Give the creative team an agreed brief before work starts.

How to build your creative brief intake

1. 1

   Describe the job

   Collect a clear creative brief with client goals, deliverables and unanswered questions.

2. 2

   Review the first version

   Choose how the designer records the Client and how the creative reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your creative brief intake

• Keep the Client in context

  Keep Client, campaign, objective, audience, deliverables, reference links, brief version, open question and client confirmation together so the next person can understand the request or record.

• When the next step needs a decision

  Record the audience and requested deliverables before assigning production. The creative lead needs an agreed message and reference material.

• Keep client confirmation visible

  Record the brief version the client confirmed before production begins.

• Choose what each person needs

  Give the designer a working view and the creative reviewer a review view. Keep Client and campaign attached to the decision as the work moves between them.