How to Brief Like a Pro

Jan 24, 2019

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Fundamentals of Preparing a Briefing

Briefings, whether in the form of briefing notes/memoranda, longer briefing books, or oral briefings, are used to keep decision makers informed about the issues for which they are responsible. 

In government, briefings are the principle means of communication between government policy staff and senior officials.  The demands of effective governance require senior officials to constantly learn and retain information about a vast range of topics and issues, which change rapidly and continuously.

The only way they can do this is to rely on concise, clear, reliable briefings.

This webcast provides you with a practical overview of preparing briefings for professionals in government and advocacy organizations. 

  • The purposes and context of briefing notes and memoranda
  • Assessing the audience’s needs and expectations
  • Basics of briefing design and format
  • Selecting information sources
  • “Distilling an ocean of data into a bottle of insight”
  • Objectivity and critical thinking
  • Effective use of writing time
  • An evaluation checklist for the final draft



Christian Baldia is President of Constellation Strategy & Analytical Services, a management consulting firm that specializes in organizational strategy and leadership development. 

In addition, he served in the Clinton Administration as a staff member for the White House in the Office of Presidential Personnel and subsequently as a policy analyst to the Deputy Secretary of the U.S. Treasury Department.  In addition, Christian served at the Federal Reserve Bank of New York as a senior financial/economic analyst in the office of Policy Analysis. Outside of his work in government, he has also worked as an investment banker at UBS and at Butler, Chapman & Co.

Christian earned a B.Phil. degree from the University of Pittsburgh Honors College and a Master's degree from the Kennedy School of Government at Harvard University.