Identifying the end-user profile is a critical aspect of creating an effective project brief.

How to Create an Effective Project Brief: A Step-by-Step Approach

Blogs - Software Development

A project brief is an essential document that outlines the requirements and objectives of a project for all stakeholders. It encapsulates key information such as the client’s needs, target audience, project goals, risk management strategies, and the overall approach to execution.

Typically, project briefs are concise, spanning one to two pages, which facilitates clear communication among the client and the project team. This brevity helps everyone understand roles, budget estimates, and timelines for project completion. Project briefs can be formatted in print or digital forms, and there are several online tools available that allow for the creation and sharing of these documents, enabling efficient collaboration among team members.

In this article, you will discover what a project brief entails, its significance in software development, and step-by-step guidance on how to create an effective project brief.

Understanding the Importance of a Software Project Brief

The significance of a project brief becomes evident throughout the software development lifecycle. It serves as a crucial tool for aligning team members and stakeholders, fostering a shared understanding of the software’s requirements. A well-crafted project brief is essential for effective project planning, acting as a comprehensive roadmap that directs each phase toward achieving the desired outcomes.

At its essence, a project brief focuses on clearly defining the project scope, which is vital for preventing scope creep and ensuring that the team remains focused on the agreed-upon features. With a precise brief, all parties are aware of the expected deliverables, which is essential for maintaining project timelines and staying within budget. Let’s explore the advantages of having a detailed project brief.

A well-crafted project brief goes beyond merely fulfilling requirements; it articulates the project’s vision in a clear and concise manner. Striking the right balance between detail and simplicity is crucial for maintaining an effective workflow and ensuring successful project outcomes. Therefore, the significance of a project brief is paramount; it serves as a vital tool that can greatly influence the project’s success or failure.

Read more: Level Up Your Business with Software Development Consulting

Essential Elements to Include in a Project Brief

A comprehensive project brief should encompass several crucial elements, including client information, target audience details, and milestone deliverables. Organizing these components in a clear and accessible manner is essential for ensuring the document’s effectiveness.

Client Details
Begin by providing fundamental information about the client. Even a few sentences or bullet points can help the software development team grasp the client’s business and objectives. Key details to include are:

  • Business name
  • Type of business
  • Number of staff and their roles
  • Years of operation
  • Competitors

Target Audience
Identify the target audience, which consists of the individuals most likely to use and benefit from the software. Consider their challenges and how your software addresses these issues. Important aspects to define include:

  • Interests and preferences
  • Technical proficiency
  • Experience with similar software

Goals and Objectives
Outline both short- and long-term goals the client wishes to achieve. Address current challenges and how the project will provide solutions. Utilize the S.M.A.R.T criteria to ensure goals are Specific, Measurable, Achievable, Relevant, and Timely. For example, a SMART goal might be to launch software that increases customer satisfaction by 15% within six months. Align individual goals with overarching business objectives to maintain coherence.

Features and Benefits
Detail the core features of the software that enhance user experience and solve customer issues. This section should highlight functionalities that differentiate your software. Secondary features may be included in a more detailed project charter.

Risks and Challenges
Identify potential risks and challenges that could affect the software development process. Recognizing these risks helps in planning for and mitigating them. Common strategies include:

  • Risk avoidance: Steering clear of activities that pose significant risks, such as avoiding specific frameworks to prevent integration issues.
  • Risk reduction: Implementing measures to lessen the impact of risks, like conducting frequent testing to catch bugs early.
  • Risk transfer: Shifting responsibility to a third party, such as hiring a software development firm.
  • Risk acceptance: Acknowledging risks for the potential of greater rewards.

Project Scope Overview
The project scope defines the necessary steps to achieve goals and objectives, detailing key stakeholders, resources, budget, and timeline. In software development, this includes:

  • Labor requirements: Team size, roles, skills, qualifications, and compliance needs.
  • Budget: Costs related to labor (developers, UI/UX designers, QA testers), software, equipment, and overhead.
  • Timeline: Start and end dates, milestone deliverables, frequency of progress updates, and post-deployment schedules.

Read more: Custom Software Development for Business Success

How to Create a Software Project Brief

Writing an effective project brief is a crucial initial step in any project. By following a structured approach and utilizing a well-designed template, we can set the stage for success. A project brief helps align project goals with the intended outcomes, and it requires careful attention and strategic planning.

Outlining Software Project Requirements

When initiating a software project, it’s imperative to clearly outline all requirements, detailing what the software must accomplish and how it should function. Understanding these needs is fundamental to the project’s success.

