Project Brief Template

It's critical to get everyone on the same page before the start of a new project. We accomplish this by using a project brief. It's usually the responsibility of the account lead/Partner who landed the client to fill this out. This document is then used internally at the first project team meeting to onboard everyone involved. 

Without a proper project brief and briefing, you may encounter problems such as:

• Your team not knowing what the client actually does
• Your team not understanding the goals of the project
• Your team not quite sure what the deliverables are

Avoid these by preparing a proper project brief. You'll also find that in reviewing this document together, more questions will arise that require clarification. A good practice is to go back and refine this document and post the latest version for everyone to reference as the project gets underway.

Here are the key components you'll find in the brief:

• Company Overview
• Project Overview & Goals
• Project Approach
• Timeline
• Budget
• Red Flags and Considerations
• Our Team & Roles
• Client Team
• Appendix

We've included notes and examples, including a full website statement of work, to help you get the most out of this document.