A well-written creative brief can be the difference between a delightful collaboration and an overly-drawn-out, costly, unsatisfying nightmare.
And in 2022, thereâs really no reason for creative briefs to look exactly as they did 20 years ago. That is, single page word documentsâmaybe with some images poorly copy-pasted in at low resolution.
While my goal here is to help you write a clear creative brief for your next project, itâs also to open things up a little. To explore the prospect of using dynamic creative briefs in tools like Notion to achieve not only an impressive on-boarding experienceâbut to actually be more effective in how you communicate information about a project...
But Iâm getting ahead of myself. Letâs start from the beginning, as they say.
There are plenty of ways to communicate your brand and project goals. A creative brief is simply an effort to do so concisely.
Thatâs because a creative brief helps to make a few things clear, upfront. Things like:
When you do this well, the designer, writer, photographer, animator, videographer (talent, writ large) will have all the information they need to go forward, confidently.
What a successful creative brief looks like to you: Youâre confident that anyone who is working on the project has the information they need to really get it.
What it looks like to the creative talent: âOh, that actually makes sense. Cool, I can work with thisâ
Result: Everyone on the same page.
Lovely.
A few key reasons, really:
In short: itâs a tremendous timesaver, which more than compensates for the effort upfront.
But enough about that. Letâs get into it.
Before taking a closer a look at each, hereâs an outline for the dynamic creative brief template linked:
This is the skeleton of your brief. Since weâre building ours in Notion, each bullet point will be itâs own linked workspace. However, if youâre typing this out in a single document, you can think of these as sections (or, perhaps, pages).
While working as a copywriter, one of the first things I would do for any client project was browse their website. This helped me with a few things, which turned out to be vital:
These serve as the backdrop for any creative project. The talent needs to understand the basics about who you are, what you do, and who you do it forâbefore they have any chance of producing something useful toward those ends.
As mentioned above, any creative project will necessarily come into contact with people.
Customers. Employees. Community members. Stakeholders.
Whoever it is that the project intends to serve, itâs worth making that explicit.
If you already have developed User Personas within your team or business, this is a space to share those. If you donât have them, you can also just start from the template included within this template (user persona inception). You can also learn more about that template, here.
The main function of the âWho For?â section is to make it clear who the project deliverables will interact with. The clearer you can be about this, upfront, the better.
Right after I checked out my clientâs website, I would go do some research on competitors and similar players in the market. Sometimes, my client was kind enough to provide some useful competitors upfrontâthis was always a blessing, since they of course know their market far more intimately than I ever could as an outsider.
The âOur Marketâ section is an opportunity to quickly provide this gift to your talent. Help them understand who the main players are in your industry. Help them spy on them. Steal from them. Leave comments on those you like, and those you think arenât worth emulating.
Leave notes on where you feel the opportunities are (âAll our competitors write these boring blogs, but our customers listen to podcasts!â).
The beauty of dedicating an entire workspace to âOur Marketâ is that you can quickly jot down all the things you already know about your market, but the talent does not. If you were to do this is a word document, it would be rambling... but when you have it organized into workspaces by default, anyone can navigate your thoughts easily, and it simply adds detail without creating too much noise.
Any creative brief must be clear about two things:
If you have a clear timeline and budget, add these explicitly, too.
Desired outcomes: This is a summary of the things you are actually trying to achieve. Things like âImprove our website experience for visitorsâ or âGrow website traffic by 50%â.
Deliverables: This is what the creative talent is actually responsible for handing over. While you hope a brand new shiny website will lead to the desired outcome above, it may not. Deliverables are for what the creative is responsible to deliver. Outcomes are what we all hope will come of it.
More often than not, providing some examples of:
Can be the quickest way to communicate your âtasteâ or âpreferenceâ to the talent. They donât need to listen to it. But itâs always helpful to know where you are coming from, and to provide any background brand assets that will be helpful as a starting point.
Speaking of background info...
No project exists in a vacuum. Chances are, youâve been thinking about this ânew website buildâ / âblog updateâ / ârebrandâ / [insert project here] for a while. Youâve had meetings about it. Written down notes. Explored first concepts with other agencies, even.
List all the relevant project background documents and details in this section. It will save everyone a whole lot of back and forth. Trust me.
This is pretty straightforward. But I like to always include a section for this. Just so everyone is absolutely certain they know whatâs coming up next. (And party A is left waiting awkwardly for party B do take action X in the meanwhile...)
Since this Notion workspace is dynamic and filled with multiple pagesâthat isnât always the easiest thing to copy-paste, if youâre not sharing it via Notion, that is.
If youâd like to create a single PDF document from the brief, you can do so in this One-Pager document.
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Quick word of warning: you will need to duplicate this template once again if youâd like to start fresh. Do not copy-paste this template, otherwise the synced menu will just link back to the original (e.g. you make one doc âCreative Brief no. 1â and copy-paste another âCreative Brief no. 2â... all the links in no. 2 will just â link back to no. 1... not ideal!
âSolution: Use the âtemplateâ button in the left menu to spawn a brand new fresh Dynamic Template whenever you need it.
Creative briefs are the unsung heroes of successful creative projects. They make life easier for all parties involved by being upfront about expectations, desired outcomes and deliverables.
If youâre looking to evolve your creative brief game, consider using the Notion Creative Brief Template linked to this page. It might just become your new favorite document đ
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"By far the most comprehensive Notion for business templates I've come across."
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