Source: https://www.quantsurv.com/library/tools/jct-clients-briefing-template Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # JCT client briefing template Give the JCT client team a concise project briefing covering responsibilities, payment, changes, delay and close-out. by [Jack Butler-Kettle]() · About 4 min readShare ## How to use it Fill the blank briefing from the executed agreement and its amendments. Have the contractual contact, deadlines and responsibilities checked, then issue a dated version to the team. ### JCT client briefing template Fill the blank briefing from the executed agreement and its amendments. Have the contractual contact, deadlines and responsibilities checked, then issue a dated version to the team. [Download blank Word template]() Free blank template for your own project. The completed example is shown below. No email address required. View the completed example Completed fictional example Westhaven refurbishment · 14 October 2026 · Version 1.0 #### Project and contract Project / package Westhaven refurbishment / internal works Our role / party Client / Westhaven Property Ltd Selected form / edition JCT Design and Build 2024 Amendments / controlled copy Signed contract plus amendments schedule rev 2, held in contract folder Briefing owner / checked Commercial lead; checked 14 October 2026; briefing revision 1 Contractual contact / route Employer’s agent; named contact and notice category in signed communications schedule #### Site-team operating sheet Scroll across if needed to read the whole record. A dash means no value has been entered. Site-team operating sheet: completed fictional example | Area | Completed project briefing | Record / owner | | --- | --- | --- | | Scope and authority | Confirm the brief, approvals, funding and delegated authority. Issue instructions through the appointed contractual route rather than informal site requests. | Scope rev C; document register / project lead | | Payment | Confirm who assesses and issues notices, review the valuation and arrange payment under the contract. Keep authority and funding available for each cycle. | October application deadline 20 Oct 12:00; checked project diary / QS | | Changes | Record the authorised instruction and value the change under the agreed rules. Notify time and loss/expense effects through their separate procedures. | CH-07: relocation instruction I-07; price and time unresolved / QS | | Delay and records | Check the relevant grounds for time and money separately. Keep the delay notice, particulars, mitigation and completion assessment together. | Access restriction 7–8 Oct; D-07/08, AL-07/08, programme P-02 / planner | | Completion | Record the contract completion decision, handover information and defects. Reconcile final valuation, retention and unresolved claims before settlement. | Handover HR-01; as-built drawing outstanding / project lead | #### Live actions and dates Scroll across if needed to read the whole record. A dash means no value has been entered. Live actions and dates: completed fictional example | Action | Checked project date / source | Owner / evidence | | --- | --- | --- | | Confirm CH-07 submission | 16 Oct 2026; review action, not a universal notice period | QS / issued submission and receipt | | Submit October application | 20 Oct 2026 12:00; project payment schedule P rev 2 | Accounts lead / APP-10 and delivery proof | | Resolve incomplete handover | 16 Oct 2026; close-out action CO-02 | Design lead / accepted as-built drawing | Fictional project briefing. Dates and responsibilities shown are illustrative project entries, not standard-form defaults. This original summary does not reproduce or replace the contract. Check every clause, recipient and deadline in the actual executed documents. - [JCT contract information]() ## Understanding your results Fictional project briefing. Dates and responsibilities shown are illustrative project entries, not standard-form defaults. This original summary does not reproduce or replace the contract. Check every clause, recipient and deadline in the actual executed documents. ## How it works The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page. Read the [related guidance]() for the context and checks behind this template. If you need help preparing or reviewing the project records, our [quantity surveying services]() explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts. [Browse the Library]()