Distinguishing Functional and Non-Functional Needs

We must explicitly define the software’s functional requirements, which include specific actions it must perform. This ensures that every necessary task is addressed.

Simultaneously, we need to consider non-functional requirements that pertain to system quality, such as reliability and usability. These factors significantly influence the software’s design and user interactions.

Identifying Technical Constraints and Dependencies

Recognizing technical limitations early in the process is essential to avoid complications. This includes factors like system capacity and compliance requirements. Understanding these constraints aids in more effective planning.

Additionally, we must assess how various system components interact, including any external services the software relies on. This awareness facilitates smoother progress for the development team.

Requirement CategoryDescriptionExamples
Functional NeedsSpecific behaviors and actions the software must fulfill.User authentication, data processing
Non-Functional RequirementsQuality attributes and operational characteristics of the software.Response time, scalability, security
Technical ConstraintsLimitations imposed by hardware, software, or other factors.Legacy system support, browser compatibility
Project DependenciesExternal systems and components the software relies on.Third-party services, data sources

Defining Project Scope and Deliverables

A clear project scope is vital for starting any software development initiative. This definition occurs during the planning phase and outlines the boundaries of the work involved. The project deliverables are the tangible outcomes we aim to achieve, and the project brief should clarify these components:

  • Inclusion Criteria: Specifies the features and functions to be developed.
  • Exclusion Criteria: Clarifies what will not be included to prevent scope creep.
  • Deliverables: Lists the concrete outputs aligned with project goals.
  • Success Metrics: Defines how deliverables will be evaluated against objectives.
  • Constraints and Assumptions: Identifies known limitations and presuppositions that might affect the project scope.

Understanding project scope and deliverables is about recognizing the tasks at hand and their potential impact. This clarity sets expectations regarding how these outcomes will benefit the business. Aligning all project elements with primary goals ensures that software development proceeds effectively, addressing critical business challenges and demonstrating the true value of the project deliverables outlined in the project brief.

Setting a Realistic Timeline: Milestones and Deadlines

Establishing a well-thought-out timeline is essential for successful software projects. Aligning this timeline with development phases increases the likelihood of success. By setting clear milestones, we provide the team with a roadmap that establishes specific goals.

Establishing Key Dates and Checkpoints

To keep projects on track, we must outline significant dates and checkpoints, which help us monitor progress and make necessary adjustments. Key dates include:

  • Project Commencement: The official start date.
  • Phase Completion: Dates for reviewing work and ensuring quality.
  • Testing Checkpoints: Scheduled times for thorough testing.
  • Deployment Date: The target date for going live.

It’s crucial to align our timeline with development cycles to ensure that all phases—planning, execution, testing, and launch—are cohesive. This strategic approach allows us to manage the complexities of software projects more effectively, preparing us for any challenges that arise.

Alignment with Development Cycles

By focusing on milestone setting and detailed timelines, we can navigate each phase clearly, boosting team confidence and showcasing the thorough planning that underpins every project.

Identifying Your Audience: The End-User Profile

Identifying the end-user profile is a critical aspect of creating an effective project brief. This understanding shapes the entire development process. By analyzing user needs, preferences, and behaviors, we can ensure the product aligns with their expectations.

Understanding your audience is vital in software projects. We examine demographic data, psychographic traits, and usage patterns, which inform our approach to developing accessible and desirable software.

Through detailed research, we gain insights into our users, enabling us to address not only who they are but also how they use technology and what challenges they face. Our commitment to understanding the end-user ensures the software we create truly meets their needs.

Facilitating Project Communication: Roles and Responsibilities

Effective communication is crucial for the success of software development. At AGEST  we prioritize clear communication by developing a comprehensive project plan that outlines roles and responsibilities. This clarity acts as a roadmap, ensuring seamless collaboration among team members.

Creating this plan helps everyone understand their expectations and responsibilities, reducing confusion and facilitating efficient teamwork. With a solid communication strategy in place, we can proactively address issues and keep all stakeholders informed, strengthening the project’s overall effectiveness.

Subscribe to AGEST's Blogs

Get updates on the latest insights and posts.

