Brand Strategy Planning Template
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Microsoft Word
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| Smartsheet
Build your brand strategy with this comprehensive template. Document your brand’s core values, vision, mission, and target audience. Create buyer personas to pinpoint target customers, and use the competitor analysis section to evaluate the strengths and weaknesses of other brands. This template can help you to craft your brand purpose and positioning statements, unique value proposition, and brand messaging. There’s room to hone your brand identity with details on logo, colors, and other visual elements. Once you’ve developed your own brand strategy framework template, use it to inform all of your content marketing.
If you’re creating a business-to-business (B2B) brand strategy (rather than one for a business-to-consumer (B2C) company), position your brand as the industry expert that can provide a complete solution to customer needs based on reason and fact, rather than on emotion. Keep in mind that a B2B buyer persona focuses more on job roles rather than individual characteristics. Many stakeholders may be involved in the sales process, and a B2B strategy requires building relationships and trust throughout the longer-term sales cycle.
Brand Strategy Roadmap Template
Download Brand Strategy Roadmap Template — Microsoft PowerPoint
Get a high-level view of your brand strategy plan with this roadmap template, which provides a concise look at key elements of your brand strategy and the marketing tactics you plan to use to meet strategic goals. Enter brief descriptions for your brand’s core values, purpose, vision, big idea, promise, and story. List issues you need to address, strategies to resolve those issues, and action steps to implement. Use this PowerPoint template for your own planning purposes or as part of a presentation in stakeholder meetings.
Brand Strategy Brainstorming Worksheet
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| Google Docs
Use this template to generate and consolidate brand strategy ideas. The document provides sections to brainstorm values, brand purpose and vision, target audience, brand voice and personality, and taglines. Edit the template headings to reflect the brand elements you need to focus on. Alternatively, you can modify the template and use it for a marketing brainstorm session. Whether you’re focusing on a marketing or brand strategy, get clear about your objectives and set a time limit for your brainstorming session to help generate valuable ideas without overthinking.
Brand Strategy Research Interview Worksheet
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Support your brand strategy document research with this interview template. Use this completely customizable template to gather valuable insights on the brand’s history from senior leadership and executives with historical brand knowledge. This interview template provides questions to discover key information about the brand. After interviewing key stakeholders, organize your findings to articulate the brand’s foundations.
Brand Essence Wheel Template
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Adobe PDF
A brand essence, also called a brand promise, is a three-to-five word statement that expresses the heart and core of a brand. Use this template to help identify that core promise by drilling down into the customer experience of your brand, the facts and features of your offerings, and key elements of your brand personality. Enter adjectives or short descriptive phrases in each section, as well as keywords or symbols that represent what your brand offers in the Facts section. Each ring in this brand essence wheel informs the core promise statement at the center.
Brand Personality Archetype Template
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Microsoft PowerPoint
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Adobe PDF
Use this archetype template to help define your brand and create a unique story that boosts brand recognition. To select a primary archetype, you’ll need to first identify the common thread among your products and services (or the one that is most profitable), what is truly authentic to your brand, and the audience you are trying to attract. This template shows 12 brand archetypes — each one is different, but they are grouped together into four general purposes: seeking fulfillment, providing stability, leaving a mark, and pursuing connection. For each archetype, you’ll see the primary name, the overarching quality that it stands for, its specific characteristics, and its core purpose. Combine this template with the brand persona worksheet below to develop your brand personality.
Brand Persona Worksheet
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This template provides a series of questions and exercises to help you define your brand personality, including the following: Who would your brand be if it were a person? What personality traits best describe your brand? Is your brand affiliated with specific beliefs and causes? The template also examines brand voice and visual identity to help you clarify the ways you express your brand personality in your messaging, logo, and visual style. A brand personality will shape all of your messaging, as well as the look, tone, and feel of your digital and print marketing.
Brand Voice Template
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Microsoft Word
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Adobe PDF
Develop a consistent brand voice across communications, so that you can increase brand recognition with your audience. Use this template to develop your brand voice by answering questions about your brand, narrowing down your list to a few key adjectives that best describe your brand, and completing the brand voice chart. Use the chart to get specific about how to use your brand voice by listing things to do and things to avoid in order to consistently express each of your chosen characteristics. For example, if one of your brand voice characteristics is “knowledgeable,” aim to be authoritative and utilize data in your communications, and avoid making generalizations.
