Heritage Documentation Brief Template
Agree the scope of a heritage documentation project before any fieldwork begins. Fill this in with the client or custodian so that objectives, protection status, deliverables and standards are recorded and signed off in one place. Applicable to photogrammetry, laser scanning, drone survey and HBIM projects.
Free to use. Print, or use Print → Save as PDF to download and fill.
Heritage Documentation Brief Template
Agree the scope of a heritage documentation project before any fieldwork begins. Fill this in with the client or custodian so that objectives, protection status, deliverables and standards are recorded and signed off in one place. Applicable to photogrammetry, laser scanning, drone survey and HBIM projects.
evergreenorigins.in/resources/downloads/heritage-documentation-brief-template
How to use this template
A documentation project fails most often not in the field but in the brief — because scope, accuracy and deliverables were never written down and agreed. This template converts a verbal request into a recorded agreement. Fill every field; where a field does not apply, write "N/A" rather than leaving it blank so both parties can see it was considered.
Complete it with the client, owner or custodian present. Print two copies, sign both, and keep one with the project file. The signed brief becomes the reference against which change requests and final delivery are measured.
1 · Project identification
2 · Heritage status and permissions
| Protection level | Authority to approach | Typical requirement |
|---|---|---|
| Centrally protected (ASI) | ASI Circle Office | Permission to document; NOC for drone work |
| State protected | State Dept. of Archaeology | Permission per state rules |
| INTACH-listed / Grade I–III | INTACH State Chapter / local body | Notification; owner consent |
| Living temple | HR&CE / temple trust / archaka | Consent; ritual-time coordination |
| Unlisted / private | Owner | Written owner permission |
3 · Purpose and scope
4 · Deliverables and standards
| Deliverable | Format | Scale / LoD | Standard |
|---|---|---|---|
5 · Access, constraints and timeline
6 · Commercials and sign-off
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