PROJECT BRIEF TEMPLATE
Devol Legal
https://devol-legal.com/project-brief-builder

Use this blank template to organise an initial discussion. Bracketed fields are for you to complete or mark as not yet known. This is a draft briefing aid, not a quotation, instruction or agreement.

1. PROJECT OR MATTER
Working title: [Title]
Organisation: [Organisation]
Internal lead / role: [Name / role]
Date / version: [Date / version]

2. THE ISSUE
Brief description: [What is happening and why support is being considered]
Decision required: [The decision or question to resolve]
Intended outcome: [What useful progress or output would look like]
Intended users of the work: [Roles / groups]

3. TYPE OF SUPPORT
Relevant area: [Markets / town centres / enterprise and BIDs / licensing / procurement / governance / transformation / training / other]
Support sought: [Focused review / strategy or business plan / drafting or review / practical delivery support / other]

4. TIMETABLE
Relevant deadline or committee date: [Date / not yet known]
Reason for the date: [Explanation]
Other milestones or dependencies: [List]
Availability for discussion: [Preferred arrangements]

5. PROPOSED SCOPE
Work you would like included: [List]
Known exclusions or boundaries: [List / to be discussed]
Main questions to address: [List]
Useful outputs: [What you would like to receive]
How drafts / findings could be reviewed: [Roles and review points]

6. INFORMATION AVAILABLE
Existing strategies, plans or reports: [List by title; do not attach confidential material yet]
Relevant policies, agreements or procedures: [List]
Available performance, financial or other information: [List and dates]
Known information gaps: [List]
Assumptions needing confirmation: [List]

7. PEOPLE AND ARRANGEMENTS
Organisations involved: [Names needed for conflict clearance; share through the agreed enquiry process]
Relevant internal contributors: [Roles]
Expected partner contributions: [Description / to be confirmed]
Procurement / supplier onboarding contact: [Role / to be discussed]
Budget or fee arrangements to discuss: [Any constraints you wish to raise; no commitment implied]

8. OPTIONAL PRIORITIES FROM A WEBSITE CHECK
Check completed: [Name / none]
Priorities you want to discuss:
1. [Priority]
2. [Priority]
3. [Priority]

9. QUESTIONS FOR THE INITIAL DISCUSSION
- [Question]
- [Question]
- [Question]

BEFORE SENDING
Keep this initial brief concise. Please do not send confidential or highly sensitive material until requested. An enquiry does not itself create a client relationship. Scope, deliverables, fees and timetable are agreed in writing before work begins, following conflict checks.

NEXT STEPS
Book a free 30-minute initial discussion: https://calendar.app.google/K6HBRKdp2zx4EWQk9
Contact page: https://devol-legal.com/contact
Email: info@devol-legal.com
Telephone: 020 8150 9869
How to instruct: https://devol-legal.com/how-to-instruct-us
Commissioning pack: https://devol-legal.com/commissioning-pack

No obligation is created by completing this template.