Learn how to stay aligned and keep your design project on track.
In order for the designer to do the best job they can, first, it's crucial to understand exactly what the design task requires.
This is where the design brief comes in. When done correctly, it becomes a vital communication tool for your design project. Running a project without it usually means relying on phone calls, long email threads, notes, and messages, which inevitably results in chaos. Whether you are a design agency or a company commissioning the design, with a brief, you have a single guiding document for your entire design process.
Let's go into what design briefs are and how to write them.
A design brief is a document that defines the core details of your upcoming design project, including its goals, scope, and strategy. It needs to define what you, as a designer, need to do, and within what constraints. In many ways, it works like a roadmap or a blueprint, informing design decisions and guiding the overall workflow of your project, from conception to completion.
Most importantly, a well-crafted brief should help you make sure that there is full agreement among the stakeholders on project deliverables, budget, and schedule.
Here's an example of a design brief created in Nuclino, a unified workspace where teams can bring all their knowledge, docs, and projects together in one place. Create an account and start writing your own design briefs:
Visual collaboration is seamlessly built into Nuclino, allowing you to add an infinite collaborative canvas to any design brief. You can use it to build creative moodboards, brainstorm ideas using sticky notes, create diagrams, and more.
Since most design projects are collaborative and involve multiple stakeholders, carefully consider where you are going to write your design brief. Creating it in a Word document would mean having to deal with emails, bouncing around your team's inboxes, and outdated attachments. Using a document sharing tool that facilitates collaboration, such as Google Docs or Nuclino, could help you ensure everyone always has the latest version of the brief and make it easy to provide their input.
Regardless of the tool you use, the most important task is deciding what content to include. After all, a design brief is only valuable if it captures the correct, relevant, and up-to-date information.
It can take many forms and follow many different templates. Every design project is different, so there’s no fixed formula for the perfect brief. It can be a very formal, long, and detailed document, or it can be a simple and short one-pager. However, there are several essential elements that make a great brief.
The project overview section of your brief should provide a clear and concise description of your design project. It should cover the what and why behind your project. For example: "We need a logo design for use online or in print", or "we need a logo animation in the MP4 format to be used in the introduction of our product tutorial videos" or "we are looking for a web design agency to undertake a custom project for our brand and website, delivering wireframes, mockups, interactive prototypes, and production-ready web design assets."
You can formulate this section by asking yourself or your client the following questions:
One of the most important steps in planning a design project and writing your design brief is aligning on what you (or your client) want to achieve with the new design.
Make a distinction between goals and objectives. Goals describe the overall purpose of the project, while objectives are concrete measures of success in reaching a goal. The more specific and unambiguous these are in the project brief, the clearer the path will be for your work. Here are some questions that may help get clarity on project goals and objectives:
For example, if your project involves cutting-edge technologies like IoT product engineering, include specific performance metrics or benchmarks that the final design should meet, ensuring a clear standard for success.
Understanding your audience is the first step in addressing their needs in the best possible way. Take your ideal customer, and build your persona around them. Outline their demographic traits and psychographic characteristics, as well as the problems you want to solve for them through your product.
Understanding the budget and agreeing to a timeline are critical steps in the briefing process. Clarifying these constraints and expectations upfront is necessary for keeping the project on track and avoiding conflicts and scope creep down the road. Both, the schedule and the budget should be realistic and flexible enough to account for potential changes or unexpected obstacles.
Try asking these questions to gather the information you need:
Aligning on project deliverables is one of the core purposes of the design brief. Even a small misunderstanding can create major problems if not addressed as soon as possible. Here are some questions that may help you clarify which deliverables you would need:
Depending on the project, you may need to include additional details in your brief. For example:
There is no one-size-fits-all when it comes to design briefs. The exact format needs to be defined by your own internal design workflow.
However, having a template that you can use as your starting point for each project you work on can certainly save you a lot of time and ensure you don' miss anything important. Here is a sample template you can use for inspiration when creating your own.
Once you have created your brief, don't forget to keep it up-to-date and make sure to make it easily accessible to all relevant stakeholders. It's important to remember that it's never fully finished until the project is complete – instead, it continuously evolves as part of the design process. You may need to revise it several times over the course of the project, for example, when you get new input from your clients or your team.
If you are using a tool like Nuclino, you can collaboratively edit your brief in real time and comment on specific sections. The document can be easily shared with external stakeholders using a shared link. Finished deliverables – files, images, Figma designs, and so on – can be embedded or uploaded directly into the brief, making it easy to manage your entire design project within a single document.
Nuclino brings all your team's knowledge, docs, and projects together in one place. It's a modern, simple, and blazingly fast way to collaborate, without the chaos of files and folders, context switching, or silos.
