Practical resources

Consulting brief template

Download a project and decision brief that a consultant can use to clarify scope.

This brief records the decision, project stage, locations, evidence and requested output. It leaves the provider’s scope and commercial proposal to be explicitly agreed.

Worked example

The illustrative entry is an occupied-building refurbishment requiring design-stage health and safety input. The brief identifies the decision and interface without claiming that Diba has completed such a project or prescribing a design solution.

Use the resource

Use current document references and mark unknowns clearly. Send a concise initial description through the enquiry form; share detailed or confidential records only through the agreed channel.

Worked record

Illustrative example — replace with verified information
Brief fieldIllustrative entryYour requirement
DecisionClarify H&S input needed before design review—
Project stageDesign stage; occupied premises interface—
InformationCurrent drawing index; operations contact—
Output to discussRecorded issues and decision inputs—
ConstraintsReview date and access arrangements to confirm—

How to use it

  1. State the decision and timing.
  2. List project/site context and current evidence.
  3. Identify missing inputs and stakeholders.
  4. Ask for scope, exclusions and fee assumptions.

Your working record

Enter your information, then download a copy to keep it. Entries stay in this tab and are not saved automatically.

Complete the fields that apply to your requirement
Brief fieldIllustrative entryYour requirement

Blank record

Download a blank copy for offline reference or printing. Complete the editable record above to save your entries.

Download blank record

Related guidance and resources

Source context

Source context checked 6 October 2026. Examples are illustrative.