New Project Brief Form Template
Streamline Your Client Intake Process for New Projects
Are you struggling to gather all the essential information before kicking off a new project? With our New Project Brief Form Template, you can efficiently capture your client's project details and set clear expectations from the start. This template helps you outline project goals, timelines, and budgets, ensuring that nothing falls through the cracks-it's perfect for freelancers, project managers, and agencies alike. You'll save time on communication, improve client satisfaction, and enhance proposal accuracy. Feel free to explore this live template now to refine your project brief process.
When to use this form
Use this project brief form at the start of any new initiative to align goals, scope, and constraints. It helps marketers, designers, PMs, and stakeholders agree on what matters before work begins. For example, kickoff a landing page build, plan a Q4 ad campaign, or scope a data dashboard. Capture the problem, audience, success metrics, timeline, budget, and approvals in one place so you move fast and avoid rework. If your initiative is a brand or visual refresh, pair it with the Logo design brief form. If you are writing copy-only ads, the Text only advertisement form can handle channel specs while this brief sets strategy. For research-driven campaigns, add audience insight via the Advertising survey form.
Must Ask New Project Brief Questions
- What business problem are you solving, and why is it a priority now?
This clarifies the value and urgency, so your team focuses on the right outcome. It also helps you decide trade-offs when scope or timing shifts.
- Who is the target audience, and what action should they take?
Audience clarity shapes messaging, channels, and UX. When you know the desired action, you can design flows and content that remove friction.
- What does success look like, and which metrics will you track?
Defining measurable goals makes priorities visible and prevents scope creep. Pick 2-3 metrics tied to business impact, such as leads, conversion rate, or cycle time.
- What scope, deliverables, timeline, and budget are confirmed?
Setting constraints and boundaries keeps estimates honest and reduces surprises. If delivery depends on data or access, log those needs early with the Data request form.
- What inputs, brand guidelines, data, and approvals are required, and who owns them?
Listing brand rules, source files, and approvers speeds reviews and avoids rework. For design-heavy work, gather tone, color, and asset details using the Logo design questionnaire form.
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