Use existing knowledge carefully
Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions. Check accuracy, permissions, and audience fit before adapting them for publication. Identify the most useful correction before adding another feature.
Record who reviews each asset and what changes should trigger an update. A library needs upkeep as well as new publication. Keep account ownership with the business.
Rights and approvals
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Check the rights to photographs, quotations, and licensed material.
Define the reader, their question, the intended format, and the next action. A brief should name the evidence needed and what the piece will deliberately leave out. List the required outputs before setting the delivery schedule.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities