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How to Write a Design Brief in 8 Steps (With Templates, Examples & Best Practices)

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Do you think the hardest part of a design project is its execution? You aren’t wrong, but here’s the thing: the success or failure of your design project depends on something you do even before the project begins.

It relies on whether the design concepts that you imagined so vividly could be understood and recreated IRL. What’s the solution? Writing detailed and practical design briefs, of course!

Like placing an order at a restaurant, a design brief tells the designer what you want out of a request. It helps them understand the project, the task, and where to start.

The key to writing a highly effective design brief is to be both clear and concise—which is challenging when you’re dealing with complex tasks or multiple non-negotiable project requirements. But we’re here to help with tips and design brief examples to make this easier. 💜

Whether your design team is looking to standardize your briefs or you’re part of a design agency commissioning a company project, this article has you covered.

Read along for a fresh take on writing efficient design briefs, including the essential elements, how-to breakdowns, design brief best practices, a customizable design brief template, and more!

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⏱️60-second Summary

How to write a design brief:

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What is a Design Brief?

A design brief is a written project management document that lays the design thinking for a design project with the outlined goals, project scope, and approach for the request. Similar to your project roadmap, the design brief is a designer’s guiding light when it comes to the where, what, when, and why of a specific request.

A well-written design brief typically passes through many hands before it lands on the designer’s to-do list. With approvals from all project managers and stakeholders, the brief should be thorough but to the point, identifying the approved timeline, end product, and budget (if applicable).

Creative Brief Example Made In ClickUp Docs
Create beautifully formatted wikis, briefs, and resources for all kinds of design projects in ClickUp Docs

On a deeper level, briefs are also a way for the designer to connect and align with the person making the request. In this sense, try to use your project brief as a collaborative tool for eliminating the general confusion that comes with additional back-and-forth phone calls, messages, and emails.

But while it’s important to include core details and context to your requests, your design brief should still be, well, brief. You want it to be long enough to describe the project and communicate your request without overwhelming the designer with a multi-page pamphlet that runs margin-to-margin. 🥵

Who is responsible for creating a design brief?

As we mentioned earlier, a design brief is best created collaboratively by all involved persons. This would include:

  • The design team
  • The client or product owner
  • The project manager responsible for the design project and its goals
  • Key stakeholders who can provide helpful input on the problems to be solved, such as product managers, marketers, and end users

What should a design brief include?

A good design brief should be comprehensive yet clear. Here are the key components it should include:

Project overview

The design brief should give as much context as possible about the project and the overall business. It should provide:

  • A clear statement of the design project’s purpose and objectives
  • Relevant background information about the organization
  • A description of the problem being solved or opportunity being addressed
  • Competitor analysis to show how they are addressing the same issue

Target audience

A design team must understand the audience they are trying to reach and what’s important to these personas if the design has to have an impact. This is particularly critical for UX design. The design brief should include:

  • A detailed description of primary and secondary audiences
  • Information about their key demographics and psychographics
  • Helpful tips about user needs, pain points, and behaviors

Scope and deliverables 

A well-planned design brief helps the designers understand what is expected of them and prevents multiple revisions and delays. Consider including: 

  • The specific outputs required, such as a logo, packaging, website, etc.
  • Any format specifications and technical requirements
  • A list of all materials needed
  • Any size/dimension requirements for the material being created
  • Any platform or technology constraints

Design requirements

Your brief should also include a mention of all the design elements you require, and brand-specific asks. These could cover:

  • Your brand guidelines and visual preferences, such as fonts, colors, etc.
  • Directions about the tone and style 
  • Any mandatory elements or constraints
  • Examples of design styles you like or are inspired by

Timeline and budget

As in any project, clearly specifying the available resources, like budget and time, helps to set expectations. Include specific details in the design brief about:

  • Key milestones and deadlines to keep in mind
  • The review and approval process
  • Budget parameters and constraints

Success criteria

To ensure that everybody is on the same page, always clarify what a successful design project means to you. This includes:

  • How you’ll measure the design’s effectiveness
  • Any specific goals or metrics to achieve

How do these elements come together in a design brief? We’ll show you!

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Design Brief vs. Creative Brief

The main difference between a design brief and a creative brief is the target audience. A design brief is directed toward designers, while a creative brief focuses on marketing teams or other individuals involved in the creative process.

A design brief includes more technical details like timelines, budget constraints, and specific requirements for the project. On the other hand, a creative brief may focus more on brand messaging, tone of voice, and target audience for the project.

Both types of briefs serve a purpose in the design process and should work together to provide a complete understanding of the project’s goals and objectives.

