Hiring · Hiring a developer

How to brief a developer so the quote is accurate and the build is right

A one-page project brief template, the questions a developer needs answered before quoting, and the mistakes that turn a simple project into an expensive one.

Knowing how to brief a developer is the difference between an accurate quote in the first conversation and a vague one in the third. It has nothing to do with technical knowledge. It is about describing the problem, the people and the outcome clearly enough that a developer can design to it. Here is the one-page brief I ask every client for, why each line matters, and the mistakes that quietly double a project's cost.

The one-page brief

Seven short sections. A paragraph or a few bullets each. Plain language, no jargon needed.

1. The problem

What is happening today that should not be, or not happening that should. In business terms: hours lost, errors made, customers waiting, money leaking. "Our staff re-key every online booking into two systems by hand and it takes about ten hours a week" is a perfect opening line. "We need a CRM integration" is not, because it has already decided the solution.

2. The people

Who is involved, and what does each of them need to do? Staff, customers, managers, suppliers. Roughly how many of each, and how often they would touch the result. Five people daily is a very different system from five hundred people monthly.

3. What exists today

The tools, spreadsheets, systems and workarounds currently in play. Screenshots help enormously. Include the spreadsheet that holds everything together; there is always one.

4. What it must connect to

Accounting software, CRM, Microsoft 365, payment provider, booking tool, your website. Name them. Integrations are usually the largest single driver of cost and the thing developers most need to know early.

5. What done looks like

How will you know it worked? "Bookings appear in both systems within a minute with no one touching them, and the Friday reconciliation takes ten minutes instead of three hours." Concrete outcomes let a developer design to them and let you test against them.

6. Budget range and deadline

A range is enough. If there is a real deadline, say what drives it. If there is not, say that too; it changes how the work is planned.

7. What you would cut

If the budget were halved, what would you drop first? This one line tells a developer what matters most and gives them permission to propose a smaller first version. It is the most valuable sentence in the brief.

My take

The briefs that lead to good projects describe a Tuesday. What happens on a normal Tuesday, who does what, where it goes wrong, what it costs. I can design software from a Tuesday. I cannot design it from a feature list, because the list is someone's guess at a solution and it is usually more than they need.

Why you should share your budget

Owners hide the budget because they fear the quote will rise to meet it. In practice the opposite happens. A developer who knows you have CAD 8,000 designs the best thing CAD 8,000 can buy and tells you honestly what it cannot. One who does not know quotes for the thing you described, which may be CAD 30,000, and you both wasted a week. The cost guide will give you a sense of ranges before you write the number down.

Outcomes, not implementation

Be precise about what must happen and why. Be loose about how. "Staff need to see today's jobs on their phone without calling the office" is an outcome. "Build us a mobile app" is an implementation, and it may be the wrong one; a simple web page might do it for a fifth of the cost. Over-specifying the how is the most common way a business owner accidentally makes a project more expensive, because the developer builds what was asked instead of what was needed.

The questions you will get back

A good developer reads the brief and asks. Having answers ready makes the first conversation twice as useful:

  • How many people, how often, and at what times of day?
  • What happens when something goes wrong today, and who fixes it?
  • Where does the data live now, and who owns those accounts?
  • Who approves things, and does that need to be recorded?
  • What is the smallest version that would genuinely be used?
  • Who will own and maintain this after launch?

A developer who quotes without asking any of these is pricing a guess, and the guess will be defended later by cutting scope you assumed was included. The hiring guide covers the other signals worth watching for.

Mistakes that double the cost

  • Briefing a solution instead of a problem. You get the solution, whether or not it was the right one.
  • Leaving out the integrations. Discovered in week four, they reprice the project.
  • Everything is a must-have. Without priorities, the developer cannot propose a smaller start, and small starts are how projects come in on budget.
  • No named decision-maker. Three people with veto power and no tiebreaker is the most reliable way to stall a build.
  • Content and data arriving late. If the project depends on you providing something, put a date on it in the brief.

A worked example

We run a small clinic. Online bookings come in through our website, and reception types each one into our scheduling system and again into the accounting software, about ten hours a week between two people. Errors happen weekly. We use Microsoft 365, a booking plugin on WordPress, and QuickBooks. Done means bookings flow into both systems automatically within a minute, with a daily summary to the manager. Budget CAD 6,000 to 10,000; no hard deadline but the sooner the better. If we had to cut, drop the daily summary.

That is one paragraph, and a developer can quote it accurately in the first call. It also happens to be a very common shape of project, and the automation guide explains what happens next.

Write the page, then send it to me. I read every brief personally and reply within a business day with an honest first answer on scope, cost and approach, including when the honest answer is that you do not need a developer for this at all.

Questions people ask

What should a project brief for a developer include?

The problem you are solving, who uses the result and what they need to do, what exists today, what must integrate with it, what done looks like, your budget range and your deadline. One page is enough. The developer's job is to turn it into a plan.

Should I tell a developer my budget?

Yes. A budget range lets a good developer design to it and tell you honestly what fits. Hiding it produces quotes for the wrong thing and wastes both sides' time.

Do I need technical knowledge to brief a developer?

No. Describe the business problem, the people involved and what should happen. A good developer translates that into technology and explains the choices in your language. If they cannot, that is information too.

How detailed should requirements be for a freelance developer?

Detailed about outcomes, loose about implementation. Say what must happen and why; let the developer propose how. Over-specifying the how is the most common way business owners accidentally make a project cost more.

What questions will a developer ask after reading my brief?

How many people use it, how often, what happens when something goes wrong, where the data lives today, who approves things, and what you would cut if the budget were halved. Having answers ready makes the first conversation twice as useful.

Work with me

I build websites, automation and custom software for businesses in Toronto and beyond. One developer, no hand-offs, and the first conversation is free.

Tell me about your project See recent work