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docs/templates/brd-template.md

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1---
2title: "{{initiativeName}} - Business Requirements Document"
3description: "Business requirements for {{briefDescription}}"
4author: "{{authorName}}"
5ms.date: 2026-01-28
6ms.topic: reference
7---
8
9<!-- markdownlint-disable-file -->
10
11Version {{version}} | Status {{status}} | Owner {{docOwner}} | Sponsor {{businessSponsor}} | Date {{docDate}} | Business Unit {{businessUnit}}
12
13## Progress Tracker
14
15| Phase | Done | Gaps | Updated |
16|----------------------|-------------------------------|---------------------------|------------------------------|
17| Business Context | {{phaseContextComplete}} | {{phaseContextGaps}} | {{phaseContextUpdated}} |
18| Problem & Drivers | {{phaseProblemComplete}} | {{phaseProblemGaps}} | {{phaseProblemUpdated}} |
19| Objectives & Metrics | {{phaseObjectivesComplete}} | {{phaseObjectivesGaps}} | {{phaseObjectivesUpdated}} |
20| Stakeholders | {{phaseStakeholdersComplete}} | {{phaseStakeholdersGaps}} | {{phaseStakeholdersUpdated}} |
21| Scope | {{phaseScopeComplete}} | {{phaseScopeGaps}} | {{phaseScopeUpdated}} |
22| Processes | {{phaseProcessesComplete}} | {{phaseProcessesGaps}} | {{phaseProcessesUpdated}} |
23| Requirements | {{phaseReqsComplete}} | {{phaseReqsGaps}} | {{phaseReqsUpdated}} |
24| Data & Reporting | {{phaseDataComplete}} | {{phaseDataGaps}} | {{phaseDataUpdated}} |
25| Risks & Dependencies | {{phaseRisksComplete}} | {{phaseRisksGaps}} | {{phaseRisksUpdated}} |
26| Implementation | {{phaseImplComplete}} | {{phaseImplGaps}} | {{phaseImplUpdated}} |
27
28Unresolved Critical Questions: {{unresolvedCriticalQuestionsCount}} | TBDs: {{tbdCount}}
29
30---
31
32## Document Control
33
34| Version | Date | Author | Summary of Changes | Approved By |
35| ------- | ---- | ------ | ------------------ | ----------- |
36{{documentControlTable}}
37
38---
39
40## 1. Business Context & Background
41
42### 1.1 Overview
43
44{{businessOverview}}
45
46### 1.2 Strategic Alignment
47
48{{strategicAlignment}}
49
50### 1.3 Drivers & Triggers
51
52* {{driver1}}
53* {{driver2}}
54* {{driver3}}
55
56---
57
58## 2. Problem Statement & Business Drivers
59
60### 2.1 Current Situation (As-Is)
61
62{{currentSituation}}
63
64### 2.2 Problem Statement
65
66{{problemStatement}}
67
68### 2.3 Impact of the Problem
69
70| Impact Area | Description | Magnitude | Evidence / Source |
71| ----------- | ----------- | --------- | ----------------- |
72{{problemImpactTable}}
73
74---
75
76## 3. Business Objectives & Success Metrics
77
78### 3.1 Objectives
79
80| Objective ID | Statement | Category | Priority | Owner |
81| ------------ | --------- | -------- | -------- | ----- |
82{{objectivesTable}}
83
84### 3.2 Key Performance Indicators (KPIs)
85
86| KPI | Baseline | Target | Timeframe | Data Source | Notes |
87| --- | -------- | ------ | --------- | ----------- | ----- |
88{{kpiTable}}
89
90### 3.3 Non-quantitative Success Criteria (Optional)
91
92{{qualitativeSuccessCriteria}}
93
94---
95
96## 4. Stakeholders & Roles
97
98### 4.1 Stakeholder Summary
99
100| Stakeholder Group | Role / Interest | Responsibilities | Influence | Engagement Approach |
101| ----------------- | --------------- | ---------------- | --------- | ------------------- |
102{{stakeholdersTable}}
103
104### 4.2 Users / Business Actors
105
106| Actor / Persona | Description | Key Goals | Pain Points | Impact of Change |
107| --------------- | ----------- | --------- | ----------- | ---------------- |
108{{actorsTable}}
109
110---
111
112## 5. Scope
113
114### 5.1 In Scope
115
116* {{inScopeItem1}}
117* {{inScopeItem2}}
118
119### 5.2 Out of Scope
120
121* {{outOfScopeItem1}}
122* {{outOfScopeItem2}}
123
124### 5.3 Boundaries & Interfaces
125
126{{scopeBoundaries}}
127
128---
129
130## 6. Current & Future Business Processes
131
132### 6.1 As-Is Process Overview
133
134{{asIsProcessSummary}}
135
136| Step | Actor | Description | Inputs | Outputs | Pain Points |
137| ---- | ----- | ----------- | ------ | ------- | ----------- |
138{{asIsStepsTable}}
139
140### 6.2 To-Be Process Overview
141
142{{toBeProcessSummary}}
143
144| Step | Actor | Description | Inputs | Outputs | Business Benefit |
145| ---- | ----- | ----------- | ------ | ------- | ---------------- |
146{{toBeStepsTable}}
147
148### 6.3 Business Rules
149
150{{businessRules}}
151
152---
153
154## 7. Business Requirements
155
156> Each requirement expresses what the business needs, not the technical implementation.
