Configuration Management Plan Template

In this task, you will identify the specific configuration items that need to be managed. Configuration items are any components of the system or software that need to be controlled. By identifying and establishing a list of these items, you can ensure that they are properly managed throughout the process. Consider the different components of the system or software and determine which ones are critical to be included as configuration items. What impact will the inclusion or exclusion of certain items have on the overall process? Are there any challenges in identifying these items and how can they be overcome? Relevant form fields: 1. shortText - Enter the name of the configuration item 2. longText - Provide a description of the configuration item 3. subtasks - Check the items that apply: - CPU - Memory - Storage - Network devices - Software components

In this task, you will determine the scope of the configuration management process. The scope defines the boundaries of what will be included in the configuration management activities and what will be excluded. By clearly defining the scope, you can ensure that all necessary items are managed while avoiding unnecessary complexity. Consider the different components and systems that are relevant to the configuration management process. What items are within the scope and what items are outside the scope? How will this scope impact the overall management of the configuration items? Relevant form fields: 1. dropdown - Select the scope of configuration management - System-level - Component-level - Organization-wide - Project-specific - Other

In this task, you will define the configuration management system that will be used to manage the configuration items. The configuration management system includes the tools, processes, and procedures that will be used to track and control changes to the configuration items. Consider the different options for configuration management systems. What tools and technologies will be used? What processes and procedures will be put in place? What impact will the configuration management system have on the overall process? Relevant form fields: 1. longText - Describe the configuration management system 2. email - Enter the email address of the configuration management system administrator

In this task, you will create the procedures for managing the configuration items. Configuration management procedures outline the steps and processes that will be followed to track and control changes to the configuration items. Consider the different steps and processes that need to be included in the configuration management procedures. How will changes be requested and approved? How will changes be tracked and communicated? What impact will the configuration management procedures have on the overall process? Relevant form fields: 1. longText - Describe the configuration management procedures 2. subtasks - Check the procedures that apply: - Change request process - Change approval process - Change tracking process - Change communication process

In this task, you will develop the criteria for identifying the configuration items. Configuration identification criteria specify the characteristics or attributes that will be used to uniquely identify and differentiate the configuration items. Consider the different characteristics or attributes that can be used to identify the configuration items. How will these criteria ensure that each configuration item is unique and can be easily differentiated from others? What challenges might arise in the identification process and how can they be addressed? Relevant form fields: 1. longText - Describe the configuration identification criteria

In this task, you will identify the individuals or roles that are responsible for performing the configuration management actions. Assigning responsibilities ensures that each configuration management action is carried out by the appropriate person or role. Consider the different actions involved in configuration management. Who is responsible for each action? How will the distribution of responsibilities ensure that each action is handled effectively and efficiently? Are there any challenges in assigning responsibilities and how can they be overcome? Relevant form fields: 1. members - Select the individuals or roles responsible for configuration management actions

In this task, you will establish a configuration control board (CCB) to oversee and approve changes to the configuration items. The CCB is responsible for ensuring that changes are properly evaluated, authorized, and implemented. Consider the different individuals or roles that should be part of the configuration control board. Who should be responsible for evaluating and approving changes? How will the establishment of a CCB impact the overall configuration management process? Relevant form fields: 1. members - Select the individuals or roles to be part of the configuration control board

In this task, you will develop the procedure for requesting changes to the configuration items. The configuration change request procedure outlines the steps that should be followed to submit, review, and approve changes. Consider the different steps involved in the configuration change request process. How will change requests be submitted? What criteria will be used to review and approve changes? What impact will the configuration change request procedure have on the overall process? Relevant form fields: 1. longText - Describe the configuration change request procedure

In this task, you will define the process for conducting configuration audits. Configuration audits ensure that the actual configuration items match the intended configuration, identify any discrepancies, and help maintain the integrity and consistency of the configuration items. Consider the different steps involved in the configuration audit process. How will configuration audits be planned and scheduled? What criteria will be used to assess the configuration items? How will discrepancies be addressed? What impact will the configuration audit process have on the overall process? Relevant form fields: 1. longText - Describe the process for configuration audits

In this task, you will develop procedures for the status accounting of the configuration items. Status accounting involves tracking and reporting the current state and history of the configuration items, including any changes made. Consider the different steps involved in the status accounting process. How will the status of the configuration items be tracked? What information needs to be recorded? How will the status be reported and communicated? What impact will the status accounting procedures have on the overall process? Relevant form fields: 1. longText - Describe the procedures for the status accounting of configuration items

In this task, you will create the format for the configuration management reports. Configuration management reports provide updates on the status and changes made to the configuration items, as well as any issues or risks identified. Consider the different elements that should be included in the configuration management reports. What information needs to be communicated? How should the information be organized and presented? What impact will the format of the configuration management reports have on the overall process? Relevant form fields: 1. longText - Describe the format for configuration management reports

In this task, you will establish a repository for storing and managing the configuration records. The configuration records repository ensures that the necessary documentation and records are easily accessible and properly organized. Consider the different options for the configuration records repository. What tools or systems will be used? How will the repository be organized and maintained? What impact will the configuration records repository have on the overall process? Relevant form fields: 1. shortText - Enter the name of the configuration records repository 2. website - Enter the website or URL of the configuration records repository

In this task, you will define the procedure for maintaining the configuration records. The procedure specifies how the configuration records will be updated, organized, and secured. Consider the different steps involved in maintaining the configuration records. How will updates be made? How will the records be organized and classified? What security measures will be implemented to protect the records? What impact will the procedure for maintaining configuration records have on the overall process? Relevant form fields: 1. longText - Describe the procedure for maintaining configuration records

In this task, you will identify the training needs for the configuration management staff. Training ensures that the staff members have the necessary knowledge and skills to effectively perform their configuration management responsibilities. Consider the different areas of knowledge and skills that are required for configuration management. What specific training needs do the staff members have? How will these training needs be addressed? What impact will the identification of training needs have on the overall process? Relevant form fields: 1. multiChoice - Select the training needs for configuration management staff

In this task, you will create the configuration management training program. The training program outlines the curriculum, schedule, and delivery method for the configuration management training. Consider the different topics and skills that should be covered in the configuration management training program. How will the training program be structured? How will the training be delivered? What impact will the configuration management training program have on the overall process? Relevant form fields: 1. longText - Describe the configuration management training program

In this task, you will initiate the implementation of the configuration management plan. Implementation involves executing the procedures, training the staff, and establishing the necessary systems and processes. Consider the different steps and actions that need to be taken to initiate the implementation. How will the procedures be executed? How will the staff members be trained? What systems and processes need to be put in place? What impact will the initiation of the configuration management plan implementation have on the overall process? Relevant form fields: 1. longText - Describe the steps and actions for initiating the configuration management plan implementation

In this task, you will review and revise the configuration management plan as necessary. Regular reviews of the plan ensure that it remains up to date and effective in managing the configuration items. Consider the different aspects of the configuration management plan that need to be reviewed and revised. How often should the plan be reviewed? What feedback or input should be considered? How will revisions be implemented? What impact will the review and revision process have on the overall process? Relevant form fields: 1. longText - Describe the review and revision process for the configuration management plan