Statement of Needs Template (MS Word)

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

Download Template

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 Template 15 pages Download Word template
Needs Assessment Checklist 4 pages Download Word template

Download Statement of Needs Template

Download Template

Product Specifications

File Format: The templates are in Microsoft Word  (.docx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.