Plan & choose · Requirements checklist

Write directory requirements that describe real work

A requirements method that connects each capability to a visitor or operator job, test condition, owner, and release priority.

JOB → RULE → TEST
01Visitor02Operator03System
Direct answer

The practical answer first

Strong directory requirements describe who needs to do what, with which data, under which rules, and how the team will know it works. Cover public discovery, listing structure, publishing, staff operations, submissions, monetization or leads where relevant, governance, accessibility, and data portability without prescribing technology too early.

Who this is for

For teams preparing a brief, evaluating software, or requesting estimates and needing a complete scope that can still distinguish launch needs from later ideas.

When to use it

Use the checklist in stakeholder interviews, then convert accepted requirements into verifiable scenarios instead of carrying an unprioritized feature wishlist.

01

Capture audience and discovery requirements

Define the primary visitor, questions they bring, language they use, and decisions they need to make. Specify search scope, flat categories, comparison facts, empty states, accessibility, and mobile behavior as outcomes. Avoid demanding filters or maps without data and user evidence.

  • Write one scenario per important discovery path.
  • Define the information needed before the next action.
  • Include no-result and removed-listing behavior.
02

Specify data and publishing requirements

Document the directory-wide schema, validation, required and optional fields, source, stable IDs, categories, publication states, import and export formats, URL rules, initial HTML, canonical metadata, structured data, sitemaps, robots behavior, and hosting or existing-site path constraints.

  • Use representative rows to validate every field.
  • State canonical hostname ownership explicitly.
  • Require standard data export and recovery behavior.
03

Describe staff and submission workflows

Name roles, permissions, audit needs, bulk work, review states, correction paths, and response expectations. If public intake is needed, define free or paid mode, required consent, approve-or-reject decisions, refund behavior for rejected paid submissions, notifications, and abuse controls.

  • Separate editing permission from publishing authority.
  • Define what happens when a decision or side effect fails.
  • Assign an owner to stale and disputed records.
04

Prioritize integrations and nonfunctional needs

List payment ownership, email, signed webhooks, lead exports, analytics, identity, domain routing, privacy, performance, security, reliability, and support. Give each requirement an acceptance test and release priority. Record unsupported or intentionally deferred behavior so assumptions do not reappear as emergencies.

  • Mark Must, Should, Could, or Not now.
  • Include service limits and failure handling.
  • Review the list against budget and operating capacity.
checklist

Requirements coverage matrix

For every row, record the user or operator, scenario, priority, acceptance evidence, owner, and whether the requirement is launch-critical.

  1. 01
    Discover

    Audience, search scope, flat categories, cards, details, empty states, mobile access, and next actions.

  2. 02
    Publish

    URLs, host or path, server rendering, canonical metadata, schema, sitemap, robots, and 404 status.

  3. 03
    Manage

    Schema, validation, imports, exports, roles, audit history, bulk work, correction, and retirement.

  4. 04
    Receive

    Submission fields, consent, payment mode, approve-or-reject review, refunds, notices, and abuse controls.

  5. 05
    Measure

    Aggregate usage, inquiries, delivery health, quality checks, service limits, privacy, and support ownership.

FAQ

Frequently asked questions

How detailed should directory requirements be?

Detailed enough that a team can test the expected behavior with representative data and roles, but not so implementation-specific that reasonable platform or architecture options are excluded prematurely.

Who should approve the requirements?

The accountable directory owner should approve them after input from content or data owners, operators, technical stakeholders, privacy or legal reviewers where needed, and representative users.

How do we control scope creep?

Tie each request to the primary decision, release evidence, operational capacity, and budget. Keep a visible Not now list with the condition that would justify reconsidering each deferred item.

Test requirements against a real workflow

Replace assumptions with a working directory sample

Configure fields, import records, publish sample pages, and run the staff workflow in Directoryz so accepted requirements describe observable behavior rather than presentation slides.

Validate the requirements