Template
Project Requirement Template
A reusable checklist for defining project goals, scope, users, integrations, content, timeline, and launch risks.
Planning checklist
- Write the business goal in one sentence.
- List user roles and required workflows.
- Separate must-have launch scope from later improvements.
- Document integrations, content ownership, and success metrics.
Project overview
Start with the business context, target users, current problem, desired result, and deadline. Keep this section short enough that every stakeholder can agree on it.
If the overview is unclear, the rest of the scope will drift.
Functional requirements
- Public pages and content types
- User accounts and roles
- Forms, dashboards, and workflows
- Admin and reporting needs
- Third-party integrations
- Data import or migration needs
Mark each item as must-have, should-have, or later. This keeps launch planning realistic.
Launch and success criteria
Define what must be true before launch: performance, mobile behavior, analytics, form delivery, security, content readiness, SEO coverage, and support handoff. Then define the first metrics that will prove the project is working.
Discovery
Scope
Planning
Template