Five questions to kickstart your brand planning process

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A well-structured brand plan empowers you to allocate your brand’s limited resources effectively. To begin your strategic brand planning journey, let me share five essential questions that have guided my experience as a VP of Marketing at renowned companies like Johnson & Johnson, Coke, and General Mills. By focusing on these questions in your brand planning process, you’ll be able to develop a vision, analyze your current position, identify key issues, create strategies, and devise execution plans, all aimed at achieving the highest return on investment.

To illustrate, click on our one page Brand Plan Rough Draft you can use in your brand planning process.

  1. To start, where could we be?
  2. Secondly, where are we?
  3. Moreover, why are we here?
  4. Subsequently, how can we get there?
  5. Finally, what do we need to do?

Armed with these questions, you’re now ready to start mapping out your brand plan and enhance your brand planning process.

Brand Planning process

Expanding on those five brand planning process questions to guide your brand plan

Let’s delve deeper into the five pivotal questions that can shape your brand planning process and create a solid foundation for your brand plan. It’s crucial not to rush into writing your plan without understanding each component thoroughly. In fact, facing writer’s block is less daunting than being confronted with a blank screen labeled “vision.”

Here are five brand plan questions to jumpstart your brand planning process. These will assist you in determining the overarching aspects of your brand plan before refining and perfecting the content:

First, where could we be?

  • To start, envision your brand’s ideal state in 5-10 years, and consider how you or others would describe it.
  • Then, ask if there is an aspirational goal, such as market share or company revenue/profit, that you aim to achieve.
  • Next, ask what accomplishment would leave you completely satisfied.

Second, where are we now? 

  • To start, examine the current situation regarding the market, consumers, customers, categories, competitors, and your brand.
  • Next, identify key metrics: revenue, profit, investment, share, penetration, usage, awareness, repeat, and loyalty.
  • Then, assess your brand’s current reputation and how it aligns with your desired identity.

Next, explain why we are here?

  • To start, determine the factors driving your brand’s success: trends, consumer behavior, category performance, competitive gains, or brand achievements.
  • Next, identify obstacles preventing your brand from reaching its full potential.
  • Then establish how you will succeed: by leveraging core strengths, strengthening consumer bonds, outperforming competitors, or capitalizing on business opportunities.

How can we get to your major goal?

  • To start, decide which capabilities to invest in: brand promise, brand story, innovation, purchase moment, or experience.
  • Then, identify your target audience and market accelerators to take advantage of.
  • Next, determine how to influence consumers in ways that benefit the brand. Either, moving consumers along their journey or by tightening the bond with consumers.

What tasks/activities do we need to do? 

  • First, outline strategies and corresponding activities.
  • Next, identify execution battles to win: brand promise, brand story, innovation, purchase moment, or consumer experience.
  • Finally, specify activities, achievements, learning, milestones, and process improvements to invest in for the future

Your written responses will begin to reveal a rough draft of your brand vision, analysis, key issues, strategies, and tactics. Unbeknownst to you, this rough draft lays the groundwork for your entire brand plan.

Brand Plan rough draft

To initiate your rough outline, push yourself to draft three bullet points for each of the five fundamental brand plan questions. Strive to condense your list to the top three points, as this extra effort will sharpen your focus on the most crucial aspects.

Indeed, it’s quite simple to become overwhelmed in the brand planning process. Numerous brand leaders may spend weeks crafting a plan. As you gather diverse opinions from across the organization, confusion can arise, adding a layer of complexity to the plan you need to decipher. Avoiding this disarray is essential for maintaining clarity throughout the process.

To illustrate, take a look at the Brand Plan rough draft below.

To illustrate, click on our one page Brand Plan Rough Draft you can use in your brand planning process.

I recommend you start with the five questions, either on your own or with a group brainstorm. Then, keep coming back to this document a few times throughout the process to make sure you stay on track. Unquestionably, I find these five questions keep you grounded and focused throughout the planning process.

