How to lead the brand planning process

Posted on Posted in How to Guide for Marketers

Have you ever noticed people who say, “We need to get everyone on the same page” rarely have anything written down on one page? The same people who use the term “fewer bigger bets” are fans of little projects that deplete resources.

People say they are good decision-makers, yet struggle when faced with two distinct choices, so they creatively find a way to justify doing both options. 

A brand plan is an opportunity to make decisions on how to allocate your brand’s limited resources to the smartest ideas that will drive the highest return. Think of the plan as a decision-making tool to align your team with the best financial investment choices and the best decisions on how to deploy your people. The plan should then align and focus everyone who works on the brand, including the leader who writes the plan. 

Brand planning process

Start by looking at building a consumer target profile and then building a brand positioning statement that balances the functional and emotional benefits. From there, build a brand idea that will connect with consumers and employees; to help line the brand idea up to the brand promise, brand story, innovation, purchase moment and the consumer experience. Build out your strategic brand plan that steers everyone who works on the brand. Lay out the vision, purpose, values, issues, strategies, tactics and goals. As you move to marketing execution, build out a creative brief, innovation plan and channel customer plans. 

1. Brand Positioning Workshop

Start with a brand positioning statement and brand idea that sets up a brand concept that will help your brand win in the marketplace.

Detailed explanation of our brand positioning process

As part of our brand strategy consulting process, start your brand positioning workshops by defining a focused consumer target profile with consumer insights, enemies and buying behaviors. From there, use our consumer benefits ladder to move your thinking from product features to the functional consumer benefits and emotional consumer benefits. At Beloved Brands, we have created our consumer benefit cheat sheets that have 50 possible functional benefits and 40 potential emotional benefits to help your team explore, define and focus on the right benefit space for your brand. We also have tools to find support points and claims to back up your consumer benefit. The goal is to find a winning brand positioning statement in a space that is unique, ownable, and motivating to your consumers. 

Once you have the brand positioning statement as a foundation, move on to help you build a brand idea that becomes your brand’s 7-second pitch. As a checklist, a great brand idea should be interesting, simple, unique, inspiring, motivating, and ownable. Then, stretch the brand idea out across the five touchpoints to drive consistency throughout your organization, which includes the brand promise, story, innovation, purchase moment and consumer experience. Finally, take all this great work and turn it into a brand concept and a brand story that sets you up to execute and win in the marketplace.

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Read more on our brand positioning process

2. Strategic Brand Plans Workshop

Build a strategic brand plan that forces smart focused decisions to help organize, steer, and inspire your team towards higher growth.

Detailed explanation of our strategic plan process

At the beginning of the brand strategy consulting planning process, start with a deep-dive business review to look at every aspect of the brand, including the marketplace, consumers, channels, competitors and the brand. This analysis can include key interviews with executives and customers, as well as an audit of competitors and your brand’s work. After the review, summarize the drivers and inhibitors currently facing brand, and the potential risks and opportunities we see in the future.

Through our brand strategy consulting workshop, we use our Strategic ToolBox questions to open up your team’s thinking and help you frame the key issues facing your brand. Lay out each element of the strategic brand plan, with unique tools to inspire thinking and guide the writing of brand vision, purpose, values, key issues, strategies, and tactics. Once you finalize all the plan elements, put the strategic brand plan on one page and in a formal presentation.

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Read more about our brand plan process

3. Marketing Execution Planning

Align your marketing execution behind a brand idea that tightens your bond with consumers and moves them through their buying journey

Detailed explanation of our marketing execution process

We believe the goal of any marketing execution is to tighten your bond with consumers and drive demand for your brand. From the positioning work, we stretch your brand idea across all five consumer touchpoints: promise, story, innovation, purchase moment and consumer experience. With our brand consulting process, we make sure the execution will move consumers through the stages of the purchase journey. 

To focus your agencies, start with a creative brief that takes the work of the brand positioning and the strategic brand plan. The brief will focus any outside agency in developing smart, creative advertising and media decisions. Work with sales to find programs that work at the purchase moment through retail channels, packaging, e-commerce, direct selling, customer service and merchandising. Moreover, work with product development to create an innovation process that brainstorms new ideas, turns them into concepts, looks at a testing and assessment method, and then builds and executes a launch program. 

With my 20 years of marketing experience, I can offer coaching and consulting on any marketing execution including advertising, media, innovation, in-store promotions, and internal marketing communications. 

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Read more on our creative brief process

For our brand planning workshops, we use our customized brand planning workbooks to help challenge and guild and push your team through each stage of the brand positioning, analytics and brand plan process. In each of the workbooks, we pose very challenging exercise that can provoke the thinking of your teams. 

