How to write your Project Change Request Form (During Maintenance)
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Use cases for this template
A homepage emergency at Northline Outfitters
The Challenge
Northline Outfitters discovered a mispriced holiday banner hours before a national email blast, and Blue Finch Creative had to address the issue immediately without derailing the project plan, introducing scope creep, or losing sight of budget and quality.
The Solution
Blue Finch used the change request and invoice form to fill in the exact page and frame location, date needed, priority level, hourly rate, and the requested change, then obtained client approval and a sign-off; in parallel, they used Proposal Kit to assemble supporting documents-a brief impact memo, a two-option mini proposal with automated line-item quoting, and a same-day rollout plan drafted with the AI Writer and templates.
The Implementation
A project manager gathered all the information, proposed two paths (hotfix versus redesign), documented risk and timeline, and routed the materials for stakeholder review while the team member prepared assets and QA steps defined in the Proposal Kit plan.
The Outcome
The client approved the hotfix within an hour, the banner was corrected before the blast, the budget stayed on track, and the record of the change, including rationale, costs, and comments, became part of a clean audit trail.
A feature toggle request at CivicTrust Bank
The Challenge
CivicTrust Bank asked Helio Metrics to add a new feature toggle late in UAT, a major change that could affect compliance, risk, and the delivery timeline unless handled through a disciplined change request process.
The Solution
Helio Metrics captured the proposed change on the form with module, task, dependencies, and a fixed-rate option, then used Proposal Kit to create a formal proposal, a concise risk study, and a QA test plan; the AI Writer produced a technical appendix and stakeholder brief, while automated line-item quoting compared fixed versus hourly scenarios for an educated decision.
The Implementation
Stakeholders reviewed the documentation, determined priority, and issued approval; the project team rebaselined the schedule, updated the plan and resources, and executed the change during a planned release window with clear acceptance criteria.
The Outcome
The toggle shipped on time with verified quality, the bank gained a documented rationale and cost breakdown, and the team avoided rework by aligning the change with project goals and deliverables.
A portal refresh at Red Oak Robotics
The Challenge
Red Oak Robotics needed dozens of content and UI adjustments across its internal portal, and partner Orbit UX Studio had to manage the flood of requests without fragmentation, delays, or budget surprises.
The Solution
Orbit consolidated every item into the change request and invoice form-page, frame, location, and corrections-grouped by priority and date, then used Proposal Kit to generate a consolidated change log, a resource plan, and a budget forecast; the AI Writer drafted a rollout checklist and post-implementation report to keep stakeholders aligned.
The Implementation
The team batched work into sprints, secured approvals per batch, and implemented items under a mix of hourly and fixed-rate lines while using the Proposal Kit documents to coordinate QA and handoffs.
The Outcome
The portal updates landed in three clean releases, stakeholders had clear visibility into costs and outcomes, and the disciplined process improved quality while keeping the organization's budget intact.
Abstract
This contract functions as a straightforward change request and invoice tool used in project management to manage change requests during maintenance or enhancement work. It directs project managers, project sponsors, and any team member to submit a requested change with detailed information so the organization can make an educated decision and keep the project's scope under control. It combines a basic invoice (product and/or service, hourly rate or fixed rate) with an acceptance section where the client signs to authorize the designer to execute the task and to confirm Net 30 payment terms and 1.5% monthly interest on past-due balances.
The form template asks for all the information needed to explain the proposed change: the exact page or frame, the location on that page, and what to modify. Listing every correction in one place helps the project team handle the matter, prevent scope creep, and track progress. You can attach additional forms if needed. As a first step in the change management process, include important details such as project name, date submitted, date needed, and priority level, plus any change number your organization uses to monitor status.
A practical process follows: a person submits the request; stakeholders evaluate the impact on the project plan, deliverables, objectives, schedule, budget, resources, and risk; then, they determine priority and timeline. Types of change requests may range from minor content updates to major feature changes or emergency changes that require immediate attention. The request may be approved, deferred, or rejected.
