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docs/templates/brd-template.md

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---
title: "{{initiativeName}} - Business Requirements Document"
description: "Business requirements for {{briefDescription}}"
author: "{{authorName}}"
ms.date: 2026-01-28
ms.topic: reference
---

<!-- markdownlint-disable-file -->

Version {{version}} | Status {{status}} | Owner {{docOwner}} | Sponsor {{businessSponsor}} | Date {{docDate}} | Business Unit {{businessUnit}}

## Progress Tracker

| Phase                | Done                          | Gaps                      | Updated                      |
|----------------------|-------------------------------|---------------------------|------------------------------|
| Business Context     | {{phaseContextComplete}}      | {{phaseContextGaps}}      | {{phaseContextUpdated}}      |
| Problem & Drivers    | {{phaseProblemComplete}}      | {{phaseProblemGaps}}      | {{phaseProblemUpdated}}      |
| Objectives & Metrics | {{phaseObjectivesComplete}}   | {{phaseObjectivesGaps}}   | {{phaseObjectivesUpdated}}   |
| Stakeholders         | {{phaseStakeholdersComplete}} | {{phaseStakeholdersGaps}} | {{phaseStakeholdersUpdated}} |
| Scope                | {{phaseScopeComplete}}        | {{phaseScopeGaps}}        | {{phaseScopeUpdated}}        |
| Processes            | {{phaseProcessesComplete}}    | {{phaseProcessesGaps}}    | {{phaseProcessesUpdated}}    |
| Requirements         | {{phaseReqsComplete}}         | {{phaseReqsGaps}}         | {{phaseReqsUpdated}}         |
| Data & Reporting     | {{phaseDataComplete}}         | {{phaseDataGaps}}         | {{phaseDataUpdated}}         |
| Risks & Dependencies | {{phaseRisksComplete}}        | {{phaseRisksGaps}}        | {{phaseRisksUpdated}}        |
| Implementation       | {{phaseImplComplete}}         | {{phaseImplGaps}}         | {{phaseImplUpdated}}         |

Unresolved Critical Questions: {{unresolvedCriticalQuestionsCount}} | TBDs: {{tbdCount}}

---

## Document Control

| Version | Date | Author | Summary of Changes | Approved By |
| ------- | ---- | ------ | ------------------ | ----------- |
{{documentControlTable}}

---

## 1. Business Context & Background

### 1.1 Overview

{{businessOverview}}

### 1.2 Strategic Alignment

{{strategicAlignment}}

### 1.3 Drivers & Triggers

* {{driver1}}
* {{driver2}}
* {{driver3}}

---

## 2. Problem Statement & Business Drivers

### 2.1 Current Situation (As-Is)

{{currentSituation}}

### 2.2 Problem Statement

{{problemStatement}}

### 2.3 Impact of the Problem

| Impact Area | Description | Magnitude | Evidence / Source |
| ----------- | ----------- | --------- | ----------------- |
{{problemImpactTable}}

---

## 3. Business Objectives & Success Metrics

### 3.1 Objectives

| Objective ID | Statement | Category | Priority | Owner |
| ------------ | --------- | -------- | -------- | ----- |
{{objectivesTable}}

### 3.2 Key Performance Indicators (KPIs)

| KPI | Baseline | Target | Timeframe | Data Source | Notes |
| --- | -------- | ------ | --------- | ----------- | ----- |
{{kpiTable}}

### 3.3 Non-quantitative Success Criteria (Optional)

{{qualitativeSuccessCriteria}}

---

## 4. Stakeholders & Roles

### 4.1 Stakeholder Summary

| Stakeholder Group | Role / Interest | Responsibilities | Influence | Engagement Approach |
| ----------------- | --------------- | ---------------- | --------- | ------------------- |
{{stakeholdersTable}}

### 4.2 Users / Business Actors

| Actor / Persona | Description | Key Goals | Pain Points | Impact of Change |
| --------------- | ----------- | --------- | ----------- | ---------------- |
{{actorsTable}}

---

## 5. Scope

### 5.1 In Scope

* {{inScopeItem1}}
* {{inScopeItem2}}

### 5.2 Out of Scope

* {{outOfScopeItem1}}
* {{outOfScopeItem2}}

### 5.3 Boundaries & Interfaces

{{scopeBoundaries}}

---

## 6. Current & Future Business Processes

### 6.1 As-Is Process Overview

{{asIsProcessSummary}}

| Step | Actor | Description | Inputs | Outputs | Pain Points |
| ---- | ----- | ----------- | ------ | ------- | ----------- |
{{asIsStepsTable}}

