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Change order request form

Change order request form

Optimize project management with our comprehensive and customizable change order form template. Ensure accuracy and efficiency in handling modifications.

Use this template
or download pdf
Change order request form

Optimize project management with our comprehensive and customizable change order form template. Ensure accuracy and efficiency in handling modifications.

Use this template
or download pdf

About the Change order request form

Experienced project leads know things rarely go as planned. So they integrate processes and tools like the change order form template to help navigate these changes smoothly. This powerful tool lets you document modifications clearly and efficiently. No more confusion, just clear communication and project control. Effortlessly track adjustments, streamline approvals, and maintain project integrity. Ready to tackle project changes with confidence?

Discover how the change order form template ensures project success today!

Chaos to control: How change order forms save your projects

Project plans often respond to changes. New ideas emerge, requirements shift, and suddenly, you’re facing a change order. Fortunately, a well-designed change order form template helps navigate these adjustments smoothly. This efficiency tool ensures your project stays on track, transforming potential chaos into controlled progress.

First, smooth documentation is key. Teams can capture every modification, big or small, in one central location. No more scrambling to remember details or searching through scattered notes.

Next, streamlined approvals are crucial. A clear workflow for approvals gets everyone on board quickly, eliminating delays and fostering collaboration.

Finally, enhanced communication prevents misunderstandings. Clear descriptions and documented changes ensure all parties are aligned with the project’s goals.

Essential features of a winning change order form

A change order form can be your project’s best friend… or its worst enemy. The difference lies in its features. Here’s what separates a good one from a great one:

  • Project Clarity at First Glance: Project name, number, and client details – everything upfront to avoid confusion about what’s being changed.
  • The Change Detective: Dedicated sections capture the change itself, its reason for being, and its potential impact on time and cost. No more mysteries!
  • Approval Powerhouse: Clear areas for signatures and dates ensure everyone’s on board before implementation. No surprises, just smooth sailing.
  • The Customization Champion: Want to add fields? Modify sections? Go for it! Adapt the template to fit your specific project needs.
  • Automation All-Star: Assign tasks and set automatic reminders to keep your team accountable. No more dropped balls, just clear and efficient workflows.

This isn’t just a form; it’s a project management powerhouse!

Master project changes with ease: Download Lumiform’s free change order form template

Ready to manage project changes more effectively? Download Lumiform’s free change order form template today and start improving your project management. This powerful tool helps you document modifications, streamline approvals, and maintain project integrity. Don’t let unexpected changes derail your projects. 

Click here to sign up now!

Related categories

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Preview of the template
Inspection
[This form is divided into three sections. Section 1 is intended for use by the individual submitting the change request. Section 2 is intended for use by the Project Manager to document/communicate their initial impact analysis of the requested change. Section 3 is intended for use by the Change Control Board (CCB) to document their final decision regarding the requested change.]
SUBMITTER - General Information
Brief description of request (Enter detailed description of the change being requested)
Priority level
Reason for change
Take photo evidence of item/areas affected and needed to modify
Assumptions and notes regarding the requested change
Name & Signature of Submitter
PROJECT MANAGER - Initial Analysis
Hour impact
Duration impact
Schedule impact
Attachments or references (i.e ., photos of drawings, specifications, schedule etc)
List down estimated cost of labor and the necessary materials needed
Name & Signature of Project Manager
CHANGE CONTROL BOARD - Decision
Decision
Specify Conditions
Decision Date & Time
Approval Signature
This template was downloaded 30 times

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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 leadersWork order: A guide to operational excellenceManagement of change guide: Best practices and strategies
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Top 13 free change request forms17 free order form templates for efficient business operations25 free work order templates for every industry
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Check out how the Lumiform software can be utilized for related use cases.

Change management softwareWork order softwareSupplier audit softwareAudit software
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Kotter’s 8 steps of change management5 types of incident reportsHow to evaluate compliance measures4 ways process improvement increases profitsHow inventory management software can help you build an inventory management system

Frequently asked questions

When is the best time to submit a change order request?

It’s best to submit a change order request as soon as you recognize that an adjustment is needed. Early submission allows ample time for review and approvals, reducing the risk of delays. Ideally, requests should be filed before any work affected by the change has started to avoid disruptions.

How can I reduce delays in change order approvals?

To speed up approvals, provide complete information from the start, including reasons for the change, cost estimates, and how it affects timelines. Clearly outline the impact on project scope and add necessary documentation. Keeping a streamlined format also helps reviewers assess the request efficiently without extra back-and-forth.

What are common mistakes to avoid in change order requests?

One common mistake is providing vague descriptions of the requested change, which can lead to misunderstandings or denials. Avoid skipping essential details like the estimated impact on cost and timeline. Additionally, failing to communicate the change request to all relevant stakeholders can result in approval bottlenecks or conflicts later on.


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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