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Client Profile
Explain who your client is and what they do. This will be helpful for the team to have an overall idea about the brand and what the company stands for. Here are some details to include in the client profile:
- Company name
- Product/feature info
- Company mission and vision
- Brand details
- Competitors
Describe the project thoroughly - down to the last detail! It's super important that each member of your team has a clear idea of the project and understands their role in the process.
- What is the project about?
- What are some of the client's expectations with this project?
- Is there specific information about the project that the team should know?
- What details about the project did the client highlight when discussing the logistics?
Project Overview
Project Objective
Set SMART objectives for your project:
- Specific: Who? What? Where? Why? When?
- Measurable: What are the metrics? Any numbers or percentages to reach?
- Achievable: Do you have resources and skills to reach the goal you are setting?
- Realistic: Does it match your organization's overall goals?
- Timely: When will you finalize this project?
A project's success will be measured depending on whether the objectives are reached or not, so it's critical to have clearly defined goals.
Target Audience
Before you start working on the project, you'll need to study your client's target audience. Generally, the client will provide some insights, but you'll need to do your own research so you have a full understanding of the audience. Knowing who the target audience is, what their interests are and what channels they can be reached on will help you to meet the objectives you listed above and improve the overall effectiveness of your project.
Define the client's user persona. (Age, gender, income level, education level, behaviors, preferences)
Pie Chart
TARGET
25% Segment 1
25% Segment 2
25% Segment 3
25% Segment 4
Schedule & Budget
DUE DATE | DURATION | |
|---|---|---|
Project Step 1 | MM/DD/YYYY | 4 months |
Project Step 2 | MM/DD/YYYY | 3 months |
Project Step 3 | MM/DD/YYYY | 2 months |
Project Step 3 | MM/DD/YYYY | 6 months |
- A very important step in creating your project brief is setting a final due date. Take advantage of tables, charts or graphs to visualize expectations and goals along the way.
- What is the expected date (by the client) for this project to be finalized?
- What are some due dates for internal organization? Identify each step clearly.
- What is the budget for this project? Knowing the details of the project's budget in advance will improve efficiency and prevent any last-minute changes.
Project Scope
The work you'll put into this project and the resources you have access to will shape the scope of the project. In order to define your project scope, you need to know the objectives, tasks, budget and due dates. You will also need to explain what is included and not included in this project. This should be a clear, concise and specific statement.
IN SCOPE
What tasks/jobs/objectives will be in scope? Give details.
OUT OF SCOPE
What ideas or practices are out of scope? Report your notes clearly for the team.
Success Measure
Once the project is complete, you'll want to see whether your efforts have led to success or not. How will you define success? Here, you should list the project's success factors. Going through these points will make it easier to oversee the whole project, define what aspects of your process can be improved and what worked well.
- Success factor 1
- Success factor 2
- Success factor 3