Project Brief - a template

Created: November 12, 2019 at 11:10 AM | Updated: November 12, 2019 | By NZ Navigator Trust

The Project Brief is a key document that outlines the scope, scale and detailed requirements of any proposed project your organisation is considering.

Enabling you to capture and define the core information about the project, the Project Brief, along with a budget for the project, gives the proposers and decision-makers all the information they need to work together to assess, evaluate and hopefully fund your project. Some things you should consider when creating your  project brief:

Understand the Project Brief purpose:

• The who, what, when, where and why - what does the project entail?
• Keeping the project on track - preventing scope creep and guiding decisions through to completion.
• Are you clear what is in scope? or out of scope?

Gather the contents for your Project Brief:

• Project goals / requirements
• How does it match the organisation's overall goals?
• Intended process or methodology
• Measurable: are there any metrics to reach?
• Expectations on deliverables
• Stakeholders and main decision-makers
• Dependencies: do you have the resources and skills to reach the project goals?
• Deadlines

Success measurements:

• How will you measure success?

Download our project brief template, ready to be adapted to your project and organisation.

The Project Brief is a key document that outlines the scope, scale and detailed requirements of your proposed project.

Enabling  you to capture and define the core information about the project, the Project Brief, along with a budget for the project, means that the proposers and decision-makers have all the information they need to work together to assess, evaluate and hopefully fund your project.

• Understand the Project Brief purpose:
  • The who, what, when, where and why - what does the project entail?
  • Keeping the project on track - preventing scope creep and guiding decisions through to completion.
  • Are you clear what is in scope?  or out of scope?
• Gather the contents for your Project Brief:
  • Project goals / requirements
  • How does it match the organisation's overall goals?
  • Intended process or methodology
  • Measurable: are there any metrics to reach?
  • Expectations on deliverables
  • Stakeholders and main decision-makers
  • Dependencies: do you have the resources and skills to reach the project goals?
  • Deadlines
• Success measurements: how will you measure success?

You can download our editable, Project Brief Template from the Supporting Documents section below. 

We've included a PDF overview document plus a Word document that has various sections - use these as 'starters' and adapt this template to suit your organisation and your project. 

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Supporting documents