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B R A N D C R E AT I O N S T R U C T U R A L O U T L I N E




                                B R A N D U N D ER S TA N D I N G                                                                                           BRAND EXECUTION


Step 1                                Step 2                                                                            Step 3                               Step 4                                     Step 5
One on One Meeting                    Client and Customer Interviews                                                    Review Findings and Present          Present Creative                           Present Statement of Work
with Brand Owner                                                                                                        Strategy to Stakeholders             (point person or group)                    and Estimate (point person)
                                                                          Client Interviews
Purpose                               Purpose                                                                           Purpose                              Purpose                                    Purpose
Gain deeper insight into status       To hold both group and individual interviews with key stakeholders to establish   To gain consensus for developing     To gain consensus on design                To gain approval to begin work
of brand and assignment               the brand process and to uncover vision commonalities, inconsistencies,           design and actionable items          and positioning                            on agreed upon terms
                                      direction, points of differentiation...

Things to consider                    Group Workshop Activities                        Stakeholder Interviews           Discussion Areas                     Discussion Areas
 • Main Business Line                  • Brand Review                                   • Vision                         • Review of Findings                Review Creative
 •   Company Vision                    •   Review of Brand Terms                       •   Personality                   •   Messaging Platforms
 •   Management Team                   •   Interactive Exercise(s)                     •   Hierarchy of Needs            •   Customer Personas
 •   Key Players/Partners                                                              •   Communication Channels        •   Communication Audit Findings
 •   Competition & Trends                                                              •   Opportunities/Challenges      •   Distribution Channels
 •   Historical Activities
                                                                        Customer Interviews
                                      Purpose
                                      To gain understanding in their decision making, buying habits, current
                                      happiness, pain points…To uncover inconsistencies and perceptions
                                      of stakeholders.




Outcomes                                                      Next Steps                                                Next Steps                           Next Steps                                 Final Step
 • Clear Understanding                                         • Transcribe Interviews                                   • Confirm direction and               • Confi rm design and position              • Confi rm statement of

•    Methodologies to be used                                   •   Write Summary                                          proceed with developing              and proceed with developing                work terms and costs and
                                                                                                                           actionable items                     statement of work and estimate             begin development and/or
•    Timing                                                     •   Review and confirm findings with
                                                                                                                                                                or revise, review and get                  production
•    Coordination                                                   Brand Owner
                                                                                                                                                                confirmation
•    Needed Resources                                           •   Develop Strategy/Tactics
                                                                •   Initiate Communications Audit

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Branding Lite Process Chart

  • 1. B R A N D C R E AT I O N S T R U C T U R A L O U T L I N E B R A N D U N D ER S TA N D I N G BRAND EXECUTION Step 1 Step 2 Step 3 Step 4 Step 5 One on One Meeting Client and Customer Interviews Review Findings and Present Present Creative Present Statement of Work with Brand Owner Strategy to Stakeholders (point person or group) and Estimate (point person) Client Interviews Purpose Purpose Purpose Purpose Purpose Gain deeper insight into status To hold both group and individual interviews with key stakeholders to establish To gain consensus for developing To gain consensus on design To gain approval to begin work of brand and assignment the brand process and to uncover vision commonalities, inconsistencies, design and actionable items and positioning on agreed upon terms direction, points of differentiation... Things to consider Group Workshop Activities Stakeholder Interviews Discussion Areas Discussion Areas • Main Business Line • Brand Review • Vision • Review of Findings Review Creative • Company Vision • Review of Brand Terms • Personality • Messaging Platforms • Management Team • Interactive Exercise(s) • Hierarchy of Needs • Customer Personas • Key Players/Partners • Communication Channels • Communication Audit Findings • Competition & Trends • Opportunities/Challenges • Distribution Channels • Historical Activities Customer Interviews Purpose To gain understanding in their decision making, buying habits, current happiness, pain points…To uncover inconsistencies and perceptions of stakeholders. Outcomes Next Steps Next Steps Next Steps Final Step • Clear Understanding • Transcribe Interviews • Confirm direction and • Confi rm design and position • Confi rm statement of • Methodologies to be used • Write Summary proceed with developing and proceed with developing work terms and costs and actionable items statement of work and estimate begin development and/or • Timing • Review and confirm findings with or revise, review and get production • Coordination Brand Owner confirmation • Needed Resources • Develop Strategy/Tactics • Initiate Communications Audit