Analysis Requirements Document

Project / request name: [short descriptive title]
Requestor: [name and team]
Primary analyst: [name]
Date created: [YYYY-MM-DD]
Target delivery date: [YYYY-MM-DD]
Status: Draft / Under review / Approved

Business Question

[The single most important question this analysis will answer. Write it as a question, not a task.]

Example: "Which customer segments are at highest risk of churning in the next 90 days, and what is the estimated revenue impact?"

Decision This Informs

Decision type: Strategic / Operational / Tactical
Decider: [name and role]
Decision deadline: [date by which the decision must be made]
What happens if this analysis isn't available: [impact of delay]

Success Criteria

What does "done well" look like? The requestor will accept the output if:

[Criterion 1 — e.g. "Shows churn risk score for each customer in the enterprise tier"]
[Criterion 2 — e.g. "Includes a recommended action for the top 50 at-risk accounts"]
[Criterion 3 — e.g. "Can be exported to CSV for upload into Salesforce"]

Scope

In scope:

[What is explicitly included]
[Time period, geography, segments, products]

Out of scope:

[What is explicitly excluded and why]

Data Sources

Source	Table / system	Availability confirmed?
[e.g. Customer events]	[prod.events]	Yes / No / TBC
[e.g. CRM data]	[Salesforce export]	Yes / No / TBC

Known data quality issues: [any known gaps or reliability concerns]

Output Format

Format: Table / Chart / Dashboard / Report / Slide deck / Email / Number
Delivery channel: [email / Slack / Confluence / presentation]
Audience for the output: [names or roles]
Level of detail required: Executive summary / Business analyst detail / Full technical

Assumptions and Constraints

[Any assumption the requestor has already made that the analysis should accept]
[Any constraint that affects the approach: timeline, data access, system limitations]

Open Questions

#	Question	Owner	Status
1	[Question that needs resolution before analysis starts]	[name]	Open

Sign-off

Requestor confirms this document accurately describes the requirement:

Signature: ______________________ Date: __________

Analyst confirms feasibility given current constraints: