Overall Project Capture

Structured intake for capturing a complete project overview

Project Metadata

1. Business Context

Describe the business situation and why this work exists.

2. Goals & Objectives

Define what success looks like from the business perspective.

3. Stakeholders

Identify who is involved, impacted, or responsible.

4. Scope Definition

Clearly define boundaries to prevent scope creep.

5. Users & Personas

Describe who will interact with the solution.

6. Functional Requirements

What the system or process must DO.

7. Non-Functional Requirements

How the system performs and operates.

8. Data Requirements

What data is involved and how it is handled.

9. Assumptions

Things believed to be true but not yet validated.

10. Constraints

Limits that restrict the solution.

11. Risks & Dependencies

Things that could impact success.

12. Acceptance Criteria

How stakeholders will confirm requirements are met.

13. Open Questions

Unresolved items requiring clarification.

14. Notes & References

Supporting context and documentation.

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