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BONUS: Read the project brief how-to-guide.

Project brief template

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The project brief template is a must-have tool for effective project management. Whether you’re planning an internal website update, organizing a client campaign or outlining a school project, the project brief will allow you to communicate your project in detail, set (SMART) goals, identify the project scope, know your budget and schedule, and measure success.

  • Create a visually-engaging summary of your project to focus on high-level goals and objectives.
  • Align different teams on a unified project goal and individual responsibilities.
  • Make important project decisions quickly and effectively.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

Used 3565 times     Share  

User Persona

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

BONUS: Read the project brief how-to-guide.

The project brief template is a must-have tool for effective project management. Whether you’re planning an internal website update, organizing a client campaign or outlining a school project, the project brief will allow you to communicate your project in detail, set (SMART) goals, identify the project scope, know your budget and schedule, and measure success.

  • Create a visually-engaging summary of your project to focus on high-level goals and objectives.
  • Align different teams on a unified project goal and individual responsibilities.
  • Make important project decisions quickly and effectively.

How to create a project brief with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional project brief details. Add charts, graphs, images, and videos to customize the brief template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the project brief template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your project briefs and more.

3

Work on the project brief together on the cloud.

Add colleagues (or clients) to collaborate on your brief templates. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The project plan seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own brief templates. Or copy and reuse in other documents.

What is a project brief?

Simply put, a project brief (project proposal, creative brief, design brief or project plan) is a starting point for any project – whether it’s to plan an internal website update, organize a full-blown client campaign or outline a school project. In project management, the project plan is a key document that outlines the scope, scale and detailed requirements of the project, helping you reach your goals faster and more efficiently.

An effective creative brief summarizes the essence of the project and focuses on results and outcomes. Your briefs should identify the who, what, when, where and why of your project. Deciding how the project will be tackled should be left up to the graphic design team or the team who will be handling the tasks and deliverables related to the project.

How do you write a project brief?

The length of a project brief depends on the scope and scale of your project. The more intricate the project is, the longer the brief will be. Don’t worry about the format or following a certain outline, a project brief can and should change depending on the purpose.

In general, you can use the project brief template as an outline for creating your own creative briefs.

  • Explain who this project is being created for.
  • Describe the project. Give a project overview by defining the what and the why.
  • Define SMART project objectives (specific, measurable, achievable, realistic and timely).
  • Identify your target audience.
  • Set the schedule and budget, including the final due date and important milestones.
  • Detail the project scope: project deliverables, features, tasks, objectives.
  • Determine how your team will define project success.

The project brief is part of these toolboxes:

Check out related templates, examples and resources.

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Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables to share with clients and get feedback quickly. And we can create repeatable templates again and again.

Anna Yunker

Anna Yunker

Content Strategist, Aztek Digital Agency

Xtensio is graphical, visually impactful, intuitive, and fully customizable – with no need for a learning curve.

Charles Dimov

Charles Dimov

VP Marketing, Strategy D

In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.

David Nason

David Nason

CEO/Founder, HireBrain

Xtensio makes my life much easier! As a consultant, it helps me simplify complex concepts to my clients. And it’s visually impressive.

Grace Ghunaim

Grace Ghunaim

Founder & Chief Strategist, Evolvex

Xtensio is a huge timesaver for me! Now, I can focus on the important things; what to communicate in them, not how to make them attractive.

Jenny Johansson

Jenny Johansson

UX Manager, Visma

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas and develop strategies.

Robin Eyre

Robin Eyre

Owner, Trailblazer360

Xtensio simplified the disjointed process we were using in a Word doc and made communicating our research and reports with clients much smoother.

Tracey Dunlap

Tracey Dunlap

Chief Experience Officer, Zenmonics

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey

Zac Heisey

Director of Digital Marketing, Tribe Interactive

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create free project brief?

Yes. You can try out Xtensio’s simple editor and any template, including the project brief template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the project brief for?

The project summary template allows you to give an overview of your project, list expectations, set goals, measure success, identify project scope and target audience, and know your budget & schedule in detail. Projects are everywhere, whether it is for a school or a business. The template will help you to ease the project management process and finalize any project successfully.

Do you have any project brief examples I can use?

Yes! We have a couple of examples above that you can use as a starting point for your own. If you find a brief example you like, use it for your inspiration.

How do I gather the information needed to create a project brief?

The main information you’ll need to fill out the project brief template is an overview of the project, your client info, target audience, SMART objectives, project scope, factors to measure success, budget, and due dates.

Can I add colleagues to edit the marketing report template?

Yes! You can invite as many people as you’d like to collaborate on your project briefs and other project management documentation. As a platform, Xtensio helps improve the way your team works.

How do I share my design brief?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other tools for project management?

We do! There are a number of different templates, examples, and resources to guide you through the process of promoting and growing your business. Check out our Project Management toolbox to find more tools and resources.

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