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How to write a corporate event brief an agency can quote on accurately

Most of the spread between event quotes comes from the brief, not the agencies. Here's what to put in one so every proposal you get back answers the same question.

The stage FlaminQo Events built for the ADOPTECH 2023 print and packaging conference in Pune — LED screen, podium and branded organiser and patron panels, each of which a brief has to specify

4 min read

A corporate event brief should state seven things: the business objective, the audience (size, who they are and where they're travelling from), the date window and how fixed it is, the budget or budget range, whether a venue is already secured, the deliverables you expect, and which decisions are still open. Briefs that leave out the budget or the venue status produce the widest spread of quotes, because each agency fills the gap with its own assumption.

Why the brief decides the quotes

When three agencies return quotes that differ by a factor of two, the usual assumption is that one of them is overcharging. More often, each has quoted a different event, because the brief left enough open that each agency filled the gaps its own way. One assumed a hotel ballroom, another a convention centre; one priced a custom set, another a standard truss stage.

A good brief doesn't need to be long. It needs to close the questions that change the number, and say plainly which ones are still open, so that every agency is answering the same question.

The seven things every brief should state

  • The objective — what should be different a week after the event. This decides the format, and the format decides most of the cost structure.
  • The audience — headcount, who they are (employees, dealers, clients, industry), the seniority mix, and where they're coming from. Travel from several cities changes the brief entirely.
  • The date window — a fixed date, a preferred month, or a range. Say which, because a fixed date in peak season is priced differently from a flexible one.
  • The budget — a number or a range. This is the one most often left out; more on it below.
  • Venue status — secured, shortlisted or open. If it's secured, name it and attach the floor plan and technical details if you have them.
  • Deliverables — stage and set, AV and LED, content capture, hospitality, travel and stay, talent. Mark each as required, nice to have, or not needed.
  • Open decisions — anything leadership hasn't settled yet, such as whether there will be an awards segment or whether the event goes hybrid.

Put the budget in the brief

Withholding the budget is the most common brief mistake, and it's usually done with good intentions: to see what agencies propose without an anchor, or to avoid being upsold. In practice it produces proposals built around what each agency would like to sell, which you then have to negotiate backwards from.

A range works as well as a number. It tells an agency whether it should be designing a hotel conference with a standard stage or a fabricated set with multi-camera capture, and it means the proposals come back comparable instead of spread across three different levels of ambition.

What to attach

  • Brand guidelines, and any event identity that has already been designed.
  • Last year's event, if this one recurs — photos, the run sheet, and what didn't work. What didn't work is the most useful thing you can send.
  • The venue floor plan and technical specifications, if the venue is secured: ceiling height, rigging points, power and load-in access.
  • An attendee profile — roles and seniority rather than names — so seating and hospitality can be planned sensibly.
  • Compliance requirements, if any: content review for regulated sectors, vendor onboarding paperwork, insurance certificates.

Questions a good agency will ask back

A brief is the start of a conversation, not a specification to be priced in silence. If an agency returns a quote without asking a single question, it has filled every gap with an assumption, and that is exactly what makes quotes impossible to compare.

Expect questions about who signs off decisions and how quickly, about load-in and rehearsal time at the venue, about what happened at last year's event, and about the one thing that absolutely cannot go wrong. The answers shape the proposal more than the brief itself does.

If your brief is only half formed, send it anyway. We would rather work through an incomplete brief with you than quote against guesses.

Related

Formats mentioned in this guide

FAQ

Related questions

How long should a corporate event brief be?

One to two pages is enough for most events. Completeness matters more than length: a short brief that states the objective, audience, date window, budget, venue status, deliverables and open decisions will produce more comparable quotes than a long one that leaves any of those out.

Should we send the same brief to every agency?

Yes. An identical brief is what makes the quotes comparable. If one agency asks a clarifying question that changes the brief, share the answer with all of them.

What if we don't know our budget yet?

Give a range, or the budget of last year's equivalent event. Even a wide range tells agencies what kind of event to design. With no figure at all, each agency guesses, and the proposals come back designed for different budgets.

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