How to Manage a Project

Control & Reporting

Additional Materials

Project Brief

The Project Brief is generally the first document in any project. It is produced when the project is initiated by the Project Sponsor following a Project Proposal stage. It should establish for the project manager:-

 A typical format is as follows with more details below:

Project Brief

Part A

1.     Title of project,
2.     Background to the Project
3.     Terms of Reference & Key Objectives
4.     Benefits & Costs Analysis in Outline
5.     Risk Assessment in Outline

Part B

6.     Initial Thoughts on Project Plan (organisation, timescales, resources, costs)


Project Brief

Part A

1.     Title of project,

Together with the names of the Project Manager and Project Sponsor.


2.     Background to the Project

A brief description of the background to the project including how the project came about, what the project is about, why we are undertaking the project, and what in very broad terms the outcome of the project will be to the organisation.


3.     Terms of Reference & Key Objectives

First, a brief (5 to 10 line) overall definition and description of the project and its aims including some reference to likely timescales, budget and resources, and what the project will aim to deliver. Then a statement of what the project is to deliver - the key objectives. The latter is often done as a listing the main stakeholders of the project with a statement for each of what the project will aim to deliver to them.

 4.     Benefits & Costs Analysis in Outline

A brief statement of the main benefits to be gained from undertaking this project and the main costs which will be incurred and which need to be controlled and contained. Not necessarily a full cost-benefit analysis but a brief overview.

5.     Risk Assessment in Outline

The main risks - implementation issues which may delay the project. The priority ones should be identified  with suggestions as to how they could be averted or their impact lessened.

Part B

6.     Initial Thoughts on Project Planning & Organisation