Summary
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.
Body
Discovery Deliverable Template: Problem Statement & Business Case
Use this template to document the core problem or opportunity, why it matters, and how success will be measured. This deliverable is used to support Discovery alignment, prioritization, and governance-ready decision-making.
When to Use
- At the start of Discovery to align on the “why.”
- Before Planning Sessions to confirm expected outcomes and metrics.
- Before governance review to support go/no-go recommendations.
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Template
| Field |
Entry |
| Problem/Opportunity |
[Insert]
Example: HR transactions for student workers are delayed due to manual routing. |
| Business Drivers |
[Insert]
Example: Compliance requirements; efficiency improvements. |
| Expected Outcomes |
[Insert]
Example: Faster onboarding; reduced compliance risk. |
| Risks if Not Addressed |
[Insert]
Example: Delayed payroll; potential audit findings. |
| Success Metrics |
[Insert]
Example: 50% reduction in cycle time; zero compliance findings. |
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Field Definitions & Guidance
- Problem/Opportunity: Describe what is happening today and who it impacts.
- Business Drivers: Why the institution should act (risk, compliance, strategy, efficiency).
- Expected Outcomes: What “better” looks like in operational terms.
- Risks if Not Addressed: Consequences of status quo (audit, service risk, user impact).
- Success Metrics: Quantitative or measurable indicators of success.
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