Brief templates › Virtual Event Brief · Last updated October 24, 2026
When to use this virtual event brief
Use it when organising an online event: format, audience, platform, speakers, promotion, engagement and follow-up.
- 20 questions
- Free to copy
- Editable in MyBriefy
The 20 questions
- What is the primary goal of the virtual event? (e.g., brand awareness, lead generation, product launch, community engagement)
- What is the event format? (e.g., webinar, panel discussion, conference, product demo, networking session)
- Who is the target audience, and what are their key demographics or interests?
- What are the key messages, themes, or offers that need to be communicated?
- What is the expected number of attendees?
- What is the event date, time, and duration?
- Should the event be live, pre-recorded, or a hybrid of both?
- Which platform(s) will be used to host the event? (e.g., Zoom, Hopin, Webex, Microsoft Teams)
- What interactive elements should be included? (e.g., live Q&A, polls, breakout rooms, networking features)
- Who are the key speakers or panelists, and what are their roles in the event?
- Are there any existing event assets, branding elements, or materials that need to be used?
- What is the promotional strategy for the event? (e.g., email marketing, paid ads, organic social media, influencer partnerships)
- What are the primary marketing channels for promotions, and are there preferred platforms for advertising?
- Is there a registration or ticketing system in place? If so, what platform is being used?
- Are there any sponsors or partners involved, and what visibility should they receive?
- Should attendees receive follow-up communication after the event? (e.g., thank-you emails, recorded sessions, exclusive content)
- What are the key success metrics? (e.g., attendance rate, engagement, lead generation, social shares)
- How should event performance be tracked, and what reporting is required? (e.g., engagement analytics, attendee feedback)
- What is the allocated budget for marketing, ads, and event execution?
- Are there any specific challenges or constraints the team should be aware of?
How to get a good virtual event brief back from your client
Virtual events live or die on promotion and follow-up, not just the stream itself. A good virtual event brief gets the goal, format and platform agreed first, then spends as much attention on how people will register, be reminded and be followed up as on the run of show.
Lock the goal before the format
A webinar for lead generation, a panel for brand awareness and a conference for a community need different formats, lengths and platforms. Agree the goal first.
Decide live, recorded or hybrid early
It changes speaker prep, rehearsal time, technical risk and how much interaction you can offer. Pre-recorded segments with a live Q&A are a common middle ground.
Plan the follow-up in the brief
Replays, slides, surveys and sales follow-up are where much of the value comes from. Agree what attendees and no-shows receive and who sends it.
Agree the success metrics up front
Registrations, attendance, engagement and pipeline all measure different things. Pick the ones that match the goal and agree how they'll be reported.
Common mistakes to avoid
- Choosing the platform before knowing which interactive features you need.
- Starting promotion too late to hit the attendee target.
- Speakers confirmed without agreeing their slot, topic and rehearsal time.
- Sponsor visibility promised but never written down.
Skip the copy and paste. In MyBriefy this brief is ready to send: your client answers online, you both comment on the answers, and the approved brief stays on the client's record.
Send this brief freeHow to use it in MyBriefy
- Start a free 30-day trial and add your client. 30 clients and projects are free on every paid plan, and you can add more as you go.
- Pick the Virtual Event Brief template. Add your own questions or hide the ones that don't fit the job.
- Share the brief with your client. They answer online and approve it, and comments stay next to each answer.
- Work from the approved brief. Turn it into tasks, a contract or an invoice with the add-ons when you need them.
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Questions about this template
- What should a virtual event brief include?
- The goal and format, the target audience and key messages, expected attendance, date, time and duration, live or pre-recorded, the platform, interactive elements, speakers, existing assets, the promotion plan and channels, registration, sponsors, follow-up, success metrics and reporting, budget, and known constraints.
- Does this work for webinars and live streams?
- Yes. The same questions cover webinars, live streams, panels and online conferences. Hide the ones that don't apply, such as sponsors, for smaller events.
- How far ahead should the brief be agreed?
- Early enough to leave time for promotion and speaker preparation. The brief should give you a confirmed date to plan the rest backwards from.
- Is this virtual event brief template free?
- Yes. Copy the 20 questions for free, or use them in MyBriefy, where you can try everything free for 30 days with no credit card.
- Can I change the questions?
- Yes. In MyBriefy you can add your own questions or hide the ones that don't fit the job before you send the brief. If you copy them instead, they're yours to edit however you like.
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