GUIDE 13Tools & Templates

Technical Requirements Template

Once a project is scoped, technical requirements translate business needs into engineering specifications. This template provides the structure — you or your technical team can fill it in, or we can complete it together during discovery.

Section 1: System Overview

High-level description of what the system does, who uses it, and how it fits into the broader technology ecosystem. Include a simple diagram if possible — even a hand-drawn sketch photographed and attached is valuable.

  • System purpose in 2–3 sentences
  • Primary user roles and approximate count
  • Relationship to existing systems
  • High-level architecture diagram (even rough)

Section 2: Functional Requirements

List what the system must do. Group by module or feature area. Each requirement should be testable — 'the system shall send email notifications when an order status changes' is better than 'the system should have good notifications.'

  • Feature/module name
  • Specific requirement (the system shall...)
  • Priority: Must / Should / Could
  • Acceptance criteria: How do we know it's done?

Section 3: Data Requirements

What data does the system store? List the main entities and their key fields. Don't worry about exact data types — describe the information conceptually. 'Each property has a name, address, unit count, and manager' is sufficient at this stage.

Section 4: Integration Requirements

List all external systems the application needs to communicate with. For each, note the direction of data flow, frequency, and any known API documentation.

  • External system name
  • Data flow direction (inbound, outbound, both)
  • Frequency: Real-time, scheduled, on-demand
  • API documentation link or contact

Section 5: Non-Functional Requirements

Performance, security, availability, and scalability expectations. Be realistic — 'the system must never go down' isn't helpful. '99.5% uptime during business hours, recovery within 30 minutes' is specific and actionable.

  • Expected concurrent users
  • Response time expectations
  • Uptime/availability requirements
  • Data retention and backup needs
  • Compliance requirements (GDPR, etc.)

Key Takeaways

  • Functional requirements should be testable and specific
  • Data requirements are conceptual — exact types come later
  • Document all external integrations with data flow direction
  • Non-functional requirements must be realistic and measurable
  • This template can be completed collaboratively during discovery
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