Here’s a tabular comparison of design briefs and creative briefs for easy reference:

AspectDesign BriefCreative Brief
Primary purposeFocuses on specific design execution and technical requirementsOutlines broader marketing and communication strategy
Level of detailBroader, encompasses the entire creative strategyMore conceptual and focused on messaging strategy
AudiencePrimarily for designers and design teamsFor all creative team members (writers, designers, strategists)
Content focusDesign elements, visual requirements, technical specificationsBrand messaging, campaign objectives, market positioning
DeliverablesSpecific design outputs (logos, websites, packaging, etc.)Overall campaign elements and marketing materials
Technical infoDetailed specifications for dimensions, colors, formatsGeneral guidelines for brand tone and creative direction
TimelineDesign-specific milestones and production schedulesOverall campaign timeline and major marketing dates
MeasurementsDesign-focused metrics (usability, visual appeal)Marketing metrics (engagement, awareness, sales)
ScopeNarrow, focused on design executionBroad, covers the entire creative strategy
ComponentsDesign specifications
Technical requirements
Visual references
Format details
Production guidelines
Marketing objectives
Brand positioning
Key messages
Target audience insights
Competitive analysis
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How to Write a Design Brief in 8 Steps

There’s no set-in-stone format you must stick to when writing an effective design brief. 🤩

Your team will find the type of brief that serves your design project management style best in terms of length, detail, and work style. Small requests or smaller-scale projects may not require as hefty of a brief, but there are still key elements that all briefs share.

Relying on a template, a survey-style request, or a standardized document structure are all great ways to collect the necessary information to build a design brief. The key is to keep it consistent! Here is our step-by-step guide for writing effective design briefs with real-life examples. ✏️

Follow these eight steps—or skip to the next section for a free design brief template to make the design process even easier! 🤓

Step 1: Put your thoughts together

Think of your design brief as a reliable source of truth—a document that you can refer back to at any time for the most accurate information and progress updates as you manage your design project

So, create one single document that’ll have all your design brief information. While you can do this in a simple Word or Google document, using a software created to support design teams will ensure that you keep the design brief streamlined and always updated. 

Design project management tools like ClickUp will allow you and your team to collaboratively ideate and compile your thoughts for the design project. Powerful design tools will also alleviate some of the stress involved in your design workflow with the ability to organize, edit, share, and manage projects of any size.

💡Pro Tip: A documentation tool like ClickUp Docs offers a ton of features like AI, nested pages, Slash Commands, styling options, embedding, and advanced settings to customize your design brief document. 

You’ll also love how far you can take your design briefs with real-time editing, @mentions in comments, and secure sharing and permissions via a simple link. 

Plus, Docs can be connected to your workflows, so any updates that happen in your document are automatically reflected in related tasks and other areas of your workspace.

rich formatting and slash commands in clickup docs
ClickUp Docs allows rich formatting and slash commands to work more efficiently

Step 2: Put down the design project description

Context is everything and this section of your design brief should give exactly that!

Give a brief but descriptive project overview section that explains your project and its purpose. This doesn’t have to be too deep, but a sentence or two that clearly states your request and its purpose is a great starting point for the designer.

This section may also include a bit about the company or client commissioning the design. Common details include what the company does, its primary services, values, and brand identity.

Example:

Our social media marketing agency is redesigning our website to feature a new home page, blog section, and portfolio. We are a small team of eight members who work with 50 businesses in our area, and all of our work is currently clustered together on our outdated webpage. We have matured as a brand since we created our initial website and grown as a company, and we want our new website to reflect that.

Step 3: Finalize the objective of the design project

Describe the problem this project will address and the big-picture idea that you’re hoping to achieve with it. Be direct with the purpose you want the project to serve and use this section to align the design team with the client’s overall vision and objective through SMART goals.

SMART stands for Specific, Measurable, Attainable, Relevant, and Time-bound.

Goals in ClickUp
Create SMART Goals in ClickUp with multiple ways to track progress on your design project

Example:

We want our redesigned website to reflect our brand identity better, drive more traffic to our services, and increase email newsletter sign-ups by 25% by the end of our next fiscal quarter.

💡Pro Tip: ClickUp Goals is a great way for teams to collaboratively create, share, and track goals.

Step 4: Identify the target audience

The next section of your brief covers the who of it all. 

This is where the client commissioning the project will describe their ideal customer, audience, user personas, and use cases.

It is crucial for the designer to understand their client’s target audience through this request to meaningfully connect with those customers’ needs.

Example:

Our target market audiences are female entrepreneurs in the San Diego area in the 25-34 and 35-44 age ranges. These clients want to grow their business by investing in paid ads on social media platforms and want resources to improve and increase their online presence.

Step 5: Set out your budget and timeline

Now we’re starting to move into the details and logistics sections of your design brief. ⏰💸

Make sure the timeline provided is realistic and feasible for what the brief is asking. If there are any budgetary or resource constraints, this is the time to lay them down.

