A good brief need not be long. It removes guesswork about the audience, terminology, versions and who decides when a question arises.
1. Explain the purpose and audience
Is the text for internal use, publication, a tender or expert review? Who will read it and what will they do with it? The same source may need a different editorial approach depending on its purpose.
2. Agree terminology references
Provide approved translations, glossaries and organisation or product names. Relevant reference materials and internal guidance are especially helpful in medical and pharmaceutical work. Specify which source takes precedence where terms differ.
3. Organise versions and queries
Identify a contact for subject-matter questions, agree how comments will be delivered and label versions clearly. Consolidated feedback is often more effective than several conflicting sets of comments.
4. Define delivery
Specify file formats, final and interim deadlines. Agree whether the scope includes revision, formatting, updates or further subject-matter review. Any confidentiality requirements or restrictions on tools should be stated before material is exchanged.