Planning guides
How to write a corporate event brief that gets you better proposals
A clear brief saves weeks of back-and-forth. Here is what agencies actually need from you—and what you can leave out.
Catch Creative Ideas team · · 5 min read
The quality of the proposals you receive is decided before any agency opens a design file. It is decided by the brief. A vague brief produces generic ideas and budgets nobody can compare. A focused one produces options you can actually choose between.
Start with the outcome, not the format
“A two-day conference in March” describes a format. “Our regional managers need to leave aligned on next year’s targets and confident in the new pricing model” describes an outcome. Agencies design better when they know what has to change in the audience’s mind.
The essentials every brief needs
- Objective: what should attendees know, feel or do afterwards?
- Audience: who they are, how many, where they are travelling from and what they expect.
- Date and flexibility: fixed dates, preferred windows or dates to avoid.
- Location: city, venue if chosen, or the kind of venue you have in mind.
- Budget: a range, even a broad one. It shapes every recommendation.
- Scope: what you need the agency to own, and what your team or other suppliers will handle.
- Approvals: who signs off, and any internal review stages (legal, medical, compliance).
- Success measures: attendance, feedback scores, leads, content or something else.
Why sharing a budget range helps you
Many teams hold the budget back to see what comes in. In practice, this produces proposals that are impossible to compare: one agency designs for twice your budget, another for half. A range lets every agency show its best thinking at the level you can actually spend.
What you can leave out
You do not need a finished creative idea, a confirmed venue or a detailed run of show. Those are things a good agency should help you shape. Share what you know, flag what is undecided and ask for options where you are unsure.
A simple test
If someone outside your team read the brief, could they explain in one sentence why the event exists? If yes, you are ready to send it.
Planning something?
Send us your brief—or the beginning of one—and we will help shape the next step.
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