Energy Project Change Management Checklist Template

Initiation & Scope Definition

1 of 10

Assess the initial need for a change and define its scope.

Change Request Description

Change Urgency

High

Medium

Low

Estimated Impact Score (1-10)

Date of Change Request

Initiating Department

Engineering

Operations

Project Management

Commercial

Reason for Change

Impact Assessment

2 of 10

Evaluate the potential impact of the change on project timelines, budget, resources, and stakeholders.

Estimated Cost Increase

Estimated Schedule Delay (Days)

Impact on Project Scope

No Impact

Minor Expansion

Moderate Expansion

Significant Expansion

Scope Reduction

Description of Potential Risks

Impact on Quality

No Impact

Slightly Negative

Moderate Negative

Significant Negative

Affected Project Areas

Engineering

Procurement

Construction

Commissioning

Regulatory

Risk Identification & Mitigation

3 of 10

Identify potential risks associated with the change and outline mitigation strategies.

Describe Potential Risks Associated with the Change

Estimated Probability of Risk Occurrence (0-10)

Estimated Impact of Risk (1-10)

Detailed Mitigation Strategy

Risk Owner

Project Manager

Engineering Lead

Operations Lead

Safety Manager

Mitigation Completion Date

Risk Category

Technical

Financial

Schedule

Safety

Environmental

Approval & Authorization

4 of 10

Document approval levels and signatures required for change implementation.

Change Approval Level Required

Level 1

Level 2

Level 3

Requester Name

Request Date

Requester Signature

Approver Name (Level 1)

Approval Date (Level 1)

Approver Signature (Level 1)

Approver Name (Level 2 - if applicable)

Approval Date (Level 2 - if applicable)

Implementation Planning

5 of 10

Develop a detailed plan for implementing the change, including tasks, responsibilities, and timelines.

Planned Start Date

Planned Completion Date

Estimated Duration

Estimated Effort (Hours)

Tasks Involved (Select All)

Design Modification

Procurement

Fabrication

Installation

Testing

Commissioning

Implementation Approach

Phased Implementation

Big Bang Implementation

Parallel Implementation

Detailed Implementation Steps

Resource Allocation

6 of 10

Confirm availability of required resources (personnel, equipment, materials).

Estimated Labor Hours

Required Equipment Units

Specialized Personnel Needed?

Yes

Required Skills/Expertise

Electrical Engineering

Mechanical Engineering

Project Management

Environmental Compliance

Resource Availability Start Date

Communication & Stakeholder Management

7 of 10

Outline communication plan to keep stakeholders informed about the change.

Communication Plan Summary

Primary Communication Method

Meeting

Report

Dashboard

Stakeholders to Inform

Project Team

Management

Clients

Regulatory Bodies

Next Communication Date

Communication Owner

Supporting Communication Documents

Implementation & Execution

8 of 10

Monitor progress against the implementation plan and address any deviations.

Planned Start Date

Planned Start Time

Estimated Completion % (Initial)

Brief Execution Notes (Initial)

Current Status

Not Started

In Progress

On Hold

Completed

Supporting Documentation (e.g., Photos)

Verification & Testing

9 of 10

Verify the change has been implemented correctly and meets requirements.

Verification Method

Functional Testing

Regression Testing

User Acceptance Testing (UAT)

Performance Testing

Number of Test Cases Passed

Total Number of Test Cases Executed

Test Results Summary

Verification Date

Verification Time

Verification Signature

Documentation & Closure

10 of 10

Update project documentation to reflect the change and formally close the change management process.

Initiation & Scope Definition

Change Request Description

Change Urgency

Estimated Impact Score (1-10)

Date of Change Request

Initiating Department

Reason for Change

Impact Assessment

Estimated Cost Increase

Estimated Schedule Delay (Days)

Impact on Project Scope

Description of Potential Risks

Impact on Quality

Affected Project Areas

Risk Identification & Mitigation

Describe Potential Risks Associated with the Change

Estimated Probability of Risk Occurrence (0-10)

Estimated Impact of Risk (1-10)

Detailed Mitigation Strategy

Risk Owner

Mitigation Completion Date

Risk Category

Related Project Documents

Approval & Authorization

Change Approval Level Required

Requester Name

Request Date

Requester Signature

Approver Name (Level 1)

Approval Date (Level 1)

Approver Signature (Level 1)

Approver Name (Level 2 - if applicable)

Approval Date (Level 2 - if applicable)

Implementation Planning

Planned Start Date

Planned Completion Date

Estimated Duration

Estimated Effort (Hours)

Tasks Involved (Select All)

Implementation Approach

Detailed Implementation Steps

Resource Allocation

Estimated Labor Hours

Required Equipment Units

Specialized Personnel Needed?

Required Skills/Expertise

Resource Availability Start Date

Communication & Stakeholder Management

Communication Plan Summary

Primary Communication Method

Stakeholders to Inform

Next Communication Date

Communication Owner

Supporting Communication Documents

Implementation & Execution

Planned Start Date

Planned Start Time

Estimated Completion % (Initial)

Brief Execution Notes (Initial)

Current Status

Supporting Documentation (e.g., Photos)

Verification & Testing

Verification Method

Number of Test Cases Passed

Total Number of Test Cases Executed

Test Results Summary

Verification Date

Verification Time

Verification Signature

Documentation & Closure

Summary of Changes Implemented

Date of Change Implementation

Time of Change Implementation

Project Manager Signature

Change Request Status

Total Hours Spent on Change

Supporting Documentation (e.g., revised drawings)

Energy Management Solution Screen Recording

Related Checklist Templates