Make a design request actionable

A clear request explains who the work is for, what it needs to achieve, what needs to be made, and what source material is already available. A specific brief helps the marketing team understand the request before work begins.

Prepare the handoff

Gather these details before sending a brief through the organization’s configured request route.

  1. 1

    Name the audience and goal

    Describe who will use or see the material and what they should understand or do.

  2. 2

    Gather source material

    Include accurate source copy, approved assets, and any relevant existing examples.

  3. 3

    Specify the deliverable and use

    State the format, where it will appear, and any known review or publication timing.

  4. 4

    Share the brief through the request route

    Use the organization’s configured internal route and include the gathered context.

Worked brief: service overview

Fictional Northstar Services example. This is a sample brief, not a live request or promised delivery schedule.

Brief details

Create a one-page overview for the Northstar Services customer-support program.

  • Audience: customers attending an introductory service briefing.
  • Purpose: explain how the program organizes customer requests.
  • Deliverable: a one-page overview suitable for sharing after the meeting.
  • Source material: approved program description and current presentation template.

Clarify before work starts

Confirm details that affect the design and review.

  • Which program details are approved for external audiences?
  • Where will the overview be shared or displayed?
  • Who reviews the wording and final layout?
  • Is there a required publication date or event date?

Send the brief

Use the organization’s configured design-request route after it is available.

Include the details from your brief

Send these along with your request:

  • Audience
  • Goal
  • Deliverable
  • Source material
  • Review details

If you cannot find the route

Ask your manager how to reach the current marketing request owner.