Overview
These templates are the same frameworks we use with clients when scoping projects, defining requirements, and planning implementations. They are structured documents with clear sections, guided prompts, and practical instructions — designed to produce useful output, not to look impressive in a filing cabinet.
Every template is available as a downloadable resource. They work whether you are planning a project with Digital Royalty or with any development partner.
What We Cover
Project Brief Template
A structured brief for describing a software project — the problem, the users, the outcomes, and the constraints. Produces a document that any development team can work from. Useful for clients who know what they want built but need help structuring the requirements.
Requirements Document Template
A detailed requirements framework for specifying software features, user stories, and acceptance criteria. Goes deeper than a brief — this is the document that drives development. Best for projects where precision matters and scope creep needs to be controlled.
Client Portal Planning Template
A focused template for planning a client portal — user types, data visibility, feature requirements, and integration points. Covers the specific decisions that portal projects require, based on patterns we see across our client portal builds.
System Migration Planning Template
A planning framework for migrating from one system to another — data mapping, risk assessment, rollback plans, and timeline considerations. Built from our experience with legacy modernisation and data migration projects.
Where to Start
If you are at the beginning of a project, start with the Project Brief Template — it helps you structure your thinking before getting into detailed requirements. If you already know what you want and need to specify it precisely, go straight to the Requirements Document Template.
For specific project types, the Client Portal Planning Template and System Migration Planning Template address decisions unique to those contexts.
