By mbretous@hubspot.com (Martina Bretous)

During my career, I have freelanced on and off. The biggest lesson I’ve learned in working with clients was the importance of setting expectations from the very beginning.

It helps both parties get on the same page and can prevent miscommunication down the line. That’s why you often have initial discovery calls, set meetings, and draft contracts.

Another way to set expectations is by creating a design brief. It’s essential in the early stages of your design project, whether you’re working with someone in-house or outsourcing it to an agency or independent contractor.

Here’s everything you need to know about what to include in a design brief and the templates that will help you create one quickly.

Think of this brief as a blueprint: It lays out all the information your designer will need to complete the project and helps align both parties on the expectations. Typically, the client (or brand) will fill out most sections in the brief once they know what they’re looking for.

The assigned designer will then complete it based on conversations with the client. It serves as a baseline from which to build the project.

So when would you use a design brief? For:

• A website (re)design
• A logo (re)design
• A (re)branding package
• Creative assets for social media or ad campaign
• Video assets

What to Include in your Design Brief Template

1. An Overview of Your Brand

The first thing you’ll want to outline in your design brief is information about your brand. This gives a big-picture understanding of your business and helps frame the rest of the brief.

Here’s what to include:

• Your industry
• Your products and/services
• Your unique selling position (USP)
• Your mission and your values
• Your competitors

In this section, you can also list your direct and indirect competitors, depending on the project.

If you already know who you will be working with on this project, list the decision-makers for the project and any key stakeholders involved. Outlining the points of contact right from the beginning will streamline the workflow and prevent communication silos.

2. Your Project Overview

As one of the most important sections in your brief, spend time figuring out what you’re looking for before writing this section.

Don’t know where to start? Answer this question: What problems are you trying to solve? This provides context for the intention behind the project and can also help the designer generate new ideas. It’s like going to the doctor. You have to say where it hurts for them before they can prescribe something for relief.

For instance, let’s say you want to redesign your website. The reason could be your users aren’t converting, or because the company has recently shifted and needs a website to reflect this change. Knowing the reason behind the project is equally as important as the project itself.

Next, state your goals and objectives. What do you want to accomplish …read more

Source:: HubSpot Blog

Author: Aaron