Brand training

Our marketing training programs to help brand leaders reach their full potential

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Our playbooks will show you new ways for how to think, define, plan, execute and analyze your brand

  1. You will find new strategic thinking models and examples for each of the four strategic thinking methods, looking at core strength, competitive, consumer, and situational strategies. 
  2. To define the brand, I provide a tool for writing a brand positioning statement as well as a consumer profile and a consumer benefits ladder. I have created lists of potential functional and emotional benefits to kickstart your thinking on brand positioning. We show a step-by-step process to come up with your brand idea and bring it all together with a tool for writing the ideal brand concept. 
  3. For brand plans, I provide formats for a long-range brand strategy roadmap and the annual brand plan with definitions for each planning element. From there, I show how to build a brand execution plan that includes the marketing communications plan, innovation process, and sales plan. 
  4. To grow your brand, I show how to make smart decisions on marketing execution with chapters on how to write a creative brief, how to make decisions on creative advertising and how to lead the media choices. 
  5. When it comes time for analyzing the performance of your brand, I provide all the analytical tools you need to lead a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.  

You will learn everything you need to know so you can run your brand and be successful in your marketing career.

You can find Beloved Brands and B2B Brands on Amazon, Rakuten Kobo or Apple Books

Click on any of the icons above to go directly to the page where you can buy our books. 

Five simple questions to kickstart your Brand Plan

Posted on Posted in How to Guide for Marketers

brand plansA brand plan is an opportunity to make decisions on how to allocate your brand’s limited resources. A smart brand plan has a vision, analysis, key issues, strategies and execution plans. Focus on the smartest ideas that will drive the highest return. Think of the plan as a decision-making tool to align your team. Make the best financial investment choices and the best decisions on how to deploy your people. The plan should then align and focus everyone who works on the brand, including the leader who writes the plan. 

When you start your brand plan, the worst thing you can do is open up a PowerPoint document and begin to type away on a blank page. You will get writer’s block, or you will assemble a complete mess. Remember back to when you wrote a term paper in college. The essay was always easier to write and a much better end product when you took the time to write out a rough draft outline before you started the final document.

Annual Plan on a Page

The annual brand plan has three distinct sections: analysis, issues and strategies, and execution plans.

  • The analysis section lays out the summary from the deep-dive business review with an overview of the top three points, which envelop what is driving your brand’s growth, what is inhibiting your brand’s growth, which threats could hurt your brand and what opportunities your brand faces.  
  • The key issues and strategies section focuses on the top three issues getting in the way of achieving your vision. You should put the issues in question format. And the strategic solutions are the answers that match up to each of those questions. Set goals to measure your brand’s performance against each strategy. 
  • The execution section maps out the specific plans for each of the chosen execution areas that line up to most essential consumer touchpoints.  

I first came up with this “brand plan-on a page” format when I led a team with 15 brands. It helped me see the big picture quickly, rather than having to hunt through a big thick binder. Also, the sales team appreciated the ability to see the entire plan on one page quickly. Most salespeople also had 15 brands to manage with each of their customers. Everyone who works on the brand should receive the one-page plan. And then, keep it close by to steer their day-to-day decisions.

Five Questions worksheet

While it is easy to get writer’s block, it can be worse when you sit at your computer staring at a blank screen with the word “Vision” staring back at you.

Here are five simple questions to help you kickstart your first thoughts about your brand plan and decide on the big picture elements of your plan before fine-tuning and perfecting the writing.

  1. Where could we be?
  2. Where are we?
  3. Why are we here?
  4. How can we get there?
  5. What do we need to do?

Your written answers will start to reveal a rough draft outline of your brand vision, analysis, key issues, strategies, and some thinking on your execution and measurement, which form the entirety of your brand plan.

To start your rough outline, force yourself to write out three bullet points for each of the five simple questions. Make it challenging to narrow down your list to the top three points, as the extra effort now will help focus your mind on the most significant points.

It is very easy to get lost in the planning process. Many brand leaders will spend a few weeks writing a plan. As you solicit conflicting input from across the organization, it will add a layer of confusion to the plan you must sort through. It is easy to get lost in a mess.

I recommend you start with the five questions then keep coming back to this document a few times throughout the process to make sure you stay on track. These five questions keep you grounded and focused throughout the planning process.

For more on How to write a Brand Plan, click on this link: https://beloved-brands.com/2012/06/24/brand-plan/

 

To learn more about this type of thinking, you should explore my new book, Beloved Brands.

With Beloved Brands, you will learn everything you need to know so you can build a brand that your consumers will love.

You will learn how to think strategically, define your brand with a positioning statement and a brand idea, write a brand plan everyone can follow, inspire smart and creative marketing execution and analyze the performance of your brand through a deep-dive business review.

Beloved Brands book

To order the e-book version or the paperback version from Amazon, click on this link: https://lnkd.in/eF-mYPe

If you use Kobo, you can find Beloved Brands in over 30 markets using this link: https://lnkd.in/g7SzEh4

And if you are in India, you can use this link to order: https://lnkd.in/gDA5Aiw

Beloved Brands: Who are we?

At Beloved Brands, our purpose is to help brands find a new pathway to growth. We believe that the more love your brand can generate with your most cherished consumers, the more power, growth, and profitability you will realize in the future.

We think the best solutions are likely inside you already, but struggle to come out. Our unique playbook tools are the backbone of our workshops. We bring our challenging voice to help you make decisions and refine every potential idea.

