# Project brief

Fill this in with your client, ideally on a call. Mark anything not yet known as “TBC” rather than guessing.

---

## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## Background

- What’s the context for this project? [Answer]
- What problem or opportunity does it address? [Answer]

## Objectives

- What must the project achieve? [Answer]
- How will we measure success? [Answer]

## Scope

- What’s included? [Answer]
- What’s explicitly not included? [Answer]

## Stakeholders

- Who is the sponsor? [Answer]
- Who is the day-to-day contact? [Answer]
- Who else must be consulted or kept informed? [Answer]

## Timeline and budget

- What are the key dates? [Answer]
- What’s the budget range? [Answer]

## Risks and dependencies

- What could delay or derail the project? [Answer]
- What do we depend on from others? [Answer]

---

## Before work starts

- [ ] The objective is specific and agreed.
- [ ] The audience is described in a sentence or two.
- [ ] Deliverables and formats are listed.
- [ ] Budget and deadline are confirmed.
- [ ] One approver is named.
- [ ] Anything unknown is marked TBC with an owner.

---

# Example: Calder Manufacturing operations review

Sample answers from a fictional client.

## Sample answers

- **Problem?** Order fulfilment times have doubled in a year; we don’t know why.
- **Success?** A prioritised plan the board approves by the end of Q3.
- **Not included?** Implementing changes or buying new systems.
- **Sponsor?** The COO. Day-to-day contact: the operations manager.
- **Risks?** Peak season in October limits staff time for interviews.

Template by Angelwood — https://angelwood.io/templates