A structured client brief covering purpose, spaces, site information, budget, timing and decision-makers.
Before a first design consultation or proposal request.
What is included
- Client requirements questionnaire
- Room and space schedule starter
- Site and context information checklist
- Budget and timeline expectations
- Decision-maker and stakeholder list
Worksheet preview
Project intent
- What change or opportunity is prompting the project?
- Who will use the completed space and what should it enable?
- What would a successful outcome look like?
Space and function
- List each space or function required.
- Estimate capacity, occupancy or key furniture and equipment.
- Note relationships, privacy, access and future flexibility needs.
Site and existing information
- Record the site address and known ownership or authority.
- List surveys, drawings, photographs and reports available.
- Note access, utilities, boundaries, levels, neighbouring uses and known constraints.
Budget, programme and decisions
- State the working budget range and what it includes.
- Record target start, decision dates and completion window.
- Name the briefing, review and approval decision-makers.
Professional boundary: Planning aid only. It is not planning approval, legal advice, statutory approval, cost certification or a substitute for project-specific professional services.