We start by defining a brand positioning statement, outlining the desired target, consumer benefits and support points the brand will stand behind. And then, we build a brand idea that is simple and unique enough to stand out in the clutter of the market, motivating enough to get consumers to engage, buy and build a loyal following with your brand.

We will help you write a strategic brand plan for the future, to get everyone in your organization to follow. It starts with an inspiring vision that pushes your team to imagine a brighter future. We use our strategic thinking tools to help you make strategic choices on where to allocate your brand’s limited resources.

Our brand playbook methodology will challenge you to unlock future growth for your brand

  1. Our deep-dive assessment process will give you the knowledge of the issues facing your brand, so you can build a smart plan to unleash future growth.
  2. Find a winning brand positioning statement that motivates consumers to buy, and gives you a competitive advantage to drive future growth.
  3. Create a brand idea to capture the minds and hearts of consumers, while inspiring and focusing your team to deliver greatness on the brand’s behalf.
  4. Build a brand plan to help you make smart focused decisions, so you can organize, steer, and inspire your team towards higher growth.
  5. Advise on advertising, to find creative that drives branded breakthrough and use a motivating messaging to set up long-term brand growth.
  6. Our brand training program will make your brand leaders smarter, so you have added confidence in their performance to drive brand growth.

To learn more about our coaching, click on this link: Beloved Brands Strategic Coaching

To learn more about our training programs, click on this link: Beloved Brands Training

If you need our help, email me at graham@beloved-brands.com or call me at 416 885 3911

You have my personal promise to help you solve your brand building challenges. I will give you new thinking, so you can unlock future growth for your brand.

Signature

Graham Robertson

Founder and CMO, Beloved Brands Inc.

 

20 thought starters to challenge brand managers to be better

Posted on Posted in How to Guide for Marketers

Here are twenty simple messages to provoke and challenge your thinking as a brand manager.

  1. Consumer Insight comes to life when it’s told in such a captivating way that makes people stop and say “hmm, I thought I was the only one who felt like that.:20 thought starters
  2. Can you explain your brand (or your personal brand) in 7 seconds, 2 minutes and 30 minutes? You should be able to organize your thinking.
  3. Strategic Thinkers see “what if” questions before they see solutions. They map out a range of decision trees that intersect and connect by imagining how events will play out. Moreover, they reflect and plan before they act. They are thinkers and planning who can see connections. Instinctual Thinkers see answers before questions. They get to answers quickly, and get frustrated in delays. They believe doing something is better than doing nothing at all. Instinctual thinkers opt for action over thinking. They are impulsive and doers who see tasks. They get frustrated by strategic thinkers.
  4. Learn to change your brain speeds, knowing when to go slow and when to go fast. Think slowly with strategy. Think quickly with instincts.
  5. The role of BRAND is to create a bond, power, and profit, beyond what the product itself could achieve. In fact, we only have brands, if we think we can make more money from the brand than just the product alone. The really is no other reason.
  6. The more loved a brand is by consumers, the more, the more powerful and profitable that brand can be.
  7. Halfway between the exactness of Science and the unknown of Art lies the power of an IDEA that can bring them together”
  8. The best brands are either different, better or cheaper. Or else, not around for very long. Do you know what your brand is?
  9. Consumers don’t care what you do until you care what they want. Instead of just yelling what you do, put yourself in the consumers’ shoes and ask yourself  “so what do get?” and then ask “so how does that make me feel?” This turns product features into consumer benefits, both functional and emotional. 
  10. The power of three helps provide focus. If your brand only has 3 strategies and each strategy only has 3 tactics, then you should be able to do an amazing job on all 9. Much better than 5 strategies times 5 tactics and 25 things. I would bet that my 9 would beat your 25 any day.
  11. The better your people, the better the work, the better the business results. So then, are you doing enough to make your people better? Invest in training your people.
  12. Ask your people at every stage “Do you love it?” and watch their eyes to see if they tell the truth. Because, if you don’t love the work, how do you expect your consumer to love your brand?
  13. A beloved brand uses the love consumers have for the brand to replicate the positional power of a Monopoly. And from that power, the Beloved Brand drives stronger growth and higher profits.
  14. Smart media plans start with understanding where the customer is, not where the media is.
  15. Analytical stories get decision-makers to “what do you think” stage Analysis turns fact into insight and data breaks form the story that sets up strategic choices.
  16. If you knew that being a better client would get you better advertising, do you think you’d be able to show up better?
  17. If you aren’t talented enough to come up with an ad in the first place, then why are you now talented enough to do something even harder: change the ad. Instead of telling the creative team your changes, I’d rather you give the creative team your problem with the ad, and let them figure out it rather than your solution for the ad and let them feel demoralized.
  18. Creative advertising people are problem solvers, not blue sky thinkers. So give them a problem, not a blank page. They are “in the box” thinkers not “out of the” box thinkers. Use your brief to put them in a box and your creative direction to put them in a new box.
  19. The classic flaw of Brand Plans is having both penetration and Usage frequency. Penetration Strategy gets someone with very little experience with your brand to likely consider dropping their current brand to try you once and see if they like it. Usage Frequency Strategy gets someone who knows your brand to change their behavior in relation to your brand, either changing their current life routine or substituting your brand into a higher share of the occasions. Trying to do both at the same time will destroy your plan.
  20. We control more than we think we do. But just like in sports, the most competitive weapon we have is the creation of time and space. The most competitive brands act quickly, before others do and create a space around themselves that they own, through reputation, and are free from attack.