Brand Positioning Strategy Template
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Microsoft Word
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This template includes brainstorming questions and a brand benefit ladder to help you define your brand positioning, as well as a worksheet that breaks down the brand positioning statement into sections to ensure that it is clear and comprehensive. A positioning statement typically follows this basic structure: “For [target audience], [brand name] is the [frame of reference] that delivers [benefit] because only [brand name] is [reason].” The statement describes how your brand fills a market need and guides messaging across marketing and sales communications. Use this template to clearly state your brand’s unique value proposition, your target audience, and how your brand resolves an unmet customer need.
Customer Journey Map Template
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Microsoft Excel
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Microsoft Word
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Adobe PDF
The purchase process is a journey for all customers. It begins with a problem that needs to be solved, and moves through the stages of awareness to purchase to ongoing customer loyalty. By understanding the pain points, thoughts, questions, and feelings that potential customers face, brands create effective messaging at every touchpoint along the buyer journey. Use this template to map out the customer experience, identify opportunities, and create action plans to nurture buyer interest, build trust, convert sales, and encourage customer retention.
Brand Communications Strategy Template
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Microsoft Excel | Microsoft Word | Adobe PDF | Smartsheet
Create a thorough brand communications strategy that includes a SWOT analysis of your current communications, measurable objectives, and a competitor analysis. Define your target audience, brand positioning, unique selling proposition, and brand personality. Use the template to identify the communications channels you will use to reach your audience, such as social media, email marketing, web content, PR, paid advertising, or broadcast media. Once complete, evaluate the success of your communications strategy based on your metrics for tracking objectives.
Brand Communications Strategy Example
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This template shows an effective brand strategy example that includes a sample target audience, unique selling proposition, communication channels, and more. This example template is customizable, and the sample copy can be used as a blueprint for your own brand communication strategy.
Brand Communication Strategy Channels Template
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Microsoft Word | Adobe PDF | Google Docs
Build a consistent content messaging strategy across channels at every stage of the buyer journey. This template aligns your core messaging strategy across all buying stages, including engagement, education, research, evaluation, justification, purchase. It also features post-purchase retention communication strategy sections per channel so that you can maintain loyal customers through adoption, retention, expansion, and advocacy. Plus, it includes an assessment for your team to ensure your messaging is customer-focused, no matter the channel or journey stage.
Brand Communications Strategy Presentation Template
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Microsoft PowerPoint | Google Slides
Use this presentation template to build a communications strategy plan based on the roadmap provided in this customizable template. You can vary the amount of detail you apply to your plan depending on your unique needs, and according to the scope and timeframe of your project.
Brand Communication Plan Example
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Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets
This example template shows an effective brand communication plan that includes the goal of expanding across existing user bases and garnering net-new logos for a business. The template is fully customizable, so you can use the sample copy as a blueprint for your own brand communication plan.
Brand Communication Plan Template
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This template provides a framework — from ideation to execution — for your brand communications. You’ll find space to identify your target audience, note your overarching brand goals and objectives, collaborate on brand messaging, and develop media channels and schedules to ensure you kick off your communication successfully.
Brand Communication Plan Presentation Template
Download Brand Communication Presentation Plan Template
Microsoft PowerPoint | Google Slides
Use this template to develop and present your brand communications plan. This presentation deck includes space to identify your target audience, detail your overarching brand goals and objectives, outline brand messaging and other key factors to ensure you can effectively present your brand communication plan to all stakeholders involved.
Brand Visual Identity Checklist
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Microsoft Excel
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Microsoft Word
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Adobe PDF
This checklist template provides sample questions to help ensure that your brand’s visual identity is consistent and aligns with your brand personality and strategy. The checklist is divided into sections for colors, logo, typography, iconography, and illustrations. Use the list to plan your visual branding and ensure you don’t overlook any steps or details. Consider each section separately — and the list as a whole — and make adjustments to create a sense of cohesion and consistency in all of your visual content.
Brand Perception Survey Template
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Create a survey template to gauge brand awareness and perception. This template includes example survey questions, such as consumer familiarity with your brand, how they found out about it, and how likely they are to recommend your brand. The survey asks respondents to describe the brand based on a list of traits, ranging from playful and unconventional to classic and authoritative. Edit the template to reflect the brand characteristics and general questions you want to include to measure brand perception.