### 6.2 To-Be Process Overview

{{toBeProcessSummary}}

| Step | Actor | Description | Inputs | Outputs | Business Benefit |
| ---- | ----- | ----------- | ------ | ------- | ---------------- |
{{toBeStepsTable}}

### 6.3 Business Rules

{{businessRules}}

---

## 7. Business Requirements

> Each requirement expresses what the business needs, not the technical implementation.

| BR ID | Title | Description | Objective(s) | Stakeholder(s) | Priority | Acceptance Criteria |
| ----- | ----- | ----------- | ------------ | -------------- | -------- | ------------------- |
{{businessRequirementsTable}}

---

## 8. Data & Reporting Requirements

### 8.1 Data Needs

| Data Domain | Description | Source System(s) | Consumer(s) | Quality Expectations |
| ----------- | ----------- | ---------------- | ----------- | -------------------- |
{{dataNeedsTable}}

### 8.2 Reporting & Analytics

| Report / Insight | Purpose | Audience | Frequency | Level of Detail |
| ---------------- | ------- | -------- | --------- | --------------- |
{{reportingTable}}

---

## 9. Assumptions, Dependencies & Constraints

### 9.1 Assumptions

| ID | Assumption | Impact if False | Owner |
| -- | ---------- | --------------- | ----- |
{{assumptionsTable}}

### 9.2 Dependencies

| Dependency | Type | Criticality | Owner | Notes |
| ---------- | ---- | ----------- | ----- | ----- |
{{dependenciesTable}}

### 9.3 Constraints

| Constraint | Category | Description | Implication |
| ---------- | -------- | ----------- | ----------- |
{{constraintsTable}}

---

## 10. Risks & Issues

### 10.1 Risks

| Risk ID | Description | Cause | Impact | Likelihood | Severity | Mitigation | Owner | Status |
| ------- | ----------- | ----- | ------ | ---------- | -------- | ---------- | ----- | ------ |
{{risksTable}}

### 10.2 Known Issues (Pre-Existing)

| Issue ID | Description | Impact | Workaround | Owner | Status |
| -------- | ----------- | ------ | ---------- | ----- | ------ |
{{issuesTable}}

---

## 11. Implementation & Change Considerations

### 11.1 Implementation Approach (High-Level)

{{implementationApproach}}

### 11.2 Phasing & Milestones

| Phase | Description | Target Dates | Entry Criteria | Exit Criteria |
| ----- | ----------- | ------------ | -------------- | ------------- |
{{phasingTable}}

### 11.3 Change Management & Training

| Audience | Change Impact | Training Needs | Channel | Timing |
| -------- | ------------- | -------------- | ------- | ------ |
{{changeManagementTable}}

---

## 12. Benefits & High-Level Economics (Optional)

### 12.1 Expected Benefits

| Benefit | Type | Magnitude | Timing | Confidence |
| ------- | ---- | --------- | ------ | ---------- |
{{benefitsTable}}

### 12.2 High-Level Cost Considerations

{{costConsiderations}}

---

## 13. Open Questions & Decisions

### 13.1 Open Questions

| Q ID | Question | Owner | Due Date | Status |
| ---- | -------- | ----- | -------- | ------ |
{{openQuestionsTable}}

### 13.2 Key Decisions

| Decision ID | Decision | Date | Decision Maker(s) | Rationale | Impact |
| ----------- | -------- | ---- | ----------------- | --------- | ------ |
{{decisionsTable}}

---

## 14. References & Appendices

### 14.1 Reference Materials

| Ref ID | Type | Title / Description | Location | Notes |
| ------ | ---- | ------------------- | -------- | ----- |
{{referencesTable}}

### 14.2 Glossary

| Term | Definition |
| ---- | ---------- |
{{glossaryTable}}

### 14.3 Additional Notes

{{additionalNotes}}

---

Generated {{generationTimestamp}} by {{generatorName}} (mode: {{generationMode}})

<!-- markdownlint-disable MD036 -->
*🤖 Crafted with precision by ✨Copilot following brilliant human instruction,
then carefully refined by our team of discerning human reviewers.*
<!-- markdownlint-enable MD036 -->