Educational template, not a client project report. Adapt it to the agreed assignment.
Start with the decision-making inputs
Describe what the product is for and which properties are mandatory. Replace a vague request for high quality with a parameter and an agreed way to confirm it, where known. Keep preferences separate from requirements.
Order volume, destination market, packaging and timing help define the task. Mark provisional values and questions explicitly.
Working brief structure
| Field | What to provide | If unknown |
|---|---|---|
| Product | Purpose and description | Describe the intended use |
| Specification | Parameters, version and mandatory requirements | List open questions |
| Volume | Quantity and order frequency | Mark as provisional |
| Packaging | Format, marking and restrictions | Request options |
| Destination market | Country and known requirements | Consult a specialist where needed |
| Timing | Target date and flexibility | Discuss after clarification |
| Decision | Who approves requirements | Identify a project contact |
A concrete specification question
For a panel, thickness, the measurement method and any tolerance must be addressed separately. '8 mm; tolerance and confirmation method to be agreed' is clearer than assuming a precision that has not been approved.
A catalogue presents options but does not replace a specification. Identify whether information is a requirement, supplier statement or supported finding.
Before sending
- Check that everyone uses the same revision.
- Separate mandatory requirements from preferences.
- Do not place confidential drawings in public folders; agree a transfer method.
- Send a short brief first and discuss supporting documents with the team.
Prepare for the next step
Supplier sourcing
A candidate list, comparison table and open questions, in a format and scope agreed before the work starts.
