*Once discovery is finished, schedule a meeting with the team; when solution is approved, move proposed project to Approved Projects and begin Approval process
Purpose of the Change
Summarize why the change is being proposed. Clearly state the issue or opportunity it addresses and the expected benefit.
Example Phrasing
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The purpose of this change is to address [issue/need] by implementing [general solution]. This initiative seeks to improve [efficiency/security/reliability/etc] within the IT environment and align with organizational goals of relevant objectives
Testing & Validation
All changes must be tested in a staging environment before production deployment, unless deemed unnecessary (standard or emergency changes). Document the testing process, results, and any issues encountered. Confirm whether testing shows the change will work as intended.
Example Phrasing
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Testing was conducted in a staging environment to verify that [general-solution] functions as intended. Observations included [high−level result], and any discrepancies or issues were documented for review.
Expectations & Limitations
Define what the change is expected to accomplish, along with any known constraints. Document success criteria, performance considerations, and risks that may limit effectiveness.
Example Phrasing
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The change is expected to [intended outcome], though limitations may include [known constraints/risks]. Success will be measured by [criteria or metrics].
Dependencies & Migrations
Check for related systems, services, or processes that may be affected. Record dependencies and whether migrations to other solutions, platforms, or integrations are required.
Example Phrasing
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This change may affect [related systems/services/processes] and requires consideration of [dependencies or integrations]. Any necessary migrations or adjustments to other solutions have been identified and documented.