Fictional example

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The reviewed brief

One answer added by the reviewer

Reviewed project brief

Help centre discovery brief

Fictional consulting project for illustration.

Prepared for Fictional software team

Purpose

Understand where new customers get stuck when setting up their first project

Deliverables

A review of twelve help-centre pages, five interview summaries and a prioritised list of content changes

Outside the scope

Rewriting the full help centre, visual redesign and product implementation

Timing and responsibility

Target date: 20 October 2026

Project lead: Consultant

Fee: USD 3,600

Acceptance

The client lead will check that all twelve pages and five interviews are covered, then approve the prioritised list of changes.

Next step

The client will share the twelve page links and arrange five interviews by 6 October 2026

The DOCX contains this same brief as editable text. The source notes and review explanation stay on this page.

Read the discovery notes

A fictional consultant is planning a small content-research project. These are the supplied notes.

Project: Help centre discovery brief.
Client: Fictional software team.
Goal: Understand where new customers get stuck when setting up their first project.
Deliverables: A review of twelve help-centre pages, five interview summaries and a prioritised list of content changes.
Excluded: Rewriting the full help centre, visual redesign and product implementation.
Target date: 20 October 2026.
Project lead: Consultant.
Fee: USD 3,600.
Next step: The client will share the twelve page links and arrange five interviews by 6 October 2026.
No acceptance test was agreed in these discovery notes.

One answer was missing

The notes do not say how the work will be accepted. The brief needs that answer before a final download.

What must the client check before accepting the work?

Reviewer-added answer

The client lead will check that all twelve pages and five interviews are covered, then approve the prioritised list of changes.

This answer was added for the fictional example. It is not quoted from the source notes. The other nine fields keep their source wording.

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