Brand Plan on a page

Below, our annual brand plan on a page is presented. Significantly, the brand plan comprises three distinct sections: analysis, issues and strategies, and execution plans. The brand planning process plays a vital role in these sections.

To illustrate, click on our one page Brand Plan you can use in your brand planning process.

The one-page Brand Plan

Firstly, the analysis section provides a summary from the in-depth business review. It includes an overview of the top three points, which cover what drives your brand’s growth, what hinders it, potential threats, and opportunities your brand faces.

Secondly, the key issues and strategies section highlights the top three obstacles preventing you from realizing your vision. Framing these issues as questions is helpful. Correspondingly, the strategic solutions serve as answers to each question. Establish goals to gauge your brand’s performance against each strategy.

Lastly, the marketing execution section outlines specific plans for each chosen execution area, aligning with critical consumer touchpoints. You can include a brand communications plan, innovation plan, and sales plan.

This one-page Brand Plan template was developed when I managed a team with 15 brands. It allowed me to grasp the big picture swiftly, without sifting through bulky binders. Additionally, sales teams appreciated the convenience of quickly accessing the entire plan on a single page, as most salespeople managed 15 brands with their customers. Distribute the one-page plan to everyone involved with the brand and encourage them to keep it handy to guide their day-to-day decisions.

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Covering every aspect of brand management, it is no wonder that our readers reach for Beloved Brands multiple times each week to guide them through the challenges of day-to-day brand management.

Get ready for a mind-bending journey as we take you on a deep dive into your brand strategy. We’ll challenge you with thought-provoking questions designed to shake up your thinking and help you see your brand in a whole new light. And our unique process for defining your brand positioning will leave you with fresh ideas and new possibilities for how to differentiate your brand.

But we won’t just leave you with ideas – we’ll show you how to turn them into action. Learn how to write a brand plan that everyone can follow, ensuring that all stakeholders are aligned and contributing to your brand’s success. We’ll walk you through the creative execution process, from writing an inspiring brief to making smart and breakthrough decisions.

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Take a read through our sample chapter on strategic thinking

Brand Plan

Building your marketing skills with our post on how to write a brand plan

One of the most important skills that marketers need to know is the fundamentals of writing a brand plan. Below, you will see our step-by-step process for how to write a brand plan that everyone can follow. To illustrate, we include definitions, examples, tools, and templates that you can use in your brand planning process.

To illustrate, click on our brand planning process.

Our Brand Plan template

If you are running the brand planning process or working as a consultant helping your clients, our Brand Plan template includes ideal slides for vision, purpose, analysis, key issues, strategies, brand positioning statement, and execution plans. Importantly, we have three different brand plan templates, for consumer brands, B2B brands, retail brands, or healthcare brands.

consumer brand plan template

Our Brand Plan template provides formatted blank slides with key marketing definitions where you can insert your own brand plan. And, we include a fully completed Brand Plan. Moreover, you will also get our one-page Brand Plan and our one-page Brand Strategy Roadmap. Ideally, we hope that it will help you with the brand planning process. 

Brand Plan Examples

Consumer Healthcare

Marketing Plan Consumer Healthcare brands
Marketing Plan template - Consumer healthcare.

Quit Smoking

Marketing Plan for OTC Pharma Healthcare plan
Marketing Plan example - pharma brand.

B2B Stage Lighting

B2B Industrial tools

Marketing Plan B2B industrial Tools
Marketing Plan example - B2B industrial brand.

Brand templates for consumer brands

Elevate your brand strategy with our powerful templates.

Our brand toolkit for consumer brands is our most comprehensive template helps you communicate your brand plans, brand positioning, business review and creative briefs.

First, our brand plan template  offers slides for vision, purpose, analysis, key issues, strategies, and execution plans, ensuring a thorough approach to your brand’s development. Next, the brand positioning template guides you through defining your target profile, crafting a brand positioning statement, and developing a unique brand idea, concept, values, story, credo, and creative brief. Finally, our business review template provides slides for in-depth analysis of the marketplace, customers, competitors, channels, and your brand.

