Ten templates you can use as they are
Ten documents that save the first week of a programme, written to be edited rather than admired.
Ten templates are published here and they are meant to be edited. The creative brief template captures what the merchandise has to achieve and who it is for. The merchandise brief template is the technical version that goes to a producer, with the fields a producer needs in order to quote accurately.
The RFP template is structured for a structured comparison, with the scoring criteria written in rather than left to the bidder. The purchase order template and the order form template cover the commercial side. The non-disclosure agreement template covers the artwork before anyone outside the company sees it.
The ESG questionnaire template is the one most often copied, because it asks for the certificate, its scope and its expiry rather than accepting a written claim. The vendor evaluation template scores a supplier against the same criteria every time, which is what makes the second supplier comparable to the first.
Ten templates
One page per document, with a note on when it is useful and who usually owns it.
Frequently Asked Questions
Can we use these with a supplier who is not us?
Yes. They are published for buyers and work with any supplier.
What format are they in?
Plain text and spreadsheet formats that open in anything, so your team can change them without asking us.
Do you help fill them in?
Yes. The creative brief and the merchandise brief are usually completed with you in a call.
Ask for a template for your programme
Tell us what you are documenting and who has to sign it. We send the template and the fields you will need to fill in.