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Proposal

Project Brief

A creative or project brief template that captures objectives, audience, deliverables, constraints, and success criteria for a new project.

Project Brief

Project: project_name

Client: client_name

Agency: company_name

Project Lead: project_lead

Date: date


1. Project Overview

Provide a concise summary of the project, its purpose, and the problem it aims to solve:

[High-level description of the project. What is being created or accomplished? Why is this project important to client_name?]

2. Objectives and Goals

What are the specific, measurable objectives for this project?

- Primary Objective: [What is the #1 goal?]

- Secondary Objective: [Additional goal]

- Secondary Objective: [Additional goal]

Key Performance Indicators (KPIs):

- [KPI #1 and target]

- [KPI #2 and target]

- [KPI #3 and target]

3. Target Audience

Who is the primary audience for this project?

- Demographics: [Age, location, role, industry]

- Psychographics: [Interests, pain points, motivations]

- Current behavior: [How does the audience currently solve this problem?]

Secondary audiences (if applicable):

- [Secondary audience description]

4. Scope and Deliverables

What specific deliverables are expected?

- [Deliverable #1 — description and format]

- [Deliverable #2 — description and format]

- [Deliverable #3 — description and format]

- [Deliverable #4 — description and format]

4.1 Out of Scope

The following items are explicitly not included in this project:

- [Exclusion #1]

- [Exclusion #2]

5. Brand Guidelines and Requirements

- Brand voice and tone: [Describe desired tone — professional, casual, authoritative, friendly, etc.]

- Visual style: [Describe visual direction — colors, typography, imagery style]

- Mandatory elements: [Logo usage, legal disclaimers, compliance requirements]

- References and inspiration: [Links or descriptions of examples the client likes]

6. Timeline and Milestones

Target completion: deadline

Budget: budget

Key milestones:

- [Phase 1: description] — Due: [Date]

- [Phase 2: description] — Due: [Date]

- [Phase 3: description] — Due: [Date]

- [Final delivery / launch] — Due: deadline

7. Constraints and Considerations

- Budget constraints: budget total budget

- Technical constraints: [Platforms, integrations, compatibility requirements]

- Legal/compliance constraints: [Regulations, approvals needed]

- Resource constraints: [Availability of stakeholders, access to materials]

8. Stakeholders and Approval Process

- Project sponsor: [Name and role]

- Key decision maker: [Name and role]

- Reviewers: [Names and roles]

- Approval process: [Describe how deliverables will be reviewed and approved]

9. Success Criteria

This project will be considered successful when:

- [Success criterion #1]

- [Success criterion #2]

- [Success criterion #3]


Approval

By signing below, both parties approve this brief and authorize work to proceed.

Client: client_name

[Electronic signature will be collected via zsign]

Agency: company_name

Project Lead: project_lead

[Electronic signature will be collected via zsign]

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