<aside> 💡 When we work with clients, the first thing we always do with each system/area of focus (Knowledge Base, Customer Journey, Email Marketing, etc.) is gather needs and requirements.

We always put this document together with our clients so that everyone is on the same page with information, areas for continuous improvement, what the roadmap/iterations look like, and metrics of success.

Use the template below to make gathering your needs and requirements during your implementation phase. Don’t forget that you can lean on the information and insight you gathering while auditing your operations!

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[System Name] Needs + Requirements Brief

System Users:

• Name | Role
• Name | Role

Objectives

<aside> 💡 Objectives Questions/Prompts

• Read More </aside>

User Needs

<aside> 💡 User Needs Questions/Prompts

• Read More </aside>