SegueWhat the engagement must achieve for the client, how success will be judged, and by when.
Review every 30 daysCurated public templates
Engagement handoff
Everything the next person — or the next AI — needs to pick up a client engagement without a call: what it's for, what's settled, and what happens next. Point to documents and systems of record; don't copy them.
Your brief starts empty. Fill it with your own project’s answers.
Take a look inside
Sections in this template
Expand a section to see what goes inside.
Current state
7 sectionsYour latest answers, in one place.
Objective
Section instructions
Background
Section instructions
The context someone new needs: how the engagement came about, what the client already has, and anything that explains why the work looks the way it does.
People and roles
Section instructions
Who is involved on each side, what each person decides or owns, and who to go to for what. Names and roles only; no contact details.
Review every 30 daysConstraints
Section instructions
What can't change: budget, deadlines, tools, data access, policies, or anything the client has said no to.
Review every 30 daysOpen questions
Section instructions
What is unresolved, and who is expected to answer each question.
Review every 14 daysNext steps
Section instructions
The next few concrete actions, each with an owner. The first one should be something someone can start on today.
Review every 7 daysWhere to look
Section instructions
Documents, folders, repos, boards and threads that hold the detail, one line each.