Configuration Management Plan

The configuration management plan (CM Plan) is first defined during the project planning process and is part of the overall project plan. Like all planning documents, the level of detail included in the CM Plan should be consistent with the risk levels, compliance requirements and composition of the project team. As a guide, Table 12.2 lists the minimum topics that should be covered in a CM Plan.

Table 12.2. Recommended Sections for Configuration Management Plan





The project work products to be managed.

Usually all project work products.


The location and definition of thecentral project repository.

Depending on work product types, there may be more than one. There should only be one document repository.

Directory Structure

Defines the organization of the project repository.

Usually organized by project phases and work product type.

File Naming Conventions

Defines the conventions to be used for naming project files.

Should include project name and work product name at a minimum.


List the configuration management tools to be utilized on the project.


Process and Procedures

Defines how work products are introduced into the repository and how revisions are made to them. Defines the review and approval process for any work product requiring authorization before a change can be official.

May reference sub-configuration management plans if multiple tools are used/needed.

Roles and Responsibilities

Defines the key roles in the configuration management process and what each project team member can do.

The key role is the Librarian.


Defines how configuration management status will be reported and what metrics are needed for this project.

Deliverable Tracker


Defines how the configuration management process will be audited for compliance and when those audits will occur.

Often a part of the QA Review process.

Relation to other CM Plans

Indicates whether configuration management plans are involved and how they integrate with the overall project plan.

Supplier CM Plans Specific work product type CM plans

Part i. Project Management Jumpstart

Project Management Overview

The Project Manager

Essential Elements for any Successful Project

Part ii. Project Planning

Defining a Project

Planning a Project

Developing the Work Breakdown Structure

Estimating the Work

Developing the Project Schedule

Determining the Project Budget

Part iii. Project Control

Controlling a Project

Managing Project Changes

Managing Project Deliverables

Managing Project Issues

Managing Project Risks

Managing Project Quality

Part iv. Project Execution

Leading a Project

Managing Project Communications

Managing Expectations

Keys to Better Project Team Performance

Managing Differences

Managing Vendors

Ending a Project

Absolute Beginner[ap]s Guide to Project Management
Absolute Beginner[ap]s Guide to Project Management
ISBN: 078973821X
Year: 2006
Pages: 169 © 2008-2020.
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