Brief structure
In addition, the customer can specify in detail what content is planned to be posted on the site: articles, images, videos, reviews, product cards and other materials.
It is necessary to clarify what is already available and what needs to be prepared. The customer may need the services of a copywriter to write texts or a photographer to create a product catalog. Perhaps the team developing the site has suitable specialists who can take on these tasks. Alternatively, the client can turn to external contractors.
Interface design
The appearance of the shareholder data package site should be in tune with the corporate style of the brand. If the company has a brand book, the customer should provide this document to the developers. It specifies the requirements for the color palette, fonts and images that should be taken into account when developing a web design.
In the absence of a brand book, the client can share their wishes regarding the style of the website design and preferred color scheme.
Ask the client to provide examples of work that they like. It would be helpful if they not only shared links to the sites, but also explained what exactly it is about each of them that caught their attention. These samples will help the web designer better understand the client's preferences.
Project timeline and budget
In the brief, the customer should specify how soon they would like to see the results. It is necessary to assess the feasibility of completing the task within the specified time frame. If this is impossible due to the volume of work, it is advisable to explain the reasons to the client and jointly adjust the time frame. You should also analyze your own workload and determine whether you will be able to complete the project by the established deadline.
Another important aspect is the financial parameters of the project. The customer's requirements for the web resource may not correspond to his budget. This is normal: the client is not always aware of current market rates. You should help him navigate what costs correspond to a particular volume of work.
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Stages of creating a brief
In this section, we will talk about the process of drafting such a document for a client using the example of developing a promotion strategy and setting up channels.
First communication with the client
When creating an initial brief, it is important to be prepared for some difficulties, as the issues may be disparate and confusing. It is necessary to present the issues in detail and systematically, structuring them into groups so that the document follows a logical pattern. After that, it is advisable to break down complex points into several simpler and more understandable ones.
Also at this stage, you can clarify what format of the brief will be convenient for the client - a short one, or a more detailed one with a deep analysis.