- Coordinate IT change and project management to successfully push changes to production.
- Manage representation of project management within the scope of the change lifecycle to gather requirements, properly approve and implement changes, and resolve incidents that arise from failed implementations.
- Communicate effectively between change management, project management, and the business.
Our Advice
Critical Insight
Improvement can be incremental. You do not have to adopt every recommended improvement right away. Ensure every process change you make will create value and slowly add improvements to ease buy-in.
Impact and Result
- Establish pre-set touchpoints between IT change management and project management at strategic points in the change and project lifecycles.
- Include appropriate project representation at the change advisory board (CAB).
- Leverage standard change resources such as the change calendar and request for change form (RFC).
Align Projects With the IT Change Lifecycle
Increase the success of your changes by integrating project touchpoints in the change lifecycle.
Analyst Perspective
Focus on frequent and transparent communications between the project team and change management.
|
Misalignment between IT change management and project management leads to headaches for both practices. Project managers should aim to be represented in the change advisory board (CAB) to ensure their projects are prioritized and scheduled appropriately. Advanced notice on project progress allows for fewer last-minute accommodations at implementation. Widespread access of the change calendar can also lead project management to effectively schedule projects to give change management advanced notice. Moreover, alignment between the two practices at intake allows for requests to be properly sorted, whether they enter change management directly or are governed as a project. Lastly, standardizing implementation and post-implementation across everyone involved ensures more successful changes and socialized/documented lessons learned for when implementations do not go well. Benedict Chang |
Executive Summary
Your Challenge |
Common Obstacles |
Info-Tech’s Approach |
|---|---|---|
To align projects with the change lifecycle, IT leaders must:
|
Loose definitions may work for clear-cut examples of changes and projects at intake, but grey-area requests end up falling through the cracks. Changes to project scope, when not communicated, often leads to scheduling conflicts at go-live. Too few checkpoints between change and project management can lead to conflicts. Too many checkpoints can lead to delays. |
Set up touchpoints between IT change management and project management at strategic points in the change and project lifecycles. Include appropriate project representation at the change advisory board (CAB). Leverage standard change resources such as the change calendar and request for change form (RFC). |
Info-Tech Insight
Improvement can be incremental. You do not have to adopt every recommended improvement right away. Ensure every process change you make will create value, and slowly add improvements to ease buy-in.
Info-Tech’s approach
Use the change lifecycle to identify touchpoints.
The Info-Tech difference:
- Start with your change lifecycle to define how change control can align with project management.
- Make improvements to project-change alignment to benefit the relationship between the two practices and the practices individually.
- Scope the alignment to your organization. Take on the improvements to the left one by one instead of overhauling your current process.
Use this research to improve your current process
This deck is intended to align established processes. If you are just starting to build IT change processes, see the related research below.
Align Projects With the IT Change Lifecycle |
01 Optimize IT Change Management | |
|---|---|---|
Increase the success of your changes by integrating project touchpoints in your change lifecycle. (You are here) |
Decide which IT projects to approve and when to start them. |
Right-size IT change management to protect the live environment. |

Create a Service Management and IT Operations Strategy
Optimize the IT Operations Center
Improve Incident and Problem Management
Optimize IT Change Management
Harness Configuration Management Superpowers
Develop Infrastructure & Operations Policies and Procedures
Stabilize Release and Deployment Management
Deploy AIOps to Improve IT Operations
Create Visual SOP Documents that Drive Process Optimization, Not Just Peace of Mind
Improve IT-Business Alignment Through an Internal SLA
Implement Infrastructure Shared Services
Next-Generation InfraOps
M&A Runbook for Infrastructure and Operations
Reduce Manual Repetitive Work With IT Automation
Take Control of Cloud Costs on AWS
Take Control of Cloud Costs on Microsoft Azure
Govern Shared Services
Take Control of Infrastructure and Operations Metrics
Engineer Your Event Management Process
Design Your Cloud Operations
Build a Continual Improvement Program
Align Projects With the IT Change Lifecycle
Prepare for Microsoft 365 Copilot
Build Seamless IT Operations With Automation
Transition and Operationalize Incoming Projects