What’s inside the Project Brief.
2 screens with real content in place. Rewrite them, reorder them, or add your own.
- 1Screen 1The top of the note: a picture cover, the title, client, sponsor with approval authority, both teams, status and version, dates and fixed budget; an overview callout; the problem with its numbers and a customer's words; four objectives with baseline, target and date; and who the users are.
- 2Screen 2Further down: scope in and out side by side, deliverables with acceptance criteria, milestones marked agreed or target with the client's feedback window, risks with impact, mitigation and owner, open questions, and next steps with one owner and a date each.
When to use it.
Project Brief is a page in Notes for agreeing what a client project is for before work starts. Properties give the client, the sponsor and what they approve, both teams, the status and version, the dates and a fixed budget linked to the proposal. An overview callout says what the project will do and by when, then the problem is set out with its numbers and a customer’s own words. Each objective has a baseline, a target and a date. Scope in and out sit side by side, followed by deliverables with how each is accepted, milestones marked agreed or target, risks with owners, open questions and next steps.
Made for
- Agencies and consultants running client work
- Project managers and team leads
- Sales and account teams
- Any team that writes things down together
Make it yours in four steps.
Open it in Notes and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Fill in the properties: the client, the sponsor who approves changes, both teams, the dates and the budget.
- Step 2
Write the overview in two sentences, then back the problem up with your client’s own numbers.
- Step 3
Give every objective a baseline, a target and a date, and never leave out of scope empty.
- Step 4
Say how each deliverable is accepted and who owns each risk, then share the page with the sponsor to sign off.
Start from the Project Brief now.
Questions about this template.
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Is the Project Brief template free?
Yes. Create a free account and it opens in Docsiv's Notes app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Geist with #c2410c, #fcefe6, #1d1c1a, #37352f, #7d7a75, and you can change any of them, rewrite every word and add or remove blocks and sub-pages.
What can I export it as?
Notes in Docsiv offers: Pages, Markdown, Word and PDF exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the project brief for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Start your notes with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your project brief for you to edit, share and send.