Start with the common project information

Smartsheet’s template collection includes a simple brief with fields for the project name, purpose, goals, audience, team, budget, and timeframe. These establish what the work is intended to accomplish and who is involved. Use the structure as a starting point, then remove fields that are unnecessary and add the details a particular stakeholder needs. A reusable template should improve clarity rather than encourage filling every box with irrelevant text.

Use a specialist template when the requirements differ

The collection also provides marketing, design, software, construction, and video examples. A video brief, for instance, includes resources such as footage, locations, graphics, and equipment, while a marketing version includes message and approval fields. Select the version whose questions match the actual work. Review the completed brief with the people responsible for delivery so the summary communicates the project requirements rather than merely reproducing a sample layout.

Choose a Project Brief Template That Fits the Work