A brief for one request journey

A useful brief gives the developer a problem to investigate and the business a result to recognise. It should be specific about the work while leaving room to choose the appropriate implementation.

The following structure can be written as a short document. Use fictional examples and public links initially; restricted records and access can be arranged separately where the agreed work requires them.

Purpose and participants

Identify the organisation, intended use and people who will use the result. Describe the customer task and the staff action that follows it. Name the person who can approve the business process and the reviewer responsible for any Spanish or English content.

Include the project circumstances and current providers so that suitability and dependencies can be reviewed before an engagement is agreed. A provider's name is useful context; its credentials do not belong in the brief.

The observed problem

Write a sequence of actions and observations. For a fictional example: the customer chooses a pack, changes the quantity and submits; staff receive a product reference but cannot tell whether the quantity means pieces or packs. State how often the issue is observed if that information is available, and distinguish observation from an assumed cause.

Add the consequence. Does the operator ask another question, delay acceptance or create a replacement request? This reveals why the problem matters and helps assess whether the proposed delivery addresses it.

The result and its evidence

Describe the desired outcome: staff can identify the selected item and quantity meaning from the received request. Then add an exception, such as a customer who does not know the variant. The system should support that uncertainty without requiring a misleading answer.

State who will demonstrate the result and what materials they can supply. If a provider interface is involved, identify the owner who can confirm supported capabilities and a suitable testing arrangement. Record unanswered questions instead of presenting them as completed prerequisites.

Boundaries and continuation

List relevant existing pages, data and links that must continue to work. Identify the first useful stopping point and any later ambition that should be considered separately. An enquiry improvement does not automatically include inventory reservation, payment collection or a complete staff portal.

Explain the real timing dependency, if any, and who will operate the delivered feature. Maintenance, hosting, translation and future changes need explicit scope decisions. The brief should make those topics visible without assuming they are already included.

Use the continuity planner to choose a recovery example. When the document describes the task clearly enough for another colleague to explain it, send the initial enquiry.