157
158| BR ID | Title | Description | Objective(s) | Stakeholder(s) | Priority | Acceptance Criteria |
159| ----- | ----- | ----------- | ------------ | -------------- | -------- | ------------------- |
160{{businessRequirementsTable}}
161
162---
163
164## 8. Data & Reporting Requirements
165
166### 8.1 Data Needs
167
168| Data Domain | Description | Source System(s) | Consumer(s) | Quality Expectations |
169| ----------- | ----------- | ---------------- | ----------- | -------------------- |
170{{dataNeedsTable}}
171
172### 8.2 Reporting & Analytics
173
174| Report / Insight | Purpose | Audience | Frequency | Level of Detail |
175| ---------------- | ------- | -------- | --------- | --------------- |
176{{reportingTable}}
177
178---
179
180## 9. Assumptions, Dependencies & Constraints
181
182### 9.1 Assumptions
183
184| ID | Assumption | Impact if False | Owner |
185| -- | ---------- | --------------- | ----- |
186{{assumptionsTable}}
187
188### 9.2 Dependencies
189
190| Dependency | Type | Criticality | Owner | Notes |
191| ---------- | ---- | ----------- | ----- | ----- |
192{{dependenciesTable}}
193
194### 9.3 Constraints
195
196| Constraint | Category | Description | Implication |
197| ---------- | -------- | ----------- | ----------- |
198{{constraintsTable}}
199
200---
201
202## 10. Risks & Issues
203
204### 10.1 Risks
205
206| Risk ID | Description | Cause | Impact | Likelihood | Severity | Mitigation | Owner | Status |
207| ------- | ----------- | ----- | ------ | ---------- | -------- | ---------- | ----- | ------ |
208{{risksTable}}
209
210### 10.2 Known Issues (Pre-Existing)
211
212| Issue ID | Description | Impact | Workaround | Owner | Status |
213| -------- | ----------- | ------ | ---------- | ----- | ------ |
214{{issuesTable}}
215
216---
217
218## 11. Implementation & Change Considerations
219
220### 11.1 Implementation Approach (High-Level)
221
222{{implementationApproach}}
223
224### 11.2 Phasing & Milestones
225
226| Phase | Description | Target Dates | Entry Criteria | Exit Criteria |
227| ----- | ----------- | ------------ | -------------- | ------------- |
228{{phasingTable}}
229
230### 11.3 Change Management & Training
231
232| Audience | Change Impact | Training Needs | Channel | Timing |
233| -------- | ------------- | -------------- | ------- | ------ |
234{{changeManagementTable}}
235
236---
237
238## 12. Benefits & High-Level Economics (Optional)
239
240### 12.1 Expected Benefits
241
242| Benefit | Type | Magnitude | Timing | Confidence |
243| ------- | ---- | --------- | ------ | ---------- |
244{{benefitsTable}}
245
246### 12.2 High-Level Cost Considerations
247
248{{costConsiderations}}
249
250---
251
252## 13. Open Questions & Decisions
253
254### 13.1 Open Questions
255
256| Q ID | Question | Owner | Due Date | Status |
257| ---- | -------- | ----- | -------- | ------ |
258{{openQuestionsTable}}
259
260### 13.2 Key Decisions
261
262| Decision ID | Decision | Date | Decision Maker(s) | Rationale | Impact |
263| ----------- | -------- | ---- | ----------------- | --------- | ------ |
264{{decisionsTable}}
265
266---
267
268## 14. References & Appendices
269
270### 14.1 Reference Materials
271
272| Ref ID | Type | Title / Description | Location | Notes |
273| ------ | ---- | ------------------- | -------- | ----- |
274{{referencesTable}}
275
276### 14.2 Glossary
277
278| Term | Definition |
279| ---- | ---------- |
280{{glossaryTable}}
281
282### 14.3 Additional Notes
283
284{{additionalNotes}}
285
286---
287
288Generated {{generationTimestamp}} by {{generatorName}} (mode: {{generationMode}})
289
290<!-- markdownlint-disable MD036 -->
291*🤖 Crafted with precision by ✨Copilot following brilliant human instruction,
292then carefully refined by our team of discerning human reviewers.*
293<!-- markdownlint-enable MD036 -->
294