The change management lifecycle

There are two overall categories of change (as indicated in the diagram below).

  • Simple change:
    • Can easily be undertaken by one person
    • Doesn't need activity planning (though you can use a checklist if you want)
  • Extensive change:
    • Can have multiple activities and multiple operators to undertake those activities
    • Steps can be parallel or in sequence (or a combination of these)
    • Activities may be dependent on completion of prior activities
    • The evaluation stage may be optional depending on specific change

There are generic templates set up within TOPdesk for both of these types of change and these templates make it simple to keep track of the change management process (several bespoke templates have been set up for specific change processes that cannot be served within the generic templates).

The change management process simplified
Screenshot: the change management process (simplified).

The 4 key phases of the change process

Request for change:

  • A proposed change can either be authorised or rejected

In progress:

  • A simple change will appear in your "To Do: Changes" list in the "Navigator" tab.
  • With an extensive change the next activity (or activities) will appear in your "To Do: Activities" list in the "Navigator" tab.
  • At the end of this phase, authorisation is required to complete a simple change or move on to the next phase of an extensive change

Evaluation:

  • This phase is optional, depending on the specific change
  • At the end of this phase, authorisation is required

Closure:

  • The change is marked as completed when the final authorisation is given