Change Control Log · Portfolio Demo

Enrollment & Claims Platform Modernization

Program ManagerC. Tyrrell
Version1.0
Date27 Jul 2026
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Purpose

About This Log

This log records every formal change request made against the program's baselines (scope, schedule, cost) since Project Management Plan approval — what changed, why, who approved it, and which other program documents were updated as a result. Approval authority follows the decision-rights tiering in the PM Plan (Section 16): task-level sequencing changes are approved by the Program Manager directly; changes affecting a phase-gate milestone, the cost baseline, or a contractual/compliance obligation require Steering Committee approval.

Summary

Change Requests at a Glance

10 Change Requests on record — all Implemented.

Showing all 10 change requests
Log

Change Request Detail

CR-001
Add Project Kickoff Meeting
Implemented
Formal kickoff was missing between Charter sign-off and Requirements Gathering; adds 1 day.
ScheduleApproval Authority: PM (informational)
WBS
View Full CR Document (CR-001) →
CR-002
Formalize Requirements & Design Sign-off cycles
Implemented
Added walkthrough + 3-day feedback + recirculation + 3-day sign-off pattern to both gates; adds 6 days total.
ScheduleApproval Authority: Steering Committee
WBSPM Plan
View Full CR Document (CR-002) →
CR-003
Add explicit RFP drafting & SOW finalization tasks
Implemented
Vendor selection tracks lacked visible document-creation steps; added Draft RFP and Draft/Finalize SOW subtasks.
ScopeApproval Authority: PM (informational)
WBSPM Plan
View Full CR Document (CR-003) →
CR-004
Add Security, Performance, and DR testing
Implemented
Testing phase lacked Security & Penetration Testing, system-wide Performance/Load Testing, and DR/Failover Testing.
Quality / ScheduleApproval Authority: Steering Committee
WBSPM Plan
View Full CR Document (CR-004) →
CR-005
Add Warranty Support & Legacy Decommissioning
Implemented
Added 3-week vendor Warranty period, Legacy System Decommissioning, and formal Production Support Transition before Closeout.
Schedule / CostApproval Authority: Steering Committee
WBSPM PlanRAIDD Log
View Full CR Document (CR-005) →
CR-006
Add SOX Control Impact Assessment & Compliance Testing
Implemented
Program touches financial systems (Billing, Payment, Commission); added SOX assessment and pre-go-live control testing/sign-off.
ComplianceApproval Authority: Steering Committee
WBSPM PlanRAIDD LogResource Register
View Full CR Document (CR-006) →
CR-007
Add offshore QA Coordination role & dual-shore model
Implemented
Added Offshore QA Coordination Lead and split onshore/offshore QA execution responsibilities.
ResourceApproval Authority: PM (informational)
WBSPM PlanResource Register
View Full CR Document (CR-007) →
CR-008
Add Privacy Assessment, Cost Baseline, and CX tracks (parallel)
Implemented
Added Data Privacy/PII Assessment, Cost Baseline approval, external Customer Communications, and Post-Go-Live CX Monitoring — all scheduled in parallel with no net schedule impact.
Compliance / Cost / StakeholderApproval Authority: Steering Committee
WBSPM PlanResource Register
View Full CR Document (CR-008) →
CR-009
Establish Steering Committee governance structure
Implemented
Formalized program governance with a named Steering Committee and decision-rights tiering.
GovernanceApproval Authority: Executive Sponsor
PM PlanRAIDD Log
View Full CR Document (CR-009) →
CR-010
Expand Resource Register (Change Mgr, Training Lead, CX Mgr, SOX Lead)
Implemented
Split combined change/training role into distinct Change Manager and Training Lead; added Customer Experience Manager and Internal Audit/SOX Compliance Lead.
ResourceApproval Authority: PM (informational)
Resource RegisterWBSPM Plan
View Full CR Document (CR-010) →
Reference

How to Use This Log