Brand Strategy Scorecard Template
Download Brand Strategy Scorecard Template — Microsoft Excel
Track and score metrics for your branding goals with this brand strategy scorecard. The template includes a list of example metrics to evaluate, including brand awareness, brand consideration, customer lifetime value, and return on branding investment. The template calculates total scores to provide a sense of overall performance and also helps you to identify areas for improvement. Set target timelines to address issues and achieve your goals.
Brand Strategy Proposal Template
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Microsoft Word
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This template includes several components to help you create a detailed brand strategy proposal for a client. Start by summarizing the situation, including the current branding challenge, an overview of business goals, and why you’re launching this branding project. Describe the positive results the client will receive when it resolves the branding problem. Provide background information, such as brand history, current brand perception in the marketplace, and stakeholder expectations. List goals for the branding project, and describe your analysis methodology, strategy approach, and the branding services you’ll provide. The template also includes space for a project schedule, in which you can highlight milestones and important deliverables.
Brand Strategy Presentation Template
Download Brand Strategy Presentation Template — Microsoft PowerPoint
Create an engaging brand strategy presentation with this PowerPoint slide deck, which covers brand purpose, vision, mission, buyer personas, competitive analysis, unique selling proposition, brand messaging, and more. Enter your text into the preformatted slides, and customize the template by changing colors or headings.
Brand Marketing Strategy Template
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Microsoft Excel | Google Sheets
Use this template to create a brand awareness strategy and timeline. The template includes space to note campaign tactics, goals, target audience, response rate, and costs. It also features a Gantt chart calendar that is separated by quarters, months, and weeks to offer a visual overview of your project timelines. Enter campaign expenses to compare projected versus actual costs. The template also calculates and displays subtotals and total costs at the top.
Brand Launch Strategy Template
Plan your brand launch strategy with a spreadsheet template that clearly delineates the actions and assets required to carry out a successful launch. Enter tasks and deliverables, assigned owners, lead time for each item, due dates, and final launch date. Prioritize items based on level of importance and time frame, and track the status of all tasks to monitor progress.
Brand Partnership Strategy Template
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Microsoft Word
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Adobe PDF
Strategic alliances between brands helps both businesses reach common goals. This brand partnership template outlines the strategy behind a proposed partnership, including the joint value proposition, market opportunities, ideal customers, sales strategy, and the potential return on investment. Use the template to develop your partnership strategy and create an organized report.
One-Page Brand Strategy Template
Download One-Page Brand Strategy Template
This simple brand strategy document template consolidates important details onto a single page. It highlights key aspects of a brand strategy, from company mission to brand messaging. Add your positioning statement and unique value proposition, and describe your brand personality and succinct brand promise, including the essential elements of your brand voice and tone. Use this template as a brainstorming tool, summary template, or reference document for stakeholders. Customize the document with your own brand strategy categories to tailor it to your business or organization.
One-Page Brand Strategy Template Example
Download One-Page Brand Strategy Template Example
Use this pre-filled single page brand strategy document as a brainstorming tool, summary template, or reference document for stakeholders. This example template comes with sample data that is customizable and can be tailored to fit the needs of your business or organization.
Brand Strategy Brief Template
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Microsoft Excel
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Microsoft Word
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Adobe PDF
A brand brief is an internal document that provides direction and promotes consistency in all branding efforts. It is often used as a reference guide for employees, as an onboarding tool with new hires, and as a way for executives to communicate brand expectations to an entire organization. This template offers a condensed brand brief format: A written document with a visual diagram. The diagram makes it easy to see how each aspect of a brand strategy connects with the core essence at the center of your brand.
Brand Strategy Annual Review
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Evaluate your brand’s performance annually to inform your strategic direction. Use this fully customizable review template to stay on top of changing market conditions and ahead of the competition. Adjust your strategic direction annually with data-driven insights, and conduct a thorough evaluation with a brand performance overview, updated competitor analysis, social media analysis, brand perception analysis, and communication strategy analysis. Provide recommendations for each area, including a final recommendation for the following year.
What Is a Brand Strategy Template?
A brand strategy template operates like a toolkit, which helps you work through the process of building a lasting brand. Worksheets, checklists, and brainstorming templates help you to determine the values that guide your choices, identify how to effectively communicate your brand, and understand how to attract customers, as well as accomplish other aspects of strategic planning.
Brand strategy presentations, proposals, and report templates facilitate communication with stakeholders, while scorecards, roadmaps, and timelines save time when implementing your brand strategy and tracking progress.
For more brand management strategy templates and information, see our articles on brand asset management and brand strategy.
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