You will find this type of thinking in my book, Beloved Brands.

Beloved Brands Book

I wrote my book, Beloved Brands, as the playbook for how to build a brand your consumers will love.

Beloved Brands has everything you need to run your brand. You will learn how to think strategically, define your brand with a positioning statement and a brand idea, write a marketing plan everyone can follow, inspire smart and creative marketing execution and analyze the performance of your brand through a deep-dive business review.

  • How to think strategically
  • Write a brand positioning statement
  • Come up with a brand idea
  • Write a brand plan everyone can follow
  • Write an inspiring creative brief
  • Make decisions on marketing execution
  • Conduct a deep-dive business review
  • Learn finance 101 for marketers

Available on Amazon, Apple Books or Kobo

We have the paperback and e-book version on Amazon. Click here to order: https://lnkd.in/eF-mYPe  

We are also on Apple Books, which you can click here to order: https://lnkd.in/e6UFisF

If you use Kobo, you can find Beloved Brands in over 30 markets using this link: https://lnkd.in/g7SzEh4

At Beloved Brands, we help build brands that consumers love and we make brand leaders smarter.

🎈Help create a brand positioning statement that motivates consumers to buy, and gives your brand an ownable competitive advantage.

🎈 Build a marketing plan that forces smart focused decisions to help organize, steer, and inspire your team towards higher growth

🎈Align your marketing execution behind a brand idea that tightens our bond with consumers and moves them through their buying journey

🎈Use a deep-dive 360-degree assessment of your brand’s performance to trigger richer thinking before you write your brand plan

🎈Our brand training program will help realize the full potential of your brand leaders, so they are ready to grow your brand.

To learn more about our coaching, click on this link: Beloved Brands Strategic Coaching

To learn more about our training programs, click on this link: Beloved Brands Training

You have my personal promise to help you solve your brand building challenges. Above all, I will give you new thinking, so you can unlock future growth for your brand.

If you need our help, email me at graham@beloved-brands.com or call me at 416 885 3911

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The miraculous transition of China is happening, but it may take the entire century to complete.

Posted on Posted in How to Guide for Marketers

China is in the midst of rapid growth that will continue to transform the country into an economic powerhouse throughout this century. As a Canadian, I find it fascinating to see elements that are ahead and behind the western world.

Old world versus future world

There are many layers of complexity within China, whether cultures, tiers of cities or the stark differences in generations. The older adults are living the simple lifestyle they learned in the 20th century. It is common to see 50-year-olds riding basic bicycles to work. Or see people eating at small local eateries that do not look or feel safe in western standards.

However, young adults are not only modern; they appear to be living in the future, beyond western standards. Everything is app based, e-commerce driven, global payments and QR codes for purchasing or learning more. While we have the odd retailer specific payment app here in the West, we do not yet have globally accepted pay apps that stretch across all retailers.

Alibaba is a brand we all need to watch

On my two most recent trips to China, I have noticed a considerable decline in retailers, restaurants or even or taxis that take Visa. Everyone is using Alipay, linked closely to the Alibaba e-commerce giant (market capitalization of $350B) who could take on Amazon (market capitalization of $450B) on the world stage. 

alipayAs much as we in the west are fascinated with Amazon, do you think you understand Alibaba enough to learn from them? Alibaba’s market capitalization has gone from $200B up to $356B in the last 12 months. A 78% gain in 12 months. Wow. 

The social media app of choice is WeChat with almost a billion active users. WeChat provides text messaging, hold-to-talk voice messaging, broadcast messaging, video conferencing, video games, sharing of photographs and videos, and location sharing. You can even exchange contacts with people nearby via Bluetooth. Like Alipay, WeChat has a payment service that wants to be considered the digital wallet. When will these global payment systems become mainstream in the west? And who will own it?  

Income disparity is vast, but signs of improving

In the last ten years, the average income for China has tripled. The problem is that it is still under USD 10,000, compared with over $45,000 for many of the western nations it competes with. Within any statistics in China, there are layers of complexity. The most significant layer of complexity is around the disparity of income levels. 

While people of the west are trying to figure out solutions of rich versus poor, the evidence is even more overwhelming in China. With a high growth economy, they are starting to see the trickle-down impact of wealth, helping the creation of a real middle class in China.

It is expected that from 2012 to 2022, those in China making more than $34K US will increase from 3% currently up to 9%, and those in the growing middle class ($16K to $34K) will increase from 14% up to 54%.  These are huge jumps that will likely continue for the entire century. Wealth in China

The growing professional workforce will be the most significant force of transformation of the economy. Reminiscent of America in the 1950s, Chinese parents are investing in the education for their children, as they realize their children will be richer 20 years from now than they are today. This was the root of the American dream. 