SATOSHI FURUI - AGEST Vietnam - Chairman

Satoshi Furui – Chủ tịch của AGEST Việt Nam. Với hơn 30 năm kinh nghiệm sâu rộng trong ngành phần mềm máy tính, cùng với kỹ năng quản lý doanh nghiệp, phát triển kinh doanh, chiến lược tiếp cận thị trường, quan hệ đối tác chiến lược và xây dựng nhóm trong các lĩnh vực tự động hóa kiểm thử phần mềm, QA, phát triển phần mềm, CAE và tối ưu hóa. Ông đã từng là giám đốc điều hành tại Nhật Bản, Hoa Kỳ, Bỉ, Vương quốc Anh và Hàn Quốc và cũng là Tổng giám đốc điều hành của LogiGear Corporation kể từ tháng 8 năm 2023.

Vu Nguyen

Director of Information Technology

Vu Nguyen is a seasoned IT professional with a proven leadership and innovation track record in technology. Currently serving as the Director of Information Technology of AGEST Vietnam (AGV), Vu brings experience, drives IT strategy and ensures seamless technological operations for the company and its local and global affiliates.

Vu has always demonstrated a passion for leveraging technology to solve complex challenges and improve business processes throughout his career. Before joining AGEST VN (former name LogiGear VN) in 2008, he held key roles in various IT capacities.

Besides a bachelor in IT, Vu holds a bachelor in business administration from the University of the People (USA). This academic background, combined with his extensive experience in information technology, positions Vu as a well-rounded leader with a comprehensive understanding of business and technology.

Vũ Nguyễn

Giám đốc CNTT

Ông Vũ Nguyễn là một chuyên gia CNTT dày dạn kinh nghiệm với khả năng lãnh đạo và đổi mới công nghệ đã được chứng minh. Với chức vụ Giám đốc Công nghệ Thông tin của AGEST Việt Nam (AGV), ông Vũ Nguyễn mang đến kinh nghiệm, thúc đẩy chiến lược CNTT và đảm bảo hoạt động công nghệ liền mạch cho công ty cũng như các chi nhánh trong nước và toàn cầu.

Ông Vũ Nguyễn luôn thể hiện niềm đam mê tận dụng công nghệ để giải quyết những thách thức phức tạp và cải thiện quy trình kinh doanh trong suốt sự nghiệp của mình. Trước khi gia nhập AGEST Việt Nam (tên cũ là LogiGear VN) vào năm 2008, ông giữ các vai trò chủ chốt ở nhiều vị trí CNTT khác nhau.

Ngoài bằng cử nhân CNTT, ông Vũ còn có bằng cử nhân quản trị kinh doanh của UoP (Mỹ). Nền tảng học vấn này, kết hợp với kinh nghiệm sâu rộng về công nghệ thông tin, giúp ông Vũ trở thành một nhà lãnh đạo toàn diện với hiểu biết toàn diện về kinh doanh và công nghệ.

Tam Phan

Director of Japan Business Development

Tam Phan has over 16 years of experience in the tech industry and is a seasoned professional. Tam developed a passion for technology from a young age and was raised in Tokyo, Japan. He earned his degree in Computer Science from the University of HoChiMinh City, where his academic excellence laid the foundation for his future success. Throughout his career, he has a proven track record of meeting customer project needs.

Tam focuses on sourcing software development resources and solutions as well as software design, consulting, and other software-related activities. His early experiences gave him a comprehensive understanding of software development, system architecture, and project management. He has shown excellent leadership skills over the years, guiding teams through complex projects and fostering a collaborative work environment.

He quickly rose through the ranks due to his commitment to innovation and ability to foresee industry trends. As the Head of Engineering, he plays a crucial role in shaping the company’s technological landscape by overseeing the development of cutting-edge solutions that meet the ever-evolving needs of the digital world. Tam is known for his strategic vision and hands-on approach.

He has successfully led his team in implementing transformative technologies to deliver large-scale software projects in various domains, including education, eCommerce, and automobile. Tam held key managerial positions at leading Japanese companies in Japan and Vietnam before joining AGT.

Tam’s story is about his dedication, innovation, and leadership, which have made him a prominent figure in the IT landscape.

He received a certificate in Software Design from The Association for Overseas Technical Cooperation and Sustainable Partnerships, Japan (AOTS) in 2007.

Tâm Phan

Giám đốc kinh doanh - Thị trường Nhật Bản

Ông Tâm Phan là một chuyên gia giàu kinh nghiệm với hơn 16 năm cống hiến cho ngành công nghệ. Sinh ra và lớn lên tại Tokyo, Nhật Bản, ông Tâm đã nuôi dưỡng đam mê với công nghệ từ nhỏ. Ông Tâm tốt nghiệp chuyên ngành Khoa học Máy tính tại Thành phố Hồ Chí Minh, nơi thành tích học tập ưu tú của ông đã đặt nền móng cho sự thành công trong tương lai. Trong quãng đời nghề nghiệp của mình, ông Tâm đã chứng minh được khả năng đáp ứng mọi yêu cầu của dự án từ phía khách hàng.

