Project outline to copy
The next section contains the same outline as the downloadable file. You do not need a ready answer to every question: it is also useful to record the missing details separately.
1. Business and goal
What does the business do? Why is the app needed? What would count as a useful result?
2. Users and the first workflow
Who would use it? Describe an action from beginning to end. What happens instead today?
3. Systems and data
Which ERP, CRM, online shop or other back-end system is in use? Is there interface documentation or an API? Who is responsible for it?
4. Required functionality
Which features are essential in the first version? Is offline use, payment or a specialist device connection needed?
5. Budget and start date
What development budget is available? When can work start, and is there an external deadline? What is that deadline linked to?
6. Decisions and communication
Who prepares the project, and who approves it? Who provides the content and the necessary access arrangements?
What should you leave out of the brief?
Do not copy passwords, API keys, personal customer lists or confidential documents into it. The first discussion needs a description of how things work, not access to live systems.
Would you prefer to work through questions?
The project planner creates a clear summary from the same foundations. You can view the result without providing contact details.
Looking for an outline for website renewal?
The website brief covers your offer, audience, content and the state of the existing site.