How To: Write A Project Scope

Let’s talk about project scopes.

All projects start here. It’s a high-level overview of your project needs inclusive of goals, budget, timing + key considerations. Traditionally, it was called an RFP ('Request for Proposal') and was a pain to write — it could take hours and was marketers' most hated term. We’ve completely re-invented this process. On Breef, scopes takes only minutes to create, and if you’d like extra support our team can help.

A good scope = a good agency. This guide outlines everything you need to know to get started.

The Importance of a Project Scope

A project scope is the foundation of your project on Breef.

  • For YOU: The scope is your opportunity to clearly define your needs, budgets, expectations and timeline. Simply put, it helps you wrap your head around your project’s needs.
  • For Breef: The scope helps determine what agency partners will be the best fit for your brand and project. We consider everything from your budget to brand aesthetic when inviting a team to submit a proposal.
  • For Agencies: The scope helps them craft a tailored pitch. A pitch includes pricing per deliverable, start date, additional considerations and most importantly why they should be chosen to work on your project.

The Key Components of a Scope

The more details you can share, the better. Within the Breef platform, you’ll be guided through the entire process, which includes the following:

  • Project Overview: The top-line, including project name, a short summary and your goals.
  • Project Details: Here you’ll include your budget, start date, location, etc.
  • Project Deliverables: An outline of the various components of your project. Some projects may only have one deliverable (i.e. strategy), while others are more complex with multiple phases and deliverables (i.e. strategy, design, development + management).
  • Misc. Considerations: If the above doesn’t cover it, include anything you haven’t noted. If you have ‘must knows’ or important FYIs around your brand, list them here.

I Don’t Know How to Write a Scope — Help!

We’ve got you covered! This is where your Marketing Strategist comes in and can assist with writing your project scope (From start to finish!) or give it a final review before posting. Breef Marketing Strategists are industry experts — they’ve seen it all and they’ve been in your shoes!

Can I Make Changes or Edits to My Scope?

Of course! Your scope is a starting point. Details around your project can always be clarified on calls with your ‘shortlist’ of teams, and again with your selected agency. A project scope isn’t final until you’ve signed an SOW (scope of work).

And, because good things take time, you can always save a draft scope. Take your time, ask your Marketing Strategist for advice or share your scope internally for approval.

My Scope Is Finalized — What’s Next?

Now comes the fun part! Once your scope is finalized, it’s ready to post.

To unlock tailored proposals from Breef's community of vetted agencies, post your project by purchasing a ‘Project Credit’ ($299).

From there, expect to receive project proposals within < 7 days.

How To: Write A Project Scope