You can use this Statement of Needs (aka Needs Statement) template to describe a business need or a deficiency in your organization, justify the exploration of an alternative solutions to resolve this need, and then provide estimated costs for these actions. Use this Needs Statement template to:

  • Help Project Stakeholders understands why investment is required to address this business need.
  • Identify an idea (for example, training to improve customer service) that may require an investment depending on the specific business need.
  • Provide sufficient information to justify whether or not your organization should move forward with the development of a Business Case.
  • The Needs Statement document is often developed before the Business Case and serves as a fore-runner for this document.

Download Statement of Needs Template

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Statement of Needs Template: Blue Theme

Here are screenshots of the Blue MS Word template.


Statement of Needs Template: Red Theme

Here are screenshots of the Red MS Word template.

NB: You get both in the download file.

Needs Statement Approval page

Chapter 1, Introduction

Risks, Issues, Constraints, and Dependencies

Chapter 2, Needs Statement

Costs Breakdown

Download Needs Statement Template

Download Template

Free Need Assessment Checklist

Needs Statement Checklist

Needs Statement Checklist for reviewers

Needs Statement Template: Table of Contents

1 Introduction

1.1 Project Description

1.2 Objectives

1.3 Scope

1.4 Risks

1.5 Issues

1.6 System Overview

1.7 Point of Contact

2 Need Description

2.1 Description

2.2 Benefits

2.3 Capabilities

2.4 Organization Effect

2.5 Need assessment

2.6 Constraints

2.7 Estimated costs

2.8 Integration

Needs Statement Template: Content & Format

The templates are in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

Needs Assessment Template15 pagesDownload Word template
Needs Assessment Checklist4 pagesDownload Word template

Download Statement of Needs Template

Download Template