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Discovery & Requirements Summary for IT Consultants

The record you send after a discovery workshop, capturing what was agreed, where the scope ends, and what is still open, so it can become the basis for the SOW.

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What this template covers

  1. 1

    Workshop Overview

    The date, attendees, facilitator, and what the session set out to achieve.

  2. 2

    Business Context

    The problem or opportunity the client is solving for, in their own terms.

  3. 3

    Functional Requirements

    Each requirement with an ID, priority, and who raised it.

  4. 4

    Non-Functional Requirements

    Performance, security, availability, and compliance constraints, where they were discussed.

  5. 5

    In Scope

    Every item confirmed as part of the engagement.

  6. 6

    Out of Scope

    Explicit, specific exclusions, never a catch-all line.

  7. 7

    Open Questions & Decisions Required

    What is still unresolved, with an owner and a target date for each.

  8. 8

    Assumptions

    The assumptions the engagement proceeds on, each one the client can confirm or correct.

  9. 9

    Agreed Next Steps

    The actions agreed in the room, with owners and due dates.

Example Discovery & Requirements Summary

Generated by PropellaDocs AI from a real project brief. Review all terms before sending to clients.

A discovery and requirements summary for Harmon Retail Group's e-commerce platform, drafted by PropellaDocs and open in the editor
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How to use this template

  1. 1

    Pick your template

    Choose from proposals, SOWs, and more, all structured for IT consulting engagements.

  2. 2

    Complete your brief

    Add project details, client context, and scope. The more context, the more specific the output.

  3. 3

    Generate and refine

    Review the AI draft section by section. Regenerate anything that needs work and edit inline.

  4. 4

    Export and deliver

    Send professional PDF or DOCX exports with your branding, or share a link directly with clients.

Discovery & Requirements Summary questions

A good requirements summary captures functional and non-functional requirements with IDs and priorities, explicit in-scope and out-of-scope boundaries, open questions with owners and target dates, assumptions the engagement proceeds on, and agreed next steps. PropellaDocs generates all of these from your workshop notes.

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