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A [very old and
very basic]
guide...
to creating
guides




David Thomas
Creative Director
what guides are
we creating?
understanding the brand
doc1: are we creating a ‘thinking behind the brand’ book
what it is                                        who it’s for
a book of the branding project containing the     Marketing agencies & PR: Creative head,
issues and insights, the whys, hows and whats     Concept creative, Planning director,
                                                  Account director
                                                  Press: Editor, Feature writer
                                                  Internal: Board and department head level



living the brand
doc2: are we creating a ‘live the brand’ book
what it is                                        who it’s for
a book about ‘behavoiur’ containing why we        Internal: all
had to, what we expect, what your role is and
compelling you to act, how we grow




expressing the brand
doc3: are we creating a guide to producing materials
what it is                                        who it’s for
a guide to producing all aspects of necessary     Marketing agencies & PR: Creative head,
materials on brand message and in brand style     Designer, Artwork, Production,
                                                  Account director
                                                  Internal: anyone with responsibility to
                                                  commission work



doc4: are we creating a document helping staff to express the brand
what it is                                        who it’s for
practical guides to creating an experience        Internal audience: Anyone having interaction
that is consistent throughout the business.       with customers
information on letter writing, speaking & other
communication points




doc5: are we creating a separate language guide
what it is                                        who it’s for
how and what we say is a large part of            Marketing agencies & PR: Creative head,
communication, this helps understand the          Account director, copywriter
need for different styles and levels of copy
understanding the brand
are we creating a ‘thinking behind the brand’ book
what it is                                      who it’s for
a book of the branding project containing the   Marketing agencies & PR: Creative head,
issues and insights, the whys, hows and whats   Concept creative, Planning director,
                                                Account director
                                                Press: Editor, Feature writer
                                                Internal: Board and department head level



suggested structure for ISSUE baSEd rE-brand

    Background
    What are the big issues?
      ‘X main issues emerged’
    How does the brand rate?
      ‘We evaluated the brand against four criteria’
    What conclusions can we draw?
      ‘brand strengths’
      ‘brand weaknesses’
    What should the brand stand for?
      ‘brand idea’
      ‘associated characteristics’
      ‘brand values/principles’
      ‘brand personality’
      ‘brand positioning’
    What does all that mean in practice for the brand?
      ‘customer experience’
      ‘behaviour’
      ‘communications’
      ‘internally’
    How can we make the brand more [main requirement] ?
    What are the benefits of all this activity?
understanding the brand
are we creating a ‘thinking behind the brand’ book
what it is                                      who it’s for
a book of the branding project containing the   Marketing agencies & PR: Creative head,
issues and insights, the whys, hows and whats   Concept creative, Planning director,
                                                Account director
                                                Press: Editor, Feature writer
                                                Internal: Board and department head level



suggested structure for nEW brand

    Background
    What are the market opportunities & issues?
      ‘the market’
      ‘the audience’
    What are the conclusions?
      ‘what we need to be’
    What should the brand stand for?
      ‘brand idea’
      ‘associated characteristics’
      ‘brand values/principles’
      ‘brand personality’
      ‘brand positioning’
    What does all that mean in practice for the brand?
      ‘customer experience’
      ‘behaviour’
      ‘communications’
      ‘internally’
    How can we ensure the brand is [main requirement] ?
    What are the benefits of all this activity?
living the brand
are we creating a ‘live the brand’ book
what it is                                     who it’s for
a book containing why we had to, what we       Internal: all
expect, what your role is and compelling you
to act




suggested structure

    the need
    the possibilities
    the new brand
    you and the brand
    group structure
    the internal values
    our external personality
    how do we make it happen
    the expected outcome
expressing the brand
are we creating a document helping staff to express the brand
what it is                                        who it’s for
practical guides to creating an experience        Internal audience: Anyone having interaction
that is consistent throughout the business.       with customers
information on letter writing, speaking & other
communication points




suggested structure

    B2B communication basics ‘lite’
    the brand language
    specific examples
         letters
         emails
         telephone
         face to face
    the technical bits ‘lite’
expressing the brand
are we creating a separate language guide
what it is                                     who it’s for
how and what we say is a large part of         Marketing agencies & PR: Creative head,
communication, this helps understand the       Account director, copywriter
need for different styles and levels of copy




suggested structure

    B2B communication basics
    the brand language
    examples
         100% brand level
         documents and reports
         specialist audiences & offerings
         general audience
    the technical bits
expressing the brand
are we creating a guide to producing materials
what it is                                         who it’s for
a guide to producing all aspects of necessary      Marketing agencies & PR: Creative head,
materials on brand message and in brand style      Designer, Artwork, Production, Account
                                                   director
                                                   Internal: anyone with responsibility to
                                                   commission work



suggested structure
is more of a pick&mix as content will be dependant on visual strategy.


