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Change request

Ask for a change to a project or system, show its impact and record whether it is approved.

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Change request CR-2027-014

Project or system: Customer portal, release 3
Requested by: Priya Nair, Product owner
Date: 12 March 2027
Type of change: Type of change
Priority: Priority

1. The change

Add payment by bank transfer to the checkout, in addition to cards.

2. Why it is needed

About 18 percent of customers abandon the checkout because they do not have a card. Two large clients asked for it.

3. Impact

Area Impact
Cost EUR 6,500
Time 9 working days; release moves from 5 April to 16 April

Scope and work: A new payment method, changes to the order screens and the finance report, new tests.

Risks and who else is affected: Finance must change how it matches payments. Risk of errors if it is rushed.

Alternatives considered: A payment link sent by email, with no changes to the checkout, later replaced by this change.

4. Test and rollback plan

Test on the staging system. Release outside peak hours. If errors rise above 1 percent, switch the new method off and go back to the previous version.

5. Decision

Approver: Daniel Okafor, Project sponsor

Decision (tick one): Approved Approved with conditions Postponed Rejected

Conditions or reason: ____________________________________________

Signature: ______________ Date: ______________

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

IT and projects

What this template is for

A change request form for a project or IT system: what changes and why, impact on scope, cost, time and risk, a rollback plan and the approval decision.

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all IT and projects templates

IT and projects

What you fill in

The form asks for 15 details. The document fills itself in as you type.

  • Request number

    For example: CR-2027-014

  • Project or system

    For example: Customer portal, release 3

  • Requested by

    For example: Priya Nair, Product owner

  • Date of request

    For example: 12 March 2027

  • Type of change

  • Priority

  • What should change

    For example: Add payment by bank transfer to the checkout, in addition to cards.

  • Why it is needed

    For example: About 18 percent of customers abandon the checkout because they do not have a card. Two large clients asked for it.

  • Impact on scope and work

    For example: A new payment method, changes to the order screens and the finance report, new tests.

  • Extra cost

    For example: EUR 6,500

  • Extra time

    For example: 9 working days; release moves from 5 April to 16 April

  • Risks and who else is affected

    For example: Finance must change how it matches payments. Risk of errors if it is rushed.

  • Alternatives considered (optional)optional

    For example: A payment link sent by email, with no changes to the checkout, later replaced by this change.

  • Test and rollback plan

    For example: Test on the staging system. Release outside peak hours. If errors rise above 1 percent, switch the new method off and go back to the previous version.

  • Approver

    For example: Daniel Okafor, Project sponsor

IT and projects

What is inside

The parts of this document, in order.

  1. 11. The change
  2. 22. Why it is needed
  3. 33. Impact
  4. 44. Test and rollback plan
  5. 55. Decision

Templates

How it works

  1. 01

    Fill in

    Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

  2. 02

    Check

    Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

  3. 03

    Download

    Save it as a Word document to edit further, or as a PDF to send or print.

Make it yours with AI

Open it in the chat and ask for changes: shorter, firmer, another situation, another language.

Adapt it with nerix

IT and projects

Questions people ask

What details does this template ask for?

The form asks for 15 details, starting with Request number, Project or system, Requested by, Date of request, Type of change. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these IT and project templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Does a security policy make us secure?

No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year.

Is a project charter only for large projects?

No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later.