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Change Request Approval Form

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CHANGE REQUEST APPROVAL FORM

Project Name:     Change Request No.:

Date of Request:     Requested By:

WHEREAS

WHEREAS, Client and Service Provider are parties to a written agreement for the provision of services described in the Project Name above, and the parties desire to document and authorize a modification to the scope, schedule, and/or compensation of that agreement in accordance with the terms set forth in this Change Request Approval Form;

WHEREAS, the requested change is necessary due to material circumstance described below that affects the timely or complete performance of the original scope of work, and the parties wish to memorialize the adjustment to responsibilities, cost, and schedule as an amendment to the original agreement;

WHEREAS, this Change Request Approval Form, upon authorization by the designated representatives of both parties, shall become an enforceable amendment to the original agreement and shall control to the extent of any conflict with the original terms.

DESCRIPTION OF CHANGE

SCOPE OF WORK (AMENDED)

PAYMENT TERMS

Payment for the approved change shall be invoiced in accordance with the Payment Schedule above. Unless otherwise agreed in writing, Client shall pay undisputed invoices within the number of days specified in the original agreement; disputed amounts shall be raised promptly and reasonable supporting detail provided.

TERM AND TERMINATION

Amendment Effective Date:     Anticipated Completion Date:

Unless otherwise set forth herein, all other termination rights and obligations shall remain as provided in the original agreement. This Change Request does not waive any party's right to terminate for material breach in accordance with the original agreement except to the extent expressly modified above.

CONFIDENTIALITY

Each party shall maintain in confidence all confidential information disclosed by the other party in connection with this Change Request. Confidential information shall not be disclosed to third parties except to the extent required by law or to requisite personnel who have a need to know and who are bound by confidentiality obligations at least as protective as those contained in the original agreement. The confidentiality obligations shall survive termination or expiration of this Change Request.

GOVERNING LAW

This Change Request shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of laws principles.

ENTIRE AGREEMENT

This Change Request, together with the original agreement and any prior amendments expressly incorporated herein, constitutes the entire understanding and agreement between the parties with respect to the subject matter of this Change Request and supersedes all prior negotiations, proposals, and representations, whether written or oral, relating thereto. Except as expressly modified herein, all other terms of the original agreement remain in full force and effect.

APPROVALS

Approving Authority Decision:

Approver Name:     Title:     Date of Approval:

Certification: By approving below, each signatory represents and warrants that they are duly authorized to commit their respective party to the modifications set forth in this Change Request and that this Change Request, when executed, shall be binding upon their party in accordance with its terms.

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What the Change Request Approval Form Is

The Change Request Approval Form documents a proposed modification to an existing project, contract, or scope of work and records authorized acceptance by the responsible parties. It captures the request details, expected impact on cost and schedule, approvals required, and any contingency or mitigation steps. Organizations use this standardized form to create a clear audit trail for changes, assign responsibility, and ensure decisions follow governance or contractual change control processes. Completed forms are typically retained with project records for compliance, dispute resolution, and future reference.

Why a Structured Change Request Matters

A Change Request Approval Form enforces consistent decision-making, documents scope and cost implications, and reduces disputes by recording explicit approvals. It provides an auditable record for internal governance, external reporting, and compliance reviews, improving transparency across project stakeholders.

Why a Structured Change Request Matters

Who Prepares and Reviews These Forms

Project managers, contract administrators, procurement officers, and change control boards typically complete or review Change Request Approval Forms during project lifecycle control.

  • Project managers prepare change details, impact assessments, and recommended approvals for review.
  • Contract administrators validate contractual authority and verify amendment compliance with original agreement terms.
  • Finance or procurement review cost impacts and approve budget adjustments tied to the change.

Signatories often include authorized managers and, when required, legal counsel or external stakeholders depending on organizational governance rules.

Essential Sections to Include on the Form

A professional form includes structured fields, approval workflow, impact analysis sections, signature blocks, version control, and links to attachments for clear governance.

Summary

Concise description of the requested change including background, objectives, and the requester’s rationale to provide reviewers with immediate context and reduce clarification cycles during approval.

Scope

Define affected tasks, deliverables, systems, or contract sections in precise terms; list items to be added, modified, or removed so reviewers can assess the true extent of impact.

Cost

Provide detailed cost estimates, assumptions, one-time and recurring charges, contingency buffers, and identify the funding source to enable budget owners to evaluate affordability and approve adjustments.

Schedule

State the effect on milestones and completion dates, quantify delay in business days or calendar dates, and include recovery plans or float consumption to guide schedule decisions.

