For business

Plan recurring and coordinated work with a clearer brief.

Use a shared brief when multiple locations, reviewers, or related pieces need to stay aligned. Separate common requirements from the details that vary. Products, pricing, schedules, and production routes still require individual confirmation.

Planning one standalone piece? Start with Project types. Returning to earlier work? Use Reorder planning to identify the prior job and any changes before expanding the brief.

Separate shared requirements from item details

• Shared brief. Record the project purpose, common message or design direction, requested phases, and who can resolve open questions.
• Item and location list. Give each piece a reference. Pair it with its location, dimensions and units, quantity, artwork revision, and destination. Mark estimates and unknowns.
• Exceptions. Note different surfaces, measurements, messages, mounting conditions, access, or packing needs. Similar-looking pieces may need different specifications.

What to prepare for review

1. Check quantities. Distinguish quantity per item or location from the overall total. Keep the number of unique designs separate from the number of pieces.
2. Identify responsibilities. Note who reviews artwork, confirms specifications, and handles purchasing or site questions. Do not include passwords, payment information, or private customer records.
3. Match artwork to the list. Use filenames or version references when known; apply the Artwork preparation checklist. A filename does not establish that artwork is approved, current, or available for production.
4. Explain sequence and dependencies. Note requested dates, phases, destinations, and any measurements or decisions still needed. These are planning inputs, not delivery or installation commitments.
5. Keep a change list. Identify the affected item and the previous and requested detail. Check whether a change applies to one location or all locations before copying it across the brief.