Choose the right template for your business needs

Brand templates for B2B brands

Elevate your brand strategy with our powerful templates.

Our brand toolkit for B2B brands is our most comprehensive template helps you communicate your brand plans, brand positioning, business review and creative briefs.

Our brand plan template  offers slides for vision, purpose, analysis, key issues, strategies, and execution plans, ensuring a thorough approach to your brand’s development. The brand positioning template guides you through defining your target profile, crafting a brand positioning statement, and developing a unique brand idea, concept, values, story, credo, and creative brief. Finally, our business review template provides slides for in-depth analysis of the marketplace, customers, competitors, channels, and your brand.

Choose the right template for your business needs

Brand templates for retail brands

Elevate your brand strategy with our powerful templates.

Our brand toolkit for B2B brands is our most comprehensive template helps you communicate your brand plans, brand positioning, business review and creative briefs.

Our brand plan template  offers slides for vision, purpose, analysis, key issues, strategies, and execution plans, ensuring a thorough approach to your brand’s development. Next, the brand positioning template guides you through defining your target profile, crafting a brand positioning statement, and developing a unique brand idea, concept, values, story, credo, and creative brief. Finally, our business review template provides slides for in-depth analysis of the marketplace, customers, competitors, channels, and your brand.

Choose the right template for your business needs

Brand templates for healthcare brands

Elevate your brand strategy with our powerful templates.

Our brand toolkit for healthcare brands is our most comprehensive template helps you communicate your brand plans, brand positioning, business review and creative briefs.

Our brand plan template  offers slides for vision, purpose, analysis, key issues, strategies, and execution plans, ensuring a thorough approach to your brand’s development. Next, the brand positioning template guides you through defining your target profile, crafting a brand positioning statement, and developing a unique brand idea, concept, values, story, credo, and creative brief. Finally, our business review template provides slides for in-depth analysis of the marketplace, customers, competitors, channels, and your brand.

Choose the right template for your business needs

Strategic Thinking

Smart strategic thinkers ask challenging questions.

To start, take the opportunity to improve your strategic thinking skills. Look to the five steps to building an effective brand strategy

We show how to use our Strategic ThinkBox, and lay out the five elements of strategic thinking. Next, go deeper on to challenge your brand’s core strength, engage with consumer strategy, or competitive strategy

Undoubtedly, you must understand the business situation before making your next move. We show how to write the ideal strategy statements you can use in your marketing plan

Video Lesson: Key Issues

To illustrate, watch our video on how to find the key issues on your brand that you can use in your marketing plan. Importantly, it helps you find the best possible questions. Subsequently, it sets up strategic solutions to answer those questions.

Staying on strategy through execution.

As you move to the marketing execution, you need to use in-the-box creativity to stay on strategy. We map out the advertising process, and the innovation process. Take a look at  our Creative Brief and the good and bad creative brief examples. Then, we set you up to make marketing execution decisions using our advertising checklist to evaluate creative advertising ideas. And, you can use our innovation checklist to compare new product ideas.

Importantly, marketers need to understand media planningpricing strategy, and social media strategy

Our brand templates make it easier for you to do your job.

Moreover, we provide brand templates that help you run your brand. For instance, you can find templates for marketing plans, brand positioning, creative briefs, and business reviews. Altogether, we offer brand toolkits with all the presentation slides you need. 

If you are looking to make your marketing team smarter, we can help. To get started, email Graham Robertson at [email protected]

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With our Beloved Brands playbook, you will learn to think strategically, define your brand positioning, write a marketing plan, make execution decisions, and analyze your brand. Our readers tell us they reach for Beloved Brands as a reference tool to help them with the day-to-day management of their brand. We are proud that 89% of online reviewers have rated Beloved Brands a 5-star. As a result, Beloved Brands has been a #1 bestseller in brand management. We also have the B2B Brands playbook and our Healthcare Brands playbook

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