Change Management

Predecessors/Before You Begin

Change management is defined in ITIL, COBIT, and other guides. These frameworks can provide a context for understanding change management.

Change Management

Change management is a prerequisite for many of the ITIL processes. Change management allows other processes, such as configuration management and IT Service Continuity Management, to update their records as production changes.

University-specific risks

The "business case" for change management cannot be made as easily in terms of costs, or return on investment. University IT departments must know what they want before they can justify pursuing change management.

Videos, Photos, and Presentations

  • Down with Downtime--Gene Kim from Tripwire talks about the importance of change management.

Contacts and Resources

EDUCAUSE Presentations

Further Information

AttachmentSize
Service Acceptance Criteria FV1.doc41 KB
WFU IS First CAB Meeting.pdf202 KB
CAB Agenda Template.doc54.5 KB

Change Categorization

Predecessors/Before You Begin

Change categorization is an important component of change management. This page assumes an understanding of the overall "change lifecycle" as defined in ITIL's change management process.

Change categorization

One of the activities in ITIL v2's "Change Management" process is "Change categorization" (section 8.5.4 of Service Support). This v2 activity is a component of ITIL v3's "Assess and evaluate change" activity (Service Transition section 4.2.6.4).

Categorization allows changes to be processed differently. For example, one type of change might need to be reviewed by the CIO, and another type might just need a local authority (such as a manager) to approve the change. Categorization can also ensure appropriate data, needed for subsequent activities and/or reporting, has been added to a request for change (RFC).

Categorization, however, includes several different dimensions of data. ITIL v2 explicitly recommends categorization based on impact and cost:

  • Minor impact and few resources needed
  • Significant impact and significant resources needed
  • Major impact and lots of resources needed

However, an organization may also want to categorize changes based on what is being changed. ITIL v3's change management process explains several types of changes, in table 4.3:

  • Changes to service portfolio (e.g. new or retired services)
  • Change to service or service definition
  • Project change proposal
  • User access request
  • Operational activity

Arguably ITIL v3 is confusing the issue when it mentions project change proposals and user access requests, as project governance is otherwise frustratingly absent in the ITIL materials and user access requests are covered in another ITIL v3 process, "access management."

Finally, changes may need to be categorized based on why they are occurring. ITpreneurs' ITIL "Release and Control" practitioner training materials mention four change types on slide 22 of their change management training slides:

  • Preventive: prevent a future failure
  • Adaptive: add new functionality
  • Corrective: fix something, hopefully a known error (which prevents the need for a future corrective change)
  • Perfective: transparent to the user, a change to "utilize IT infrastructure in a better manner"