Hi all - I’m looking for some good requirements gathering templates - more specifically I am trying gather requirements for a CRM selection. I have my PMP and some templates feel dated; I’ve also tried google a few which aren’t bad. Anyone have good ones or some available at low cost? Excel format preferred as I may import these into Smartsheet

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Can you not ask your peers for examples?

Our BA’s use ms word and barely understand anything outside of pension administration testing. I’ve led a workday program and a lot of their stuff was one note and Smartsheet to track test cases. Smartsheet had a good backlog but I’m looking for a few other solid options.

Are you working in an agile environment?

Hybrid is typically how I work - never full agile. This is for a small org I’m consulting on the side which may be looking at a hub spot or Zoho crm solution for about 20 people

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