introduction
who and what are these guides for
set the scene
brand architecture


the word mark
what are the components
is there a bleed version
what do we measure over and do we have limited size versions
preferred sizing and position
what is the minimum clear space


the icon
what is its role
what is its position in relation to wordmark
are there negative versions
are there primary colour versions
what do we measure over and do we have limited size versions
do we have redrawn size versions
preferred sizing and position


brand language
what are the business communication basics
what is our audience matrix & how we speak to them
what is our brand idea
what is our promise
what are the internal brand values
how do these translate externally into the brand personality
what is the boilerplate
brand assets
what is our visual strategy, what are the most important brand assets


colour
what are the core colours of the primary colour pallet
secondary colours
using the secondary colours


typography
what is the primary typeface
what is the secondary typeface
what is the typeface for shared applications
do we have a specific typographic application style


graphic elements
do we have graphic elements
what are the principles of usage
are there levels of elements
how do we use the elements


imagery
what are the aims and principles
do we have levels of images
how do we use the imagery




applications
visual style only unless messaging is part of deliverable


what collateral items do we have
what is the master grid
are there brochure levels
list specific brochures


what presentations do we do
what do we say in each
how do they look
what is our brand level advertising
what other products or services do we advertise


what is our direct marketing
what other products or services do we directly market them


how does our website work
do we have microsites - what do they do and what are they like


what events
what stand designs


what internal documents do we do
how do they work and look


list of all stationery
show email signatures
show envelopes
is there packaging
do we do things like cd covers


do we have partner applications
how does the visual relationship work


how does the design look in signage & livery
what about other branded items


what do we say we cannot do
dos and don’ts


do an appendix to contain a brand language guide
glossary


show whatever guides are also available
is there a thinking behind the brand book
is there an document helping staff to express the brand
is there a separate tone of voice guide
A Base One
Branding guide to
creating guides

