[Use Cases] Change Management Process ๐
Hey everyone!
Today, letโs talk about Change Management for IT teams and how to use the template available in Wrike to help you get started with the processes and inspired for what is possible.ย
- Use Case: Change Management Process.
- Can be used by: IT or any team.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, tasks, templates, custom fields, a request form, a custom workflow, dashboards, a calendar, and a report.
- Whatโs inside: An โRFCsโ folder, a template folder, a request form, dashboards for emergency changes, change manager, and change runway; a change calendar, and a change report.ย
- Additional resources:ย
-The Ultimate Guide To the Change Management Process on the Wrike blog.
-Top Tips for Change Request Management on the Wrike blog.
Change Management Process
The first folder that youโll see in this template is โRFCsโ. RFC stands for Request For Comments and is commonly used for storing technical notes and documentation. The folder contains some sample tasks that represent examples of change management tasks for IT teams.ย
The pre-built โChange Requestโ form populates this folder with new change tasks. It uses one of the templates that weโll discuss below.ย
The tasks created in the โRFCsโ folder come with pre-created custom fields to track, filter, and report on data such as a changeโs impact, rating, type, and urgency. They also capture the team requesting the change, and indicate if this is an emergency change.ย
The tasks here use a pre-built custom workflow - โChange Managementโ - with statuses representing an example of a typical flow for IT change management.ย
The โzTemplatesโ folder can be used both for creating a new change request for the IT team, and for checking all requirements for different types of changes like procedure changes, network changes, application changes, etc.ย
The tools section includes three dashboards: โEmergency changesโ, โChange managerโ, and โChange runwayโ; a โChange Calendarโ, and a โChange Teamsโ report.ย
We really hope that youโll find this template useful for change management processes. Please let us know in the comments if your IT team may be interested in using it, or if you have an established process already ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
This is a great template, but our CT department uses something else (not wrike) and has a different process set up.
Thanks for sharing! We are just starting to transition some of our Change Management process into Wrike. This will definitely help us out.
This is great!ย Will share this with my teams as well - it great to have these starter templates to help teams visualize what can be done in Wrike!
We have actively been working on making a process like this, so we've now set up the new template and we're going to try it out and customize it as needed.ย
Not sure what some of our other teams are using but will definitely pass this over to them!
This workflow appears very cool for IT teams but it doesn't work for the team for which I project manage marketing projects.
Thanks a lot for your comments, everyone! I'm happy to hear you might be taking a closer look at this template and potentially using it ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Nice but nothing for us as changes have theri seperate process outside Wrike.
Great template, but our IT department uses JIRA to manage their work. We can use some of the ideas for other teams handling feature requests in Marketing.
Sven Passinger, Roxane Carrier Thanks folks ๐ค
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thanks for sharing the template! I will definitely pass this to our software team!
This could be helpful for on-boarding and other checklists we utilize, thanks!
We're so glad this template is helpful ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Excited to try this out. Better than the current method of hope and pray for the best.
I'm happy to hear it can be useful for your team Aaron Higgins ๐ค
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
This is awesome! We sort of reinvented the wheel with our change management tracking before I saw this template. I will definitely steal from this though.
Happy to hear it's helpful Jeff Buettler ๐
Elaine Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Elaine Wrike Team member Become a Wrike expert with Wrike Discover