PROPOSALS & PROJECT BRIEFS

Branding project brief template.

Plan a branding project with an editable brief covering the problem, audience, outputs, inputs, constraints and approval process.

See the completed example ↓

WHEN TO USE IT

A clearer next step.

Use this to collect requirements before requesting a quote or preparing a proposal. List the file formats and usage guidance being delivered. Separate visual identity work from legal clearance of a business name or mark. A brief describes what is needed; the proposal sets out how a supplier plans to deliver it.

SEE IT IN CONTEXT

A completed example.

Fictional details · illustrative amounts
Example StudioFOR EXAMPLE COMPANY
01

Background and problem

Create a consistent identity for a small business expanding its services.

02

Audience

Existing customers and prospective buyers who need a clear, usable experience. Replace this with the specific people the project serves.

03

Desired outcome

The final identity is supplied in the agreed file formats with clear rules for its intended uses.

04

Required outputs

One primary logo and two variations Color palette and typography choices A concise brand usage guide Exported digital artwork

05

Available inputs

Business background, intended audience, existing assets and a single person responsible for final feedback.

06

Constraints and exclusions

Naming, trademark searches, packaging production and printed materials.

07

Timing and approvals

Week 1: discovery and creative direction Week 2: identity concepts Week 3: refinements and final artwork One nominated project owner will consolidate feedback at each stage.

08

Open questions

Confirm the budget range, internal review availability, final delivery formats and any dependencies before commissioning the work.

GOOD TO KNOW

A few useful answers.

How do I use this template?

Download the blank Word file, replace the bracketed fields and adapt the suggested structure. Use the completed example for context. Review the content and any manually entered totals, then save your own copy or export a PDF from your editor.

Can I edit and reuse it?

Yes. Adapt it for your own work and keep a copy for future use. All document text is editable. Replace the example details and include the terms and identifiers relevant to your transaction.

Are the completed example details real?

No. Names, dates, amounts and scenarios in the completed example are illustrative. They show how to organize the document; they are not recommended fees, actual payment instructions or records of a real transaction.

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