David Thomas
Creative Director

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Build a brand guide

  • 1. A [very old and very basic] guide... to creating guides David Thomas Creative Director
  • 2. what guides are we creating? understanding the brand doc1: are we creating a ‘thinking behind the brand’ book what it is who it’s for a book of the branding project containing the Marketing agencies & PR: Creative head, issues and insights, the whys, hows and whats Concept creative, Planning director, Account director Press: Editor, Feature writer Internal: Board and department head level living the brand doc2: are we creating a ‘live the brand’ book what it is who it’s for a book about ‘behavoiur’ containing why we Internal: all had to, what we expect, what your role is and compelling you to act, how we grow expressing the brand doc3: are we creating a guide to producing materials what it is who it’s for a guide to producing all aspects of necessary Marketing agencies & PR: Creative head, materials on brand message and in brand style Designer, Artwork, Production, Account director Internal: anyone with responsibility to commission work doc4: are we creating a document helping staff to express the brand what it is who it’s for practical guides to creating an experience Internal audience: Anyone having interaction that is consistent throughout the business. with customers information on letter writing, speaking & other communication points doc5: are we creating a separate language guide what it is who it’s for how and what we say is a large part of Marketing agencies & PR: Creative head, communication, this helps understand the Account director, copywriter need for different styles and levels of copy
  • 3. understanding the brand are we creating a ‘thinking behind the brand’ book what it is who it’s for a book of the branding project containing the Marketing agencies & PR: Creative head, issues and insights, the whys, hows and whats Concept creative, Planning director, Account director Press: Editor, Feature writer Internal: Board and department head level suggested structure for ISSUE baSEd rE-brand Background What are the big issues? ‘X main issues emerged’ How does the brand rate? ‘We evaluated the brand against four criteria’ What conclusions can we draw? ‘brand strengths’ ‘brand weaknesses’ What should the brand stand for? ‘brand idea’ ‘associated characteristics’ ‘brand values/principles’ ‘brand personality’ ‘brand positioning’ What does all that mean in practice for the brand? ‘customer experience’ ‘behaviour’ ‘communications’ ‘internally’ How can we make the brand more [main requirement] ? What are the benefits of all this activity?
  • 4. understanding the brand are we creating a ‘thinking behind the brand’ book what it is who it’s for a book of the branding project containing the Marketing agencies & PR: Creative head, issues and insights, the whys, hows and whats Concept creative, Planning director, Account director Press: Editor, Feature writer Internal: Board and department head level suggested structure for nEW brand Background What are the market opportunities & issues? ‘the market’ ‘the audience’ What are the conclusions? ‘what we need to be’ What should the brand stand for? ‘brand idea’ ‘associated characteristics’ ‘brand values/principles’ ‘brand personality’ ‘brand positioning’ What does all that mean in practice for the brand? ‘customer experience’ ‘behaviour’ ‘communications’ ‘internally’ How can we ensure the brand is [main requirement] ? What are the benefits of all this activity?
  • 5. living the brand are we creating a ‘live the brand’ book what it is who it’s for a book containing why we had to, what we Internal: all expect, what your role is and compelling you to act suggested structure the need the possibilities the new brand you and the brand group structure the internal values our external personality how do we make it happen the expected outcome
  • 6. expressing the brand are we creating a document helping staff to express the brand what it is who it’s for practical guides to creating an experience Internal audience: Anyone having interaction that is consistent throughout the business. with customers information on letter writing, speaking & other communication points suggested structure B2B communication basics ‘lite’ the brand language specific examples letters emails telephone face to face the technical bits ‘lite’
  • 7. expressing the brand are we creating a separate language guide what it is who it’s for how and what we say is a large part of Marketing agencies & PR: Creative head, communication, this helps understand the Account director, copywriter need for different styles and levels of copy suggested structure B2B communication basics the brand language examples 100% brand level documents and reports specialist audiences & offerings general audience the technical bits
  • 8. expressing the brand are we creating a guide to producing materials what it is who it’s for a guide to producing all aspects of necessary Marketing agencies & PR: Creative head, materials on brand message and in brand style Designer, Artwork, Production, Account director Internal: anyone with responsibility to commission work suggested structure is more of a pick&mix as content will be dependant on visual strategy. introduction who and what are these guides for set the scene brand architecture the word mark what are the components is there a bleed version what do we measure over and do we have limited size versions preferred sizing and position what is the minimum clear space the icon what is its role what is its position in relation to wordmark are there negative versions are there primary colour versions what do we measure over and do we have limited size versions do we have redrawn size versions preferred sizing and position brand language what are the business communication basics what is our audience matrix & how we speak to them what is our brand idea what is our promise what are the internal brand values how do these translate externally into the brand personality what is the boilerplate
  • 9. brand assets what is our visual strategy, what are the most important brand assets colour what are the core colours of the primary colour pallet secondary colours using the secondary colours typography what is the primary typeface what is the secondary typeface what is the typeface for shared applications do we have a specific typographic application style graphic elements do we have graphic elements what are the principles of usage are there levels of elements how do we use the elements imagery what are the aims and principles do we have levels of images how do we use the imagery applications visual style only unless messaging is part of deliverable what collateral items do we have what is the master grid are there brochure levels list specific brochures what presentations do we do what do we say in each how do they look
  • 10. what is our brand level advertising what other products or services do we advertise what is our direct marketing what other products or services do we directly market them how does our website work do we have microsites - what do they do and what are they like what events what stand designs what internal documents do we do how do they work and look list of all stationery show email signatures show envelopes is there packaging do we do things like cd covers do we have partner applications how does the visual relationship work how does the design look in signage & livery what about other branded items what do we say we cannot do dos and don’ts do an appendix to contain a brand language guide glossary show whatever guides are also available is there a thinking behind the brand book is there an document helping staff to express the brand is there a separate tone of voice guide
  • 11. A Base One Branding guide to creating guides David Thomas Creative Director