Needs Statement Template

Use this Needs Statement template to describe a business need or a deficiency in your organization, justify the exploration of an alternative solutions to resolve this need, and then provide estimated costs for these actions.

Needs Statement Template: Purpose

Use this Needs Statement template to:

  • Help Project Stakeholders understands why investment is required to address this business need.
  • Identify an idea (for example, training to improve customer service) that may require an investment depending on the specific business need.
  • Provide sufficient information to justify whether or not your organization should move forward with the development of a Business Case.
  • The Needs Statement document is often developed before the Business Case and serves as a fore-runner for this document.

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Needs Statement Template: Sample Screenshots

Needs Statement Approval page

Chapter 1, Introduction

Risks, Issues, Constraints, and Dependencies

Chapter 2, Needs Statement

Costs Breakdown

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Free Need Assessment Checklist

Needs Statement Checklist

Needs Statement Checklist for reviewers

Needs Statement Template: Table of Contents

1 Introduction

1.1 Project Description

1.2 Objectives

1.3 Scope

1.4 Risks

1.5 Issues

1.6 System Overview

1.7 Point of Contact

2 Need Description

2.1 Description

2.2 Benefits

2.3 Capabilities

2.4 Organization Effect

2.5 Need assessment

2.6 Constraints

2.7 Estimated costs

2.8 Integration

Needs Statement Template: Content & Format

The templates are in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

Needs Assessment Template 15 pages Download Word template
Needs Assessment Checklist 4 pages Download Word template

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