Brand Strategy Template Checklist

This superpowered Brand Strategy Template is a branding guide, a strategy, and an audit, all rolled up into one simple checklist.

Regardless as to whether you are looking to design a brand from scratch; strategically find your brand's voice and personality; bring in a designer to define the aesthetics of your brand; or perform a brand audit on your products to ensure they align with your branding... We got you. 

Here are some fun facts that highlight the importance of good branding when creating a successful business:

• Consistent branding across all channels increases revenue by 23%.
• 91% of consumers would rather buy from an authentic brand.
• 82% of investors want the companies they invest in to have a strong brand.

This brand strategy template will guide you in creating an authentic and aesthetically pleasing brand that your customers trust.

Your brand is the philosophy of your business. It represents what you stand for,  it is the voice and personality of your business.   

Whether you are a small business owner, entrepreneur, or are part of a larger branding team, use this checklist to:

• Establish and assess your brand strategy
• Establish and assess your brand aesthetics
• Iterate and finalize branding
• To run a brand audit
• To create a report of your brand

A brand audit is essential in ensuring that you are communicating your brand effectively and consistently. Be sure to perform a brand audit before releasing any new products, and any new content.

Before you get stuck in, here is a little bit about us:

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures, and workflows.

Create a checklist template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member's progress.

You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Let's get started.

For inspiration on designing your brand check out the videos below: 

Use this space to record your details. 

This section is important if multiple people are incorporated in your brand building process, such as designers or freelancers. It keeps a reference of who edited what and when they did so. 

Use the dropdown below to determine what you are using this checklist for.

This step is built with conditional logic so it is important that you fill it out correctly.

Conditional Logic is a powerful feature that allows you to create truly dynamic checklists with if-this-then-that logic. This dropdown will determine which tasks you complete throughout the checklist.

Open your business plan document, if you don't have one you can create one here. 

Draw all the information for the following section from your business plan.

Use the sub-checklist below as a rough agenda to direct your search within your business plan document. 

Record the results in the form fields provided below.

Upload any supporting documentation, such as the sections of your business plan concerning any values and future plans. 

To better understand the role your brand will play within its industry, you need to have a strong understanding of the industry it falls within.

Refer back to your business plan, it will also be useful for this section.

Use the sub-checklist below to help guide your research. 

To research an industry further read this article from Chron.  It contains advice on best practices for conducting industry research- what to look for, and how to look for it. 

You can also watch this video from Purdue School of Management to help frame your research: 

Analyze competitor data to find your niche.

Consider the previous task and think about what the competing brands are focusing on. 

Convenience or cost.

Can you identify their values through their branding?

By dissecting your competitor's brand you can grasp how their values transformed into a brand consisting of color schemes, a logo, a voice, typography, and so on. 

This is a great exercise as it helps in transforming your ideas and values into an actual brand. 

As a business, you can be known for many products or services, but as a brand, you want to be known for ONE thing, one idea.

Understanding who falls within your key demographic helps in constructing a brand that can effectively target the right audience. 

Open your Business Plan Document and go to the market research section. Upload the research below. 

Alternatively, use the sub-checklist below and consider each step when researching your brand's key demographic:

Use the form field below to briefly summarize your key demographic.

Consider some of the points made in this video concerning how to research your target demographics:

This video from Shopify introduces the alternative method of targeting psychographics. Check it out.

Determine what you want your brand to look like.

Are you running this process as a brand audit before releasing new content or launching a new product? If so, select the appropriate option from the dropdown below. 

We recommend bringing in a designer to create your logo and assist in the overall design of your brand.  Whether you bring in a designer or not the following section allows you to get your ideas down.

Here are some useful links for finding designers:

• https://dribbble.com/designers
• https://www.designerhire.com/brand/
• https://www.toptal.com/designers/brand
• https://www.fiverr.com/categories/graphics-design

There are heaps of options, a logo can cost anything from $0 - $2500. 

How you choose your typography is more of an art than a science. 

Gather a series of options that can help direct your branding concepts. Choose 5 approaches to give yourself some options for review. 

Check out this article from Creative Bloq for 15 tips for choosing the right font.

Or, watch this video below from the California Institute of Arts.

If you are submitting content or product typography as part of the brand audit process then note down typography details below or upload/link the appropriate file.

Choosing the right colors determines what initial emotions a customer calls to mind when first interacting with your brand. 

Bright, bold colors can give a playful edge, pastel shades can create a nostalgic feel, and monochrome can be used to convey a feeling of classyness. 

Check out Big Brand Systems to look at different palettes and the emotions they invoke in more detail. 

Or watch the video below for inspiration. 

If you are submitting content or product details as part of the brand audit process then note down color palette details below or upload/link the appropriate file.

Your brand's voice reflects your brand personality, helps you connect with your audience, and helps you stand out from the crowd.

Use the following sub-checklist to guide you in your journey to finding your brand's voice.

Create a document with all of your research and link/upload it to this checklist. 

Finally, summarize your brand's voice in the form field below. 

For more information and some examples of good brand voices, check out this YouTube video by Erin on Demand.

Sketch out some initial ideas for the logo. These can be done with paper and pencil or on your preferred electronic device.

