What is it? A brief is a questionnaire-instruction in which the client describes his expectations from the project: tasks, stages, key features. Such a document significantly simplifies further work and interaction between the customer and the contractor.
How to compose? The brief should be understandable for everyone and contain the necessary information. However, everything depends on the area: for some tasks, five questions may be enough, but for large projects, even 15 will not be enough.
The article explains:
The essence of the brief
Benefits of a brief
Types of briefs
Requirements for the brief
Brief structure
Stages of creating a brief
Examples of briefs in different areas
Brief formats
Mistakes when writing a brief
How to convince a client to fill out a brief
Frequently asked questions about the brief
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The essence of the brief
This is a guide in which the customer describes the goals, stages and technical aspects of the task to the contractor. By using it, it is possible to convey all the details of the work, create a common context and harmonious understanding with the other team. In some cases, companies use their own standard templates for this document.
The essence of the brief
The initiative to create a brief or fill it out can come from both the customer and the contractor. However, sometimes the client refuses to draw it up, and some specialists resort to other tools to describe further plans.
A brief is necessary so that the shareholder data package customer can clearly convey their concept to the contractor. With this document, they outline the final vision – the image of the finished project. It also specifies contact information, deadlines, and the budget that the company is willing to allocate for implementation.
In such a document, the work is usually divided into several main stages. Sometimes customers indicate key metrics for further monitoring and evaluation of the success of the project.
The most common use of a brief is in areas where the final result is formed by the customer. This includes:
Marketing, especially in the online sphere.
Consulting, when the client wants to implement a specific project with the help of an external company; the brief allows for a clear formulation of the final result.
Website creation or SEO promotion.
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Differences between a brief and a technical assignment (TA)
They are as follows:
First of all, it is worth noting that the technical task and the brief are formed at different stages of interaction. At first, the company develops or fills out the latter, and the former is applied closer to the moment of concluding the contract. Such a questionnaire-instruction can be considered as a document that has a certain legal significance.
Secondly, the brief serves as a kind of business card of the customer company, where the conditions of future cooperation are offered. While the technical task is a clearer and more detailed description of roles, scenarios, stages and tasks for different members of the performing team.
In addition, there are situations when a brief is needed, but a more detailed description is not required, and vice versa. In the case of long-term cooperation, the first type of document is used at the initial stages of acquaintance, while for more specific tasks, a technical assignment is drawn up.
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