Ông Tâm đã tập trung mạnh mẽ vào việc đảm bảo nguồn cung ứng linh hoạt của tài nguyên và phương pháp phát triển phần mềm, cùng việc tham gia vào quá trình thiết kế, tư vấn phần mềm, và các hoạt động liên quan khác trong lĩnh vực phần mềm. Những kinh nghiệm ban đầu của ông đã mang lại cho ông sự hiểu biết toàn diện về phát triển phần mềm, kiến trúc hệ thống và quản lý dự án. Ông đã thể hiện kỹ năng lãnh đạo xuất sắc trong nhiều năm, hướng dẫn các nhóm thực hiện các dự án phức tạp và thúc đẩy môi trường làm việc hợp tác.

Ông Tâm nhanh chóng thăng tiến nhờ vào khả năng đoán trước các xu hướng của ngành. Với tư cách là Giám đốc Kỹ thuật, ông đóng vai trò quan trọng trong việc định hình bối cảnh công nghệ của công ty bằng cách giám sát việc phát triển các giải pháp tiên tiến đáp ứng nhu cầu ngày càng phát triển của thế giới kỹ thuật số.

Ông đã lãnh đạo thành công nhóm của mình trong việc triển khai các công nghệ biến đổi để cung cấp các dự án phần mềm quy mô lớn trong nhiều lĩnh vực khác nhau, bao gồm giáo dục, Thương mại điện tử và ô tô. Ông Tâm từng đảm nhiệm các vị trí quản lý chủ chốt tại các công ty hàng đầu Nhật Bản tại Nhật Bản và Việt Nam trước khi gia nhập AGT. Câu chuyện của ông Tâm kể về sự cống hiến, sự đổi mới và khả năng lãnh đạo của ông đã khiến ông trở thành một nhân vật nổi bật trong lĩnh vực CNTT. Ông nhận được chứng chỉ về Thiết kế phần mềm từ Hiệp hội Hợp tác Kỹ thuật Nước ngoài và Quan hệ Đối tác Bền vững, Nhật Bản (AOTS) vào năm 2007.
LONG VUONG - AGEST Vietnam - COO

Long Vuong is the COO of AGEST Vietnam (AGV). He has 30-year+ experience in the corporate world. Prior to joining AGV in 2010, he had been holding multiple leadership roles including General Manager cum Chief Accountant for a 500-staff Belgian diamond company for 15 years, and Director of Operations for a 100-staff publishing company for 2 years. Long has a great network in the IT community, associations, and academia in Vietnam.

Long occasionally participates in studies in management science at national and institution levels, teaches and speaks at universities and conferences on various topics of his expertise. He also makes writing and translating his hobby in free time. A few books he translated and published: Nudge (Richard Thaler’s 2017 Nobel Prize in Economics), Classic Drucker, The Future Leader (Top-10 leadership books 2023), Smart Trust, The Snowball, and 30+ other leadership/management books. Long was awarded an Excellence Prize (2016) in Tokyo by the Japan Foreign Trade Council for his writing on the role of Japanese companies in global trade. He is currently the President of the EMBA Alumni of UEH University.

Long holds an Executive MBA degree (valedictorian), a BA in finance & accounting, and a BA in English linguistics.

SATOSHI FURUI - AGEST Vietnam - Chairman

Satoshi Furui is the Chairman of AGEST Vietnam. With over 30 years of extensive experience in the computer software industry, he is skilled in company management, business development, go-to-market strategies, strategic partnerships, and team building in the areas of software test automation, QA, software development, CAE, and optimization. He has served as an executive director in Japan, USA, Belgium, UK and Korea and has also served as CEO of LogiGear Corporation since August 2023.

MIZUIDEI TAMAKI AGEST Vietnam - CEO
Mizuide Tamaki, CFA, received his Master of Engineering in Applied Physics from Tohoku University in March 1990.

He joined a major Japanese bank, and was engaged in development of financial engineering products, then became Chief Manager of Risk Management Department in Singapore and Compliance Department at HQs Tokyo.

After 28 years of banking life, he moved to a Japanese car seat manufacturer who wanted to set up a new factory in Asia, where he became the local General Director. After establishing a factory near Hanoi, he joined Digital Hearts Holdings for another opportunity and was transferred to Ho Chi Minh as ex-LogiGear Vietnam’s (now AGEST Vietnam) Japan Business Head.

