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Written by Frank Turley (his LinkedIn profile). PRINCE2, or projects in controlled environments, is a project management methodology, and not a project management framework. All rights reserved. Manage the Configuration Management procedure. The question of whether it is still relevant is interesting because nowadays, newer and smaller operations do not find it as useful as other agile systems like Scrum. Any approach that meets the requirements can be said to be following PRINCE2. Make decisions on escalated issues from the Project Manager. Today, Axelos, a venture firm, owns a big share of the PRINCE2 method. PRINCE2 has six management products that are used to control issues, changes and Configuration Management: Example: Issue Register taken from the Sample PRINCE2 Project. Risks are identified and prioritized, and the risk response plans determined. It is often misunderstood, but the objective of issue and change control procedures are not to prevent changes, but rather, to ensure that every change is first agreed by the relevant authority before it is implemented. The chosen change control approach is appropriate for the size and nature of the project. How and where the projects products will be stored, What storage and retrieval security will be put in place, How the products and the various versions and variants of these will be identified, How changes to products will be controlled. Like or react to bring the conversation to your network. Configuration Management and Change Control with PRINCE2 May 3, 2023 By Dave Litten Configuration management and change control Any issues which arise pre-project in the Starting Up a Project process, are captured in the Daily Log and managed by the project manager. So when asked to add something new to the project, you can start by saying Sure. Learn more. PRINCE2 is a popular project management methodology that provides a clear framework for managing projects effectively. A configuration item is the name given to an entity (or item) that is managed by Configuration Management. The Change Authority will decide on the change. Prepare the change control approach What scale will be used to prioritize issues? Provide the corporate or Program strategy for change control, issue resolution and Configuration Management. A configuration item is an entity that is subject to configuration management. A release is a complete and consistent set of products that are managed, tested and deployed as a single entity to be handed over to the user(s). We will be at your side every step of the way. The change authority is responsible for reviewing and approving change requests, issue reports, and off-specifications that fall within the delegated tolerance levels, as well as maintaining the change budget and the change log. that will decide on this request. for the options appraisal, recommendation and decision), then a separate issue report can be used but this is an optional management product, The project's controls for issues and change will be defined and established during the initiating a project process, then reviewed and (if necessary) updated towards the end of each management stage by the managing a stage boundary process, Determine the change authority and change budget, Set the scale for rating the severity of issues, Set the scale for priority ratings for requests for change and off-specifications, Respond to requests for advice from the project manager, Make decisions on escalated issues, with particular focus on continued business justification, Safeguard the integrity of the complete solution, Create and maintain the change control approach, Create, Maintain, and manage the issue and change control procedures, assisted by project support where possible, maintaining configuration item records, if used, assisting the project manager in maintaining the issue register. This guideline document answers the questions: Where does the information in the Change Control Approach come from? The rest is the same for Agile and predictive methods. It describes the procedures, techniques and standards to be applied and the responsibilities for achieving an effective issue management . For all formal issues, the Issue Register will be used. In practice the majority of changes will be generated at work package level. A Change Control Approach can take a number of formats, including: a stand-alone document or a section in the Project Initiation Document; Entry in a project management tool. PRINCE2 Change Control Approach Template - Metier - PRINCE2 This part of the PRINCE2 principles is all about project planning, monitoring project progress, and controlling the project regarding its schedules and budgets. Risk management approach b. The project manager follows the principle of management by exception, which means that he or she only escalates issues or changes that exceed the agreed tolerance levels to the project board. The change budget is monitored and controlled by the project manager and reported to the project board regularly. PRINCE2 manages such changes to project scope using its change control approach. Including a change budget provides for a more realistic expectation of the overall costs/time-frame of the project. Benefits Management Approach - The Projex Academy | PRINCE2 PMP APM Prepare for your PRINCE2 Foundation and Practitioner Exams with our famous on-line