Settings

Which format, and whose briefing

The headings

What is not in it

Five things are looked for across the whole brief rather than under any one heading, because the time may well be in the method.

The brief, and the card

The full briefing

The one-page card

How it works

A briefing is always passed on

That is the fact the formats exist for. You brief somebody; they brief somebody else, in a car park, from memory, in ninety seconds. Everything that was implicit in your version (the thing you knew and did not say, the tone that made a point obvious, the answer you would have given if asked) is simply gone from theirs.

Every trade has a format for this and they are not bureaucracy. IIMARCH, the five-paragraph order as SMEAC: they are a fixed order, so that the second telling has the same shape as the first and the receiver notices when a heading is missing. A briefing with no structure degrades into whatever the teller happened to find memorable.

Naming what is absent, specifically

The two things a blank document cannot do are the reason this page exists. The first is to say what is missing: not “this section is incomplete” but the specific thing. A time. A place. A person named for a task rather than “someone”. A means of communication rather than “keep in touch”.

The absence that matters most is the one almost every briefing ever written leaves out: a sentence about what happens when it does not work. What is the trigger to stop, who decides, and what does everybody do then. People brief the plan, because the plan is what they have been thinking about, and the plan is the part that will be obvious on the day. The fallback is the part nobody knows, and it is needed precisely when there is no time to ask.

Writing one that survives the second telling

Put the important thing first, in one sentence, before any structure. If the briefing is interrupted after ten seconds (and it will be) that sentence is what gets passed on.

Say what you do not know, and say it out loud. “We do not know whether the rear entrance is open” is information. Leaving it out means the receiver assumes somebody checked, and acts on an assumption you never made. An unstated unknown becomes a stated certainty by the third telling.

Give times, not intervals. “Back by 14:30” survives being passed on; “back in half an hour” does not, because the clock starts again each time it is repeated.

Then ask the person you briefed to brief it back to you. Thirty seconds, and it is the only reliable test of whether what you said is what they heard. Every gap it finds is one you would otherwise have found on the day.

Nothing you type is uploaded. Nearby: SOP writes the procedure a briefing assumes, PLAIN finds the sentence a reader stops at, HANDOVER carries what is outstanding to the next shift, and DEBRIEF is the conversation afterwards.

Doing this often? For an organisation, the OBSCURA Sovereign Suite runs incidents from a playbook, with reporting clocks, notice drafts and a review afterwards. On its own, US$4 a month; with everything else, US$9 a month or US$79 a year. 7 days free.