# Problem Definition Worksheet

*Expert-Driven Development SOP — Appendix A*

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## Tool Information

| Field         | Entry                        |
|---------------|------------------------------|
| **Tool Name** |                              |
| **Developer** |                              |
| **Date**      |                              |

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## Problem Statement

*Describe the problem this tool will solve in 2-3 sentences. Focus on the workflow gap, inefficiency, or unmet need.*

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## Target Users

| Field                          | Entry |
|--------------------------------|-------|
| **Primary User Group**         |       |
| **Secondary User Group(s)**    |       |
| **Estimated Number of Users**  |       |

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## Success Criteria

*Define measurable outcomes that will indicate this tool is successful. Each criterion should be specific, quantifiable, and verifiable.*

| #  | Metric                     | Current State | Target State | How Measured          |
|----|----------------------------|---------------|--------------|-----------------------|
| 1  |                            |               |              |                       |
| 2  |                            |               |              |                       |
| 3  |                            |               |              |                       |

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## Required Functions

*List the minimum viable features needed for this tool to solve the stated problem. Limit to five core functions.*

| #  | Function Description                              | Priority (Must / Should / Nice) |
|----|---------------------------------------------------|---------------------------------|
| 1  |                                                   | Must                            |
| 2  |                                                   | Must                            |
| 3  |                                                   |                                 |
| 4  |                                                   |                                 |
| 5  |                                                   |                                 |

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## Data Considerations

| Question                                              | Response |
|-------------------------------------------------------|----------|
| Does this tool handle **PII** (Personally Identifiable Information)? | Yes / No |
| Does this tool handle **PHI** (Protected Health Information)?         | Yes / No |
| If yes to either, describe the data elements involved:               |          |

**Controls (complete if PII or PHI is present):**

- [ ] Access restricted to authorized users only
- [ ] Data encrypted at rest and in transit
- [ ] Audit logging enabled
- [ ] Data retention/disposal policy defined
- [ ] Privacy Impact Assessment (PIA) required and initiated
- [ ] Other: _______________________________________________

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## Platform

| Field                     | Entry                                    |
|---------------------------|------------------------------------------|
| **Target Platform**       | Power Platform / Desktop / Other: ______ |
| **Specific Technology**   |                                          |
| **Deployment Environment**|                                          |

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## Estimated Effort

| Category              | Estimated Hours |
|-----------------------|-----------------|
| Development           |                 |
| Testing               |                 |
| Documentation         |                 |
| **Total**             |                 |

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## Approvals

| Role                   | Name | Signature | Date |
|------------------------|------|-----------|------|
| **Developer**          |      |           |      |
| **Supervisor**         |      |           |      |

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*This worksheet must be completed before development begins and retained as part of the tool documentation package.*