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Change management request form

Change management request form

Use this form to create an organized approach for every change in your organization, with clear sections for impact, risk assessment, and approvals.

Use this template
or download pdf
Change management request form

Use this form to create an organized approach for every change in your organization, with clear sections for impact, risk assessment, and approvals.

Use this template
or download pdf

About the Change management request form

When changes come up in your organization—whether for software updates, workflow adjustments, or new compliance steps—a clear, consistent change management request form can make all the difference. This template is designed to help managers and teams document and assess changes efficiently so you don’t miss critical details. It gives you a reliable way to guide your teams and document each stage of the change process conveniently.

A step-by-step guide to using the change management request form

From initial planning to team assignments, this template allows you and your team to track changes with confidence:

  1. Start with a clear description of the change. This allows everyone to understand the change at a glance and sets a solid foundation for the following steps.
  2. Assess the business impact. Next, outline how this change will affect your operations. Think beyond just your department—consider effects on timelines, budgets, and resources. This section is vital for aligning stakeholders on the broader business implications and securing necessary buy-in.
  3. Identify and mitigate risks. Use the risk section to document any potential risks and how you plan to minimize them. Identifying risks upfront shows proactive planning and gives your team a reliable reference if complications arise during implementation.
  4. Plan your implementation steps. Break down the change process into actionable steps. Assign tasks to team members, set deadlines, and consider any additional resources you’ll need. This template’s flexibility allows you to add, edit, and track steps, so your plan can adapt as the project evolves.
  5. Secure approvals and signatures. In the final section, obtain necessary approvals from management or other stakeholders. Their sign-off helps confirm the change is aligned with organizational goals and that the process is ready to move forward.

Why you should use the change management request form

A change management request form aids you in streamlining the entire change process, making it easier to track, approve, and implement new changes in your organization. By using this template, you can evaluate and document every change clearly, which is crucial for keeping stakeholders aligned and minimizing risks.

You’ll also benefit from a step-by-step approach that captures essential details—business impact, risks, and approval stages—so no important factor is overlooked. Plus, assigning tasks, tracking progress, and maintaining records in a centralized format all boost transparency and accountability, so you can handle changes confidently and with fewer disruptions.

Download Lumiform’s change management request form today

Add this template to your workflow and make each step of your change management process smoother. With easy-to-use fields for impact assessments, risk tracking, and clear approvals, you’ll be able to manage changes more smoothly. Plus, the app’s task assignments and progress tracking mean your team can stay aligned and focused, from request to completion.

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Preview of the template
Page 1
Change Details
What is the change being requested?
Describe the reason for the change.
What is the business impact of this change?
What is the target implementation date?
Risk and Impact Assessment
Have all risks been identified and mitigated?
What is the potential impact on existing systems/processes?
What is the potential impact on end users?
What is the back-out plan if the change fails?
Implementation Plan
Detailed steps for implementing the change.
Resources required to implement the change.
Estimated timeline for implementation.
Communication plan for informing stakeholders.
Approvals
Has the change been approved by management?
Provide names and signatures of approvers.

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Change management essentials: A guide for leadersManagement of change guide: Best practices and strategiesBusiness impact analysis: Expert insights for robust continuity
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Template collections

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Top 13 free change request forms14 free root cause analysis templates for effectiveness17 free order form templates for efficient business operations
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Change management softwareProject management system softwareIssue management softwareChecklist creator app
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Kotter’s 8 steps of change management6 steps to guide employees through organizational changeSuccessful change management in your businessThe three top change management models you should know

Frequently asked questions

What are the different types of change requests?

Change requests often fall into three main types: corrective, preventive, and adaptive. Corrective changes address existing issues, like fixing errors in a process. Preventive changes focus on reducing potential risks or avoiding future problems. Adaptive changes modify existing processes or tools to better align with new business goals or technologies.

How do I effectively communicate a change request to different stakeholders?

To communicate a change request effectively, tailor your message to each stakeholder’s priorities and level of involvement. Highlight the change’s purpose, benefits, and impacts in clear, actionable terms. Use Lumiform’s change management request form for a standardized format, making the process easy to follow and ensuring consistent messaging across teams.

How do I assess the risks associated with a change?

Identify areas where the change could impact operations, budgets, or timelines. You can then engage with team members who understand the potential challenges and gather insights from past similar projects. Outline the likelihood of each risk and its potential impact, categorizing risks as low, medium, or high.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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