PRINCE2® Configuration Item Record Template

You don’t need a template for Configuration Item Records! Instead, I’ve prepared my own document and called it Configuration Management Approach! You can download it in Microsoft Word format below, and make sure you’ll read the explanation in this page.

Background

So, what’s wrong with Configuration Item Record? Why don’t we have a template for it?

The previous version of PRINCE2 used to have this one, as well as a separate product called Configuration Management Strategy. The second one is removed in the 2017 edition, and the first one doesn’t have a Product Description anymore. Why?

Configuration Management is mainly used in change management, and now it’s a part of the Change Control Approach instead of being a separate document, just to keep it simple. I was against this decision when we were working on the new version, but it didn’t work.

So, here I took the liberty of reintroducing my own Configuration Management Approach, especially because Configuration Item Records (which are still official management products in PRINCE2, but do not come with a Product Description) are fully described in a Configuration Management Approach.

Configuration Management seems scary to many people, but it can be very simple, and yet, it’s extremely helpful in every project, and I HIGHLY recommend you start using it. How? Well, that’s out of scope of this guide, and I suggest you read about it in specialist resources about project configuration management. When you’re done, come back and document it in this template.

As usual, this is a type of document that you can prepare in the organization level (e.g. in a PMO) and just tailor it for your projects.

Composition

The template has 3 main sections:

  • Document information: this is the generic information about the document and connections with your Configuration Management system. Feel free to add more information here, but it’s best to keep it simple.
  • Approval: this section is for capturing approvals. There are multiple lines, because you may have multiple versions of this document approved. If you have a well-formed Configuration Management system to track approvals, feel free to remove this section.
  • The System: this is the important part, where you define how the system works, including the columns in table(s) of the configuration management system.

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