course with streaming HD Video Lessons, study guides and mock exams. The Configuration Management Procedure to be used and any common terminology, the procedure for managing issues and change control, tools, techniques, and records that will be kept, how the procedure performance will be reported, timing of key configuration management activities, issue and change control activities, and the roles and responsibilities for configuration management and issue and change control activities. The change control approach is a document that describes how the project will handle changes and issues, and how the change authority will operate. What scale will be used for severity of issues (e.g., 1 to 4, low-med-high)? In the last fifteen years we have had 6,000+ Academy students successfully transform their careers as PRINCE2 Practitioners. Attribution-NonCommercial-ShareAlike 4.0 International. Decide how to identify each product uniquely in the project (decide on a coding system). "Self-Study for Prince2 Project Management Certifications - LinkedIn Its only the principles that should never be tailored in PRINCE2. What else would you like to add? This of course, depends on the organization. You can always come back to these pages for the latest version of the templates and updated explanations. Theres a lot of project management software out there that will allow you to streamline use of the PRINCE2 model, or at least test it out as part of your work processes. It defines the types and categories of changes and issues, the roles and responsibilities of the change authority and other stakeholders, the procedures and tools for identifying, assessing, approving, and implementing changes and issues, the criteria and thresholds for escalating changes and issues to the project board, and the reporting and communication mechanisms for changes and issues. (3 types). The Change Theme also describes the roles & responsibilities of the PRINCE2 uses the term issue to cover any relevant event that has happened, was not planned, and requires management action. Reporting requirements are fully defined. Maintain the Configuration Items Records for the products. In addition to that, resources are to administer the chosen method of configuration management. and Most Project Managers are also aware that they have to look after the products produced by the project; this is called configuration management, which is defined in the PRINCE2 and PRINCE2 Agile are registered trade marks of AXELOS Limited, used under permission of AXELOS Limited. As far as different project management methodologies go, the PRINCE2 system might be the best choice for you if you like planning, structure, hierarchies, checklists, but you also need to be a bit nimble and agile for todays fast-paced work world. Severity Critical > Program Management (e.g. The change control approach might be updated at a stage boundary. It is about looking after the Project Products. Change Control Approach in PRINCE2 wiki; Written by Nader K. Rad. PRINCE2 Change Control Approach Template - prince2.se How do you conduct a project closure and handover process? (Yes). It also provides a transparent and accountable mechanism for reporting and communicating the status and impact of changes and issues, and for ensuring that they are aligned with the project objectives, benefits, and risks. The project manager and/or the people with delegated project assurance responsibilities may act as the change authority. Allrightsreserved. pt In this article, we will explore how the PRINCE2 governance model handles project changes and exceptions, and what benefits it offers for project success. Our mission is to break apart what CRM is and means.Here we discuss anything that helps create more meaningfullasting work relationships. The following quality criteria should be observed: PRINCE2 wiki is open-source and published for free under a Creative Commons license. Issues can be raised at any time during the project and by anyone. Project team managers get their hard deadlines and deliverables. Responsibilities are clear and understood by both user and supplier. Change Management. This refers to the idea that all work and tasks should be delegated to the right team or team member along with clear expectations for scope, time and cost. The answer is to record the version details of each product, both management and specialist, once they had been signed off, and these are called a Baseline. If the business case was about mechanisms, this is about the organizational structure of all the players involved. Reporting requirements are fully defined. When it comes to managing multiple projects, things can get complicated. If youd like to learn everything about PRINCE2, I can suggest our eLearning courses: The first few lessons in each course are free. Manage the issues and change control procedure. Verification & Audit: Are products in line with CIR documents? They are: Well go into more detail about each of these PRINCE2 elements in the following sections, but for now, a quick rundown. In some projects, there may be a rush to get the project started, and so the required amount of time is not spent on defining the requirements and Administer the change control and issue procedures by: General tailoring considerationsThe starting point for all projects will be to identify whether there are any corporate, programme management or customer policies