The rapid growth of cities appears well planned

Shenzhen ChinaI loved my recent trip to Shenzhen, just across the water from Hong Kong. On a daily basis, thousands and thousands of Hong Kong residents stream across the border to work in Shenzhen. It’s not an easy commute going through border patrols and customs, to and from work each day.

Shenzhen is quickly transforming into a beautiful city. One of the most underestimated elements of China are the trees throughout the streets. When a westerner would think about cities of 25-30 million, we would normally think it must be a concrete jungle. Shenzhen in China is lined with gorgeous and rich trees. Similar to Shanghai of the French concession area. Keep in mind, Shenzhen did not even exist 20 years ago, and today, it is home to 20-25 million people. This city is benefiting from smart urban planning.

Luxury brands are everywhere

Within the city, they have created neighborhoods for the rich, with some of the nicest malls you will find. Evidence of the disparity of income is everywhere. Shenzhen MallsI went through an affluent shopping mall in Shenzhen that would rival any high-end mall in America. Hugo Boss, Coach, Sephora, Rolex, Lululemon. You name a brand, and this mall had it.

I browsed for prices and could not find any deals. Imported goods in China are a sign of prestige, yet you will have to pay for it through higher prices.

There are 2,600 Starbucks throughout China. If these high-end items are considered badge brands in the west, imagine what a badge it is to confirm your social status as one who has made it in China.

Further evidence was the cars on the road including Mercedes, BMW’s, Range Rovers, Ferrari’s and Audi’s. While China has recently become the #1 car market in the world, only those in the elite class are driving cars.

Bikes are still a reality

Most western cities have bike rentals, where you slide in your visa and take a gentle ride to see the sights. In Europe and North America, it’s something tourists would use. In China, these bikes offer a much more functional need state, and this is seen as a business that has been a disruption to transportation so that people can get to and from work. The bikes are not locked, and they do not accept Visa. People here use WeChat or Alipay payment apps on their phones, to scan the barcode on the bike and then pay and go where you need to go.

5 Questions for the future

As I look at the next 80+ years for China, here are the questions in my mind

  1. Will China make the shift a product-driven economy to a brand-driven economy? 
  2. Can locally grown brands begin to push back against the influx of the imported brands?
  3. How will China close the gap on Marketing talent, to be strong on strategy, analytics, brand positioning, brand planning and creative marketing execution?
  4. Will China be able to move some of their successful platforms such as WeChat or Alibaba into the western markets? Will we ever see a global battle between Alibaba and Amazon? 
  5. How long can China sustain such a growth mode before they need to make adjustments, and how will they handle the normal ups and downs of growth and recessions?

Here’s a Powerpoint presentation on how to get how to create a beloved brand, something for China to consider as they shift from product-driven economy to a brand-driven.

And, keep an eye out for the launch of our first book. We will be launching beloved brands in April of 2018.

beloved brands book

Beloved Brands: Who are we?

At Beloved Brands, our purpose is to help brands find a new pathway to growth. We believe that the more love your brand can generate with your most cherished consumers, the more power, growth, and profitability you will realize in the future.

The best solutions are likely inside you already, but struggle to come out. Our unique engagement tools are the backbone of our strategy workshops. These tools will force you to think differently so you can freely generate many new ideas. At Beloved Brands, we bring our challenging voice to help you make decisions and refine every potential idea.

We help brands find growth

We start by defining a brand positioning statement, outlining the desired target, consumer benefits and support points the brand will stand behind. And then, we build a big idea that is simple and unique enough to stand out in the clutter of the market, motivating enough to get consumers to engage, buy and build a loyal following with your brand. Finally, the big idea must influence employees to personally deliver an outstanding consumer experience, to help move consumers along the journey to loving your brand.

We will help you write a strategic brand plan for the future, to get everyone in your organization to follow. It starts with an inspiring vision that pushes your team to imagine a brighter future. We use our strategic thinking tools to help you make strategic choices on where to allocate your brand’s limited resources. We work with your team to build out project plans, creative briefs and provide advice on marketing execution.

To learn more about our coaching, click on this link: Beloved Brands Strategic Coaching

We make Brand Leaders smarter

We believe that investing in your marketing people will pay off. With smarter people behind your brands will drive higher revenue growth and profits. With our brand management training program, you will see smarter strategic thinking, more focused brand plans, brand positioning, better creative briefs that steer your agencies, improved decision-making on marketing execution, smarter analytical skills to assess your brand’s performance and a better management of the profitability of the brand.

To learn more about our training programs, click on this link: Beloved Brands Training

If you need our help, email me at graham@beloved-brands.com or call me at 416 885 3911

Graham Robertson bio

Ideal brand plan format

Posted on Posted in How to Guide for Marketers

brand plan formatThe brand plan process starts with a deep dive look that uncovers the issues of the business. Use your key issues to show everything in the way of the brand vision. Moreover, the issues help frame the overall brand strategies where you will deploy your limited brand resources. And from there, match up tactics that will deliver those strategies.

While I recommend you use our “Plan on a Page” format for your plan, I also know how PowerPoint is used to present and share your plan across the organization.

Below is our 20-page brand plan template

Figuring out the details of the plan

When you review our Brand Plan format, you will see all the essentials that you need to gain management’s approval of your brand plan.

