We’ve put together this basic guide to help you prepare and plan a new brand strategy, identity, implementation and management.
Of course if you’re setting up a new organisation then the reason you need a brand identity is straightforward, but if you already have an established identity which you’ve decided to change, or refresh, what’s the reason and intention driving the decision?
Is your current identity out of line with your brand values and mission? Maybe changes within the organisation mean that your existing identity and communications are no longer relevant or is it that your visual branding is tired, outdated and ready for an update?
Whatever the reason, this forms the core of your design brief and should be one of the checkpoints that you later evaluate the proposed strategies and concepts against, asking, ‘Does it meet our original objectives?’. Without referring back to these original objectives, the project can drift, and ultimately fail to do what you set out to.
2. Identify the scope of the project
Consider the full range of applications and environments (current and anticipated) that the visual branding will need to work across from the outset, to ensure an appropriate design solution. Beyond on- and offline, think about different media and environments, as well as specific applications, ie. signage, interiors, liveries, uniforms, products, etc?
Audit current marketing and communications materials. What works and what doesn’t?Do they add value and reflect the brand values? Are some things produced out of habit and due for a rethink?
Be open to new ideas for formats and ways of communicating.
3. Engage and manage stakeholders
A brand identity is a significant investment and there may be some resistance from some stakeholders.
Put together the case for the change explaining the reasons behind the decision. Outline the benefits of a strong, cohesive and well-managed brand. Get feedback from contacts and staff on the existing identity: how effective it is; what it says about the organisation; recognition levels, etc. This helps the decision on whether a change is needed, and provides valuable background for the design brief. Look at what competitors and peers are doing.
Invite stakeholders to contribute thoughts and opinions to the brief. Engage them from the outset and keep them informed throughout the process so they feel involved and support it going forward. Ensure key stakeholders sign off the brief.
Identify who will have final veto on design sign off to avoid stalemate and design by committee. It’s valuable to get wider feedback and opinions but ultimately someone needs to retain overall control and ensure the design answers the mutually agreed brief.
4. Consider the resources available for the project and post-project management
This means both time and money. Consider how much time you, and colleagues, can realistically commit to managing the brand once the new identity is delivered: updating the website, feeding social media, writing copy, etc. This helps ensure your communications plan is appropriate and achievable.
Have a ballpark budget in mind. Get quotes to help guide this figure. Don’t get sucked in by unnecessary whistles and bells that blow your budget without adding real value and benefits. Having already identified the scope, objectives and challenges, it will be easier to stick to clear parameters.
5. These things take time
Allow a realistic timeframe. If you have a specific launch date then discuss this with your designers and put together a detailed schedule broken down into stages. Ensure everyone involved is available when required, for presentations, sign offs and to provide copy and content, etc.
Don’t expect to see your new logo within the first few weeks. The pre-design stage is crucial to getting the right outcome. Research, strategy development and getting the brief right are the key to the success of the whole project.
You may have already done some degree of research, agreed the brand personality and purpose, and developed a brand strategy but this still needs to be tied into a cohesive design and communications strategy and brief by your design and branding specialists.
Ideas need time to develop and evolve beyond the obvious. There’s no short cut command on the keyboard for the creative thought process. You’ve chosen your designers for their creative thinking – hopefully – so give them the time to develop the best ideas and design solutions.
Allow sufficient time for the implementation and production. It goes without saying, the more this is rushed, the greater the margin for error.
6. Find the right design group
You need to work with someone that you feel is the right match for you, someone you trust to do a great job and that you’ll enjoy working with. We’d like to think that’s us of course, but sadly it isn’t always. There are many many designers out there and finding the right one may seem overwhelming.
Look around, find out who produced other materials you like. Don’t restrict this to your own sector. The point of design and branding is to differentiate and create something unique that’s relevant to your brief. A fresh approach and open mind from someone who may never have worked in your sector can bring a different perspective helping you to stand out from your competitors.
Take time to meet face to face with the people you’ll be working with – those who will actually be doing the project. Ask lots of questions and talk the project through. Make sure they are good listeners! Essential if they are going to get to the heart of your organisation and produce the right solution.
Don’t ask them to free pitch or do any initial rough ‘ideas’. If they offer to, walk away.This issue is a whole other blog in itself, but trust us – free pitching doesn’t benefit clients or designers. These visuals will bypass the pre-design planning, research and strategy stage, be done in a rush and by whoever happens to be free at that time. At best, you’ll get an ‘it’ll do’ compromise.
“If you don’t understand the issues, you’ll end up creating fantastic solutions for the wrong problems.” Michael Johnson (I think! Apologies if I’ve mis-credited this quote)
7. Protect your investment
Great identities are quickly destroyed by misuse and misrepresentation. The job’s not over when you get your master artworks and guidelines, and everything’s looking beautifully ‘on brand’. The ongoing implementation and brand development needs to be managed and policed to protect everything you’ve carefully crafted and invested in.
Ensure at least one person is responsible for policing the brand and checking that everything adheres to the guidelines. Supply brand guidelines to anyone producing anything related to the brand, and ensure they understand the importance of them.
Familiarise staff with all aspects of the brand identity and explain why it’s important it’s protected and managed. Make it part of the company briefing for new members of staff. Details matter, from email sign offs to the way staff communicate with clients.
Forward planning is key to maintaining and building a strong brand. Communications created as knee jerk reactions to an immediate need tend to serve a short term role and are less likely to be as effective over the longer term and therefore are less cost-effective. Have regular planning meetings to look at forthcoming requirements and marketing opportunities to allow time to plan and schedule projects.
Need any help?
As well as design, Howdy offers a design planning and management consultancy service for organisations who don’t have in-house communications and design expertise. We help with all aspects of brand strategy development and communications planning including design reviews, communications planning, managing individual projects, budgeting and scheduling, as well as independently helping source designers and suppliers. This can either be on a project-by-project basis or on a regular retainer basis for ongoing planning and support.
If you would be interested in finding out more about this service please contact Sharon by email or call 020 7720 8111.