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Planning A Change Advisory Board Meeting

The Change Advisory Board (CAB) meeting is one of the most crucial aspects of IT Service Management, especially for managing risk and ensuring seamless IT operations. Studies, including those from Gartner, estimate that over 60% of incidents can be traced back to poorly implemented changes. With stakes this high, it’s vital to run an efficient and well-structured CAB meeting.

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Why Are CAB Meetings So Important?

The primary purpose of a CAB meeting is to reduce the risks associated with changes in the IT environment. Whether it’s implementing new systems or updates, poorly managed changes can have serious business impacts. Despite this, many IT professionals dread these meetings, often referring to them as unproductive or overly technical.

Common problems include:

  • Meetings devolving into technical discussions while others remain disengaged.
  • Last-minute changes being brought up with little notice.
  • Lack of business focus, leading to approvals that result in unexpected customer impacts.
  • Inefficient time management, with minor changes getting as much attention as major projects.

How to Run a Successful CAB Meeting

A well-structured CAB meeting requires more than just showing up and discussing changes. Here are a few steps to ensure your CAB meetings are productive:

  1. Set an Agenda: Outline topics beyond just the changes, such as ongoing projects or planned releases. This sets expectations and keeps discussions on track.
  2. Effective Chairing: The Change Manager, as chair, should guide discussions, ensuring conversations remain productive and don’t drift into overly technical details. If deeper technical discussions are necessary, they should be handled outside the CAB meeting.
  3. Clear Decisions: After discussing each change, clearly ask, “Is change [ID] approved or not?” This prevents confusion and ensures accountability.
  4. Take Minutes and Assign Actions: Document decisions and any actions assigned to attendees, with clear deadlines. This ensures accountability and follow-up.

Preparation and Follow-Up are Key

CAB meetings don’t exist in isolation. Preparation and follow-up are just as important as the meeting itself. Establish expectations for all participants, including timelines, so everyone knows what to prepare and when decisions are expected.


Why Structured CAB Meetings Matter

CAB meetings are invaluable in Service Management, but they don’t happen successfully without effort. Implementing a structured approach to how your organisation conducts these meetings will lead to significant improvements in both risk management and service delivery.

By applying a little more structure and focus, you can turn your CAB meetings into a powerful tool for managing IT changes effectively.