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Business Requirements Document Template

Prepared for:
Client Name
[Client.Company]
Prepared by:
Sender Name
[Sender.Company]

Table of contents

  1. Executive summary
  2. Business objectives
  3. Background
  4. Scope
  5. Features
  6. Functional requirements
  7. Personnel requirements
  8. Reporting and quality assurance
  9. Delivery schedule
  10. Other requirements
  11. Limitations
  12. Risks
  13. Appendix A – Glossary of Terms

1. Executive Summary

Attached you'll find the business requirements document that covers the work required by [client name]. Sections contained within the document include Business Objectives, Background, Scope, Features, Functional Requirements, Personnel Requirements, Reporting and Quality Assurance, Delivery Schedule, Other Requirements, Assumptions, Limitations, Risks.

One of the issues faced by [client name] is [client issue]. The goal of [project name] is to allow [client name] to [client objective]. By bringing on [Company] to assist with the project, [client name] gets the benefit of [Company]'s years of experience in services to [client's industry].

[Company] appreciates the faith that [client name] has placed in us. Our company's mission is to [Company mission]. We understand the intricacies of services to the [client's industry]. [Company] will work hard to ensure that [client name] receives everything necessary to accomplish their business goals upon the successful delivery of [project name].

2. Business objectives

2.1 Project Solution

The new [project solution] will help [client name] accomplish its goal of [business deliverable]. [Company] will oversee quality control at each step of the process to avoid issues during deployment.

2.2 Value

Thanks to [project name], [client name] can move further toward their goal of [client objective]. By doing so, [client name] puts itself in a position to [overall business strategy].

2.3 Next Steps

The success of [project name] will impact [client name] positively by [positive business impacts]. In addition, there will be established metrics to gauge the impacts of the [project solution] release.

By implementing [project name], [client name] can put itself into a position to accomplish the following business goals:

  1. 2.3.1 [client name] should have the ability to [business objective 1].
  2. 2.3.2 [client name] should have the ability to [business objective 2].
  3. 2.3.3 [client name] should have the ability to [business objective 3].
  4. 2.3.4 [client name] should have the ability to [business objective 4].
  5. 2.3.5 [client name] should have the ability to [business objective 5].

The stakeholders involved in the project include:

  • [Stakeholder 1][stakeholder title][stakeholder department]
  • [Stakeholder 2][stakeholder title][stakeholder department]
  • [Stakeholder 3][stakeholder title][stakeholder department]
  • [Stakeholder 4][stakeholder title][stakeholder department]
  • [Stakeholder 5][stakeholder title][stakeholder department]

[Client name] decided to pursue [project name] because [description of business drivers].

2.4 Functionality

The new functionality provided by [project name] will allow [client name] to accomplish their goal of [business goal]. Changes will include modifications to [systems modified] and [business processes modified].

[Additional functionality of new process]

2.5 Process diagrams

The following process diagrams outline the original business processes and the contrasting changes put in place because of [project name]:

[Original process diagram]

[Current process diagram]

3. Background

Currently, [client name] handles [business process] by [description of current process]. Because of changing business needs caused by [reason for change], the business must now [new process]. As a result, [client name] is initiating [project name] to allow [company] to [new business process].

[Company] is the ideal partner to assist [client name] pursue their desired business strategy because [Company services/experience].

[Additional background description of issues]

[Additional background text]

4. Scope

The scope of the [project] initiated by [client name] should cover the following changes to business processes:

4.1 Project objective

[CLIENT COMPANY NAME]

[PROJECT DESCRIPTION (IF ANY)]

Prepared by:

[PREPARER]

[PREPARER COMPANY NAME]

MM / DD / YYYY

The primary objective of [project] is to [project objective].

[Additional description of overall project objective]

4.2 Project deliverables

The deliverables considered within the scope for [project] should include the following:

  1. 4.2.1[Company] must provide [client name] with the ability to [deliverable 1].
  2. 4.2.2[Company] must provide [client name] with the ability to [deliverable 2].
  3. 4.2.3[Company] must provide [client name] with the ability to [deliverable 3].
  4. 4.2.4[Company] must provide [client name] with the ability to [deliverable 4].
  5. 4.2.5[Company] must provide [client name] with the ability to [deliverable 5].
  6. 4.2.6[Company] must provide [client name] with the ability to [deliverable 6].
  7. 4.2.7[Company] must provide [client name] with the ability to [deliverable 7].

