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List for Preparing the Perfect Brief for Your Design Agency

A good brief is essential for getting the best design solution for your needs. This list outlines the steps and elements needed to create the perfect brief for your design agency.

Table of Contents:

List for Preparing the Perfect Brief for Your Design Agency

Set Project Objectives

When creating your brief, it is important to set project objectives that clearly outline the desired outcome. This helps your design agency understand your vision and goals and provides a guide to evaluating their work. Your objectives should be measurable, meaning they should include a timeline, budget, and specific deliverables. Additionally, the objectives should be linked to how the project will help your business succeed. Consider how you want the project to improve your current products or services, or how you plan to reach new goals. Make sure your project objectives are measurable, realistic and that you and your agency can agree on them.
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Define Your Target Audience

When preparing the perfect brief for your design agency, it is important to define your target audience. Who are the people you are designing for, and what interests and values do they share? Knowing who the brief is for will help guide the design decisions your team makes throughout the entire process. Consider both characteristics of your target demographic like age, gender, and geographical region, but also the mindset and life experiences of this group. Understanding these allows you to create an effective and engaging brief that resonates with the people it is intended to.

Consider Your Budget

When preparing the perfect brief for your design agency, it's important to consider your budget. Identifying the specific services you require and the time it will take to complete them will allow you to set realistic expectations for your budget. Aim to be realistic and open minded; even though certain out of the box solutions may cost more, they may provide great returns on your investments. Additionally, be sure to look into any of the long-term contracts, discounts, and other savings opportunities offered by your design agency to make sure that you’re getting the best possible deal!

Analyse Your Competition

Before hiring a design agency, it's important to analyse your competition. Take the time to research and assess the industry you're in and find out who your competitors are, both big and small.
Know what sets you apart from your competitors, and understand how they are positioning their products and services. Determine where there is an opportunity to differentiate yourself from your competitors, so you can use this to guide your website design project.
Your competitive analysis should cover key information such as industry trends, overall goals, unique advantages, the services and products they offer, and the level of customer service they offer. Consider the versatility of their designs too, and if they have made a positive impact in their market.
Once you have your findings, use them to create a strategy that will make your website stand out from the competition. This will help your design agency produce a more powerful brief, enabling them to create a website that successfully reflects your brand.

Weigh Up Preferred Delivery Methods

When you’ve created a perfect brief for your design agency, you should weigh up the preferred delivery methods. Ensure that you’re comfortable with the method and what’s required in terms of documentation, information, and any other necessary data.

E-mail delivery will provide you with a timely receipt of the brief, but it might be prudent to consider other methods such as snail mail, courier, or fax. You should assess the security features of each service, too. Additionally, ensure you document and keep a record of all transmissions. This will be invaluable if there are any discrepancies and disputes later.

Discuss and decide Timelines

Timelines are an important factor when it comes to preparing the perfect brief for your design agency. It's important to set clear expectations as to when you need the deliverables and when the project should be completed. This will help ensure that the brief is not only comprehensive but also that it aligns with the design agency's timeline and helps keep the project on track. When setting timelines, it's important to consider both the client's requirements and their own internal goals. This will allow the brief to include reasonable timelines and help identify any potential bottlenecks or delays in the project. Finally, when creating the timelines, it's important to consider any stakeholders that may be involved and to ensure they are all kept up to date on the progress.

Be Clear About Sign-Offs

Agree in advance on who the sign-off is with before starting the project; this ensures there are no misunderstandings when you reach the end. Make sure the design agency is aware of any stakeholders that may need to sign-off on the project, including internal team members, managers and external clients. Set expectations ahead of time and be upfront about turnaround times and any reviews needed before sign-off.


Creating a good brief for your design agency isn't always easy. This checklist should guide project managers in organising their thoughts and placing the right elements into the brief so the design agency can deliver the best design solution.
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