Configuration Management Plan Templates &
Examples
A Configuration Management Plan (CMP) is a crucial tool for managing changes, maintaining
consistency, and ensuring quality in any project. While understanding its components and
processes is essential, having practical templates and examples can make implementing a CMP
much easier. Templates provide a structured framework, helping project managers and teams
quickly create an effective plan.
Why Use a CMP Template
Creating a CMP from scratch can be time-consuming and challenging, especially for teams new
to configuration management. A well-designed template provides:
Structure: Clear sections for scope, roles, processes, and tools.
Consistency: Ensures all necessary information is included across projects.
Efficiency: Reduces the time spent drafting the plan manually.
Clarity: Guides team members on how to follow configuration management procedures.
Using a template also helps maintain compliance with industry standards and facilitates audits
by ensuring all essential details are documented.
Key Sections in a Configuration Management Plan
Template
A standard CMP template typically includes the following sections:
1. Introduction: Overview of the plan, its purpose, and the project scope.
2. Configuration Items: List of all items to be managed, including software, hardware,
documents, and processes. Each item should have a unique identifier.
3. Roles and Responsibilities: Details of team members’ responsibilities, including configuration
managers, auditors, and approvers.
4. Change Control Procedures: Steps for requesting, reviewing, approving, and documenting
changes.
5. Configuration Status Accounting: Methods for tracking versions, updates, and approvals.
6. Configuration Audits: Guidelines for conducting audits to verify compliance with the plan.
7. Tools and Software: Recommended tools for managing configuration items, tracking changes,
and generating reports.
8. Review and Update Procedures: Instructions for regularly updating the CMP to reflect project
changes and improvements.
Example of a Simple Configuration Management Plan
Project: Website Development
Configuration Items: Source code, database schema, project documentation, user interface
designs
Roles: Project manager (approvals), developers (updates), QA team (audits)
Change Control: All changes submitted via Jira tickets, reviewed by project manager, and
logged in version control system
Status Accounting: Git repository tracks versions; monthly reports generated for audit
Audits: Conducted at the end of each sprint to verify changes and documentation
Tools: GitHub for version control, Jira for change tracking, Confluence for documentation
This example demonstrates how a simple CMP can effectively manage a project while providing
clarity, traceability, and accountability.
Tips for Using CMP Templates Effectively
1.
Customize to Your Project: Templates are starting points; adapt them to project size,
complexity, and industry requirements.
2.
Keep It Updated: Regularly revise the plan to reflect new changes, updates, or lessons learned.
3.
Ensure Team Buy-In: Share the CMP with all stakeholders and ensure they understand their
roles and responsibilities.
4.
Integrate Tools: Use appropriate software to automate tracking, version control, and reporting.
Conclusion
Configuration Management Plan templates and examples make it easier for teams to implement
effective configuration management. By providing structure, clarity, and consistency, templates
help streamline project management processes, reduce errors, and maintain high quality.
Whether for software, IT systems, or engineering projects, using templates ensures that your
CMP is both practical and efficient, supporting project success from start to finish.

Configuration Management Plan Templates & Examples

  • 1.
    Configuration Management PlanTemplates & Examples A Configuration Management Plan (CMP) is a crucial tool for managing changes, maintaining consistency, and ensuring quality in any project. While understanding its components and processes is essential, having practical templates and examples can make implementing a CMP much easier. Templates provide a structured framework, helping project managers and teams quickly create an effective plan. Why Use a CMP Template Creating a CMP from scratch can be time-consuming and challenging, especially for teams new to configuration management. A well-designed template provides: Structure: Clear sections for scope, roles, processes, and tools. Consistency: Ensures all necessary information is included across projects. Efficiency: Reduces the time spent drafting the plan manually. Clarity: Guides team members on how to follow configuration management procedures. Using a template also helps maintain compliance with industry standards and facilitates audits by ensuring all essential details are documented. Key Sections in a Configuration Management Plan Template A standard CMP template typically includes the following sections: 1. Introduction: Overview of the plan, its purpose, and the project scope. 2. Configuration Items: List of all items to be managed, including software, hardware, documents, and processes. Each item should have a unique identifier. 3. Roles and Responsibilities: Details of team members’ responsibilities, including configuration managers, auditors, and approvers. 4. Change Control Procedures: Steps for requesting, reviewing, approving, and documenting changes. 5. Configuration Status Accounting: Methods for tracking versions, updates, and approvals.
  • 2.
    6. Configuration Audits:Guidelines for conducting audits to verify compliance with the plan. 7. Tools and Software: Recommended tools for managing configuration items, tracking changes, and generating reports. 8. Review and Update Procedures: Instructions for regularly updating the CMP to reflect project changes and improvements. Example of a Simple Configuration Management Plan Project: Website Development Configuration Items: Source code, database schema, project documentation, user interface designs Roles: Project manager (approvals), developers (updates), QA team (audits) Change Control: All changes submitted via Jira tickets, reviewed by project manager, and logged in version control system Status Accounting: Git repository tracks versions; monthly reports generated for audit Audits: Conducted at the end of each sprint to verify changes and documentation Tools: GitHub for version control, Jira for change tracking, Confluence for documentation This example demonstrates how a simple CMP can effectively manage a project while providing clarity, traceability, and accountability. Tips for Using CMP Templates Effectively 1. Customize to Your Project: Templates are starting points; adapt them to project size, complexity, and industry requirements.
  • 3.
    2. Keep It Updated:Regularly revise the plan to reflect new changes, updates, or lessons learned. 3. Ensure Team Buy-In: Share the CMP with all stakeholders and ensure they understand their roles and responsibilities. 4. Integrate Tools: Use appropriate software to automate tracking, version control, and reporting. Conclusion Configuration Management Plan templates and examples make it easier for teams to implement effective configuration management. By providing structure, clarity, and consistency, templates help streamline project management processes, reduce errors, and maintain high quality. Whether for software, IT systems, or engineering projects, using templates ensures that your CMP is both practical and efficient, supporting project success from start to finish.