Project Brief Template

Use our project brief template to align project vision with clients. Customize project scope, deliverable specifications, timelines, and communication plans.
Get template
Get template
G2
star iconstar iconstar iconstar iconstar icon
620+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

Consultants have to find ways of dealing with the issue of freelancer cycle. This cycle simply refers to the periods that interchange between feast and famine. Feast refers to the moments when freelancers have tons of work to do. Famine, just as the name suggests, refers to the moments when work, clients and projects are absent. The project brief template can help you to negotiate through these seasons. It prepares you adequately for these seasons.

Project Brief Template
Image Credits: examples.com

1. Improved marketing with your project brief template

You may be wondering how the project brief template can be a useful tool for marketing yourself as a consultant. Well, the truth is you need to market the business better. Marketing should never be seasonal. Marketing should proceed regardless of all that’s happening with you at any given moment. Use this template to market the business to all clients you’re trying to reach out to thus helping you to handle the freelance cycle better.

2. Locate and lock repeat clients with your project brief template

It’s important to locate repeat clients. It’s more important to lock them down to a contract. The contract should be beneficial to the two of you. It should not favor you as the independent contractor alone. Learn how to attract repeat clients to your consultancy. Repeat clients offer you more benefits, which include enabling you to overcome any fears you may have regarding freelance cycle.

Other benefits include the fact that repeat clients:

  • are less costly
  • promote the business
  • bring more transactions
  • boost product expansion
  • provide a better understanding of the target market

3. Look for recurring work with your project brief template

The project brief template is the best tool for finding recurring work. Do whatever it takes to find recurring work. If you succeed with this, you will never have to worry about this scary cycle. What is more, you will guarantee yourself the kind of work needed to sustain your consultancy when your competitors are complaining about lack of work. Recurring work brings consistent income.

Consistent income enables you to break the grip of the freelance cycle. Consistent income enables you to do run a successful consultancy.

Project Brief Template Sample
Image Credits: slideshare.net

4. Line up work with the project brief example

Remember to line up as much work as you get. Start taking measures to prepare for the period of famine that awaits. The goal is to ensure you never run out of work. The objective is to attract more feast than famine into your freelance business. How you prepare the project brief determines the amount of work you will have lined up. Famine is guaranteed. How you prepare for it is all that matters!

5. Talk about money in the project brief sample

A project brief template should cover as many issues as the two of you can agree upon. It’s often the result of negotiations between freelancers and clients. It highlights the most important aspects of the project. Money is an important aspect of any freelance project. The brief talks about the project in entirety thus should also focus on money. The more it delves into the money issue, the easier it is for you to deal with the effects of famine.

Learn how to be frugal since it can help you during the famine. However, learn to boost your freelancing income too as a way of handling freelance cycle.

As you may have noted above, freelancing involves lots of planning. The project brief template is a powerful document to use in planning for the scary period of freelance cycle. Make it your goal to have more feast than famine while running your consultancy. Set your rates well so that you have enough money to cater for the days when work is scarce. Get help where necessary to complete and submit the project on time.

Frequently asked questions
What is a project brief template and what does it do?
chevron down icon
A project brief template is a structured document that outlines project objectives, scope, and deliverables. It ensures all stakeholders are aligned before work begins.
Who should use this project brief template?
chevron down icon
Freelancers, consultants, and agencies who need to clearly define project expectations and deliverables with clients should use this template.
What should be included in a project brief template?
chevron down icon
Include project objectives, scope, deliverables, timelines, budget, and communication plans to ensure comprehensive alignment with clients.
How do I customize this project brief template for my needs?
chevron down icon
Customize by adjusting project objectives, adding specific deliverables, setting timelines, and detailing communication preferences to suit your project requirements.
When should I use this project brief template in my workflow?
chevron down icon
Customize by adjusting project objectives, adding specific deliverables, setting timelines, and detailing communication preferences to suit your project requirements.
Why use a template instead of creating from scratch?
chevron down icon
Using a template saves time, ensures consistency, and provides a structured format to capture all necessary project details efficiently and effectively.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.

Need other templates?

Discover other templates in the same category.
Briefs
Strategy Brief Template
Get template
Get template
Briefs
Creative Brief Template
Get template
Get template
Briefs
Product Brief Template
Get template
Get template
Briefs
Project Brief Template
Get template
Get template
Briefs
Creative Brief Template
Get template
Get template
Briefs
Graphic Design Brief Template
Get template
Get template
Briefs
Consulting Brief Template
Get template
Get template
Briefs
Creative Brief Template
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup