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A Free Creative Brief Template That Will Save You Headaches

By Sandra Boicheva

17 hours ago

Each creative brief is different and unique to the project that is discussed, but all of them basically follow the same structure. You will always need to talk about the project purpose, timeline, target audience, success measurement, deliverables, and who’s involved. I wanted to make things easier so I took these questions and made a free creative brief template in PDF format. The document is interactive so anyone can directly type in the inputs under each question instead of printing it.

Below the template, I will also elaborate on each question and explain why I included it. This may give you ideas to add your own questions and customize the brief to match a specific project you’ll be working on.

Free Creative Brief Template

Here you can download the free creative brief template in PDF. It has 8 sections that include the most important questions and project info you should discuss with the other stakeholders. Each question has an input you can fill in directly in the document. 

What Should Be In a Creative Brief?

A creative brief should cover the project’s background, goals, audience, and execution plan so that everyone stays on the same page. Of course, creative projects differ in purpose,  but the briefs usually include these sections:

  • The basics—project name, timeline, and key people involved.
  • Why this project is happening now, what’s influencing it, and what makes it different?
  • What does success look like and how it will be measured?
  • Who this project is for, what they care about, and how it helps them?
  • The creative work needed, key messages, and the main call to action.
  • Who’s involved, what they’re in charge of, and how do decisions get approved?
  • Deadlines, milestones, and financial details.

Below I’ll cover all these questions in more detail and explain why you need to discuss it during the brief meeting.

Project Overview

Start by getting the project’s basic details and timeframe upfront so everyone is on the same page. It will set clear expectations about the responsibilities and scope.

Project Name:
Project Manager:
Client:
Timeframe:
Delivery Date:

📌 Here’s Why: Let’s say your client is launching a summer campaign. Because of seasonal demand, the deadline might be hard to meet. If that deadline isn’t clear from the start, delays could make the campaign useless.

 

Background & Purpose

The next set of questions is related to the industry landscape and why the project needs to happen in the first place.

What prompted the need for this project or campaign?

Alternative question: Are there any market trends, internal shifts, or external factors influencing its launch?)

📌 Here’s Why: This helps you understand the urgency and strategy behind the project. The creative work should always align with the client’s goals so you don’t risk missing the mark. For example, if your client has a fashion brand and wants a digital campaign because sustainable clothing is trending, you will know to direct your design team to use eco-friendly visuals and messaging to match this exact trend.

What’s happening in the industry right now?

Alternative question: How does this project fit into the current landscape?

📌 Here’s Why: Let’s say your client has a mobile banking app and wants a UX refresh because competitors just launched easier sign-up processes. You now know the landscape, so your redesign will address real user expectations.

What makes this brand, product, or campaign stand out?

Alternative question: What’s the unique value proposition?

📌 Here’s Why: If you know what makes the brand special, your creative work will be able to capture and highlight its strengths. For example, if the client has a coffee shop that uses rare, single-origin beans, the campaign should point out the exclusivity and authenticity, and you will know what visuals and messaging to use durimng the creation process.

 

Project Goals & Objectives

Next, the brief should address the actual purpose of the project and how the solution’s success will be measured.

What’s the main purpose of this project?

You can also specify: Brand awareness, lead generation, engagement, conversions, etc.

📌 Here’s Why: Different goals require different creative approaches, and you need to know the clear goal of the project in order to create a solution. If the goal is lead generation, perhaps it needs strong CTAs and minimal distractions, or if it’s brand awareness, more work on the visuals.

How will success be measured?

Alternative question: What are the quantifiable goals? (Is it an increase in web traffic, social media engagement, click-through rates, or something else?)

📌 Here’s Why: This will help everyone involved track the project and know if it’s actually working or if it needs adjustments. For example, if social engagement is a KPI, the campaign might need interactive content like polls or Q&A sessions to increase participation.

 

Target Audience

This is another important point that should be addressed during the brief. While the purpose of the project dictates the direction of the creative process, knowing who you’ll be creating it for narrows it down to a specific ideal client.

Who is the main target group?

You can also specify: demographics, behaviors, and pain points.

📌 Here’s Why: If you know who you’re talking to, you will know how to connect your creative work with them. After all, if you’re developing a marketing campaign that targets Gen Z, you won’t be able to connect properly with them with traditional ads. You will know to prioritize TikTok-style video content instead.

Are there additional audience segments to consider? If so, how do they differ from the primary audience?

📌 Here’s Why: Sometimes, there’s more than one group to speak to, and each may need slightly different messaging. For example, if your client is a tech brand, it will primarily target developers but it will also need messaging that appeals to IT decision-makers who approve software purchases.

What do they care about?

Alternative question: What problems are they facing that this project addresses?

📌 Here’s Why: If a financial service targets young professionals, emphasizing easy budgeting tools is much more effective than discussing interest rates.

 

Deliverables & Execution

And last, but not least, the creative brief should address the deliverables upfront to prevent miscommunication and unexpected surprises later.

What needs to be produced?

You can also specify: Social media graphics, landing pages, videos, email templates, or something else.

📌 Here’s Why: To prevent miscommunication. If, for example, your client asks for ‘website graphics’ but actually needs an interactive landing page, this could cause delays and extra costs.

Specifications & Formats

You can also specify: Any required dimensions, file types, versions, or platforms.

📌 Here’s Why: To avoid rework. For example, print materials may need CMYK files in high resolution, while digital assets require RGB and different dimensions.

How should the message be communicated?

You can also specify: Brand voice, emotional tone, core message, etc.

📌 Here’s Why: Messaging needs to match the brand’s personality and audience expectations. As an example, a luxury brand needs a refined, elegant tone but a startup aimed at Gen Z will benefit from playful, casual language.

What action do you want the audience to take? (Sign up, purchase, share, download, etc.)

📌 Here’s Why: People should know what to do next and be compelled to do it so the campaign is successful.

 

Stakeholders & Responsibilities

Here you can all define the roles to keep communication smooth and avoid confusion. You can also go further and discuss the approval process.

Internal Team:
  • Project Manager:
  • Creative Team:
  • Marketing Team:
  • Development Team:
External Collaborators (if applicable):
  • Agencies:
  • Freelancers:
  • Partners:

📌 Here’s Why: If a freelance illustrator is involved, they need direct contact for feedback to prevent delays. The creative brief will have all of this black on white so there won’t be any confusion about who contacts who.

Who needs to review and approve different stages of the project?

Alternative question: What’s the workflow for feedback?

📌 Here’s Why: Projects can stall if approvals take too long, so make this process clear upfront and consider all factors. For example, if there’s a specific person who has the final approval but is unavailable for weeks, the timeline needs to include that delay.

Execution Timeline & Milestones:

📌 Here’s Why: Set a timeline to keep everything on track. It will be great to add some flexibility to it early on because everything can happen and you won’t be able to extend the deadline later. What if the project revolves around a holiday campaign launching on December 1? It will absolutely need everything ready beforehand because missing that deadline means missing peak sales opportunities.

Final Notes & Additional Information:

📌 Here’s Why: To end your creative brief template, always leave some blank space for additional notes. Small details can make a big difference, and this section helps cover anything that doesn’t fit elsewhere.

 

And there you have it- when everyone knows the goals, audience, and deliverables from the start, things get done faster and with fewer headaches. The template will help you nail down the details in advance, so future-you will thank you when everything comes together without a hitch.

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