Printable planning resource
Custom Software Decision and Requirements Workbook
A practical workbook for comparing software options and documenting a bounded custom-software need.
How to use it
Complete the sections with process owners. Record evidence and open questions; do not force an answer.
Decision frame
Problem, affected users, current tools, desired outcome, constraints, options considered, and reason for change.
Requirements register
Role; trigger; input; rule; exception; output; system of record; acceptance evidence; priority; owner.
Budget and proposal review
Discovery, build, migration, integration, testing, operation, exclusions, dependencies, ownership, support, and exit terms.
Decision record
Selected approach, assumptions, unresolved risks, approver, next review date, and stop conditions.
Related guidance
- How Much Does Custom Software Cost—and What Actually Drives the Budget?
- How to Write Business Requirements for Custom Software
- How to Evaluate a Custom Software Development Proposal
Related service and professional assessment
Use this resource independently. For complex, sensitive, regulated, or business-critical decisions, professional technical, legal, financial, security, accessibility, or operational assessment may be appropriate. Review Custom Software Development.