In February 2023, he took LogiGear Vietnam GD role, now CEO and GD of AGEST Vietnam.

Khuong Ngo

General Manager/AGV-Saigon (Test)

Khuong Ngo is the General Manager of AGEST Vietnam (AGV)-HCM, in charge of Software Test Division and Test Center of Excellence.  His responsibility includes business development, resource capability development and testing service delivery management. Besides, he also leads the innovation and technology research activities for new software testing methodologies on a companywide scale.

Khuong joined AGV under its former name “LogiGear Vietnam” since 2005 as a Software Developer for TestArchitect™, the action-based automation software testing tool, in its very first version. Khuong is a well-proven Project Management Professional (PMP). Khuong spent some time in LogiGear Headquarters, CA, USA in 2015, where he got trained of management and leadership in software outsourcing business. Over 18 years functioning in various technical and management positions, Khuong is now a key member of the senior management team of AGV.

Khuong holds a Bachelor of Science in Software Engineering by the Ho Chi Minh City University of Science.

Yen Nguyen

Financial Controller

Yen Nguyen is a core member of the senior management team of AGEST Viet Nam (AGV). She joined the company in 2010 when it was operating under the name of LogiGear Vietnam. Since then she has made her concrete career development with AGV through different roles and responsibilities: Accounting Clerk, Accountant, General Accountant, Chief Accountant, and Financial Controller at present. Besides, she oversees the corporate legal area of AGV in Vietnam.

In the role of a Financial Controller, Yen looks after all accounting/finance related activities, including cost accounting, managerial accounting, and budgeting. She assists the BOD and division heads with preparation and implementation of annual operating budgets, oversees the preparation of financial reports, monitors the internal and external compliance as well as conducting internal audits, due diligences, and spontaneous reports from time to time.

Yen holds a bachelor degree in accounting and a bachelor degree in Business English. She also earned a good number of professional certificates such as Certificate of Chief Accountant; Banking and Finance English; Marketing and Branding Management; and Public and Media Relations along her career journey.

Thanh Pham

General Manager/AGV-Hanoi

Thanh Pham is a General Manager of AGEST Vietnam (AGV), manages DX development center (Hanoi branch). He has 17 years of experience in the tech industry and is a seasoned professional.


Thanh Pham having worked for a Japanese company for two and a half years at the beginning of his professional career, he has been familiar with Japanese business culture and practices. Since then, he has gained experience, knowledge, skills, and climbed the ladder of his business career from BrSE to DM, and now GM.

Tam Pham

Director of Japan Business QA

Tam Pham is currently the Director of Japan Business QA of AGEST Vietnam (AGV). Tam joined AGV since 2011 when it was operated in Vietnam under the name of LogiGear Vietnam.

Tam has spent over 15 years in outsourcing software development, he plays multiple roles such as: Software Developer, Project Technical Leader, Test Leader, Project Manager, Delivery Manager, Engineering Manager, and Director. He worked a few years in Japan in 2007 and 2015. He also traveled to and got trained at LogiGear Headquarters, CA, USA for a while in 2016. This brought him a solid experience related to management and leadership in software outsourcing.

Tam enjoys great time as a R&D leader to research and develop automation testing product. For all of his career, Tam has been interested in software design, test automation and the state of the art of software craftsmanship. Tam has introduced his first line of code since 2001 and got engineer’s degree of Information Technology from Da Nang University of Science and Technology in 2006.

Thang Nguyen

General Manager, AGV Danang

Thang Nguyen is a seasoned professional with 17 years of dedicated service to AGEST Vietnam. Currently serving as the General Manager of AGEST Vietnam’s Danang branch, Thang’s expertise and leadership have played a pivotal role in the company’s success. With a background in Computer Science from the University of Madras in India, he has honed his skills and knowledge to excel in his career.

Thang’s journey within AGEST Vietnam has seen him take on diverse roles, culminating in his current position. Notably, he led the quality team for TestArchitect, a flagship product of AGEST Vietnam. His contributions to TestArchitect, a renowned automation tool acclaimed for its ability to automate a wide array of common AUT technologies, including Web, Desktop (.Net, Java, etc.), Web Services, Databases, and Images, have been instrumental in enhancing the product’s standing in the industry.

Thang Nguyen’s commitment, expertise, and leadership exemplify his invaluable contributions to AGEST Vietnam’s growth and success. As General Manager of AGV-Danang, his vision and dedication continue to drive the branch forward, setting new standards for excellence within the AGEST Vietnam.