and processes that need to be applied, and incorporate them into the project's own change control approach. Issues can be dealt with formally or informally, if the latter then the Daily Log will be used to record and manage such issues. Within PRINCE2, configuration management is normally supplied from within Project Support. It describes the procedures, techniques and standards to be applied and the responsibilities for achieving an effective issue management and change control procedure. Every solid PRINCE2 practitioner knows that perhaps tailoring is the most important part of their PRINCE2 elements. For example, advice from a supplier that they can no longer deliver one of the products specified by the customer. Product Code - Initials of Owner - version number - Latest Modified number. Change control approach Identifies how, and by whom, the project's products will be controlled and protected. There are three types of issues in PRINCE2: Request for change Off-specification Problem/concern What are the best practices for managing project scope and avoiding scope creep? What are the main components of a project management framework? This PRINCE2 principle is about being agile and ready to adapt. Executive You can find the list of templates below; each is in a separate page with explanations and downloadable files. It can later become apparent that extra functionality has to be added and the Project Manager needs to know how to handle this situation. The good news is that it is very simple to get an easy-to-use online system that will provide most of the required functionality, including securing access to the information. You should work in stages, and with every new project initiation or when you are about to begin the next stage, have a good idea of risk management, resources, costs and timeframes. Document information : this is the generic information about the document and connections with your Configuration Management system. What tools will be used to help track Issues and Product Information (e.g., SharePoint, Niku Clarity, Shared Drive, a spreadsheet)? (Configuration Management). It is all about doing project reviews and making necessary change approvals and adaptations for the next project stage. What I like most about the Change Theme is that it shows you that as a Project Manager, you never have to say no or yes, but when requested to add new functionality, you can even thank the person for suggesting this, then provide them a Change Request form to fill in and offer help if required. process. How would you do that? Portugus Yes, there is indeed an easy way to remember the themes of PRINCE2. These describe information such as the status, version and variant of each configuration item and described in the important relationships between each item, for example a physical relationship as in a bottle and its cap. This all depends on the size and value of the project, the change budget, the amount that the Change Authority can spend on each change and other such factors. Allrightsreserved. The change authority also informs the project board of any significant changes or issues that may affect the project benefits or risks. Administer Configuration Management (look after the Project Products). You can learn more about the change control approach in Chapter 8, "Change Theme." Checkpoint Report The team manager (or the team members, if there is no team manager) sends a regular checkpoint report to the project manager. Propose: Propose actions to take - so identify the options, evaluate and recommend. This arrangement can reduce the number of trivial exceptions arising in projects where the frequency of requests for change is forecast to be high. After that, youd be ready to document your approach here, and explain the process, as well as related documents such as Issue Log (the columns in the log, and scales,etc.). Be aware that corporate, programme management or the customer provide the corporate, programme management or customer strategies for issue resolution and change control. PRINCE2 processes like 'Controlling a Stage' or 'Directing a Project' exist because initiatives need constant monitoring to reach their goals. Help others by sharing more (125 characters min. Quality Criteria The following quality criteria should be observed: The issue management procedure is defined and understood. For example, a change control approach that defines that there will be a monthly review of proposed changes is unlikely to effectively support an agile delivery approach where delivery may be happening every week or 2 weeks. A proposal for a change to a baseline. MoSCoW stands for Must have, Should have, Could have and Wont have for now. The defined ways are sufficient to achieve the required quality. The Issue Register is used to capture and maintain information on all formal issues. You can update your choices at any time in your settings. The Issue register captures and maintains information on all the issues that are being formally managed. Most great PM methods require some level of clearly defined roles and PRINCE2 is no different. Benefits and Issues in Managing Project by PRINCE2 Methodology Feel free to add more information here, but its best to keep it simple. PRINCE2 wiki is licensed under a Attribution-NonCommercial-ShareAlike 4.0 International. The change control procedure would then be defined in such a way as to control access to the