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Management of Change (MOC) Checklist

Identify safety risks that arise from changes in the workplace, while complying with industry standards and legal health and safety requirements.

Management of Change Procedure Template

Use this management of change procedure sample to identify changes and the risks that may occur within the workplace.

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Management of Change Form Template

Use our template for MOC-Forms to implement change.

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Pre-Startup Safety Review Checklist

Use this digital PSSR checklist during a Management of Change and tailor the form to your business needs.

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Risk Assessment Template

Use this risk assessment template to identify, evaluate and manage risks in the general workplace.

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Incident Report Template

Use this incident report template to document and report all the details about an incident.

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What is a Management of Change checklist?


Companies use a change management checklist to implement new internal processes such as occupational safety or internationalization.


Not using Management of Change can be risky. It can lead to enormous damage to the company. Depending on the nature of the change the reputation, the safety of employees or other things can be at risk if the change is not planned in detail.


Managing change is especially challenging when there is a strong pressure to change, but also when time and money are tight.



This article deals with:


1. Which changes to manage with MOC


2. Who needs a MOC checklist


3. 5 Steps of a Management of Change


4. Advantages of a digital Management of Change Form


Related checklists


Changes to manage with MOC


Every company has different work processes and the ways to assess them. However, there are some common cases that might require utilizing MOC checklist.


Possible changes that should be, therefore, assessed are:


  • Including new process equipment or system
  • Complete or partial equipment replacement (especially if this is a completely new system)
  • Alterations to process and non-process equipment
  • Modifications to process control and/or instrumentation
  • Improvements in process parameter operating limits
  • Changes to safety systems
  • Checks of standard operating procedures (including emergency procedures)
  • Alterations in site-level organizational structure
  • Modifying maintenance procedures
  • Changes in raw material/component specifications or sourcing
  • Alterations or new connections to utility systems (air, electrical, gas, water, steam, etc)
  • Restructuring to QA procedures or critical test equipment

It would be helpful to engage a cross-functional team for what-if brainstorming. This will benefit your assessment process. It is recommended to do this while you’re still in the planning stage.



Who needs a MOC checklist?


Different staff members are usually involved in making the change, notifying or onboarding potentially affected employees and updating documents affected by the change.


One person makes a change request. Qualified professionals, typically not the MOC organisator, should review the request to decide if any potentially adverse risk impacts could come from the change, and may offer extra ideas for risk management. After the review, the change could be approved for execution, amended, or rejected. Often, final approval for making the alterations happen comes from another designated individual, independent of the review team.



5 Steps of a Management of Change


To successfully carry out a Management of Change, you can follow these steps. For each of these steps you can use a separate page in your change management planning template created with Lumiform to make your MOC process clearer.


1. Identification of Problems


Start by identifying problems and opportunities for improvement. Describe your findings as precisely as possible to simplify the following steps and to achieve the best possible result.


2. Analysis


Analyze the problem exactly and find the cause. Depending on the type of problem or deficit, perform a variety of analyses, such as competitive analysis, organizational analysis, or process analysis.


3. Set Goals


Now set goals to improve your business or to overcome the problems. Create a concept; you can use creative techniques to formulate them. Consider your time frame and your budget.


4. Implementation of Objectives


Now start to define measures to achieve your goals. Let professional consultants help you with this.


5. Evaluation of the Results


After you have implemented your goals and followed the individual steps, you should now control and evaluate the results. Check if you have reached your goals and see if you have been able to eliminate the problems. If the measures were not effective enough, you should analyze the problem again more exactly and if necessary go through the 5 steps again.



Advantages of a Digital MOC Checklist


Lumiform's digital solution helps you manage change in a more controlled and transparent way. You always have your checklist in your pocket wherever you go. Want to change something on your management of change form? Simply adapt it to the changes without having to do everything from scratch.


With Lumiform's mobile app, you can easily perform quality and safety audits, report problems and quickly assign corrective actions to responsible colleagues. Easy communication with all team members and third parties allows you to improve internal processes and resolve incidents up to four times faster than before.


Digitize checklists and internal processes for your management of change with Lumiform:


  • The flexible form construction kit helps you to convert any individual paper list into digital checklists within minutes.

  • Lumiform offers more than 9,000 pre-designed templates, so that you can quickly and securely get started digitally, including many change management process templates.

  • Save time by analyzing all the data more easily and identifying areas that need your attention more quickly.

  • With the super intuitive mobile application, you and your teammates can perform any check in the field with ease.

  • All examination results are automatically bundled in a report by the system.

  • Comprehensive analyses help you to identify inefficient areas in your company more quickly and thus to continuously improve auditing processes.

  • The very simple operation offers no room for error for on-site auditors. The app offers less complexity in documenting or filling out checklists than complicated paper or Excel lists.

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