General BusinessContent Creator

Project brief template: the problem, the limits and the test of done

A project brief states why a project exists, what it must deliver, the limits it works within and how success will be judged, and it is written before the work starts. The key judgement is to describe the problem and the constraints rather than the solution, because a brief that dictates the answer rules out options the people doing the work could have suggested.

Section outline

What a brief needs before anyone starts work

  1. Background and problem

    What is happening now, what it costs or risks, and who notices. Describe the problem in observable terms, such as complaints, delays or missed sales, rather than as a wish for a new tool.

    120 words
  2. Purpose and success criteria

    Why the project matters and the two or three criteria that show it worked. Each criterion should be something a person can check after delivery.

    100 words
  3. Scope: in and out

    The work included and the work deliberately left out. Name at least one nearby item that people might assume is included, so the boundary is explicit.

    150 words
  4. Deliverables

    Each thing the project produces, its format and the acceptance test that the reviewer applies. The test should be one that someone other than the author can run.

    120 words
  5. Constraints: budget, deadline and rules

    The budget range, the fixed dates and any policy, legal or brand rules the work must follow. Give the source of each limit, so a reader knows whether it can move.

    120 words
  6. Stakeholders and decision rights

    Who approves the brief, who may change the scope, and who signs off each deliverable. Where one person holds two roles, say so.

    100 words
  7. Milestones

    The main checkpoints with dates, each tied to a deliverable or a decision. Avoid listing internal tasks here, because they change faster than the brief should.

    90 words
  8. Assumptions and open questions

    What the plan assumes to be true, with an owner who will confirm or correct each assumption, and the questions still open.

    80 words
  9. Version, owner and date

    The author, the date and a version number. Vendors price the version they received, so a changed brief needs a new number.

    30 words

Total: 910 words

Example excerpt

Sample scope and success section

Sample section

Sample section for a fictional theatre company, Marrow and Vale Collective. All details are invented for illustration. Project: accessible seating guide for the spring season Background: Last season, patrons who use wheelchairs or need step-free routes phoned the box office before buying tickets, because the printed seating plan did not show routes or the distance to the stage. Staff spent roughly two hours a week answering those calls. In scope: a one-page seating guide in English and Spanish, and a web version of the same content. Each seat zone shows its step-free route, its distance to the nearest accessible toilet and its line-of-sight notes. Out of scope: changes to the ticketing system, new seats or any alteration to the venue. Success: five volunteers who have not seen the guide each find an accessible seat in under two minutes, and the box office logs a fall in accessibility calls by the end of the season. Budget range: 2,500 to 3,500 dollars, approved. Deadline: printed guide ready by February 15, 2027.

Quality checklist

Check the brief before it is priced

  • The purpose is stated as a problem the organisation has, not as a tool to adopt.
  • Each deliverable has an acceptance test that someone other than the author can apply.
  • The out-of-scope list names at least one nearby item that people might assume is included.
  • Budget and deadline are shown as ranges or limits, with the source of each one named.
  • Decision rights are clear: who approves the brief, who can change scope and who signs off the result.
  • Assumptions are listed apart from facts, each with an owner who will confirm it.
  • The brief stays within a few pages, and detailed specifications are attached as reference material.
Share the finished page

Send each reader the version they need

Team link

Share the brief by team link with the people who will do the work. Put the version and date on the first screen, so everyone can confirm they are reading the current brief.

Public link

A public link suits a brief only when it is written for outside contributors, such as a call for designers. Remove internal budget ceilings first, because they reveal how much room you have to negotiate.

HTML download

Download the HTML file to attach to a vendor request or to file with the project record. Put the date and version in the file name, so a later edit does not replace the brief that vendors priced.

Frequently asked questions

Is there a free project brief template?

A free template gives you a structure, and the structure is useful. What makes a brief useful is the statement of the problem and the acceptance test for each deliverable, and a template cannot write those for your project. Fill them in yourself from the people who will judge the result.

Is a project brief the same as a request for quote?

No. A project brief describes the work your organisation needs. A request for quote asks vendors to price that work. You can send the brief with the request so that every vendor prices the same scope.

How long should a project brief be?

Long enough to define the scope, the deadline and the acceptance test, which for many projects means a few pages. Put background research and detailed specifications in attachments, so the brief stays short enough to be read before the kickoff meeting.

Can I write a project brief in Word or PDF?

Content Creator returns one HTML page instead, shared by link or saved as an HTML download. If colleagues must edit the brief, keep the working copy in a word processor and publish the approved version as that page.

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  1. Follow the eight-step wizard: type, assets and description, images, branding, contact and call to action, Atty Suggestions, blueprint, and generate. Atty generates one HTML page in the background. Review it, then publish and share the page link or download the HTML file.

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