Once approved, the team can plan and implement, document comments, and assess the outcome for quality control. The acceptance language makes it clear when the designer is authorized to proceed and provides financial clarity to deal with what can happen if payment is late.
Use case examples include a website page copy fix, noting a specific frame and location; a software UI adjustment to resolve a usability issue; a marketing brochure correction by page; or an emergency security patch that must be addressed right away. Each example shows how to identify, evaluate, and resolve a change.
Proposal Kit can help organizations create and download a change request template, assemble documentation, and automate line-item quoting for hourly or fixed rates. Its AI Writer can generate supporting materials like a formal proposal or risk summaries, and the extensive template library makes it easier to access and streamline the process.
Beyond the basics, this form supports governance by making the change request process a predictable path from proposal to approval. Requesters fill in specifics and also propose why the change matters, tying it to project goals, budget, schedule, and risk. That clarity helps managers manage project baselines, compare options, and address the impact on resources and quality before work starts.
The same structure prompts teams to consider every topic of the change, including customer experience, operations, compliance, and any other topic that could affect outcomes. A simple sign and accept step creates accountability and a clear starting point for handling project updates, which reduces rework and speeds delivery. The benefit is faster decisions, better control of scope, and a consistent record of what was requested, approved, or deferred.
For busy teams, Proposal Kit helps operationalize this discipline. You can create standardized change forms with signature blocks, assemble documentation around each request, and generate a formal proposal or change order aligned to the original contract. Automated line-item quoting for hourly or fixed fees makes it easier to compare options before approval.
The AI Writer can write impact summaries and rationale statements that explain cost, schedule, and risk in plain language, so stakeholders can sign with confidence. Used this way, the Proposal Kit becomes a practical tool to manage project variance while keeping documentation clean and consistent across departments.
Adding to the practical use of this form, organizations gain an audit trail that links each proposed change to a clear business reason and acceptance criteria. Requesters can attach mockups or screenshots, fill in dependencies, and note how the change aligns with project goals and deliverables. That context strengthens the change request process by enabling triage: assess risk, estimate effort, and slot work into available capacity without disrupting critical path tasks.
Project managers can rebaseline schedules, update the project plan, and coordinate handling of project windows (such as release or blackout periods) so work happens at the right time. Including a simple definition of done and test expectations before approval reduces ambiguity and improves quality at delivery.
Financially, listing hourly versus fixed rates for each item helps stakeholders decide how to manage project budget exposure. When requesters propose scope options (minimal viable fix versus full solution), sponsors can compare timelines and outcomes and choose the best path. Capturing a change number, the responsible team member, and dependencies provides control across teams, especially when multiple vendors or departments share resources. Another topic to address is communications: add brief stakeholder notes and escalation contacts so the team can resolve issues quickly if blockers arise.
Proposal Kit further streamlines this by letting teams create tailored form template variants for standard, major, and emergency changes, assemble companion documents like change orders and cost summaries, and generate executive briefs with the AI Writer. You can include signature blocks so decision-makers can sign at the right checkpoints and keep documentation consistent. The benefit is faster, clearer approvals and well-structured records that support accountability across the lifecycle.
Writing the Project Change Request Form (During Maintenance) document - The Narrative
Invoice: Product and/or Service
Hourly: Hourly Rate
Fixed Rate: Fixed Rate
Please provide a detailed description of the changes that you would like made to your project. Be as specific as possible. Provide the exact page/frame, location on the page/frame, and what corrections need to be made.
To avoid duplication and confusion, please list all of your corrections on this form. You may attach additional forms as necessary. PAYMENT TERMS: Net 30 days. 1.5% Interest monthly on accounts past due 30 days.
ACCEPTANCE OF AGREEMENT:
The above prices, specifications and conditions are hereby accepted. The designer is authorized to execute the project or provide software as outlined in this Agreement. Payment will be made as proposed above.
Client's signature

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By Ian Lauder

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