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September 30, 2024
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How to write a brief: Best practices & easy steps

Crafting a solid brief is not just a task; it's a pivotal step that ensures your team stays aligned and on target. The importance of this document can't be overstated. But writing a brief can sometimes feel overwhelming—what should you include, and how do you keep it concise yet comprehensive?

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So, in this blog post, we'll walk you through a few easy steps to creating a clear, actionable brief that will serve as a roadmap for your project.

Let's dive straight in!

What is a project brief?

In the world of project management, a brief is more than just a document; it’s a practical framework outlining the project's key elements.

It serves as the single source of truth for communication, clarifying tasks and direction for everyone involved. A good project brief is an excellent starting point for a successful project plan, offering an overview without overwhelming stakeholders with excessive details.

Types of briefs

There are different types of briefs, each serving a unique purpose. Below, we'll outline a few of the most common types:

  • A general project brief: This outlines the project in broad strokes, providing a simple overview of key project elements.
  • A creative brief: This provides direction on the project's creative aspects and, as such, is usually written for a creative team that could include marketers, designers, and advertisers.
  • A marketing creative brief: This is subset of the above "creative brief." designed to guide campaigns to bring products or services to market. Marketing creative briefs often include detailed brand guidelines, specific project requirements, and budget considerations.

Recognising these nuances will help you better determine which brief type is most appropriate for your use case. This will make it easier to tailor your brief to the project's specific needs and its audience.

Key elements of an effective brief

An effective project brief is all about clear, structured communication that keeps everyone aligned.

To ensure your project hits the mark, a brief needs to provide concise information across a few crucial areas:

  1. Background information
  2. Project objectives
  3. Target audience
  4. Project timeline and key milestones
  5. Project budget
  6. Project stakeholders and roles

Let’s take a closer look at each of the above in turn:

Background information

Injecting project background information into your brief is akin to "setting the scene"—in other words, it can help ensure stakeholders are aligned on the project’s importance and relevance.

So consider adding context about the project’s:

  • Purpose: Clearly outline why the project exists in the first place. What are its overarching goals? Whether it's driving business growth, improving internal processes, or addressing a customer need, defining the purpose in just a few words helps everyone involved grasp the project's endgame and how it connects to larger strategic priorities.
  • Previous related projects: Highlight any past initiatives or similar projects that set the foundation for this one. This can provide a sense of continuity and build on lessons learned, showing stakeholders how this project either fills a gap or continues the momentum from prior efforts. Including this context can help avoid repetitive mistakes and showcase how the organization has evolved its approach over time.
  • The problem the project seeks to address: Describe the specific problem or challenge the project aims to solve. This could be a business inefficiency, a market gap, or a customer pain point. By clearly articulating the issue, you help stakeholders understand why the project matters and what success would look like. It's crucial that everyone grasps the "why" behind the project to ensure their buy-in and engagement from the outset.

By establishing a shared understanding early, the project stands a much greater chance of maintaining focus, securing support, and ultimately delivering meaningful results.

Project objective

Project objectives should clearly define the project's requirements, expected outcomes, and criteria for evaluating those outcomes.

When formulating objectives, it is beneficial to apply the SMART framework. SMART stands for:

  • Specific: Objectives should be clear and unambiguous, focusing on a particular area or result.
  • Measurable: There must be a way to measure progress to determine when the objective has been met.
  • Achievable: Objectives should be realistic given the resources and constraints of the project.
  • Relevant: The objectives should align with broader organisational goals or the specific goals of the project.
  • Time-bound: A deadline or specific time frame should be set to ensure the objectives are met in a timely manner.

For instance, a SMART objective could be to increase website traffic by 20% within the next three months. This objective is specific, measurable, achievable, relevant to the project, and time-bound.

Well-defined objectives are worth spending time on because they will help align and motivate your team and serve as a foundation for decision-making.

Target audience

Clearly defining your project's target audience is vital to staying on track and avoiding scope creep.

When outlining your target audience, consider the following:

  • Gender
  • Age range
  • Location
  • Interests
  • Pain points

...and so on.

With your target audience at the forefront of your team's mind, you're likelier to deliver a project that genuinely resonates with the people you're trying to reach.

Project timeline and milestones

Creating a detailed project timeline is essential for staying on track and ensuring smooth communication throughout the workflow.

Your timeline should clarify key dates and deadlines and break down milestones into smaller, more manageable tasks.

Incorporating buffer times is also crucial for handling unexpected challenges and keeping the project flexible and adaptable to whatever comes your way.

Budgets

Including budgets in a project brief provides teams with a clear understanding of the financial resources available, ensuring transparency and guiding realistic expectations.

With a well-defined budget, the project is more likely to be steered efficiently toward its goals. It also enables project team members to allocate resources strategically and make informed choices that contribute to overall success.

Project stakeholders and roles

Identifying key stakeholders ensures each project team member knows their role and who to contact for project-specific discussions.

Clearly defining roles within a project brief coordinates efforts and avoids overlapping responsibilities. It also minimises confusion, prevents miscommunication, and promotes accountability.

Additionally, knowing the relevant stakeholders enables smoother decision-making processes as it ensures the right people are involved at the right times, fostering more efficient problem resolution.

Enhancing your brief with additional details

Adding extra details to your brief enhances its effectiveness and clarity, providing more depth to ensure the project is understood by all stakeholders.

Competitor analysis

Analysing your competitors' strategies can be a powerful way to spark innovative ideas and improvements for your own project. Tools like Market Explorer and Semrush offer valuable data to help you assess competitors and uncover opportunities.

While competitor analysis doesn't need to be exhaustive to be impactful, it should strike a balance between internal brand insights and external competitive landscape evaluation.

By understanding your strengths and how you compare to the competition, you can make informed decisions that drive growth and set your brand apart.

Key messaging and tone of voice

Key messaging shapes a brand’s identity, conveys its personality, and drives the intended audience response by highlighting why the audience should care about and engage with the campaign.

By defining clear, descriptive adjectives for the project's tone of voice, copywriters are better able to craft compelling and relatable content that resonates with the audience, enhancing overall engagement.

Maintaining consistent messaging across all platforms is crucial. It not only strengthens brand identity but also boosts recognition, ensuring that the audience quickly associates the message with the brand, no matter where they encounter it.

Distribution plan

A well-crafted distribution plan is key to ensuring your message reaches the right audience through the most effective channels.

When targeting younger generations, allocating resources to social media rather than traditional advertising often yields better results. Social media platforms offer more direct engagement, real-time feedback, and the ability to tailor content to specific demographics, making it a smarter investment for reaching today’s digital-savvy consumers.

Review process

After drafting a brief, share it with the team and circulate it within the company. A fresh perspective can uncover overlooked areas and improve the overall quality of the brief.

It's also wise to treat the brief as a living document that' adaptable as project requirements evolve. Be open to ideas and edits from stakeholders throughout its lifecycle. Collecting feedback from the team and stakeholders is vital for continuous improvement and refining the brief to enhance project outcomes.

Ready to write a well-thought-out brief for your team?

After reading this blog post, we hope you now know how to write a brief! Crafting an effective brief is critical to ensuring the success of your project. By following the best practices outlined here—focusing on clear communication, defining objectives, and staying aligned with your team—you’ll set the stage for smooth project execution.