Insights
Digital project brief template
A nine-section template to describe a digital project usefully: problem, users, workflow, scope, constraints and success criteria.
Published 2026-08-12
A good project brief is not a hundred-page document: it is a template that forces the hard questions before development. Copy these nine sections and fill them honestly, including with we do not know yet.
1. The problem
Describe the problem in a few sentences, without mentioning a solution. Who suffers from it, how often, and what does it cost today in time or money?
2. The users
List each type of user and what they come to do. Specify who uses the tool daily and who only connects occasionally.
3. The current process
How the work is done today: tools, files, exchanges, re-entry. This is the baseline for judging whether the future product really improves things.
4. The desired workflow
Tell the ideal journey step by step, from trigger to outcome. One paragraph per step is enough; if you need ten, the scope is probably too wide.
5. The must-have scope
- The features without which the product is useless.
- What is explicitly postponed.
- What will deliberately stay manual.
6. The integrations
The existing tools the product must connect to: payment, accounting, email, calendar. Specify which ones are blocking from day one.
7. The constraints
Imposed hosting, sensitive data, regulation, budget, compatibilities. A constraint known early is an architecture choice; discovered late, it is a rewrite.
8. The timing
Is there a real deadline (trade show, season, end of a current tool's contract) or a simple preference? Both can be managed, but not the same way.
9. The definition of success
How will you know the project succeeded three months after launch? Active users, handled requests, time saved: choose observable signals.