Deal Brief · Project team
Deal Brief for project teams
The design team does not need the waterfall. They need to know which drawing set is current and who approves a change.
How do you keep a development project team aligned?
Build a Brief scoped to delivery rather than economics: schedule, entitlement status, current drawing set, GMP and change orders, permits, and who owns each approval. Consultants ask it directly instead of routing every question through the owner's representative.
Where delivery coordination breaks
- Two drawing sets in circulation and no stated current one.
- A change order approved by email that never reached the schedule.
- Permit conditions tracked in one person's head.
- Financial detail accidentally shared with a consultant who did not need it.
A delivery-scoped Brief
- Step 1
Scope deliberately
Include schedule, scope and approvals. Leave the capital stack out — a Brief only answers from what you upload.
- Step 2
Add the change record
Change orders, RFIs, and the emails where scope was agreed.
- Step 3
State ownership
Who approves design changes, who approves cost, who signs the permit application.
- Step 4
Keep it current
Refresh when the drawing set or GMP changes; the update date reflects real change.
What the team can ask
Schedule
- Milestones
- Critical path items
- Permit and inspection dates
Scope
- Current drawing set
- Approved change orders
- Open RFIs
Authority
- Who approves design
- Who approves cost
- Escalation path
What consultants ask
Each of these normally costs the owner's rep a phone call.
- Which drawing set is current?
- Has that change order been approved?
- What are the outstanding permit conditions?
- Who signs off on a substitution?
- What is the current substantial completion date?
Scope control
- The Brief can only answer from the sources you added — economics stay out by construction.
- Approvals cite the email or change order behind them.
- Conflicting dates across schedule versions are shown rather than reconciled silently.
Project team Brief checklist
- Current drawing set identified.
- Approved change order log.
- Permit conditions with status.
- Approval authority stated.
- No capital stack or return material included.
Common questions
- How does a Brief work?
- You add sources, Brieflin extracts the structure, you review and correct what it understood, then you publish one link. Recipients open the link without an account and ask questions in plain language. Each answer is generated only from your sources and cites the passage behind it. You can revoke the link at any time.
- Can recipients view a Brief without an account?
- Yes. A recipient opens the share link and can read and ask questions immediately, with no account and no software to install. The creator keeps control: links can be revoked at any time, can carry an expiry, and stop working the moment they are revoked.
Scope and limitations
- Brieflin does not provide investment, legal, appraisal, underwriting, engineering, or environmental advice.
- A Deal Brief does not replace formal due diligence, a data room, or professional review.