request
  • Draft a plan to ensure the change request is successful
  • Review the plan with stakeholders to ensure everyone is on the same page

You can check this off your list and move on to the next step when you have identified the scope of the change request and determined the desired outcome.

Identify stakeholders who will be impacted by the change request.

  • Identify who will be impacted by the change request - these can include customers, staff, and other stakeholders.
  • Make a list of all stakeholders who will be impacted by the change and consider what their roles and responsibilities are in the process.
  • Research the different stakeholders to understand their interests, objectives, and needs.
  • Once you’ve identified the stakeholders and their roles, you can determine how they could be affected by the change.
  • Once you’ve identified all the stakeholders, you can move on to the next step.

Gather data and information relevant to the change request.

  • Brainstorm and collect data that will be related to the change request.
  • Compile relevant evidence and facts that are related to the change request.
  • Make sure the data and evidence are accurate, up-to-date, and complete.
  • Analyze the data and evidence to make sure it is sufficient to support the change request.
  • When you have collected and analyzed all relevant data and information, you can move on to the next step.

Write a clear, concise, and comprehensive change request.

  • Brainstorm the purpose of the change and what needs to be done to achieve it.
  • Draft a change request that outlines the desired outcome and specifies the necessary steps to achieve it.
  • Make sure to include any relevant data and information gathered in the previous step.
  • Ensure that the change request is concise, clear, and easy to understand.
  • Proofread the change request to check for accuracy and grammar.
  • Once the change request is complete, you can move on to the next step.

Submit the change request to the relevant stakeholders for review.

  • Identify who the relevant stakeholders are for the change request
  • Reach out to the stakeholders and provide them with the change request
  • Ask for their feedback and provide an opportunity for them to ask questions
  • Listen to their feedback and make changes if necessary
  • Finalize the change request with the stakeholders’ feedback
  • Send the finalized change request to the stakeholders for review
  • You will know you have completed this step when you have received confirmation from the stakeholders that they have received and reviewed the change request.

Ensure the change request is approved and all stakeholders are informed.

  • Confirm that all stakeholders have reviewed and approved the change request
  • Follow up with stakeholders if they haven’t responded to the request
  • Ensure all stakeholders are informed of the timeline for implementing the change request
  • Document any approvals and confirmations of the change request
  • Create a timeline for the implementation of the change request
  • Check that the timeline is feasible, and that the resources are available to complete the change request
  • Once all approvals, confirmations, and timelines are documented, you can move on to the next step in the guide.

Create a timeline for the implementation of the change request.

  • Gather information about the change request to assess the impact it can have on other areas and set a realistic timeline.
  • Identify the steps and tasks required to implement the change request.
  • Assign tasks and deadlines to the stakeholders involved.
  • Estimate the amount of time needed for each task and create a timeline accordingly.
  • Identify any potential risks that might interfere with the timeline and plan accordingly.
  • Regularly review and adjust the timeline as needed.

You’ll know the timeline for the implementation of the change request is complete when all stakeholders have completed their assigned tasks and the change request has been successfully implemented.

Monitor the progress of the change request.

  • Monitor the progress of the change request throughout its implementation.
  • Keep in touch with all stakeholders to ensure progress is being made.
  • Ask for regular updates and check in on the progress of the change request.
  • Make sure the timeline is being adhered to and that any problems are communicated as soon as they arise.
  • Monitor any feedback from users and stakeholders to ensure the change request is meeting expectations.
  • When the change request has been successfully implemented, review the results and adjust accordingly.
  • You’ll know you can check this off your list when the change request is successfully implemented.

Review the results of the change request and adjust accordingly.

• Review the results of the change request to ensure that the desired outcome was achieved.
• Identify any areas where changes need to be made or improvements can be made.
• Make any necessary adjustments or modifications to the changes to ensure the desired outcome is achieved.
• Document any changes that were made and provide feedback to stakeholders as needed.
• Once the changes have been reviewed and adjusted, proceed to the next step in the change request process.

FAQ:

Q: How does a change request differ from a legal agreement?

Asked by Gage on April 1st 2022.
A: A change request is a formal document which requests a modification or alteration to existing contracts, agreements, or legal regulations. It is not a legal agreement in itself, but rather an official request from one party to another asking for a change in the current state of affairs. In contrast, a legal agreement is an enforceable contract between two or more parties which sets out the rights, duties and responsibilities of each party.

