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Optimize IT Change Management

Right-size IT change management to protect the live environment.

  • Infrastructure managers and change managers need to re-evaluate their change management processes due to slow change turnaround time, too many unauthorized changes, too many incidents and outages because of poorly managed changes, or difficulty evaluating and prioritizing changes.
  • IT system owners often resist change management because they see it as slow and bureaucratic.
  • Infrastructure changes are often seen as different from application changes, and two (or more) processes may exist.

Our Advice

Critical Insight

  • ITIL provides a usable framework for change management, but full process rigor is not appropriate for every change request.
  • You need to design a process that is flexible enough to meet the demand for change, and strict enough to protect the live environment from change-related incidents.
  • A mature change management process will minimize review and approval activity. Counterintuitively, with experience in implementing changes, risk levels decline to a point where most changes are “pre-approved.”

Impact and Result

  • Create a unified change management process that reduces risk. The process should be balanced in its approach toward deploying changes while also maintaining throughput of innovation and enhancements.
  • Categorize changes based on an industry-standard risk model with objective measures of impact and likelihood.
  • Establish and empower a change manager and change advisory board with the authority to manage, approve, and prioritize changes.
  • Integrate a configuration management database with the change management process to identify dependencies.

Optimize IT Change Management

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should optimize change management, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Define change management

Assess the maturity of your existing change management practice and define the scope of change management for your organization.

2. Establish roles and workflows

Build your change management team and standardized process workflows for each change type.

3. Define the RFC and post-implementation activities

Bookend your change management practice by standardizing change intake, implementation, and post-implementation activities.

4. Measure, manage, and maintain

Form an implementation plan for the project, including a metrics evaluation, change calendar inputs, communications plan, and roadmap.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.6/10


Overall Impact

$35,031


Average $ Saved

34


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

Government of Saskatchewan-Ministry of SaskBuilds and Procurement- Information Technology Division

Guided Implementation

9/10

$16,000

20

Heniff Transportation Systems

Guided Implementation

10/10

$12,395

10

Department of Justice Canada

Guided Implementation

10/10

N/A

N/A

Insmed Incorporated

Workshop

9/10

$105K

23

Gainesville Regional Utilities

Workshop

10/10

$30,159

115

Oregon Youth Authority

Guided Implementation

10/10

$12,395

10

Municipality of Chatham-Kent

Workshop

9/10

N/A

20

Derivco

Guided Implementation

9/10

$12,395

5

SF Fire Credit Union

Guided Implementation

10/10

$2,171

10

The MathWorks, Inc.

Workshop

8/10

N/A

10

Monroe #1 BOCES

Workshop

10/10

$61,979

100

Town Of Marana

Guided Implementation

10/10

$19,833

120

Dentons Canada LLP

Workshop

10/10

N/A

29

Hensel Phelps

Guided Implementation

10/10

$9,916

10

DynalifeDX

Workshop

10/10

N/A

20

Alabama Department of Environmental Management

Guided Implementation

10/10

N/A

20

The University of Texas at San Antonio

Guided Implementation

8/10

$61,979

50

IT Consultant

Guided Implementation

10/10

$25,000

12

State of Hawaii

Workshop

10/10

$61,979

N/A

Autolus Limited

Guided Implementation

10/10

$58,880

32

Trinidad and Tobago Unit Trust Corporation

Guided Implementation

10/10

N/A

10

United Bank

Guided Implementation

10/10

$12,395

10

Amicus Therapeutics, Inc

Workshop

10/10

N/A

N/A

Jet Support Services, Inc.

Guided Implementation

10/10

N/A

N/A

Summit Healthcare

Guided Implementation

10/10

$36,877

18

ISG Central Services Ltd.

Guided Implementation

10/10

N/A

N/A

Federated Co-operatives Limited

Guided Implementation

9/10

$25,000

50

Oregon Youth Authority

Workshop

10/10

$10,049

32

Office of the Attorney General

Workshop

10/10

$2,546

50

AAA Club Alliance, Inc

Guided Implementation

8/10

N/A

N/A


Change Management

Let your battle with change-related incidents begin!
This course makes up part of the Infrastructure & Operations Certificate.