There are no wrong answers in this process, be creative, and use all avenues for inspiration. Remember to keep your values and key demographic in mind. 

You can use our Logo Design Process checklist to help you.

Alternatively, check out this thumbnail process shown in the video to give you inspiration.

Upload your initial ideas and concepts using the form field below. 

If you have used paper then take photos of the sketches and upload them here for safekeeping. 

If you are submitting a logo revision as part of the brand audit process then note down the details below or upload/link the appropriate file.

Use this section to review the branding ideas.

Typography

{{form.Identify_plans_for_typography}}{{form.Dislikes_for_typography}}{{form.Preferences_for_typography}}

Color palettes

{{form.Identify_plans_for_colors}}{{form.Preferences_for_color_palette}}{{form.Dislikes_for_color_palette}}

Brand voice

{{form.Summary_of_brand's_voice}}

Logo ideas

{{form.Details_of_logo_revision}}

Whether you are running this as an audit or designing a brand from scratch use this section to summarize and compare your ideas.

The sub-checklist below will help guide you in choosing the appropriate branding. 

Bear in mind all the aspects of the materials you reviewed in the last task.

Create a series of 5 options for the brand. 

Utilize the sub-checklist below to help guide your selection of the 5 options.

Use the file upload to save a copy of the selections to the checklist. 

If you need the brand selections to be reviewed then use the email widget or assign the task to a member of your Process Street organization.  

Review the 5 branding styles and assess any feedback you may have recieved.

Consider what themes are present in the feedback and what connections you can draw between concepts they opted for and your preferences. 

Use the file upload below to store the feedback and review materials for reference.

It is now time to refine your concepts and determine the direction of the branding strategy. 

From your analysis and based upon the feedback provided on previous materials, choose 3 branding ideas to create in more detail. These will likely have less variety than the last 5 deliverables and may simply be three iterations of the same theme. 

The purpose of this step is to choose the final concept. Use your creative skills to refine the brand designs and to demonstrate what the final product may look like. One of these designs will be chosen as the final brand.

Utilize the sub-checklist below to guide you. Use the email widget to send the final designs out for review if necessary. 

Once the final choice has been made it is time to refine the concept for the brand.

How will the brand be applied to every detail of your business? 

Utilize the sub-checklist below to ensure you cover all areas.

Once the final brand is complete and you have prepared all of the final materials, you can upload them, link them, and/or use the email widget below to store and send the finished project.

A brand audit takes a look into your business’s current market position and effectiveness. It is an evaluation of your efforts in the eyes of your audience for the purposes of pointing out shortcomings, inconsistencies, and gaps in your market strategy.

Audit your brands' logo against the new product by following the sub-checklist below and enter key takeaways in the form field.

Audit your brands' voice against the new product by following the sub-checklist below and enter key takeaways in the form field.

Use the form field below to make a list of your top-performing posts/ content.

Audit your brand's existing images and graphics against the new product.

Use the form field below to note whether your recent image posts and graphic content match your branding.

Consider your brand's progress at reaching your target audience or key demographic. 

Use the sub-checklist as a guide to your research and then summarize your findings in the form field below.

This is the end of your Brand Strategy Audit, below you will find a summary of your findings. 

If you have any research support these findings we suggest uploading them to this checklist in the form fields below.

Brand Audit

{{form.Logo:_key_takeaways}}

{{form.Brand_voice:_areas_for_improvement}}

{{form.Images_and_colors:_do_they_match_branding?}}

{{form.Images_and_colors:_areas_for_improvement}}

{{form.Audience_targeting:_summarize_findings}}

{{form.Audience_targeting:_areas_for_improvement}}

• Sample Templates - Branding Strategy

• Ebaq Design  - Brand Strategy

• Oberlo - Branding Statistics 
• Creative Market Blog - Designing a Brand Identity
• SlideShare - Brand Identity Development Process
• idApostle - Creative Process of Branding and Logo Design 
• Creative Bloq- Design a Brand identity in 10 Easy Steps
• Logo Design Love - A process for designing successful identities - Logo Design Love
• Element Three - 5 Successful Examples of Brand Personification 
• Process Street - Design Processes and Checklists

• Web Design Process
• UX Design Process
• Brand Identity Design
• Header Design
• Graphic Design Process
• Logo Design Process
• Content Promotion Checklist
• 7 Design Checklist 
• Quality Control
• Business Plan Checklist
• Brand Strategy Template Checklist
• Amazon Trends Analysis Checklist
• Monthly Cash Flow Plan Checklist
• Social Media Report Template Checklist
• Ecommerce SEO Checklist
• Neil Patel’s: Website Funnel Analysis Checklist
• PPC Report Template Checklist
• Quarterly Strategic Marketing Process
• Sales Training Process Checklist
• Weekly Sales Prospecting Checklist
• Cold Calling Checklist
• BANT Sales Qualification Call Process
• Sales Presentation Template
• Sales Pitch Planning Checklist
• Closing the Sale Checklist
• Order Processing Checklist
• Monthly Sales Report
• Product Launch Checklist
• Ecommerce Product Listing
• Inventory Management Process
• Order Fulfillment
• Order Processing Checklist