  • Vision
  • Goals
  • Sales projection
  • Summary of the business review
  • Key Issues and strategies
  • Each strategy laid out in detail
  • Execution plan
  • Plan calendar that shows overall timing
  • Marketing budget

I’m also a big believer in getting your brand plan onto one page.

How to write a smart Brand Plan Marketing Coach Consultant Workshops

That’s a lot of information, but the plan should guide everyone that works on the brand: brand team, agencies, sales, R&D, Finance, HR and senior management. Everyone likely cares about various specific sections, but the brand manager should use the plan to bring everyone together. This is where our brand training program can help.

The power of 3’s: As we said earlier, the plan is about making decisions. We recommend that you narrow your effort down to 3 strategies and then 3 tactics for each strategy. That means 9 core projects for each brand to focus their resources on during the year. Compare the subtle difference that 5 strategies with 5 tactics for each strategy explodes into 25 projects that might cripple your brand’s resources. By doing less number, you will be focusing your limited resources on making each project has a big impact. When your team lacks time to do everything with full passion, they run the risk of turning out OK work that fails to connect with your consumers.

How to write a smart Brand Plan

Brand Plan Key Terms

  • Vision: What do you want your brand to be in the next 5-10 years? Vision gives everyone on the brand a clear direction, it should be measurable (quantitative) and motivating (qualitative). It should push you so much that it scares you a little, but excites you a lot.
  • Goals: What do you need to achieve? Specific measures of brand health and wealth, related to consumer/customer behavioral changes, metrics of key programs, performance targets or milestones on the pathway to the vision. It’s the brand scoreboard.
  • Key Issues: What is getting the way of achieving your vision/goals? The deep analysis highlights what’s driving and holding brand back, as well as future risks and untapped opportunities. Issues are asked in a question format to provide the problem to which strategies become the solution.
  • Strategies: How can we get there? Strategies are the “How” you will win the market. Choices based on market opportunities, using consumers, competitors or situational. Strategies should have a pinpointed focus providing a breakthrough on the pathway to the brand vision.
  • Tactics: What do we need to do to execute the strategy? Framed completely by strategy, tactical choices deploy your limited resources against brand projects, the most efficient way to drive a high ROI.

To read more about how to write a brand plan, click on this story below:

https://beloved-brands.com/2012/06/24/brand-plan/

Here is the workshop we run on How to write Brand Plans:

 

To learn more about this type of thinking, you should explore my new book, Beloved Brands.

With Beloved Brands, you will learn everything you need to know so you can build a brand that your consumers will love.

You will learn how to think strategically, define your brand with a positioning statement and a brand idea, write a brand plan everyone can follow, inspire smart and creative marketing execution and analyze the performance of your brand through a deep-dive business review.

Beloved Brands book

To order the e-book version or the paperback version from Amazon, click on this link: https://lnkd.in/eF-mYPe

If you use Kobo, you can find Beloved Brands in over 30 markets using this link: https://lnkd.in/g7SzEh4

And if you are in India, you can use this link to order: https://lnkd.in/gDA5Aiw

Beloved Brands: Who are we?

At Beloved Brands, our purpose is to help brands find a new pathway to growth. We believe that the more love your brand can generate with your most cherished consumers, the more power, growth, and profitability you will realize in the future.

We think the best solutions are likely inside you already, but struggle to come out. Our unique playbook tools are the backbone of our workshops. We bring our challenging voice to help you make decisions and refine every potential idea.

We start by defining a brand positioning statement, outlining the desired target, consumer benefits and support points the brand will stand behind. And then, we build a brand idea that is simple and unique enough to stand out in the clutter of the market, motivating enough to get consumers to engage, buy and build a loyal following with your brand.

We will help you write a strategic brand plan for the future, to get everyone in your organization to follow. It starts with an inspiring vision that pushes your team to imagine a brighter future. We use our strategic thinking tools to help you make strategic choices on where to allocate your brand’s limited resources.

Our brand playbook methodology will challenge you to unlock future growth for your brand

  1. Our deep-dive assessment process will give you the knowledge of the issues facing your brand, so you can build a smart plan to unleash future growth.
  2. Find a winning brand positioning statement that motivates consumers to buy, and gives you a competitive advantage to drive future growth.
  3. Create a brand idea to capture the minds and hearts of consumers, while inspiring and focusing your team to deliver greatness on the brand’s behalf.
  4. Build a brand plan to help you make smart focused decisions, so you can organize, steer, and inspire your team towards higher growth.
  5. Advise on advertising, to find creative that drives branded breakthrough and use a motivating messaging to set up long-term brand growth.
  6. Our brand training program will make your brand leaders smarter, so you have added confidence in their performance to drive brand growth.

To learn more about our coaching, click on this link: Beloved Brands Strategic Coaching

To learn more about our training programs, click on this link: Beloved Brands Training

If you need our help, email me at graham@beloved-brands.com or call me at 416 885 3911

You have my personal promise to help you solve your brand building challenges. I will give you new thinking, so you can unlock future growth for your brand.