Designers need to know when the project is due for its first round of edits, when they can expect feedback from the client, and any key milestones, task dependencies, or deadlines tied to the request.

This will help establish clear communication between the designer and the client so all of their expectations are met, and avoid potential bottlenecks while the project is in progress.

💡Pro Tip: Design project teams can use tools like Gantt charts to track milestones and identify blockers well in time. 

Drawing a relationship between two tasks in Gantt view
Show relationships between tasks and Milestone tasks in Gantt view in ClickUp

Example:

Our ideal timeline from start to finish is six months. We are announcing our new website at an event in March but want to quietly launch the website a month prior. This extra month will give us some wiggle room if there are any setbacks. We would like to approve the mockups and wireframes, and go through two rounds of edits before we launch.

Step 6: Specify the expected design project deliverables

This section is all about the file details and formatting in which you want to receive the project. If necessary or applicable, specify the size, file type, naming process, and project deliverables you’re expecting. For instance, what is your preferred type of video, image, or software to work with, and how should they share it with you?

Example:

We will approve initial ideas and designs from our digital whiteboard software and review all wireframes in Figma. All images and icons would be required in SVG format.

Step 7: Provide references, inspiration, and other details

To make sure that all of the i’s are dotted and t’s are crossed, add any other relevant information to the end. This may include key contacts to reach out to if the designer has any urgent questions, approval design process details, key dates, client mockups, and more!

This is a great time to specify anything that you do not want to see from this project and inspo images to give the designer a clear idea of what to work off of.

Example:

Check our virtual whiteboard for recent work we’ve done with our clients, rough sketches of what we’re imagining for our new website, some research, media, and more!

💡Pro Tip: The best tool to brainstorm and share design ideas? ClickUp Whiteboards! With tools for drawing, uploading media, embedding, styling, and real-time editing, ClickUp Whiteboards are built to capture your ideas the moment they happen so you can act on them instantly. With chat, docs, and tasks integrated, Whiteboards are every designer’s dream. ✨

Plus, your Whiteboard stays updated at all times, wiping out the need for multiple tabs, constant refreshing, and confusion caused by lengthy text-based descriptions.🎨

Mockup drawings and brainstorming on ClickUp Whiteboards
Easily sketch out mockup drawings and wireframe ideas on ClickUp Whiteboards

Step 8: Share it with the team

Design projects are collaborative, and so are design briefs!

Make sure that you share your design briefs with all the relevant stakeholders, apart from the team executing the project. This will get the entire team quickly get on the same page (literally) and stay on target. 🎯

💡Pro Tip: Quickly share, edit, and update your design briefs via custom permissions in ClickUp and convenient sharing options like a simple link.

Share ClickUp Docs with public or private link
Share your design brief publicly or privately via a simple link in ClickUp Docs
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Design Brief Examples

Design Brief Example 1: Rebranding a Local Coffee Shop

Background:

A local coffee shop, seeks to rebrand itself to attract a broader customer base while maintaining its loyal clientele. The café wants to emphasize its commitment to sustainability, community involvement, and high-quality, locally-sourced products.

Objective and SMART Goals:

Our goal is to refresh the cafés brand identity to reflect its values of sustainability and community involvement. We aim to increase foot traffic by 30% and boost our social media engagement by 50% within six months after the rebrand launch.

Target Audience:

Our primary audience includes eco-conscious individuals aged 20-35 living in the urban area near the café. These customers value sustainability, community, and quality in their coffee and café experience.

Budget and Timeline:

We have allocated $10,000 for the rebranding project, hoping to complete it over the next four months. The timeline includes initial concept development, design iterations, and final implementation across all platforms.

Expected Deliverables:

  • A new logo reflecting the café’s commitment to sustainability and community
  • Updated packaging designs for our to-go products, focusing on eco-friendly materials
  • Revamped menu design highlighting our locally-sourced ingredients
  • Digital graphics for social media campaigns promoting the rebrand

Key Contacts and Constraints:

Please refer to our Virtual Whiteboard for inspiration, brand assets, and contact details for the project manager. We do not want the rebrand to stray too far from our original color scheme to ensure brand recognition among our current clientele.

Design Brief Example 2: Mobile App Design for Task Management

Background:

A startup focusing on productivity tools seeks an innovative and user-friendly mobile app design. The app aims to help professionals manage their tasks and projects efficiently, with unique features enabling collaboration and prioritization.

Objective and SMART Goals:

The objective is to design a mobile app that stands out in the crowded productivity market by focusing on ease of use, collaboration, and customization. We aim to acquire 10,000 active users within the first three months post-launch.

Target Audience:

Our target users are professionals aged 25-45 who juggle multiple tasks and projects. They are looking for a comprehensive but straightforward solution to improve their daily productivity and work collaboration.

