By BDH Consultants

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The five required inputs

  • Concept: identify the working product concept, intended buyer and place in the market. Explain the alternative the buyer uses today.
  • Flavor profile: describe two to four anchor notes and rank their dominance. Give the developer something more precise than “fruity” or “refreshing.”
  • Base: establish the foundational ingredient and format. A change in base can require a new development cycle.
  • Price target: work backward from the channel and required gross margin to an allowable product cost.
  • Certification and ingredient requirements: document requirements such as organic, kosher and allergen restrictions before approaching suppliers. They affect the eligible supplier pool.

Before the first development round

Define the brand position and buyer before requesting formulation. Obtain minimum-order requirements and development timelines in writing. A cold supplier approach is stronger when it includes a completed brief.

Agree revision rounds, fees, formula ownership and access in the commercial documents. Do not assume ownership or portability from the fact that you paid a development fee.

Run a documented sample cycle

Treat the first sample as directional. Record what matches the brief, what needs to change and which characteristics must stay fixed. Each response should make the next round easier to assess.

  • Label every sample and keep the label with the tasting record.
  • Describe the requested change against a specific attribute or agreed benchmark.
  • Record the decision, the person making it and the next action.
  • Retain the history so the final specification can be traced to the approval decisions.

Approve a specification, not a conversation

Final approval should be recorded in a locked specification sheet. Confirm tolerances, applicable testing and the certification documentation included in the handoff.

When a supplier raises a constraint, update the brief deliberately. A change to cost, base or certification requirements affects other decisions; it should not enter the project unnoticed through a sample revision.

More from the library

Adapted from BDH’s existing Product Development Brief Standard framework. The original PDF remains available above.