Briefing Notes for Beginners

An introductory workshop

This course is for brand new briefing note writers and is ideal for onboarding new staff. We cover what briefing notes are, why they matter, what strong content looks like, and how to approach the writing process.

Workshop details

We customize each workshop to your team, documents, and organization

    • In-person—Half day (3.5 hours)

    • Live webinar—Half day (3.5 hours)

  • People who have never written a briefing note or want to refresh the fundamentals.

    1. We meet with you to discuss your group's challenges and goals

    2. You send us a series of representative documents

    3. We analyze your documents

    4. We customize our course material using excerpts from your documents

    5. We hold the workshop

  • Get introduced to briefing notes and why they matter

  • Identify key components of a strong briefing

  • Use templates effectively

  • Know what information should go where and the right level of detail

  • Differentiate background from analysis

  • Structure content for readability

  • Understand what a business versus government writing style looks like

  • Learn tools to avoid common problem patterns in briefings

  • Write effectively for different levels of decision makers

What you’ll learn

Fundamentals for strong briefings—where and how to start

What style and structure is most appropriate

What strong analysis looks like and how to create it

It starts with a conversation

Before taking this course, it took me three full days to finalize a briefing note…After being halfway through and learning new techniques, I finished a briefing note in an hour and a half with limited editing! This course is a huge win for me and the work I do daily, thank you!”

— Federal briefing note writer

I appreciated the tailoring of the workshop materials to our organization, using real-time, current writing examples to analyze and improve. It was readily applicable to my work and very professionally done.”

—The Civilian Complaints and Review

I saw an immediate and lasting improvement in my branch and the organization as a whole. Products became much more concise. The biggest benefit was that it gave people permission to leave extraneous details out. It definitely reduced the time spent on reviews and revisions.”

— Executive Director of the Public Service Commission