Docs
Project brief template
One page that says why a project exists, what is in and out, who owns what and when it is done.
Brief: customer portal
Problem
Goals
Scope
In
Out
Owners
Milestones
Open questions
Do we need the ERP export to run hourly?
Who reviews the new payment terms text?
What it is
A project brief is one page that says why a project exists, what's in and out of scope, who owns which part and when it's done. Write it before work starts and send it to everyone involved. If two people read it and describe the project differently, the brief isn't finished.
When to use it
- Kicking off a project with more than two people
- Briefing an agency or freelancer
- Getting sign-off from a manager or client
How to use it
- 01
Write the goal first
Put the outcome in the callout at the top, in one sentence with a number if you can.
- 02
Draw the line on scope
List what's in and what's out. The out list prevents more arguments than the in list.
- 03
Collect feedback
Share with comment access. Resolve each comment thread once it's answered in the text.
- 04
Link the work
Mention the brief with @ from the task tracker or roadmap, so its Linked from list shows the work behind it.
Or have the AI draft your version
"Write a project brief for redesigning a nonprofit's donation page, with the problem, goals with numbers, scope in and out, owners, milestones and open questions."
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- How the AI works
Draft your own with AI
Describe the page you need in one sentence. The AI writes it, and you edit it like any other page.