Objectives and requirements
What the customer needs, the constraints to consider and what is included in the project scope.
Objectives · constraints · scopeEXAMPLE STRUCTURE
A technical proposal
From customer requirements to a delivery plan. Example sections for the team to review and approve before sharing a proposal.
Source data and open questions
Infrastructure and workload data, references, assumptions and questions that still need an answer.
Sources · assumptions · questionsArchitecture and the chosen option
The options considered, their benefits and constraints, and the reasons for choosing the technical approach.
Options · comparison · selectionResources and licenses
Equipment, capacity and licenses required for the solution, with source parameters and calculation methods.
Components · quantities · calculationsPricing and terms
Equipment, license and service costs. Currency, pricing period and date, plus items that still require a quote.
Prices · dates · termsDelivery and approvals
Implementation stages, dependencies and owners. What needs clarification or approval before work begins.
Stages · dependencies · owners