Streamline your project with our comprehensive Configuration Management Plan.

This 24-page MS Word template helps you establish a solid framework for managing configuration tasks, items, and repositories effectively. Define configuration control methods, resolve change requests, and ensure that every component is clearly tracked.

With detailed sections on tasks, personnel, tools, and organizational structure, this plan covers all aspects of configuration management. From naming conventions to retrieval processes, you’ll have everything you need to ensure your project remains consistent, efficient, and fully under control.

Keep your team aligned and your project on track with robust configuration management at every stage.

• Define Configuration Tasks, Configuration Items and Configuration Management Repositories
• Resolve open problems and system Change Requests
• Describe the Configuration Management organization structure, personnel, facilities needed, and equipment and tools used
• Establish the method for defining control items, the method for configuration control, and the list of control items
• Describe how documents are named and identified for components, revisions, releases, etc
• Describe the process for submission and retrieval of controlled items within the project

Configuration Management Plan: Table of Contents

1 Introduction

1.1 Purpose

1.2 Background

1.3 Scope

1.4 Benefits

1.5 Applicable Documents

2 Organization

2.1.1 Configuration Management Office

2.1.2 Configuration Control Board

2.2 Roles and Responsibilities

2.2.1 Responsibilities of the Configuration Control Board

2.2.2 Responsibilities of the Configuration Control Board Chair

2.2.3 Responsibilities of the Configuration Management Office

2.2.4 Responsibilities of the System Engineer

2.3 Policies, Directives and Procedures

2.4 Tools

3 Configuration Tasks

3.1 Configuration Identification

3.2 Configuration Items

3.3 Configuration Item Identifier

3.4 Baseline Management

3.4.1 Functional Baseline

3.4.2 Design Baseline

3.4.3 Development Baseline

3.4.4 Product Baseline

3.5 Configuration Management Repositories

3.6 Vendor Control

4 Configuration Control

4.1 Change Classifications

4.2 Identification of Proposed Changes

4.3 Documentation of Proposed Changes

4.4 Evaluation of Proposed Changes

4.4.1 Processing Urgent Changes

4.5.1 Requirement Baseline Changes

4.5.2 Production Baseline Changes

4.5.3 Process Baseline Changes

4.6 Problem Resolution Tracking

4.7 System Change Requests

4.8 Configuration Management Libraries

4.9 Release Management

4.10 Version Control

5 Configuration Status Accounting

5.1 Status Account Data

5.2 Audit Trail

5.3 Status Summary Reports

6 Configuration Audits and Reviews

6.1 Configuration Management Process Audits

6.2 Configuration Management Baseline Audit

6.3 Operational Readiness Reviews

6.4 Functional Configuration Audits

6.5 Physical Configuration Audits

6.6 Peer Reviews

7 Configuration Plan Maintenance

8 Training

9 Appendix

Configuration Management Template Pack

All templates are in Microsoft Word format.

The template pack includes the following documents:

• 2 x Configuration Management Plan templates 24 pages
• 1 x Configuration Audit Report 1 Form
• 1 x Configuration Item Record 1 Form
• 1 x Configuration Management Maintenance 1 Form

Product Specifications

File Format: The templates are in Microsoft Word (.docx) format.

File Size: The zip file is 1 MBs.

Opening the Files: You don’t need any special software to unzip the files. To unzip: right click on the file, click Extract, and save to your computer.

Images: All images in the templates are copyright free.