ERP CHANGE MANAGEMENT CHECKLIST

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--- CHANGE REQUEST INITIATION ---
[ ] Detailed Description of Change Request
[ ] Affected ERP Module(s) (Finance, Human Resources, Supply Chain, Manufacturing, Sales & Marketing, Inventory Management, Other)
[ ] Date of Request
[ ] Estimated Effort (in hours)
[ ] Requestor Name
[ ] Change Category (Bug Fix, Enhancement, New Feature, Security Update)

--- IMPACT ASSESSMENT ---
[ ] Estimated Impact on Transaction Volume
[ ] Affected ERP Modules (Finance, Supply Chain, Manufacturing, Human Resources, Sales & Distribution)
[ ] Description of Potential Business Process Disruptions
[ ] Estimated Downtime (in hours)
[ ] Risk Level (High/Medium/Low) (High, Medium, Low)
[ ] Date of Initial Impact Assessment

--- CHANGE APPROVAL & PRIORITIZATION ---
[ ] Change Requestor (Finance, Sales, Operations, IT, Other)
[ ] Estimated Effort (Hours)
[ ] Impacted ERP Modules (Finance, Sales, Inventory, Manufacturing, Human Resources, Multiple Modules)
[ ] Priority Level (High, Medium, Low)
[ ] Approval Due Date
[ ] Justification for Priority
[ ] Approver 1 (Role) (Department Head, IT Manager, Project Manager)
[ ] Approver 1 Signature

--- DEVELOPMENT & TESTING ---
[ ] Detailed Description of Development Work
[ ] Estimated Development Hours
[ ] Code Changes/Scripts
[ ] Development Start Date
[ ] Development Completion Date (Planned)
[ ] Number of Unit Tests Passed
[ ] Integration Testing Environment (DEV, QA, UAT)
[ ] Integration Testing Results and Comments

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Describe the UAT Test Scenario
[ ] Number of Users Involved in Testing
[ ] Test Environment Used (e.g., Dev, Staging) (Development, Staging, Production-like)
[ ] Modules Tested (Select all that apply) (Finance, Inventory, Sales, Manufacturing, HR)
[ ] Date of UAT Execution
[ ] Actual Results vs. Expected Results
[ ] Overall UAT Result (Passed, Failed, Partially Passed)
[ ] Tester Signature

--- DEPLOYMENT PLANNING ---
[ ] Planned Deployment Date
[ ] Planned Deployment Start Time
[ ] Estimated Deployment Duration (hours)
[ ] Detailed Deployment Steps & Checklist
[ ] Deployment Environment (e.g., Dev, UAT, Production) (Development, UAT, Production)
[ ] Affected ERP Modules (Finance, Supply Chain, Manufacturing, Sales, HR)
[ ] Deployment Plan Document
[ ] Rollback Plan (if required)

--- DEPLOYMENT EXECUTION ---
[ ] Scheduled Deployment Date
[ ] Scheduled Deployment Time
[ ] Deployment Server Location
[ ] Deployment Notes & Observations
[ ] Number of Users Impacted
[ ] Deployment Status (Not Started, In Progress, Completed, Failed)
[ ] Deployment Lead Signature

--- POST-IMPLEMENTATION REVIEW ---
[ ] Review Date
[ ] Summary of Change Implementation
[ ] Estimated Effort vs. Actual Effort (Hours)
[ ] Successes and Positive Outcomes
[ ] Challenges and Areas for Improvement
[ ] Stakeholders Satisfied with Change? (Yes, No, Partially)
[ ] Lessons Learned & Recommendations
[ ] Reviewer Signature

--- DOCUMENTATION & COMMUNICATION ---
[ ] Summary of Changes Documented
[ ] Updated Process Flow Diagrams
[ ] Stakeholders Notified (Select all that apply) (End Users, Management, IT Support, Training Team)
[ ] Date of Documentation Update
[ ] Communication Plan Summary
[ ] Version Number of Documentation

--- SECURITY & COMPLIANCE REVIEW ---
[ ] Authorization Level Required for Change
[ ] Compliance Regulations Affected (e.g., GDPR, SOX) (GDPR, SOX, HIPAA, CCPA, Other)
[ ] Detailed Security Risk Assessment Summary
[ ] Last Security Audit Date
[ ] Change Approved by Security Team? (Yes, No, Pending)
[ ] Supporting Security Documentation (e.g., Risk Assessment Report)
[ ] Security Team Reviewer Signature

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