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Software requirements brief that gets you an accurate estimate

Why most briefs lead to bad estimates

What a useful brief contains

  • The problem: one paragraph on who has it and what they do today instead
  • The users: each type of user and what they need to accomplish
  • The core workflow: the steps a user takes from first visit to the result they came for
  • Features: a list, each with one sentence on the simple version you need now
  • Platforms: web, iPhone, Android, or all three
  • Integrations: every external system the product must connect to, named
  • Data: what you store, what is sensitive and where it must stay
  • Constraints: deadline, budget band, required technologies, compliance needs
  • What is out of scope for the first release

Describe features by outcome instead of by screen

Name the boring parts

  • Who can log in, and whether companies need team accounts with roles
  • How customers pay: one time, subscriptions, invoices
  • What your team needs in an admin panel to support customers
  • Which emails the system sends, and when
  • What happens when something fails, such as a payment or an upload

What to leave out

  • Visual preferences beyond a few reference products. Design is a stage of its own.
  • Technology choices, unless you have a team or a policy that requires them.
  • Detailed wireframes for every screen, unless you already have them.
  • Long market analysis. One paragraph on the problem is enough for an estimate.

Attach what you already have

A brief outline you can copy

  • Product in one sentence
  • Who it is for, and the problem in one paragraph
  • User types and what each must accomplish
  • Core workflow in 5 to 10 steps
  • Feature list, each with the simple version for launch
  • Platforms and integrations
  • Data and compliance notes
  • Deadline and budget band
  • Out of scope for version one
  • Links and files

How the brief maps to our estimate form