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how to build a breakthrough brand -- worksheet

how to do a brand diagnostic
Gather insights about your brand performance by looking through three critical lenses:

                        What does the category demand landscape look like? _________________________________
                        _______________________________________________________________________________________
                        What are people’s needs, wants, usage occasions, drivers of purchase and re-purchase?
  customer              ______________________________________________________________________________________
                        ______________________________________________________________________________________
                        Who are the brand’s target segments? What do they think of our brand?________________
                        ______________________________________________________________________________________


                        Who do we compete with and what are our brand’s strengths and vulnerabilities? _____
                        _____________________________________________________________________________________
                        _____________________________________________________________________________________
   context              What category trends impact our business and how? _________________________________
                        _____________________________________________________________________________________
                        What is the impact of macro-factors, e.g., economy, cultural influences, and social
                        trends? _____________________________________________________________________________
                        _____________________________________________________________________________________


                        What is our current brand strategy? How are we currently positioned? _________________
                        ______________________________________________________________________________________

  company               What are our core capabilities as an organization? ___________________________________
                        ______________________________________________________________________________________
                        What underutilized assets and resources can we leverage? ____________________________
                        ______________________________________________________________________________________

Then define an objective and use the above insights to conduct a S.W.O.T.
                                                                                              S.W.O.T. analysis
analysis relative to that objective, organizing your points by:
• strengths: attributes, resources, and capabilities                                          objective:
  that are helpful to achieving the objective                current & primarily              ___________________________
• weaknesses: attributes, resources, and capabilities        internal factors
                                                                                               strengths        weaknesses
 that are harmful to achieving the objective
• opportunities: conditions that may be helpful to            new developments/
  achieving the objective                                     changes & primarily              opportunities threats
• threats: conditions that might hinder achieving             external factors
  the objective

Use the following data sources to gather your insights and conduct the S.W.O.T. analysis:
 in-depth interviews with key stakeholders – include:
         executive committee and board members                     managers and staff
         front line employees                                      investors
         business partners – agencies, vendors, distributors       customers
 audits of the brand experiences and communications for your brand and key competitors’
 channel audits
 desk research – article search, trend analyses
 industry data and syndicated research
 existing and, if necessary, new primary research


visit http://deniseleeyohn.com/bbb to view Denise’s “How to Build
a Breakthrough Brand” video series and access other worksheets

                         •   mail@deniseleeyohn.com   •   © 2012 Denise Lee Yohn, Inc.   •   917 446 9325   •

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"How to Do a Brand Diagnostic" Worksheet (by Denise Lee Yohn)

  • 1. how to build a breakthrough brand -- worksheet how to do a brand diagnostic Gather insights about your brand performance by looking through three critical lenses: What does the category demand landscape look like? _________________________________ _______________________________________________________________________________________ What are people’s needs, wants, usage occasions, drivers of purchase and re-purchase? customer ______________________________________________________________________________________ ______________________________________________________________________________________ Who are the brand’s target segments? What do they think of our brand?________________ ______________________________________________________________________________________ Who do we compete with and what are our brand’s strengths and vulnerabilities? _____ _____________________________________________________________________________________ _____________________________________________________________________________________ context What category trends impact our business and how? _________________________________ _____________________________________________________________________________________ What is the impact of macro-factors, e.g., economy, cultural influences, and social trends? _____________________________________________________________________________ _____________________________________________________________________________________ What is our current brand strategy? How are we currently positioned? _________________ ______________________________________________________________________________________ company What are our core capabilities as an organization? ___________________________________ ______________________________________________________________________________________ What underutilized assets and resources can we leverage? ____________________________ ______________________________________________________________________________________ Then define an objective and use the above insights to conduct a S.W.O.T. S.W.O.T. analysis analysis relative to that objective, organizing your points by: • strengths: attributes, resources, and capabilities objective: that are helpful to achieving the objective current & primarily ___________________________ • weaknesses: attributes, resources, and capabilities internal factors strengths weaknesses that are harmful to achieving the objective • opportunities: conditions that may be helpful to new developments/ achieving the objective changes & primarily opportunities threats • threats: conditions that might hinder achieving external factors the objective Use the following data sources to gather your insights and conduct the S.W.O.T. analysis:  in-depth interviews with key stakeholders – include: executive committee and board members managers and staff front line employees investors business partners – agencies, vendors, distributors customers  audits of the brand experiences and communications for your brand and key competitors’  channel audits  desk research – article search, trend analyses  industry data and syndicated research  existing and, if necessary, new primary research visit http://deniseleeyohn.com/bbb to view Denise’s “How to Build a Breakthrough Brand” video series and access other worksheets • mail@deniseleeyohn.com • © 2012 Denise Lee Yohn, Inc. • 917 446 9325 •