THE STARTING POINT
Tell us what the project should achieve and who will receive the merchandise. Employee welcomes, client appreciation, and event activations call for different product roles and presentation details.
Explain the Goal and Audience
Tell us what the project should achieve and who will receive the merchandise. Employee welcomes, client appreciation, and event activations call for different product roles and presentation details.
Share Quantity, Budget, and Timing
Include an estimated recipient count, target budget, and needed-by date. Say whether the deadline is fixed and whether the program is a one-time project or a recurring requirement.
Describe Branding and Packaging
A logo, brand guide, moodboard, or previous kit can help establish the direction. Explain which elements must stay consistent and where you are open to recommendations.
Map Delivery and Evidence Needs
Include countries, locations, event venues, or direct-to-recipient requirements. Share any material, sustainability, or compliance documentation priorities at the beginning so they can influence selection.
Leave Space for Recommendations
You do not need a finished product list. A clear business brief gives the team enough context to propose a focused direction and clarify the details that remain open.
What to Share in Your Brief
- Business goal and recipient type
- Estimated quantity and budget
- Needed-by date and delivery locations
- Branding, packaging, and evidence priorities