Example dispute

Suing Companies for Failing to Follow Change Requests

  • Plaintiff must have evidence that a change request was made and not fulfilled.
  • Plaintiff must show that the change request was made in writing and that the company was given a reasonable amount of time to fulfill it.
  • Plaintiff must provide evidence that the change request was necessary and would have resulted in a benefit to the individual or business making the request.
  • Plaintiff must demonstrate that they suffered a financial loss as a result of the company not following the change request.
  • Plaintiff may be entitled to damages in the form of lost profits, lost wages, or other compensatory damages.
  • Settlement may be reached through negotiations or court-ordered mediation.
  • The court may also order the defendant to pay damages if found liable.

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A Guide to Writing Effective Change Requests | Checklist & Templates (2024)

FAQs

How to write a change request template? ›

The elements in a change request form include the following: Project Name, Requested by, Contact Information, Date, Change Number, Change Name, Change Description, Change Reason, Date Needed, Priority, Impacts, Approval/Rejection, Reviewer Name, Reviewer Signature, and Date of Review.

How to write a good change request? ›

Here is how you should make a change request.
  1. Understand the scope of the changes. You need full details of the changes you intend to make to the project. ...
  2. Reasons for the change. ...
  3. Determine the impact of the changes. ...
  4. Actions steps to implement the changes. ...
  5. Resources required to make the changes.
May 20, 2023

What are the four different types of change requests? ›

Key takeaways: Understanding different types of change requests in ITIL (major, standard, minor and emergency changes) and their documentation can help manage the changes effectively in a project.

What is the purpose of a CR template? ›

As you can see, change request forms make it easier to anticipate how proposed changes are likely to affect a project's scope, budget, and schedule. Using a change request template can make it even easier to review, approve, and track changes.

How do I create a standard change template? ›

Create a Standard Change
  1. Choose a template by first clicking Change, then selecting Create New from the ServiceNow application menu.
  2. Select Standard.
  3. Click on the category relevant to your Request for Change (RFC). ...
  4. The template contains the description of the change and all the steps involved.

What are the key aspects of a change request? ›

This means it can include information like the requestor's name, a description of the requested change, why the change is necessary, and the date of the request. A change request form may also contain a description of how the change could affect the project, such as its cost, duration, quality, risk, and scope.

What are the steps of change request? ›

The major stages in the process include the initiation of the change request, determining the impact of the change, Listing the requests based on priority, approval or rejection of the requests, and the final step is the implementation of the suggestion or change.

What is a formal request for change? ›

A request for change is a proposal for an alteration to a project, product or system. These requests can vary. They might relate to enhancements or new features in a project you're working on. They might come internally from members of the team or may be external and originate from the client.

What is a standard change request? ›

Standard changes are low-risk, commonly repeated, and pre-approved. They're performed frequently and follow a documented, approved process. These changes are common and follow a well-defined process.

What are the four C's of change? ›

Organizations fail at responding to change events because they fail at the Four C's required as a foundation for any change event: Clarity, Communication, Commitment, and Consistency.

What are the 4 R's of change management? ›

The 4 R's of change management—Relevance, Resources, Readiness, and Resistance—are key elements that guide this process. They offer a structured approach to navigate and implement necessary changes smoothly. Relevance ensures that the change aligns with your organisational goals and strategies.

What triggers a change request? ›

In project management, a change request often arises when the client wants an addition or alteration to the agreed-upon deliverables for a project. The change request process should have specific procedures and protocols in place for a smooth resolution of the change.

How to prepare a change request document? ›

Gather data and information relevant to the change request. Write a clear, concise, and comprehensive change request. Submit the change request to the relevant stakeholders for review. Ensure the change request is approved and all stakeholders are informed.

Who should raise a change request? ›

A change request is a formal proposal to modify the scope, schedule, budget, quality, or any other aspect of a project. Change requests can originate from various sources, such as stakeholders, customers, sponsors, team members, or external factors.

Who approves a change request? ›

Whether you use an agile or traditional lifecycle, you still need to define your change control process. Typically the Product Owner approves the change requests with input from key stakeholders. Change requests that impact active sprints are usually approved for implementation in a subsequent sprint.

How do you politely ask for a change? ›

If you don't have exact change, you can simplify the process by politely specifying the amount of change you need. For instance, if your bill is $20.50 and you only have $20 bills, you could give the server $40 and ask for $15 back — the server will gladly oblige.

How do you write a letter to request a change? ›

Consider these steps when writing a letter to request a change in how often you work to help make the process easy and more effective:
  1. Include contact information. ...
  2. Explain your reason for writing. ...
  3. State new employment terms. ...
  4. Ask for a meeting.
Aug 18, 2024

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