Signature

Graham Robertson

Founder and CMO, Beloved Brands Inc.

 

 

 

How to lead the brand planning process

Posted on Posted in How to Guide for Marketers

brand planningAs Yogi Berra once said, “if you don’t know where you’re going, you might not get there.” The same could be said about brands, who try to execute blindly without knowing where they are going. The best-executed brands are also the best-planned brands. Strategy focuses your limited resources of investment, time and people against to narrow down the strategic choices on those with the highest payback. Make sure your brand planning process includes a deep dive business review, a look at your brand positioning, laying out the key issues and then the writing of the brand plan.

Our Beloved Brands planning process:

  1. Deep-dive business review
  2. Key issues
  3. Brand positioning
  4. Brand plan

Stage 1: Deep-dive business Review 

Too many marketers are not taking the time to dig in on the analytics. There is no value in having access to data if you are not using it. The best brand leaders can tell strategic stories through analytics.

You should do a deep-dive business review at least once a year on your brand. Otherwise, you are negligent of the brand, where you are investing all your resources. Dig in on the five specific sections—marketplace, consumers, channels, competitors and the brand—to draw out conclusions to help set up your brand’s key issues, which you answer in the brand plan.

Elements of the review

  • Marketplace: Start by looking at the overall category performance to gain a macro view of all significant issues. Dig in on the factors impacting category growth, including economic indicators, consumer behavior, technology changes, shopper trends, and political regulations. Also look at what is happening in related categories, which could impact your category or replicate what you may see next.
  • Consumers: Analyze your consumer target to better understand the consumer’s underlying beliefs, buying habits, growth trends, and critical insights. Use the brand funnel analysis and leaky bucket analysis to uncover how they shop and how they make purchase decisions. You should understand what they think when they buy or reject your brand at every stage of the consumer’s purchase journey. Uncover consumer perceptions through tracking data, the voice of the consumer, and market research.
  • Channels: Assess the performance of all potential distribution channels and the performance of every major retail customer. Then, try to understand their strategies, and how well your brand is using their available tools and programs. Your brand must align with your retail customer strategies.
  • Competitors: Dissect your closest competitors by looking at their performance indicators, brand positioning, innovation pipeline, pricing strategies, distribution and the consumer’s perceptions of these brands. To go even deeper, you can map out a strategic brand plan for significant competitors to predict what they might do next. Use that knowledge within your own brand plan.
  • Brand: Analyze your own brand through the lens of consumers, customers, competitors, and employees. Use brand funnel data, market research, marketing program tracking results, pricing analysis, distribution gaps, and financial analysis. You should be managing your brand’s health and wealth.

Summarizing the review

Summarize your analysis to set up the key issues to tackle in your brand plan:

  • What’s driving growth? The top factors of strength, positional power, or market inertia, which have a proven link to driving your brand’s growth. And, your plan should continue to fuel these growth drivers.
  • What’s inhibiting growth? The most significant factors of weakness, unaddressed gaps, or market friction you can prove to be holding back your brand’s growth. Then, make sure your plan should focus on reducing or reversing these inhibitors to growth.
  • Opportunities for growth: Specific untapped areas in the market, which could fuel your brand’s future growth, based on unfulfilled consumer needs, new technologies on the horizon, potential regulation changes, new distribution channels, or the removal of trade barriers. From there, your plan should take advantage of these opportunities in the future.
  • Threats to future growth: Changing circumstances, including consumer needs, new technologies, competitive activity, distribution changes, or potential barriers, which create potential risks to your brand’s growth. Build your plan to minimize the impact of these risks.

Stage 2: The key issues 

Lay out the key issues that answer, “Why are we here?” by taking the summary findings of the deep-dive analysis and drawing out the significant issues in the way of achieving your stated brand vision.    

key issues

A great way to find the issues is to brainstorm up to 30 things in the way of your vision. Then, narrow down your list to the top 3-5 significant themes you see. Take the themes and begin to write the top issues in a rhetorical, strategic question format to prompt a few different strategic options for how to solve each issue. Spend serious thinking time on these questions because the better the strategic question you ask, the better the strategic answer you will get.    

Example of using the four strategic questions to focus the brand’s key issues

Another excellent methodology for finding key issues is to go back to the four strategic questions model I outlined in the strategic thinking chapters. This thinking ensures you take a 360-degree view of your brand. Looking at the example below, I have used the four strategic questions and come up with four specific questions that fit the Gray’s Cookies brand.

With various ways to brainstorm and find the issues I recommend for the annual brand plan, focus on the top three key issues, which set up the top three strategies. A long-range strategic roadmap can typically handle up to five key issues, then five strategies.

key issues

We believe brand leaders should spend more time on asking great strategic questions, believing that the thinking you put into those questions will help frame better strategy choices.

Stage 3: Create a winning brand positioning

There are 4 elements that make up a brand positioning statement, including who will you serve, where you play, where will you win and why consumers should believe you. These are the consumer target, category, main consumer benefit and support points:

 

1. Who is the consumer target?

What slice of the population is the most motivated by what your brand offers? Do not just think about who you want, but rather who wants your brand.

