What is a briefing and what is it used for?

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kumartk
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Joined: Tue Jan 07, 2025 5:56 am

What is a briefing and what is it used for?

Post by kumartk »

A detailed questionnaire covering the current state of your company, the framework conditions, and the goals of your desired project is used to create a document. The resulting document is called a briefing. The term "brief" aptly describes it: a briefing should be short, concise, and informative.

By recording the above points as well as personal wishes and preferred details, successful implementation of the goal is ensured.



A rough distinction is made between strategic briefing (e.g. for the car owner data development of a marketing strategy) and operational briefing (distribution of tasks and objectives).

There are various operational briefings, such as PR, design and the website briefing defined in more detail here.

The briefing is the information base that everyone involved in the project has access to. When the information is clearly and concisely formulated, misunderstandings between the client and service provider are avoided, collaboration runs more smoothly, and constant feedback and reassurances are eliminated.



Which questions should be included in a briefing?


If you don't ask well, you won't win! Here are some essential questions that should be included in any briefing. Answering these questions will make the website briefing easier:



Introduction of my company

Here, general information about the company and the proposed project shines brightly, compactly packaged in an elevator pitch. The industry and market are also examined:



What exactly is your elevator pitch?
What is the current state of the market?
How is your company currently performing on the market?
Why do customers choose your company?
Current website – determining the current status

Now the website strategy is being further developed – analysis and experience values, strengths and weaknesses are being collected:



What advantages does the current website offer?
What are the disadvantages of the current website?
How do customers react to the website?
What should be improved on the new website?
Defining goals and tasks

The SMART rule states: The goal should be specific, measurable, attractive, realistic, and time-bound. With this guideline in mind, we'll dive into the desired metrics, deadlines, and sequence:



What is the main goal at the top?
What secondary goals are there?
Which secondary goals have priority and in what order should they be addressed?
What are my expectations regarding the project’s progress?
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