Confidential Client Brief – Health & Wellness Tourism

SECTION I INTRODUCTION - SUMMARY OVERVIEW

If there is no name yet established and incorporated, then please enter "Newco"
Explain what aspect of your project with which you need or desire assistance.
(Please distill your response in one or two sentences maximum

SECTION II Project Tasks /Deliverable

You must list at least one metric or KPI per goal or expert / consultant deliverable.
You must list at least one metric or KPI per goal or expert / consultant deliverable.
Services might include the following: photography, videography, programming, software, graphics, etc. Equipment might include special lighting, music tracks, software applications to produce the deliverable, etc.
If none, please enter "N/A"
If none, please enter "N/A"
Services might include the following: photography, videography, programming, software, graphics, etc. Equipment might include special lighting, music tracks, software applications to produce the deliverable, etc.
If no second assignment or deliverable, please enter "N/A"
If more tasks are required, please supply the information and list the tasks accordingly and upload the page

SECTION III PROJECT TEAM MEMBERS

Enter organization’s key team member working on this project and their responsibilities:
(example: Team Leader)
Enter task number:
If yes, please upload those using an attached list that indicates their name, contact details, title or role, tasks for which they will be responsible and their responsibilities.

SECTION IV CONTRACTORS & SUBCONTRACTORS

We like to know with whom we will be collaborating, in advance.
E.g., attorney, accountant, other external consultants, and freelancers.
Enter task number:

SECTION V PARTNERS AND COLLABORATORS

SECTION VI BUDGET

Indicate number and national currency type (USD, Euros, Lira, Dinars, etc.) If you refuse to list a budget, we will not take the discussion further. We deal in reality.

SECTION VII TIME LINE

SECTION VIII MILESTONES

SECTION VIII PROJECT MEETINGS

Note: Mercury Advisory Group experts charge 50% of hourly rates for all travel time plus all travel related expenses. Meetings are also available via VOIP and Skype to save on travel time and costs.
If a class or workshop, please indicate who will be in attendance, if known.
If meeting will be conducted remotely by phone or VOIP, use Address Line 1 to indicate "Phone" or "VOIP"
We will use this information to research flights itineraries and travel expense estimates.

SECTION IX REPORTS

Note: Mercury Advisory Group experts charge 100% of quoted hourly rates for all report research, drafting and preparation. With this section, we begin our initial determination if we have the staff and time available to undertake your project(s) assignment.

SECTION X GLOSSARY

Please attach a glossary of any unique and/or specific terms, acronyms, abbreviations used on a separate sheet

SECTION XI PROJECT ADDITIONAL OBJECTIVES

Please attach required guidelines, standards, regulations, or objectives for this project, if any.

SECTION XII ADMINISTRATIVE TASKS

Provide a detailed list of administrative tasks for the project and the party responsible for these tasks.

SECTION XIII AUTHORIZED PARTIES

Who is authorized to approve and proceed with various aspects of this Project?
Attach on a separate sheet with details as to name, surname, role or title, phone and email.

Affirmation

The purpose of this document is to provide a vehicle for documenting the initial planning efforts for your project. It is used to reach a satisfactory level of mutual agreement among the Project Manager, Project Owners and Sponsors and the Experts and Contractors with respect to the objectives and scope of the project before significant resources are committed and expenses incurred. By signing below, I verify that I am the authorized representative of the below identified entity and that I have the authority to bind the entity so named.
This authorization applies to all listed parties named above with the exception of contractors and freelancers and external parties listed in any attachments.