Now Playing: Academy: Change Management | Executive Brief

An active membership is required to access Info-Tech Academy
  • Course Modules: 5
  • Estimated Completion Time: 2-2.5 hours
  • Featured Analysts:
  • Benedict Chang, Research Specialist, Infrastructure
  • Allison Kinnaird, Research Director, Infrastructure

Onsite Workshop: Optimize IT Change Management

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define Change Management

The Purpose

  • Discuss the existing challenges and maturity of your change management practice.
  • Build definitions of change categories and the scope of change management.

Key Benefits Achieved

  • Understand the starting point and scope of change management.
  • Understand the context of change request versus other requests such as service requests, projects, and operational tasks.

Activities

Outputs

1.1

Outline strengths and challenges

1.2

Conduct a maturity assessment

  • Change Management Maturity Assessment Tool
1.3

Build a categorization scheme

1.4

Build a risk assessment matrix

  • Change Management Risk Assessment Tool

Module 2: Establish Roles and Workflows

The Purpose

  • Define roles and responsibilities for the change management team.
  • Develop a standardized change management practice for approved changes, including process workflows.

Key Benefits Achieved

  • Built the team to support your new change management practice.
  • Develop a formalized and right-sized change management practice for each change category. This will ensure all changes follow the correct process and core activities to confirm changes are completed successfully.

Activities

Outputs

2.1

Define the change manager role

  • Change Manager Job Description
2.2

Outline the membership and protocol for the Change Advisory Board (CAB)

  • Change Management Standard Operating Procedure (SOP)
2.3

Build workflows for normal, emergency, and pre-approved changes

  • Change Management Process Library

Module 3: Define the RFC and Post-Implementation Activities

The Purpose

  • Create a new change intake process, including a new request for change (RFC) form.
  • Develop post-implementation review activities to be completed for every IT change.

Key Benefits Achieved

  • Bookend your change management practice by standardizing change intake, implementation, and post-implementation activities.

Activities

Outputs

3.1

Define the RFC template

  • Request for Change Form Template
3.2

Determine post-implementation activities

  • Change Management Post-Implementation Checklist
3.3

Build your change calendar protocol

  • Project Summary Template

Module 4: Measure, Manage, and Maintain

The Purpose

  • Develop a plan and project roadmap for reaching your target for your change management program maturity.
  • Develop a communications plan to ensure the successful adoption of the new program.

Key Benefits Achieved

  • A plan and project roadmap for reaching target change management program maturity.
  • A communications plan ready for implementation.

Activities

Outputs

4.1

Identify metrics and reports

  • Change Management Metrics Tool
4.2

Build a communications plan

  • Change Management Communications Plan
4.3

Build your implementation roadmap

  • Change Management Roadmap Tool

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

Member Rating

9.6/10
Overall Impact

$35,031
Average $ Saved

34
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Try Our Guided Implementations

Get the help you need in this 4-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Define Change Management
  • Call #1 - Introduce change concepts
  • Call #2 - Assess current maturity
  • Call #3 - Identify target-state capabilities

Guided Implementation #2 - Establish Roles and Workflows
  • Call #1 - Review roles and responsibilities
  • Call #2 - Review core change processes

Guided Implementation #3 - Define the RFC and Post-Implementation Activities
  • Call #1 - Define the change intake process
  • Call #2 - Create pre-implementation and post-implementation checklists

Guided Implementation #4 - Measure, Manage, and Maintain
  • Call #1 - Review metrics
  • Call #2 - Create roadmap

Author(s)

Benedict Chang

Contributors

  • Jeff Fournie, Project Lead, Enbridge Gas
  • Dian Zhang Cui, Senior Network Manager, Thryv
  • Aderemi Ajagbe, System Architect, Visa
  • Peter Chang, Infrastructure Manager, Alberta Energy Regulator (ret.)
  • Derek Shank, Head of Research, Stratscale
  • Two anonymous contributors
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