Free Research Brief Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.9/5 on G2
4.8/5 on Capterra
Table of contents

Do you have a freelance client who has given you a huge project? Are you currently in negotiation with one about a massive project? If you do, then it could be time to consider using a research brief template. The template offers consultants – and their clients – massive advantages. A freelance researcher needs as many tools as possible to deliver stunning work and results for the client.

Research Brief Template
Image Credits: template.net

The template offers you a myriad of benefits, as you will see below.

1. Improved communication with clients with your research brief template

Freelancers have to keep improving themselves. One way of doing that is by communicating better with their clients. A good consultant focuses on understanding the requirements of the project before commencing. The ability to understand is everything. Excellent communication with clients sets the pace for the rest of your relationship with the client. This important ingredient is necessary for setting the kind of foundation upon which success will emerge.

2. Obtaining crucial insights with your research brief template

The insights you obtain from the client about the project determines how much success you are likely to enjoy. The research brief template offers you all the insights you need moving forward. Without it, you would be unable to do anything meaningful. The most helpful insights tend to be the ones that are both relevant and actionable. The template offers clients an avenue through which to explain what they want in-depth.

3. Sustaining focus with your research brief template

At no time should the freelancer ever lose sight of the most important aspects of the project. The focus should remain on the most important components of the project. The research brief template plays a significant role in all this. It sets you on the road to victory. The template helps you to remain focused on building and sustaining healthy relationships with clients thus making it easier to accomplish all that you set out to do.

4. Defining problems and their solutions with your research brief sample

All freelancers are capable of defining and identifying the problems that their clients face. However, only the truly exceptional clients are capable of defining problems and identifying the appropriate solutions. More importantly, the template also offers consultant’s clients a chance to define and seek more clarification about the objectives. After all, each project has a few objectives. The solutions must meet or actualize the objectives in question.

5. The research brief example provides access to background information

Do you understand or approach the project based on the client’s perspective? If you don’t, it might be time to consider doing just that. Background information determines the direction the entire takes. Why is the client interested in proceeding with the project? What history do the clients have with the problems for which they need solutions? The research brief template provides answers to these questions via the background information.

Research Brief Template Sample
Image Credits: kaiserzug.info

6. Provide details regarding existing constraints in the research brief sample

A detailed understanding of everything the project is likely to encounter is crucial to its success. Without this information, you have little to no guarantee of success. Each project has its limitations that could be anything between budgetary or time-related constraints. It’s worth reminding freelancers that constraints are not necessarily bad or wrong. For this reason, constraints are worth embracing rather than hating.

A good brief contains constraints to help the freelancer to decide if the project is worth taking.

Lastly, the research brief template is a powerful tool for talking about methodologies and deliverables too. It clarifies strategies vis-à-vis research outputs. It talks about the schedule, costs, analysis and reporting, and everything else that is central to the success of the large project the consultant is about to embark upon. Essentially, you should never dive into a large project before going through and familiarizing yourself with all that the template says.

Frequently Asked Questions
Questions about this template.