Sample template · Human editorial review pending. This demonstration material is not an approved publication. No author credentials or review dates have been invented.
How to use it
Use for a discovery conversation or sample project. This is not a legal contract. Confirm terms in an appropriate agreement before doing paid work.
01Problem and audience
What needs to change? Who is the work for? What does a useful result look like?
Your notes:
02Deliverable and boundaries
Describe the exact output, quantity, format, and what is not included.
Your notes:
03Inputs and permissions
What must the client provide? Who owns the source material? What permissions are needed?
Your notes:
04Timing and reviews
Proposed milestones, feedback contact, response times, and number of review rounds.
Your notes:
05Costs and terms to confirm
Time estimate, direct costs, proposed fee, payment timing, and terms still needing agreement.
Your notes:
06Acceptance and next action
How will completion be assessed? What question or decision comes next?
Your notes: