When you need it
Prepare this plan when requirements will come from multiple sources and need a repeatable method for collection, ownership, prioritization, traceability, verification, and controlled revision throughout design and project delivery.
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Requirements Management Plan
Define how requirements are collected, evaluated, traced, changed and verified.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
What it helps you decide
It prevents requirements from becoming an unmanaged collection of emails and specifications, helping teams establish which statements apply, where they came from, who owns them, and how compliance will be demonstrated.
How to complete it
- Define Requirement sources and boundaries, then establish Collection and ownership arrangements that preserve actual source references and distinguish requirements from unsupported preferences.
- Set Classification and prioritisation conventions and Baseline and traceability arrangements, connecting requirements with the project outputs and evidence used to assess them.
- Describe Change and verification process and record Unresolved requirements, identifying how conflicts, missing acceptance criteria, and outstanding decisions will reach authorized reviewers.
Who prepares and reviews it
A requirements lead or design manager typically coordinates the plan with client users, discipline specialists, quality, and project controls. The project authority agrees baselines and priorities, while competent reviewers address conflicting or uncertain requirements.
A mistake to avoid
Assigning every requirement the highest priority without a decision basis prevents meaningful trade-offs and conceals conflicts that still require client or technical resolution.
Illustrative example
Illustrative example: a laboratory project receives requirements from researchers, facilities staff, and equipment vendors. The plan establishes ownership and source traceability for ventilation needs. Conflicting room-pressure expectations are recorded as unresolved, prompting a coordinated decision before the mechanical design is released for construction.
Document contents
- Requirement sources and boundaries
- Collection and ownership
- Classification and prioritisation
- Baseline and traceability
- Change and verification process
- Unresolved requirements
Required inputs
- Project name, location, company, document number and revision
- Actual project scope, source records and responsible roles
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
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