Out of scope + Research Needs Template

Documentation Type
Last updated
Mar 13, 2023 6:01 AM
Research Type
This template will help you summarise all of the findings that were not useful for the current project but might be useful for future projects for this team. Any findings that were out of scope and any research findings that need further investigating should be noted down in this document.

🔬 Out of scope

This page details the findings of the insurance flow research that have been decided as out of scope for this phase of the project. These should be looked at when a new phase starts for the insurance workflow. Below the out-of-scope table, there is a table that indicates future needs for research.

Explanation of the table

The table has several columns which will be explained below.


The connected research to this requirement will be displayed for better understanding and links are added to the process pages in case the designer/developer needs more information. The research has been triangulated and that data has been added here to ensure validity for the design process.


These are split into 2 options: Design requirements: ie. needs for the user (for the designer) and system requirements: ie. needs for the system (for the developer). As you can see they both have a different colour marking to ensure readability for the right person. Both are needed to be looked at to decide what is in or out of scope for this project. When speaking of the user we mean the user of our product and when speaking of the system we mean the product. System needs should be discussed with technical based off of the design. This responsibility falls under the designer and PM.

In Scope current phase

The scope section has been filled in in cooperation with the product manager of the project as they decide which requirements become part of this project and which ones are for future projects. Decide if a requirement is 🟢 in or 🔴 out of scope.

  • 🟢 in scope
  • 🔴 out of scope

Built in phase x?

This section explains whether or not this row has or hasn’t been built in the current phase of the project

Needs work in next phase?

This indicates whether these requirements still need fulfilling or need additional work based on either scope or findings in the current project.

If you’d like an example of a filled in table used in a project, check out the insurance workflow requirements:
Design Requirement
System Requirement
In scope current phase?
Built in phase X?
Needs work in next phase?
[topic name] give the topic of this row a name
copy paste the research belonging to this topic here
write down: the user needs to….
write down: the system needs to….
🟢 or 🔴
yes/no + explanation
🟢 Yes, and…. 🔴 No, and…. 🟠 Maybe, because….

🤔 Further needs for research

The table below will detail some findings from previous research that has led to further questions and should be looked into further when phase X of this project starts.

Research Need
[topic name] give the topic of this row a name
copy paste the research belonging to this topic here
Explain why further research is needed