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7 Basics to Create a Good Design Brief

Business, How To | Mar 17, 2011

There are a number of basic parts that any good design brief includes.

Getting your clients to include each of these in their brief makes your job as a designer that much easier.

A comprehensive, detailed brief becomes the guiding document for the entire design process, and spells out exactly what you, as the designer, need to do, and the constraints within which you need to do it.

In this article we’ll examine the basics needed for a great design brief which should help ease your design work and avoid any problems with your clients.

If you have any other tips, please share the below in the comments.

Here are the most basic parts of a design brief:

  1. Objectives and Goals of the new design
  2. Budget and Schedule
  3. Target Audience
  4. Scope of the Project
  5. Available Materials/Needed Materials
  6. Overall Style/Look
  7. Any Definite “Do Nots”

 

1. Objectives and Goals

The first thing you need to find out is what your client wants from their new design. Is this a redesign or reworking of an existing site, or is it a completely new design? Do they already have solid ideas for what they want their site to do or are their ideas more vague?

Getting your clients to nail down what their site goals are is important to creating a design that they’ll be satisfied with. After all, you’ll approach a design that’s meant to raise awareness or educated differently from one that’s meant to specifically sell a product or service.

 

2. Budget and Schedule

Budget can be a touchy subject for some clients. A lot of clients feel like if they share their budget with you before you give them a quote, you’ll overcharge them or charge them the maximum amount for the least amount of money.

What clients don’t often understand is that by knowing ahead of time what kind of budget they have to work with, you can tailor your services to give them the most benefit for their money. This is the part you need to stress to your clients, and be prepared to meet some resistance.

Schedule is almost as important as budget. Some clients have no idea how long it takes to design a great website. They don’t understand that good design takes time, and that it’s not just a matter of creating a pretty picture.

Sometimes clients have certain deadlines that they want to meet, because of events happening with their company or industry. They might have an upcoming product launch or trade show and want their new site ready for it. It’s important to find out why they want things to fit within a certain schedule and whether that schedule is flexible or not.

Be realistic with your clients about both their budget and schedule needs. If you know you can’t do something within a certain budget or schedule, tell them up front. Offer alternative solutions, if possible. You may find that by working with them and within the restrictions they have, you form a better working relationship and plenty of repeat and referral business.

 

3. Target Audience

Who are your clients trying to reach? A website designed for teenagers is going to look and work a bit differently than one designed for corporate decision-makers. Ask your client who they want to appeal to with their website right from the beginning.

If your clients aren’t sure who they want to reach with their site, ask them who their ideal customer is. I’m sure they have an idea of who buys their products or uses their services.

Ask them to describe those people, even if there’s more than one. If so, it’s your job as the designer to create something that appeals to more than one demographic.

 

4. Project Scope

Not every project is as in-depth as every other. Some clients want a completely custom solution. Others just want you to adapt an existing template or other design. Some clients want an entire ecommerce site with a shopping cart, while others just want a brochure site that gives basic company information.

Sometimes, project scope is obvious from the goals of a project. Obviously, if your client’s goals are to sell products through their website, then they’ll need an ecommerce solution. But if it’s not obvious, you’ll need to ask. Make sure you ask about things like blog integration or social networking features, too.

 

5. Available Materials

Does your client already have a logo, brochure, product photos, or other materials that would be useful to your design?

Looking at their existing promotional materials can shed valuable insight into what their design taste is and what their priorities are.

If your client doesn’t have things like a logo or product photos, then you’ll likely want to either offer to design these things, or refer your client to someone who can (if that’s not in your normal scope of services).

These kinds of add-ons can be valuable to both your client and to your bottom line.

 

6. Overall Style

Getting a sense of what your client wants in terms of style is vital. They may have a grunge design in mind when you’re picturing something clean and modern (or vice versa). Most clients have very distinct likes and dislikes. But they’re not always good at expressing what their tastes are.

Asking clients for examples of designs they like and designs they don’t like, even if they’re the designs of their competitors, can give you valuable insight into what they like and don’t like. Your clients should provide you with a handful of examples prior to starting the design phase.

 

7. Definite “Do Nots”

At least as telling as what a client likes and wants is what they definitely do not want.

Some clients hate certain features. Some clients don’t want an ecommerce site, or a three-column layout, or a slideshow. Getting an idea of what your client doesn’t want can save you from wasting time designing features your clients will then reject.

 

Formal Questionnaire or Just a Guide?

Now that you have an idea of what your client’s design brief should include, it’s time to decide whether you should gather this information through a formal questionnaire, or simply provide your clients with a guiding document that tells them how to put together a brief.

There are advantages to either approach. A formal questionnaire can be useful for clients who are new to working with professional designers. A well-designed questionnaire gets your client thinking, and gets to the root of what they want from their new website.

Then again, a less formal document that simply guides your client to create a design brief that includes all the pertinent information. If most of your clients have already worked with professional designers, this can be a better way to get information. Letting your client say what they want to say can lead them to revealing information they might not reveal in a formal questionnaire.

Another option is to interview your clients in a less formal way. Discuss the things generally included in a good design brief, and take notes (or record the conversation if your client is okay with that, and then transcribe it later).

The advantage to doing an interview is that you can ask for more information or clarification if necessary, and you can generally gauge how enthusiastic your client is about certain aspects of the project or certain ideas.

 

A Good Design Brief is Vital

The design brief serves as the guiding document for the project. Think of it as like a business plan for a specific project. It should cover everything necessary to the project, in a manner that is easy to refer to throughout the project timeline.

