What to include in a packaging design brief: a practical checklist

Clients often apologise for not having a proper brief. They do not need to. What they need is a clear picture of the product and the commercial job the packaging has to do, and the rest can be worked out together. This checklist is what I ask about in a first conversation, with a note on why each point matters to the design.

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In short
  • A good packaging brief covers four things: the business (product, audience, positioning), the shelf (sales channels and competitors), the pack (range, formats, dielines, copy and mandatory information) and the project (budget, timing and deliverables). Each answer changes the design in a specific way, which is why a designer asks for it.
  • You do not need every answer before you get in touch. Most clients arrive with half of them, and working out the rest is part of the first conversation. The ones that matter most early are what the product is, where it will sell, roughly how many products and pack types, and when it needs to be on shelf.
  • The most common gaps are dielines, final copy and regulatory sign-off. None of them stop a project starting, but all of them need to land before final artwork, so it helps to know early who is responsible for each.

Need this done for your pack? See fmcg packaging design or send us your brief.

1. The business

The product

What it is, what it does, what is in it, how it is used and what it costs. Include samples if you have them. The physical product often decides the pack: a powder, a liquid and a chilled product carry very different constraints.

The audience

Who buys it and why, and whether the buyer is also the user. A supplement bought by a parent for a child, or a treat bought by an owner for a dog, needs to speak to the person holding the wallet.

The positioning

Where it sits against the alternatives: price tier, the main reason to choose it, and the one thing a shopper should understand in a few seconds. One clear sentence here does more for the design than a page of adjectives.

2. The shelf

Sales channels

Where it will sell: online only, independents, Coles and Woolworths, pharmacy, pet specialty, export. Each channel changes what the pack has to do. A supermarket shelf is read from a few metres away; an online listing is read as a thumbnail; a pharmacy wall is a wall of near-identical boxes.

Competitors

The three or four packs you will sit next to, ideally as photos from the actual shelf. This is how a designer finds the space you can own: a colour nobody uses, a structure nobody has, a tone nobody takes.

3. The pack

The range

How many products, flavours, sizes or variants now, and how many you expect in the next two years. Designing for three products when there will be fifteen leads to a system that breaks. This is where range architecture comes in: how variants are told apart and how they build one brand block on shelf.

Packaging formats

Pouch, carton, jar, bottle, label, sleeve, tin, outer carton. Each format has a different print process and different limits on colour and finish. If the format is not decided yet, say so; it can be part of the recommendation.

Dielines

The flat template from your printer or packaging supplier showing where the pack is cut, folded and glued. Final artwork has to be built on the printer's dieline, so it helps to know early who your printer is. If you do not have one yet, the design can start on a standard template and move to the final dieline before artwork.

Supplied copy

Product names, descriptions, claims, directions and any copy that has to appear. Final, approved copy is one of the most common reasons a project slows down at artwork, so it is worth knowing who writes it and who signs it off.

Mandatory information

Ingredients, allergens, nutrition panel, net quantity, country of origin, warnings, regulatory numbers and barcodes, depending on the category. The designer lays this out so it is compliant and legible, but the facts, and the regulatory sign-off, come from you or your regulatory adviser. If you are unsure what applies, the category guides on this website are a good starting point.

4. The project

Budget

A range is fine. It lets a designer recommend the right scope instead of guessing, and it avoids a proposal that is too big or too small for what you need. The cost estimator on this website gives a starting range in under a minute.

Timing

The date that matters and why: a retailer range review, a launch, a trade show, a print slot. Work backwards from that date, allowing time for print and delivery after artwork is signed off.

Deliverables

What you need at the end: print-ready artwork per product, 3D renders for retailers or online listings, a brand guide, files for the website. Agreeing this up front stops surprises at the end.

The checklist on one page

Packaging brief checklist
ItemWhat to giveWhy it matters
ProductWhat it is, ingredients, use, price, samplesSets the physical and regulatory constraints
AudienceWho buys it, who uses it, whyDecides tone and what the pack leads with
PositioningPrice tier and the one reason to choose itDecides hierarchy and what goes on the front
Sales channelsWhere it will sellDecides how far away the pack must read and which specs apply
CompetitorsThree or four shelf neighbours, with photosShows the space you can own
RangeProducts and variants, now and plannedDecides the system and how variants are told apart
FormatsPack types per productSets print process, colour and finish limits
DielinesPrinter's templates, or who the printer isFinal artwork must fit them exactly
CopyNames, claims, directions, who signs offA common cause of delays at artwork
Mandatory informationRegulatory facts and who approves themMust be compliant and legible
BudgetA rangeSets the right scope
TimingThe date that matters and whySets the schedule and print plan
DeliverablesArtwork, renders, guides, filesAvoids surprises at the end

If you have most of this, you have a better brief than many. If you have a few of these, that is a perfectly good place to start a conversation.

Questions people ask

The product, the audience, the positioning, the sales channels, the main competitors, the range and pack formats, dielines, supplied copy, mandatory information, budget, timing and deliverables. You do not need all of it to start; a designer will help fill the gaps.

No. A short description of the product, where it will sell, how many products and pack types, and the timing is enough for a first conversation. Writing the full brief can be the first stage of the project.

From your printer or packaging supplier, for the exact pack size and format. If you have not chosen a printer yet, design can start on a standard template and move to the final dieline before artwork.

The brand owner. The designer lays it out so it is legible and meets the format rules, but the facts and the regulatory sign-off come from the client or their regulatory adviser.

Yes, even as a range. It lets the designer recommend a scope that fits, rather than guessing. The estimator on morice.co gives a starting range.

Need a hand with your pack?

Want a second pair of eyes on your artwork?

Morice has spent 20+ years getting packs through print, compliance and onto shelf at Coles, Woolworths, Chemist Warehouse and more. Tell us about your project and we will come back with a fixed written scope, with a proposal within five working days.

Sources

Published . Last reviewed . Next scheduled review . Regulatory content is re-checked against the primary sources above at each review. See our editorial standards.

Morice Kastoun
Written by

, Founder & Creative Director

Morice Kastoun is a graphic designer who specialises in packaging, and the founder and creative director of Morice&Co., an independent Melbourne branding and packaging studio. His packaging has shipped through the compliance processes of Coles, Woolworths, Chemist Warehouse, Priceline, Petbarn, Big W, Myer and Sephora US.

Morice&Co. is an independent Melbourne branding and packaging studio. Send what you have, even half a brief, and Morice Kastoun will work through the rest with you in a free 30-minute call. See fmcg packaging design.