Two documents that work together to turn what the client wants into an agreed basis for design.

The Brief records the agreed design basis; the Room & Area Schedule maintains the measurable spatial requirement and tracks changes to it.

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DOWNLOAD PROJECT BRIEF

Project_Brief_Template.docx

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DOWNLOAD ROOM & AREA SCHEDULE

Room_and_Area_Schedule.xlsx

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How the Two Fit Together

The Project Brief is the written agreement: objectives, priorities, users and patterns of use, character, budget and cost parameters, programme, site constraints, approvals, consultants, risks and open decisions, ending in a brief approval record.

The Room & Area Schedule is the measurable half. Alongside a start-here sheet it holds the schedule itself (space by space, with target and current design areas), an area summary showing where the design is growing or shrinking against the agreed target, a qualitative space-requirements sheet, and a brief-changes log.

Agree the Brief first, then keep the Schedule current as the design develops. The area variance is the early warning that the project is drifting from what was agreed.

Recording Brief Changes

When a client asks for something that changes the agreed brief, record it in Brief Changes with its area, fee and programme impact. A brief change absorbed silently becomes an argument later. Where the agreed service itself changes, deal with it through the Scope and Change-Control Template as well.

Where This Sits

Both files are the briefing record for the project file. Live project and task management stay in your workspace: the project in Projects, the next steps in Actions.

Common Mistake

Treating the brief as a form to complete once. It is the reference you return to when a decision is contested, so it only works if it is kept current and the client has actually agreed it.