4.3 Project milestones

The following milestones must be hit by [Company] on the dates indicated below:

  1. 4.3.1[milestone 1][milestone date]
  2. 4.3.2[milestone 2][milestone date]
  3. 4.3.3[milestone 3][milestone date]
  4. 4.3.4[milestone 4][milestone date]
  5. 4.3.5[milestone 5][milestone date]

4.4 High-level requirements

[Company] must adhere to each of [client name]’s requirements as listed below:

  1. 4.4.1[Company] must [requirements description 1] to meet the client’s need for [business need 1].
  2. 4.4.2[Company] must [requirements description 2] to meet the client’s need for [business need 2].
  3. 4.4.3[Company] must [requirements description 3] to meet the client’s need for [business need 3].
  4. 4.4.4[Company] must [requirements description 4] to meet the client’s need for [business need 4].
  5. 4.4.5[Company] must [requirements description 5] to meet the client’s need for [business need 5].
  6. 4.4.6[Company] must [requirements description 6] to meet the client’s need for [business need 6].
  7. 4.4.7[Company] must [requirements description 7] to meet the client’s need for [business need 7].
  8. 4.4.8[Company] must [requirements description 8] to meet the client’s need for [business need 8].

4.5 Assumptions

[Company] should keep the following assumptions in mind when performing the work required by [client name]:

  1. 4.5.1[Company] should assume that [client name][assumptions description 1].
  2. 4.5.2[Company] should assume that [client name][assumptions description 2].
  3. 4.5.3[Company] should assume that [client name][assumptions description 3].
  4. 4.5.4[Company] should assume that [client name][assumptions description 4].
  5. 4.5.5[Company] should assume that [client name][assumptions description 5].

4.6 Acceptance criteria

[Company] must adhere to the following acceptance criteria that define success for [project], as outlined by [client name]:

  1. 4.6.1 The user must be able to [acceptance criteria description].
  2. 4.6.2 The system must allow the user to [acceptance criteria description].
  3. 4.6.3 The user must be required to [acceptance criteria description].
  4. 4.6.4 The system must validate [acceptance criteria description] before proceeding with [system process].
  5. 4.6.5 The system must prompt the user to [acceptance criteria description] before allowing the user to [user process].

4.7 Constraints

[Company] must take the following constraints into consideration when mapping out the technical details of [project]:

  1. 4.7.1 The [business system] currently does not allow for [constraints description].
  2. 4.7.2 Users of [business system] are currently limited to functions that include [constraints description].
  3. 4.7.3 There is currently a data storage limit of [data storage limit] that limits the system to [constraints description].
  4. 4.7.4 Reporting and other system insights are currently limited to [constraints description] because of [additional constraint description].
  5. 4.7.5 Users can only process up to [constraints description] within [business system].

5. Features

[Company] will introduce the following features upon completion of [project name]:

5.1[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

5.2[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

5.3[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

5.4[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

5.5[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

5.6[Company] must add [feature name] to [business system].

The feature should give the user the ability to [feature description].

6. Functional requirements

6.1 Context

[Company] must provide [client name] with the following system updates and expand the functionality available to users as outlined in the context diagrams below:

  • Exhibit 1: context diagram
  • Exhibit 2: context diagram

6.2 Methodology

[Company] will adhere to an [Agile/Waterfall/Scrum/Kanban] framework when planning out the different phases of [project]. That will afford the development team and all project stakeholders the best chance of identifying potential risks to ensure they don’t disrupt the delivery of [project].

6.2 User requirements

6.2.1 System use cases

The following diagrams provide a visualization of what [client name] requires from the system:

  1. 6.2.1.1[system use case diagram 1]
  2. 6.2.1.2[system use case diagram 2]
  3. 6.2.1.3[system use case diagram 3]
  4. 6.2.1.4[system use case diagram 4]
  5. 6.2.1.5[system use case diagram 5]

6.2.2 System use case descriptions

The following system use cases provide a text description of what [client name] requires from the system through changes put in place by [project name]:

  1. 6.2.2.1 The system must [system use case description 1].
  2. 6.2.2.2 The system must [system use case description 2].
  3. 6.2.2.3 The system must [system use case description 3].
  4. 6.2.2.4 The system must [system use case description 4].
  5. 6.2.2.5 The system must [system use case description 5].

6.3 Data flow diagrams

The following data flow diagrams outline the flow of information through different systems affected by the changes brought about as a result of [project name]:

  1. 6.3.1[data flow diagram 1]
  2. 6.3.2[data flow diagram 2]
  3. 6.3.3[data flow diagram 3]

6.4 Logical data model

The following logical data model showcases the information captured and processed based on the system changes implemented by [project name]:

7. Personnel requirements

[Client name] will require the following personnel in place to ensure the timely completion of [project name] by [Company]:

  1. 7.1[personnel job title][personnel job skills][personnel hours][personnel cost per hour]
  2. 7.2[personnel job title][personnel job skills][personnel hours][personnel cost per hour]
  3. 7.3[personnel job title][personnel job skills][personnel hours][personnel cost per hour]
  4. 7.4[personnel job title][personnel job skills][personnel hours][personnel cost per hour]
  5. 7.5[personnel job title][personnel job skills][personnel hours][personnel cost per hour]
  6. 7.6[personnel job title][personnel job skills][personnel hours][personnel cost per hour]

8. Reporting and quality assurance

[Client name] requires that [Company] enables the reporting of the following metrics to measure the successful delivery of each project milestone:

8.1[QA Metric 1]

[Company] must provide a metric that measures the success of [project deliverable] by [reporting metric description].

8.2[QA Metric 2]

[Company] must provide a metric that measures the success of [project deliverable] by [reporting metric description].

8.3[QA Metric 3]

[Company] must provide a metric that measures the success of [project deliverable] by [reporting metric description].

8.4[QA Metric 4]

[Company] must provide a metric that measures the success of [project deliverable] by [reporting metric description].

8.5[QA Metric 5]

[Company] must provide a metric that measures the success of [project deliverable] by [reporting metric description].

9. Delivery schedule

[Company] must adhere to [client name]’s delivery schedule for each project phase.

9.1[Project phase 1]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

9.2[Project phase 2]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

9.3[Project phase 3]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

9.4[Project phase 4]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

9.5[Project phase 5]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

9.6[Project phase 6]

[Company] must deliver [project phase] of [project name] by [project phase delivery date].

10. Other requirement

[Company] must adhere to the following requirements per the needs of [client name]:

  1. 10.1 The company must provide [client name] with the ability to [additional requirement 1].
  2. 10.2 The company must provide [client name] with the ability to [additional requirement 2].
  3. 10.3 The company must provide [client name] with the ability to [additional requirement 3].
  4. 10.4 The company must provide [client name] with the ability to [additional requirement 4].
  5. 10.5 The company must provide [client name] with the ability to [additional requirement 5].

11. Limitations

The following limitations may impact [Company]’s ability to comply with specific project deliverables by [client name]'s outlined milestone dates:

  1. 11.1 The [business system] prevents [Company] from [limitation 1].
  2. 11.2 Current company policy prohibits users from [limitation 2].
  3. 11.3 A lack of reporting resources limits the ability of upper management from [limitation 3].
  4. 11.4 A need to comply with [regulatory policy] prohibits users from [limitation 4].
  5. 11.5 Data that comes from [limitation 5] must be kept in a separate business system. The company currently lacks the data storage resources to support that business requirement.

12. Risks

12.1 Technology Risks

12.1.1 If [business system] does not [business process], then the users will not be able to [business function].

12.1.2 If the data team fails to perform information backups every night, then the system will not have the ability to [system process].

12.1.3 If the change management team fails to update the system on the scheduled date, then the user will not be able to [business process].

12.1.4 If the system does not properly save user updates, then that will affect the integrity of information stored in [database/datastore].

12.2 Skills Risks

The following risks might arise due to not having personnel in place to perform the necessary system or business functions:

  1. 12.2.1 If the developer does not possess knowledge of [technology/programming language], they will not be capable of making the necessary updates to [business process/application].
  2. 12.2.2 If the user does not understand how to [business capability], then they will not have the ability to take full advantage of the changes put in place by [system change].

12.3 Environmental/political risks

The following environment or political risks might impact [Company]’s ability to provide the changes required by [client name] for [project name]:

  1. 12.3.1 If [client name] is unable to obtain buy-in from [stakeholder], then that impacts the ability to deliver on [project milestone].
  2. 12.3.2 If [local/state/federal law title] becomes implemented, [Company] will be unable to proceed with [project milestone].
  3. 12.3.3 If [client name] fails to win approval to proceed with [business change], then that impacts [Company]’s ability to provide client with [project milestone].

12.4 Business risks

The following business risks might hinder the ability of [Company] to deliver on the goals of [project name] for [client name]:

  1. 12.4.1 If [client name] fails to provide [Company] with all information pertaining to [business process], then that may impact [Company]’s ability to deliver on [project milestone].
  2. 12.4.2 If [client name] fails to provide [Company] with all information pertaining to [user process], then that may impact [Company]’s ability to deliver on [project milestone].
  3. 12.4.3 If [client name] fails to provide [Company] with all information pertaining to [system process], then that may impact [Company]’s ability to deliver on [project milestone].

12.5 Requirements risks

12.5.1 If [Company] and [client name] fail to account for all systems impacted by the changes caused by [project name], then that may impact the ability to deliver on some or all project milestones.

12.5.2 If [Company] and [client name] fail to account for all constraints around various aspects of [project name], then that may impact the ability to deliver on some or all project milestones.

12.5.3 If [Company] and [client name] fail to account for all user needs when outlining the scope of [project name], then that may impact the ability to achieve [client name] business objectives.

12.6 Additional risks

The following additional risks must be accounted for by [Company] when considering the scope of the project:

  1. 12.6.1 The potential of [additional risk] occurring during the project development phase could impact [Company]’s ability to deliver on [company milestone].
  2. 12.6.2 The potential of [additional risk] occurring during the project testing phase could impact [Company]’s ability to deliver on [company milestone].
  3. 12.6.3 The potential of [additional risk] occurring during the project release phase could impact [Company]’s ability to deliver on [company milestone].

Appendix A – Glossary of Terms

[Glossary term][glossary definition]

[Glossary term][glossary definition]

[Glossary term][glossary definition]

[Glossary term][glossary definition]

[Glossary term][glossary definition]

Business Requirements Document Template (BRD)

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