Project change planning

Step by step

1. Check the project Project Manager

   Project Manager confirms the organization, project owner, status and end date. A project on hold or Cancelled requires an explicit discussion before planning new delivery.

   • Confirm the affected work and operating entity
   • Updates Projects, Organizations

2. Define the request Project Manager

   Project Manager creates a Draft work package with a subject, summary, due date and budget hours. The package links to the affected project.

   • Record scope, timing and budget hours
   • Updates Work packages

3. Name the owner Delivery Lead

   Delivery Lead checks that the package has an accountable team member and that the organization link matches the project.

   • Set accountability for the package
   • Updates Work packages, Team members

4. Estimate the impact Business Analyst

   Business Analyst adds an assessment and explains added hours and dollar cost delta. Project Manager compares the estimate with the package budget.

   • Explain proposed effort and cost effect
   • Updates Impact assessments

5. Plan delivery Project Manager

   Project Manager adds tasks, assignees, planned hours and dates. The package can move to Planned when the scope and work plan agree.

   • Relate task effort to the package plan
   • Updates Tasks, Work packages

Project Manager

Owns the plan, Business Analyst prepares the impact and Delivery Lead checks ownership across projects.