Budget and Timeline:

Our budget for the app design project is $15,000, with a timeline of five months from concept to final design handoff. This includes user interface and experience design phases, with feedback cycles after each major milestone.

Expected Deliverables:

  • Complete UI/UX designs for the mobile app, including all screens and interactive elements
  • A style guide specifying typography, color schemes, and UI components
  • Prototype demonstrating key functionalities and user flow
  • Assets package ready for development

Key Contacts and Constraints:

For more details on the app’s features and functionalities, visit our Digital Whiteboard section. We are open to innovative ideas but must ensure the app remains intuitive for new users.

💡Pro Tip: Save time by creating templates for design briefs, or asking ClickUp Brain to give you design brief examples.

Generate design briefs in seconds with ClickUp Brain
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Design Brief Template

Like in a bad game of telephone, inconsistent design project briefs gloss over key ideas and eventually lose the project’s main point entirely. But customizable templates are a surefire way to guarantee that every detail is clearly stated.

Think of pre-built design brief templates as a way to standardize how you write your design briefs. They’re created to simplify the design brief process so everyone involved can focus on what matters most—the project itself.

The Design Brief Template by ClickUp is your one-stop solution for writing thorough and valuable creative briefs. This template applies a designated List to your Workspace with separate views for managing tasks, timelines, and your overall direction.

The Design Brief Template by ClickUp is your solution for writing thorough design briefs

In your design brief List view, you’ll find pre-made customizable tasks for everything from client sessions to gathering assets, and seven custom statuses for total transparency. But the coolest feature of this template is definitely the creative brief Whiteboard with colored sections, sticky notes, and diagrams to solidify your project vision, brand, resources, notes, and more.

The Design Brief Template in Whiteboards by ClickUp
Customize your pre-built Whiteboard with the Design Brief Template by ClickUp

This template also comes with a thorough how-to ClickUp Doc to walk you through every feature to ensure you’re using it to the fullest extent.

Download Design Brief Template

💡Pro Tip: The Help Doc in the Design Brief Template shows off a ton of styling and formatting features to use as inspiration when writing your design brief in ClickUp. Set banners at the top of your Doc and throughout the page for a clear outline of information, embed videos, add a table of contents, and more. Or, layer another one of ClickUp’s pre-built templates on top of your Doc to keep the process moving along.

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Best Practices for Writing a Design Brief

Following certain practices and rules while you create a design brief can ensure that it’s the most effective and helpful brief possible. Here are our suggestions: 

1. Be clear and give proper context

  • Use precise, unambiguous language
  • Avoid jargon unless necessary
  • Define technical terms when used
  • State requirements explicitly rather than implying them
  • Include relevant background information
  • Explain current challenges or problems
  • Share market research or user insights that may help

2. Focus on objectives, not solutions

  • Clearly state what needs to be achieved
  • Explain the ‘why’ behind requirements
  • Allow room for creative solutions
  • Balance direction with creative freedom
  • Be open to innovative approaches
  • Avoid prescribing specific design solutions unless absolutely necessary

3. Set realistic parameters

  • Specify clear budget constraints
  • Create achievable timelines
  • Define scope boundaries
  • Include all necessary deliverables

4. Know your audience

  • Define target audience demographics clearly
  • Provide user journey insights
  • Include user pain points, preferences, and needs

5. Include measurable success criteria

  • Define clear success metrics and specific, measurable goals
  • Establish evaluation criteria and performance benchmarks

6. Document everything

  • Include brand guidelines and all relevant reference materials
  • Attach examples or inspiration
  • Document technical requirements

7. Review and refine

  • Get stakeholder approval
  • Verify technical requirements
  • Ensure clarity of expectations
  • Review the brief format regularly to ensure it meets current requirements
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Manage Your Upcoming Design Project With ClickUp

There you have it! Not only are you set up for success with the eight essential steps for writing design briefs, but you’ve got a flexible, free, and customizable design brief template to lighten the load.

The take-home idea, though, is not just how to write a functional brief, but how to make the most of it. And that’s where ClickUp can help you take your processes to new heights. ✅

ClickUp Docs, Chat, and List view in ClickUp
Monitor project updates, create design briefs, and work with the team, all from your ClickUp Workspace

ClickUp is the ultimate productivity platform for teams to bring all of their work together into one collaborative space, no matter your use case or work style. Its feature list is loaded with hundreds of time-saving tools to make work management easier and more convenient than ever—with 15 ways to visualize your projects, over 1,000 integrations, in-app chat, and more!

Access everything you need to write effective design briefs, including ClickUp Docs, Whiteboards, unlimited tasks, and more, at absolutely no cost when you sign up for ClickUp’s Free Forever Plan.

And when you’re ready to boost your productivity even further, unlock even more advanced features for as little as $7.

Everything you need to stay organized and get work done.
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