Vision Document Template (MS Word)

Use this Vision template (MS Word 36 pages) to collect, analyze, and define the high-level needs and features of your new product or service. The Vision template is one of the first documents required in the software development lifecycle as it describes the features required by users and the benefits for each user group.


Vision Document Purpose

The purpose of the Vision template is to describe the business opportunity that this product/service addresses. Use this section in your Vision template to demonstrate your understanding of the customer’s current environment and its desired future state.

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Vision Statement

The purpose of the Vision Statement is to ensure that the product meets its intended goals, build trust among team members, and facilitates decision-making. Describe the business and technical environment when the product is completed.

Vision Template: Screenshots

These screenshots are taken from the MS Word template included in the Download file.

Cover page of the Vision template. The image is royalty-free and can be deleted if you wish.

Table of Contents

Table of Contents

Product Position Statement


Software Manager Role

Software Testers Role Description

Examples of Needs Product Must Address

Product Overview

Product Overview

Product Features

Product Features Attributes

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Table of Contents

The table of contents of the Vision template is as follows:

1 Introduction

1.1 Purpose

1.2 Scope

1.3 Definitions, acronyms, and abbreviations

1.4 References

1.5 Document structure

2 Product positions

2.1 Business opportunity

2.2 Problem statement

2.3 Product position statement

2.4 Benefits analysis

2.5 Customer requirements

2.6 Customer satisfaction

3 Vision statement

3.1 Major features

3.2 Assumptions

4 Stakeholder and user descriptions

4.1 Market demographics

4.2 Stakeholder summary

4.3 User summary

4.4 User environment

4.5 Stakeholder profiles

4.6 <stakeholder name>

4.7 User profiles

4.8 User profiles

4.9 Stakeholder or user needs

4.10 Alternatives and competition

4.11 Requirements

5 Scope

5.1 Feature/function list

5.2 Out of scope

5.3 Version release

5.4 Acceptance criteria

5.5 Operational criteria

6 Product overview

6.1 Product perspective

6.2 Summary of capabilities

6.3 Assumptions and dependencies

6.4 Cost and pricing

6.5 Licensing and installation

7 Product features

7.1 Architectural design strategy

7.2 Technical design strategy

7.3 <Feature #1>

7.4 <Feature #2>

7.5 <Feature #3>

8 Constraints

9 Quality ranges

10 Priority

11 Other requirements

11.1 Applicable standards

11.2 System requirements

11.3 Performance requirements

11.4 Environmental requirements

12 Documentation requirements

12.1 User guide

12.2 Online help

12.3 Installation guides, configuration, and read me file

12.4 Labeling and packaging

13 Feature #1 attributes

13.1 a.1 Status

13.2 a.2 Benefit

13.3 a.3 Effort

13.4 a.4 Risk

13.5 a.5 Stability

13.6 a.6 Target release

13.7 a.7 Assigned to

13.8 a.8 Reason

Vision Template: Format & Contents

The template is in  Microsoft Word (.docx) format.

The template pack includes the following documents:

Vision Template (MS Word file) 1 x 36 page template  


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Who are your Customers?

Here is a sample list of our customers. Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich

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I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats are the templates in?

The files work on Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac).

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