Use this template to document the problem/opportunity, business drivers, expected outcomes, and success metrics identified during Discovery. It provides a consistent business-case structure that supports prioritization and governance decisions. Include clear, measurable success metrics whenever possible.
Use this template to identify stakeholder groups and define decision rights using a RACI model. It clarifies who executes work, who approves outcomes, and who must be consulted or informed. This deliverable reduces ambiguity and improves delivery accountability.
Use this template to document the current state of a business process, including roles, steps, approvals, and exceptions. It creates a shared baseline for fit/gap analysis and stakeholder validation. Clear current-state documentation reduces rework later in design and configuration.
Use this template to compare current-state capabilities with desired outcomes and identify gaps. It documents constraints that affect feasibility, timeline, and compliance. Fit/gap analysis helps prioritize work and set realistic expectations.
Use this template to document functional and non-functional requirements identified during Discovery. It standardizes requirement IDs, priorities, acceptance criteria, and ownership. This deliverable supports design, testing, and audit traceability.
Use this template to establish baseline metrics and define measurable targets for improvement. It supports evidence-based prioritization and post-implementation evaluation. Capture data sources and assumptions to maintain auditability.
Use this template to document policy and regulatory impacts identified during Discovery. It ensures requirements reflect university, system, state, and federal constraints. Capture required actions to remain compliant during implementation.
Captures potential risks and dependencies identified during discovery that could impact project success. The log supports proactive mitigation planning, prioritization decisions, and stakeholder awareness. It ensures risks are documented, tracked, and addressed before moving into project planning and execution.
Documents high-level milestones, timelines, dependencies, and ownership identified at the end of discovery. This deliverable establishes project readiness and supports transition into planning and execution. It provides a structured foundation for prioritization and governance review.
Documents formal decisions made during discovery, including go/no-go recommendations and prioritization outcomes. This log ensures transparency, governance traceability, and alignment with institutional decision-making processes. It provides a clear record of the rationale supporting project direction.