8 Agency Templates You Need in Your Toolkit

At Function Point, we don’t just make great agency software: we believe in helping our customers work more efficiently, save money, and build sustainable agencies that grow. Whether you’re looking to perfect your creative briefs or seeking new ways to improve your project management processes, we’ve got free downloadable agency templates that can help you improve agency productivity. Without further ado, here are 8 creative agency templates that your project managers need in their toolkits.

Creative Brief Templates

Creative briefs are undeniably the most important agency template a project manager needs. A solid creative brief is a blueprint to a well-completed project—slip up here, and you’ll find yourself and your creative team trapped in an endless pit of revisions, or worse, the dreaded (but preventable) scope creep. As project and account managers, it’s your job to facilitate effective communication between clients and creatives, and a bulletproof creative brief is the best way to start the line of communication off right. In many agencies, a creative brief will be the only direct insight into a client’s mind that a creative ever sees. The more thorough the brief, the more efficiently they’ll be able to produce great work. We’ve compiled 5 different creative briefs that work effectively for different types of projects.

Advanced Creative Brief Template

The ideal foundation for a new client relationship! Use this brief template for your agency when you’re kicking off your first project or a large-scale project with an existing client. An advanced creative brief allows you to go fully in-depth and understand their brand’s personality, goals, wants and needs. Plan efficiently and keep your creatives focused using this thorough agency brief template that captures client details, like brand objectives, target audience identification and key messaging.

Basic Creative Brief Template

When you’ve already developed a solid working relationship with a client, a mid-size to a small creative project may not require such an in-depth brief. For example, if you’re kicking off a holiday campaign to boost seasonal traffic, you’ll already be well versed in the client’s key goals. For situations that only call for a quick, high-level overview, save time with a basic creative brief.

Branding Creative Brief Template

Whether you’re rebranding, updating, or building a new brand from scratch, you can rely on this branding creative brief. A brand identity captures the most important key message of a company. Inspire your team of creatives to highlight what truly matters, and ensure clients are on board with your vision.

Graphic Design Creative Brief Template

Ah, graphic design projects. The line of communication between design-minded creatives and business-minded project stakeholders is notoriously muddy. Set the precedent for clear communication (well, as clear as possible) with a strong graphic design brief. This agency template checks off all the mandatory boxes, including brand guidelines, audience profiles and competitive positioning.

Website Creative Brief Template

Ensure you’re asking the right questions to structure a website that your client loves, with a user experience that makes their key messaging hit home. Websites have a lot of moving pieces—content, design, branding and development all come into play. Ensure each division of your creative team has what they need to launch the perfect site with a complete website creative brief.

The best and easiest way to generate HTML tags for your website is using HTML cheatsheet.

Agency Resource Templates

Once you’ve got your creative briefs on lock, it’s time to start looking for more ways to streamline agency project management. These free worksheets will help you analyze and improve your existing processes.

Client Engagement Worksheet

Part of being a powerful creative partner to a business means proving your value every step of the way. Like any relationship, it’s important to continue to impress your partners every step of the way, not just in the initial pitching phase. Use this downloadable agency template to help your agency create a culture of “wow”, where it’s your mission to prove value and wow your clients at key phases throughout your relationship.

Marketing Plan Template

Use this ultimate marketing plan template for agencies to help guide clients through creating their own marketing plan, or rely on it as a baseline for reviewing existing plans. Having a holistic understanding of your client’s marketing plan helps creatives see where their work fits into the big picture.

Project Management Checklist

Whether you’re a seasoned project manager or a new project coordinator just spreading your wings, there’s no time like the present to stop and reevaluate your processes and performance. With this simple checklist, look back on your most recently completed projects, Review what steps of the project went well, and where you could have improved. Then, apply your learnings to your next project launch. We like to use this agency template as a quarterly check-up to refer back to every few months to make sure we’re always improving our processes and learning from our mistakes.

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