Which documents are necessary for establishing a configuration management (CM) policy?

To effectively establish a configuration management (CM) policy, having a clear understanding of the organizational structure and processes is essential. This documentation serves as a foundation for how configuration management practices will be integrated within the overall framework of the organization.

The organizational structure outlines roles and responsibilities, ensuring that everyone within the organization understands who is accountable for various aspects of configuration management. This clarity helps in the assignment of tasks related to maintaining configuration items, tracking changes, and implementing processes for version control and audits.

Additionally, a well-defined set of processes helps to set standards for configuration management activities. Establishing procedures for monitoring changes, conducting audits, and managing baselines ensures that the organization can maintain control over its assets and respond effectively to changes in its environment.

In contrast, while market research data, employee training manuals, and vendor contracts can be important for overall operations and management, they do not provide the structure and procedural guidelines necessary for establishing an effective configuration management policy. Market research might inform quality and performance standards, training manuals might equip staff with knowledge and skills, and vendor contracts may pertain to third-party relationships, but none of these directly define how configuration management will be conducted within the organization.