Risks

List potential technical, regulatory, or cost risks, probability estimates, mitigation steps, and escalation triggers so approvers understand downside exposure before granting consent and can plan monitoring.

Approvals

Designate approvers, required order, approval thresholds, delegated authority, and signature fields with space for dates and version annotations to create a legally traceable approval chain.

Step-by-Step: Complete and Route the Form

Follow these core steps to complete and route a Change Request Approval Form within a controlled workflow.

  • 01
    Draft: Describe proposed change, reason, and scope.
  • 02
    Impact Analysis: Estimate cost, schedule, quality, and resource effects.
  • 03
    Approval: Collect signatures from authorized approvers.
  • 04
    Record: File signed form with project records and version control.

Configure an Online Approval Workflow

Configure fields, routing, and notifications to automate approvals and ensure change requests flow through the correct review steps.

Field Configuration
Routing Route by role and department; include escalation after defined days.
Authentication Email + optional SMS code or KBA for higher assurance.
Notifications Automatic email reminders and status updates to stakeholders.
Archive Auto-save signed PDF to project repository and version history.

Typical Processing Flow

Typical routing for a Change Request Approval Form outlines submission, review, authorization, and recordkeeping steps.

  • Submit: Requester uploads form and supporting documents.
  • Review: Assigned reviewers assess scope, cost, and schedule impact.
  • Authorize: Designated approvers sign and timestamp electronically.
  • Close: Signed form is filed and audit trail recorded.

Platform Capabilities to Consider

Digital completion supports email links, embedded forms, API uploads, and RON or in-person notarization where required.

  • File Types: PDF, DOCX, HTML, Excel supported.
  • Integrations: Works with Salesforce, NetSuite, Microsoft 365.
  • Authentication: Email, SMS, KBA, SSO options.

Practical Tips to Reduce Review Time

Adopt consistent templates, clear naming, and automated routing to reduce review cycles and maintain a reliable change history for audits and stakeholder communication.

Use a single standard template across projects
Standardize the Change Request Approval Form across teams to ensure reviewers find the same fields in the same places; consistent layouts reduce processing time, lower error rates, and simplify integration with document management systems for long-term recordkeeping.
Include quantitative impact metrics and assumptions
Provide explicit assumptions, calculation methods, and itemized cost lines; quantify schedule changes in business days and list dependencies so approvers can validate estimates quickly without repeated clarification requests or follow-ups.
Retain signed copies with version control metadata
Store executed forms as PDF/A with embedded audit trail, include signer attribution, timestamps, and original attachments; maintain version identifiers and ensure backups meet regulatory retention periods for your industry and jurisdiction.
Use role-based routing and conditional fields
Configure conditional fields and role-based routing so only relevant approvers see necessary information; this reduces cognitive load, prevents unauthorized approvals, and enforces business rules without manual intervention or ad hoc email exchanges.

Recommended Deadlines and Targets

Key deadlines help ensure timely reviews and minimize project delays; track submission, review, approval, implementation, and archival dates.

Submission Deadline:

Submit as soon as change is identified.

Review Window:

Reviewers should respond within 5 business days.

Approval Target:

Approvals completed within 10 business days to avoid schedule slips.

Implementation Start:

Begin within the agreed start date or after approval.

Record Retention:

File signed form per retention policy.

Consequences of Incorrect or Missing Approvals

Unauthorized Work: Execution without proper approval causes contract breach.
Cost Overrun: Unapproved costs may lack budget coverage.
Schedule Delay: Late approvals can extend project timelines.
Audit Findings: Incomplete records trigger compliance exceptions.
Dispute Risk: Ambiguity invites contractual disputes.
Invalid Signature: Improper signing methods may affect enforceability.

Common Preparation Errors to Avoid

  • Omitting cost breakdowns forces repeated clarifications and slows budget approvals, increasing time to implementation and raising administrative overhead.
  • Using inconsistent naming conventions prevents reliable linking to project trackers and complicates version control during audits or post-change analysis.
  • Requesting approval before completing impact analysis results in rework and higher likelihood of rejection by stakeholders.
  • Failing to specify approver authority can produce invalid sign-offs and expose the organization to liability for unauthorized commitments.

eSignature Provider Pricing and Feature Snapshot

Compare starting prices and common plan features relevant to e-signing Change Request Approval Forms; signNow is shown first for consistency.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes (Business Premium) Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Plan-dependent Plan-dependent Plan-dependent Plan-dependent
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions and Practical Answers

Common questions cover validity of electronic approvals, acceptable signature methods, record retention, authentication levels, and what to include to avoid rework.


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