Brief Writer Templates

Brief Writer Templates

There is a huge number of templates that someone in the Brief Writer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Brief Writer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Case Brief Template
2. Legal Memorandum Template
3. Client Intake Form Template
4. Research Outline Template
5. Argument Structure Template
6. Fact Investigation Template
7. Case Analysis Template
8. Drafting Checklist Template
9. Citation Format Template
10. Editing and Proofreading Checklist Template

Reports

Reports are often prepared by a Brief Writer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Client Satisfaction Report
3. Content Performance Report
4. Project Progress Report
5. Revenue and Expenses Report
6. Social Media Analytics Report
7. Website Traffic Report
8. Competitor Analysis Report
9. Writing Productivity Report
10. Marketing Campaign Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Brief Writer does and how they do it.

1. Introduction SOP Template
2. Research SOP Template
3. Outline SOP Template
4. Drafting SOP Template
5. Editing SOP Template
6. Formatting SOP Template
7. Proofreading SOP Template
8. Finalizing SOP Template
9. Reviewing SOP Template
10. Submission SOP Template

Presentations

Brief Writer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Executive Summary Template
2. Proposal Template
3. Case Study Template
4. Marketing Presentation Template
5. Project Update Template

Legal Docs

There are several key times when a Brief Writer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Complaint Template
2. Motion for Summary Judgment Template
3. Memorandum of Law Template
4. Appellate Brief Template
5. Legal Opinion Template

Health & Safety Templates

Health & Safety templates for a Brief Writer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Brief Writer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Editorial Calendar
2. Content Calendar
3. Deadlines Calendar
4. Project Calendar
5. Meeting Calendar

Invoice Templates

Several types of Brief Writer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice

Survey Templates

For a Brief Writer to get insights related to the work they do, they need to send out Brief Writer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Content Quality Survey
3. Writer Performance Survey
4. Writing Style Preference Survey
5. Feedback and Suggestions Survey

Meeting Agendas

Having premade Brief Writer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Update Meeting
3. Editorial Planning Meeting
4. Content Review Meeting
5. Project Kick-off Meeting

Budget Templates

To manage finances well, a Brief Writer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Annual Budget Summary

Dashboards

Dashboards are a useful way for a Brief Writer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Status Dashboard
2. Revenue Dashboard
3. Content Performance Dashboard
4. Time Tracking Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Brief Writer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Content Creation Proposal
2. Website Copywriting Proposal
3. Social Media Management Proposal
4. SEO Optimization Proposal
5. Blog Writing Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Brief Writer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.