change budget. nl Wont have for now Is change essential or important (Yes). Another change mistake outlined by AXELOS is 'associating "change" purely with "communications." It's not enough to just put out a directive for change. Delegating to a change authorityThe project board is responsible for reviewing and approving requests for change and off-specifications. Change management in projects Prince2 Methodology - Simplilearn Being ready and willing to make changes at various stages of a project lifecycle is a central theme to PRINCE2. Establishing a change budgetA change budget is a sum of money that the customer and supplier agree will be used to fund the cost of requests for change, and possibly also their analysis costs. You also lay out the project roles and responsibilities. Are the products secured? How often will the Project Manager consider Issue & Change Control (e.g., once a week, twice a month, etc.)? PRINCE2 - Wikipedia We created this article with the help of AI. If such a situation arises, the benefits management approach should be updated to reflect this, and other documents should be examined to see if they also need updating. Any issues which arise pre-project in the Starting Up a Project process, are captured in the Daily Log and managed by the project manager. Issue and Change Control is about dealing with issues, which could be requests for change, off-specification and concerns/problems (other). There are multiple lines, because you may have multiple versions of this document approved. This PRINCE2 principle forces you to constantly ask if the project is worth doing. A change control process is a way for project managers to submit requests to stakeholders for review, that are then approved or denied. The following criteria apply to a change control approach: Metier Academy+ 47 24 12 45 00info@metier.se, c/o LexiconKlarabergsviadukten 70111 64 Stockholm. It is opposed to PM methods that are constantly managing and controlling all aspects of the project. 2023 CRM.ORG. To be following PRINCE2, a project must, as a minimum: define its change control approach. When managing projects, you should keep notes and lesson logs and use these to clarify errors or problems and how they were dealt with so that you can apply lessons to the rest of the project and future projects. Change :: PRINCE2 wiki Remember, if you are not adhering to these PRINCE2 principles, you cannot really say you are doing PRINCE2. Any issues that the potential to impact the projects performance targets of time, cost, quality, scope, risk and benefits. A simple version is usually prepared in the organization level (e.g. How do you measure and evaluate the impact of scope creep on project outcomes? Example: You can use a scale of 1-5 or words such as minor, significant, major and critical. It is very common here because of its emphasis on stages, work packages, and clearly defined roles and responsibilities which are central for construction. How are issues and changes prioritized? Each project requires a configuration management System that tracks products, records when products are approved and baselined, and helps to ensure that the correct versions are being used during the project and delivered to the customer. It also provides a flexible and adaptable framework for identifying, assessing, approving, and implementing changes and issues, and for escalating them to the appropriate level of authority when needed. Where a change budget is given to a change authority, the project board may wish to put a limit on the cost of any single change, and the amount spent on change in any one stage without reference to the project board . Who will do what, when, how long will things take, how much should they cost, etc. The project's delivery approachIt is important that the approach to managing issues and change works with, and supports, the project's chosen delivery approach, rather than working against it. The Approach: This is where you explain how youre going to manage the issues. Change management can work alongside any project management methodology, such as Agile, Scrum, Kanban, Lean, Waterfall and PRINCE2. However, when the project is in the initiating stage, the Initiating a Project process creates the Configuration Management Strategy, and at the same time creates the Issue Register. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). The project board should decide the need for a change budget. How do you calculate float and slack for your project tasks? The PRINCE2 governance model offers several benefits for managing project changes and exceptions. Allrightsreserved. The Project Board can limit the cost of a single change or the amount to be spent in any one stage. The scales are appropriate for the level of control required. PRINCE2 recommends five steps in the project change control approach - Capture, Assess, Propose, Decide and Implement as per the diagram below: Before we go into the details of the steps, we need to understand the definition difference. Other languages: define its approach to communicating and engaging with stakeholders. One important thing to remember is that you dont have to prepare the management approaches from scratch for each project. Here we look at PRINCE2 principles, themes, processes and tailoring, as well as talk about PRINCE2 pros and cons, and finally PRINCE2 certification.
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