01
WORKING PRINCIPLE

Describe the users and the job

List each user group, the task it must complete and the decisions it can make. “Administrators and customers” is not enough; distinguish who creates, reviews, approves, corrects and only views a record.

02
WORKING PRINCIPLE

Name data and system boundaries

Identify the system that owns each important record, the fields that must move and the direction and frequency of exchange. Include privacy, retention and access constraints that affect design before an interface is promised.

WORKING SESSION

Turn expectations into users, records, interfaces and observable acceptance.

03
WORKING PRINCIPLE

Separate the first release from later ideas

State what must work at first acceptance and place useful but nonessential ideas in a later backlog. This prevents optional reports, roles and integrations from silently changing the delivery date and price.

04
WORKING PRINCIPLE

Write acceptance in observable terms

Connect every requirement to an expected result and reviewer. Instead of “the portal is easy to use”, specify the user, starting state, action, expected record and evidence that confirms completion.