Change Request Workflow Examples for Project Management

Explore practical examples of change request workflows to streamline project management processes effectively.
By Jamie

Introduction to Change Request Workflows

Change request workflows are essential in project management, particularly in technology and software development. These workflows help teams manage changes systematically, ensuring that all modifications are documented, reviewed, and approved before implementation. Below are three diverse examples of change request workflows that can be tailored to different project needs.

Example 1: Software Development Change Request Workflow

In a software development project, a team may need to implement a new feature based on user feedback. This example outlines a change request workflow to facilitate this process.

The change request begins with the product manager identifying the need for a new feature based on user feedback. The manager submits a formal change request document detailing the feature, its benefits, and the estimated impact on the project timeline.

Upon submission, the request is reviewed by the development team and the project sponsor. They assess the feasibility, potential risks, and resource allocation for the new feature. Following the review, a meeting is scheduled to discuss the change request in detail, allowing team members to raise concerns or suggest modifications.

If approved, the change is documented in the project management software, updated in the project plan, and communicated to all stakeholders. The development team then implements the feature, ensuring thorough testing before the release.

Notes: This workflow can be adapted for various project management tools, ensuring that all stakeholders are kept informed throughout the process.

Example 2: Marketing Campaign Change Request Workflow

A marketing team may need to adjust a campaign strategy mid-execution due to unexpected market trends. This example demonstrates how to manage that change effectively.

The team leader identifies the need for a change in the campaign strategy after analyzing recent market data. A change request form is filled out, outlining the current campaign objectives, the proposed changes, and the expected outcomes of the modification. The form is submitted to the marketing director for initial review.

After the initial review, a cross-functional team meeting is held, including members from marketing, sales, and data analytics. The change request is discussed, focusing on its alignment with overall business goals and potential impacts on budget and resources.

If the team agrees to the changes, the marketing director formally approves the request, and updates are made to the campaign tracking system. All team members are notified of the changes, and the necessary adjustments in the execution plan are implemented promptly.

Notes: This workflow emphasizes collaboration across departments, which is crucial for a successful marketing campaign.

Example 3: Construction Project Change Request Workflow

In a construction project, unexpected site conditions may require a change in materials or design. This example outlines the workflow for managing such changes.

The project manager identifies a need for a change after discovering that the original materials specified in the design are not suitable for the site conditions. A change request is drafted, detailing the reasons for the change, the proposed new materials, and the associated costs and timeline adjustments.

The request is submitted to the project owner and relevant stakeholders for review. They evaluate the change based on safety, cost implications, and project timelines. A site visit may be conducted to assess the conditions firsthand.

Once all parties agree on the necessity of the change, the request is formally approved. The change is documented in the project management software, and the construction team is instructed to proceed with the new materials. Regular updates are provided to ensure all team members are aligned with the new plan.

Notes: This workflow highlights the importance of safety and thorough evaluation in construction project management, where changes can have significant implications.