Make notes on your design briefs once you start the project. Keep your proposal along with it, as well as other important documents. Highlight the important parts of each, or make notes in the margins. Don’t just look it over at the beginning and then file it away somewhere. Effectively using a design brief throughout the process can result in a much better end result.



Written exclusively for WDD by Cameron Chapman.

How do you coach your clients to create a good brief? Do you have any tips that worked well for you? Please share them below!

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  • Cerberus

    Scope creep was the one issue that nearly brought my first project to a screeching halt. Every time I showed the client the mock-up, I felt pressure to change something and this went on for months. I learned a lot from that experience and now make sure we share the same vision before I even write my first line of code.

  • http://www.uitmuntend-webdesign.nl J. Hendrix

    Very good article! Without a decent brief a project could become a disaster.

  • http://www.goldenTwine.com/blog/ Subrato Paul

    I have come to this article from Twitter hoping to read something interesting.
    But it’s just blah! blah! blah!

  • http://www.366marketing.com Travis A. Baker

    Hi Cameron,

    Very well thought out article. Often it is easy to steam roll ahead without a firm idea of what a client may want. And that results in wasted time and effort. Thanks for the article.

  • http://www.aledesign.it aledesign.it

    A great list.. Important for every works. For a Great work I need a good brief..In any case. And know better my client too. Thanks!

  • http://wordpress-training.org Maartin

    I don’t really have tips to share – I am WAY behind you when it comes to the layout and design of such stunning blogs like this. All I can say is WOW! I don’t discount the good information to be found here, I just have to compliment you with the overall look and feel. Stunning!

    Personally I use WP blogs to create affiliate marketing sites and showcase my own IM products. So, I can create functional websites but I just realized how far behind I am with creating stunning sites.

    I will certainly advise my students ( I help newbies who want to get into online marketing) to pay this site a visit.

  • http://www.ytel.com.au Denz@Hosted dialer

    Yeah, I certainly agree this blog post is nice and effective… Good post you have!

  • http://www.ytel.com.au Denz@Hosted dialer

    I must agree that this article is nice and very informative. I for myself will follow this…

    Thanks for the blog post!

  • http://www.maheshjadhav.com MJ

    Nice article! thanks :)

  • http://gauravmishra.com Gaurav Mishra

    The CHAPMAN ARTICLE! Tagged and saved to delicious.
    @Subrato Paul – please don’t waste the time in comment..if that does not make sense to you.

  • http://art-a-designer.ru/ ART-a-DESIGNER

    Good stuff, thanks! While some moments do not agree!!!

  • http://inspirationfeed.com/ inspirationfeed

    100% agreed with every point here!

  • Heather

    I thought this was a good article. Slightly different take on what I learned in agency life (it’s always good to get a different perspective). The only difference is that I generally write the “Creative Brief” myself based on conversations with the client and then have the client sign it before starting a project. That way, I can make sure that the document has everything I need in it and I get the client’s buy-in before work actually starts.

  • http://www.wabbaly.com Sergiu

    when I first heard of this : “why waste time writing when I can just do the job?”. Soon after I understood. You always need a guideline, that you need not to step of, or the relevance of your project will have to suffer .

  • http://www.veztekusa.com Faraz

    wonderful article,it is like more of detail lecture on website design.I have got so much to learn about managing and starting any new project.Thankx for sharing this and making it easy for us to think and taking a new task.

  • S. Winter

    Scope Creep:

    When indicating how many revisions are allowed in the project, be sure to describe what revisions actually consist of and what they do not. (I may even start giving examples.)

    Budget and Elements Listed in the Proposal:

    Some clients will agree on a budget, but continuously ask for elements well beyond that price. (Even though it has been explained in writing beforehand what additional elements will cost.) I respond, “Yes, we can do that, and the fee will be…” They then decide not to have that element, but I can tell they feel let down.

    In addition, even though it has been clearly indicated that I do not provide certain services – and I have referred the client to several areas where he/she can obtain those services — that has not been well received.

    Needed:

    A questionnaire to screen out clients that will never be satisfied and will always be trying to get additional elements for free, even when you already have gone well above and beyond what they are paying for!!

  • http://www.web-flash-template.com/ Charlie

    This article will help you to gather all the material before the start.

  • http://seowebconsultor.com Freelance Posicionamiento

    Targeting the correct audience is the key for a lot of things, and this is one of them. The web has to be attractive for the people you are expecting to sell your product.

  • http://labdes.ru/ Mark

    This article outlines some of the most important factors to create when writing your design brief.

  • http://virtualfunky.com Fabian

    google it “7 Basics to Create a Good Design Brief” the first 3 page of results.

  • http://nevillebarrettjr.com/ Neville Barrett Jr.

    This is a great post. Thanks Cameron! I plan to incorporate your basic rules into my future projects.

  • http://www.designlocker.ie Noel

    Fantastic article that every designer should keep in mind when starting out a new project. I must admit I was one to just jump straight in but this has thought me to take a step back and look at the bigger picture.

  • http://www.censis.de Webdesign Wolfsburg

    Nice article!
    A good design brief is the first to do before starting a new webdesign project!

  • http://www.fridaymedia.nl Rob

    Good article! I already know most of the points described above, but it’s always good to get reminded again.

  • http://www.designmytemplate.com Design My Template

    this is nice but i would like to add one more point that is ” Reference ” in a good Design brief i think one section should be there after the Scope is Reference point .