DESIGN BRIEF QUESTIONNAIRE

This questionnaire will help Firstline work more efficiently to
create a product that does what you want it to do.

The questionnaire is best filled in before the meeting so that
reference material can be provided in advance.

Additionally, all parties can be consulted and agree upon the
brief before we start work.

If you don't physically complete the questionnaire, please have
the answers so that we can complete it.

Please check that information provided is not contradictory and
that objectives are targeted.

The most effective marketing material is that which has a single
major objective


COPYWRITING BRIEF
By Kay Ross - Freelance Editor, Copywriter and Marketing Consultant/Trainer

Have you decided to commission a freelance writer/editor to write or edit a document for your company or organisation – an ad, a brochure, a website, a feature article, a press release, a newsletter, an annual report, a sales letter, a direct mail piece, a video script, a book, a speech, a project proposal…?

Here are some questions that you should be asked before the writer/editor can give you a realistic quote, accept the assignment and start the work:

1. Who is the document aimed at, and what are his/her/their needs, concerns and motivations?

2. What is the purpose of the document, i.e. what do you want the reader to DO with the information?

3. What’s the most important message that you want to communicate in the document?

4. How does this document fit in with the rest of your organisation’s marketing/branding strategy?

5. Please tell me all about your organisation, your products/services, your customers and your competition.

6. What is the nature of your company/organisation? Is it a multinational corporation, a small enterprise, a non-profit community group or a registered charity?

7. Please show me some similar documents that your organisation has produced before.

8. How complex/technical is the assignment?

9. Who retains copyright of the text?

10. Do you have an in-house style guide? For instance, do you want the document to be written/edited according to US spelling and punctuation (color, behavior, and organization) or British spelling and punctuation (colour, behaviour and organisation)? And do you have a standard preferred way of writing dates, times, telephone numbers and place names (Wanchai or Wan Chai)?

11. Is there anything taboo that is not allowed to imply or promise in your document?

12. If the assignment involves the editing of previously published text, or your draft text of a new document, can I that text be seen first? Do you want just cosmetic fixing of minor spelling and grammatical mistakes, or do you want major surgery to the tone, style, length, logic, structure, cultural appropriateness and marketing effectiveness of the document? And do you want to use the “track changes” function so that you can see what changes are made?

13. If the purpose of the document is to sell something (your product or service), what is the offer that you’re making? What is the financial and emotional benefit of that to the customer (i.e. your value proposition)? What is your desired brand/image? How do you want your customers to FEEL when they use your product/service? Do you have any customer testimonials?

14. What is your project schedule and deadline?

15. What is your budget? And on what basis do you propose to pay: a set fee, a rate per word/page/hour, a percentage of sales…? If you pay per word, is that per commissioned word or per published word? Will you pay for out-of-pocket expenses, e.g. travel, research?

16. How many rounds of revisions to the text do you expect to include within the quoted timeframe and fee?

17. Who needs to approve the text, and what is the process for gaining that approval?

18. Who will the writer/editor report to, and how will the results be assessed? (You’ll need to nominate one key contact person within your organisation, so that the freelancer doesn’t have to deal with conflicting instructions from several people. This ensures clear lines of communication and prevents delays and confusion.)

19. Will a confidentiality agreement need to be signed?

20. Will a “kill fee” be made if you decide, through no fault of the writer/editor, not to use the document?

Answering as many of these questions as accurately as possible will go a long way to ensuring an accurate estimate, a smooth working relationship and an effective article reaching the audience required.

© Kay Ross, September 2005


ABOUT YOU
1. Please briefly describe your business.

2. What are the main reasons customers choose your company?

3. How does your company differentiate itself from competitors?


ABOUT THE AUDIENCE
4.
How do you describe your target audience?
e.g. Professional level / education level / age range / sex /
English language ability / family status / cultural peculiarities.

5. Is it different from your current customer profile?

6. Where and when do you expect your audience to see/read the
brochure?


ABOUT THIS PROJECT
7. Will this project be a "one off", be part of a campaign or is this
part of a current campaign?

8. What do you want people to think when they see your
brochure?

9. What do you want to happen when they see your brochure?

10. Please list and rank 5 key benefits your product/service/
company is offering to the reader, number one being the most important and number 5 least in importance.

11. Is there something specific the advert must depict?

12. Please underline a few words that best describe how you/your
product/service is to be perceived through this brochure.
Serene / restrained / relaxing / refreshing / mercurial / energetic / welcoming / appetizing / dynamic / invigorating / masculine /.feminine / delicate / robust / motherly / assertive / robust / fatherly ./ genuine / wholesome / refined / cultured / select / witty / up market / youthful / mass-market / personalized / independent / personal / trustworthy / reliable / conventional / cutting-edge / exciting / innovative / romantic / standardized / serious / rational / restrained / discreet elaborate / whimsical / unrestrained / passionate / nostalgic / traditional / jovial / visionary / courageous ./ professional / experienced / discerning / competitive /.intellectual / creative / consistent , or something else...

13.
Is this different from your company's current image perception? If so, how?

14. What do you feel is the biggest challenge in getting your image across to customers?

15. Are there any critical deadlines such as an event, holidays or
business trips?

16. Who is involved in the approval process for this project?
Do they have pet hates/loves that should be included / avoided
assuming it doesn't dilute the objective.


REFERENCE
17. Describe any visual elements or styles that can be utilized
from existing marketing materials or collateral. Please express likes /dislikesif applicable.

Corporate Guidelines
Logo
Colour scheme
Illustrations
Photography
Type treatments
Existing art

18. Are you willing to pay for royalty free photo library images or a photo shoot?

19. Is there any reference material you can provide that you
strongly like/dislike?

FINALLY
20. Do all the decision makers agree with the brief?

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Last update: July 2008