PROJECT PLANNER
It is VITAL that you provide us with a comprehensive brief about your requirements.
1. It ensures YOU know exactly what you want to achieve from your project.
2. It ensures WE have a clear direction to find the best solution for achieving your goals.
3. It ensures the QUOTE is accurate. Details omitted from your brief will not fall into the project quote.
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Your details
Company name
Contact person
Address
Phone
Web
Email
The basics
What is required?
Due date?
Budget for project?
What is the purpose of the
project?
Explain what’s happening to
bring about the need for this
project.
Corporate profile
Describe your company in a
short paragraph?
Do you have a style guide
or brand handbook? If so,
please supply. If not, what
are your company colours,
personality, fonts, themes?
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What is your current
marketing strategy?
How many years have you
been in the industry?
Describe your product or
service?
What are the trends /
seasonal influences in
purchase?
Which product is most
profitable?
Which product should be
highlighted?
What are your locations of
service?
What are the brand
attributes, promises,
features, benefits etc?
What are you key sales
messages?
Describe your goals for the
next 5 years.
Target market
Who is your target
audience? Age, gender,
income, location, purchase
habits, occupation etc.
How do you think your
audience currently
perceives your company?
Customer frequency of
purchase?
Do they already know about
your product or service?
What motivates them?
Why do they want your
product/service?
What is the buying process?
What steps do customers
go through when making a
purchase decision?
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What are your primary and
secondary brand touch
points? (Brand touch points
are every possible
interaction or experience
people will have with your
brand.)
Market position
How do you measure up in
the market?
Where do you have a
competitive edge? What are
your unique selling points
(purchase factors) of your
services or products? What
are the tangible and
emotional benefits to the
target audiences?
What do you want to be
famous for? What is your
promise: when people think
of you, what words or
thoughts will come to mind?
What aspects of your
current marketing work well
& why are they successful?
What aspects of your
current marketing are
UNsuccessful & why do you
think that is?
Who is your main competition?
Competitor name
and website
Their market strengths
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Their market weaknesses
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Project strategy
What is the call to action of
the project? IE What do you
want the viewer to do?
What feelings do you want
to evoke?
Why do they need this
information?
When will they look at it?
How long will they look at it?
What is the main message,
the key take-away point?
What language needs to be
used? Basic, friendly,
conversational, scientific,
formal etc?
What colours / graphics
should be used to match
with other marketing?
Who will provide the
copy/text?
Who will provide the
images, video etc?
List the company objectives
for this project in order of
importance.
Are there any other must
have items or other creative
considerations?
How will you know
(measure) if the project is a
success?
List 5 examples of projects (websites, logos, design etc) that look like successful solutions which could
relate to what you want for your project (ie style, functionality, usability, theme etc)
Example (paste image or
add url)
Strengths
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Weaknesses
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Logo design projects
Please write out the logo
name exactly as you’d like
for it to appear in the
design.
What does your company
name mean? Where did the
name come from?
Do you have a short tag line
you will sometimes use,
when appropriate, with your
logo?
What do you like / dislike
about your current logo (if
you have one)?
Note any ideas about style,
images, and concepts for
the brand. Do you want a
symbolic or graphic logo - or
would you prefer a textual
logo - or a mixture of both.
Is there something specific
the viewer should remember
about your company after
seeing the logo?
Website projects
What functionality is
required in the website?
Why will people use your
site?
Why will people choose
your site over others?
What is the primary action
the visitor should take on
your website?
How often do you expect
customers or potential
customers to visit the
website?
What will encourage
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customers to return to the
site?
How would you like
customers to contact you
from the website?
Do you have a site plan you
can supply? (ie Home,
About, Services – 3 sub
pages, Members, online
shop, Blog, Portfolio,
Contact us)
Infographic projects
What size do you need
infographic - will it be
printed? Will it be mainly
used online etc? If a bit of
both what is the max size
you need?
What is the infographic to
be used for? Ie is it
supporting an enewsletter,
to be hung in staff rooms, is
it handed to people as a
flyer?
What is the overall story
line?
What is the data provided
significant?
What's the key punch point
in the data?
Other information
Please supply any other information you feel may be required.
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