Project Brief Template and Examples
Used 2221 times
The Project Brief template is a must-have tool for effective project management. Describe your project in detail, set your (SMART) goals, identify the project scope, know your budget and schedule, and measure success. Exchange ideas and collaborate with your team members on the living doc to keep everyone updated during each stage of the project! Find tips on creating a strong project summary in our How-To Guide >
Editable Project Brief Examples
Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.
THIS TEMPLATE WAS DESIGNED ON XTENSIO
Build anything from simple strategy docs to pitches, agendas, reports and other business and marketing collateral. Xtensio is a collaborative workspace where teams can easily create and share beautiful living documents. Share a live link. Present. Export. It's the easiest editor ever.
See Complete Toolboxes
Tools, templates and resources for every team.
Launch better products and find product-market fit faster.
Simplify workflow, impress clients.
Tools, templates, and resources to help you transform the culture within your organization.
Used by the world’s top businesses.
210,971 users and counting.
The need for this goes beyond startups and can be used by any scrum or agile team.
Global Engineering Manager, Motorola
I use Xtensio and find it really easy to use and it has everything I need. It’s a huge time-saver for me!
UX Manager, Visma Advantage
Xtensio is a must have tool for startups, UI/UX and Product Management professionals.
Technical Product Manager, Verizon
Frequently Asked Questions
What is Xtensio?
Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.
What's a folio?
Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.
Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.
Do I have limits on how many templates I can try?
No. You can try all of our free templates with any of our plans. The limitations are only on your active folios. On the Free plan, you may have one active folio at a time. If you’d like to create another folio, you upgrade to one of our premium plans or delete the folio that’s currently active on your dashboard.
Is my data private and secure?
Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Your work belongs to you. Your folios are private unless you decide to share them or make them public. Here’s more on the range of sharing options on Xtensio, from completely private to public.
Is Xtensio really free?
Yes. You will never be asked to provide credit card information for Xtensio’s free account.
What would I get by upgrading to a premium plan?
By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, 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 know your budget & schedule in details. 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 examples I can use?
Yes! We have a couple of project summary examples above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration. Just click on one of the examples further up on this page to save it as a folio and start editing with your own content.
How do I gather the info needed for 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. You can check out the project brief how-to guide for more tips on creating a successful project brief.
Can I add colleagues to edit my project summary?
How do I share my project brief?
When you’re ready to share your brief, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
Do you have other project management tools?
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.