2. Where will you play?

What is the competitive set that defines the space in the market your brand competes in? Positioning is always relative to who you compete against. For instance, a brand is never fast, it is faster.

3. Where will you win?

What is the main promise you will make to the consumer target, that will make your brand stand out as interesting, simple, unique, motivating and own-able? Do not talk about what you do (features). Talk about what the consumer gets (functional benefits), and how the brand makes them feel (emotional benefits).

4. Why should they believe us?

Understand what support points and features are needed to back up the main promise. Moreover, these support points should close any potential doubts, questions or concerns the consumer has after hearing the main promise.

Classic Brand Positioning Statement

Before you just randomly write out a brand positioning statement based on your intuition, I will force you to think deeper to focus your decisions on the best possible space for your brand to win and own.

To read more on brand positioning, click on this story below:

How to create a winning brand positioning statement

Stage 4: Write a brand plan everyone can follow

Following our Brand Plan we recommend building your plan around the following elements of the plan:

  • Situation Analysis
  • Key Issues
  • Vision/Purpose/Goals
  • Strategies
  • Execute
  • Measure

We take all this information and put it on a Plan on a Page, outlined below:

How to write a smart Brand Plan Marketing Coach Consultant Workshops

Brand Plan Key Terms

  • Vision: What do you want your brand to be in the next 5-10 years? Vision gives everyone on the brand a clear direction, it should be measurable (quantitative) and motivating (qualitative). It should push you so much that it scares you a little, but excites you a lot.
  • Goals: What do you need to achieve? Specific measures of brand health and wealth, related to consumer/customer behavioral changes, metrics of key programs, performance targets or milestones on the pathway to the vision. It’s the brand scoreboard.
  • Key Issues: What is getting the way of achieving your vision/goals? The deep analysis highlights what’s driving and holding brand back, as well as future risks and untapped opportunities. Issues are asked in a question format to provide the problem to which strategies become the solution.
  • Strategies: How can we get there? Strategies are the “How” you will win the market. Choices based on market opportunities, using consumers, competitors or situational. Strategies should have a pinpointed focus providing a breakthrough on the pathway to the brand vision.
  • Tactics: What do we need to do to execute the strategy? Framed completely by strategy, tactical choices deploy your limited resources against brand projects, the most efficient way to drive a high ROI.

To read more on brand positioning, click on this story below:

How to build a smart brand plan everyone can follow

Here is our training workshop we run to help brand leaders write better Brand Plans:

These slides are from our brand management training program. With our Brand Plan training, we will show you how to come up with the vision, purpose, goals, analysis, key issues, strategies, execution plans and measurements.

 

To learn more about this type of thinking, you should explore my new book, Beloved Brands.

With Beloved Brands, you will learn everything you need to know so you can build a brand that your consumers will love.

You will learn how to think strategically, define your brand with a positioning statement and a brand idea, write a brand plan everyone can follow, inspire smart and creative marketing execution and analyze the performance of your brand through a deep-dive business review.

Beloved Brands book

To order the e-book version or the paperback version from Amazon, click on this link: https://lnkd.in/eF-mYPe

If you use Kobo, you can find Beloved Brands in over 30 markets using this link: https://lnkd.in/g7SzEh4

And if you are in India, you can use this link to order: https://lnkd.in/gDA5Aiw

Beloved Brands: Who are we?

At Beloved Brands, our purpose is to help brands find a new pathway to growth. We believe that the more love your brand can generate with your most cherished consumers, the more power, growth, and profitability you will realize in the future.

We think the best solutions are likely inside you already, but struggle to come out. Our unique playbook tools are the backbone of our workshops. We bring our challenging voice to help you make decisions and refine every potential idea.

We start by defining a brand positioning statement, outlining the desired target, consumer benefits and support points the brand will stand behind. And then, we build a brand idea that is simple and unique enough to stand out in the clutter of the market, motivating enough to get consumers to engage, buy and build a loyal following with your brand.

We will help you write a strategic brand plan for the future, to get everyone in your organization to follow. It starts with an inspiring vision that pushes your team to imagine a brighter future. We use our strategic thinking tools to help you make strategic choices on where to allocate your brand’s limited resources.

Our brand playbook methodology will challenge you to unlock future growth for your brand

  1. Our deep-dive assessment process will give you the knowledge of the issues facing your brand, so you can build a smart plan to unleash future growth.
  2. Find a winning brand positioning statement that motivates consumers to buy, and gives you a competitive advantage to drive future growth.
  3. Create a brand idea to capture the minds and hearts of consumers, while inspiring and focusing your team to deliver greatness on the brand’s behalf.
  4. Build a brand plan to help you make smart focused decisions, so you can organize, steer, and inspire your team towards higher growth.
  5. Advise on advertising, to find creative that drives branded breakthrough and use a motivating messaging to set up long-term brand growth.
  6. Our brand training program will make your brand leaders smarter, so you have added confidence in their performance to drive brand growth.

To learn more about our coaching, click on this link: Beloved Brands Strategic Coaching

To learn more about our training programs, click on this link: Beloved Brands Training

If you need our help, email me at graham@beloved-brands.com or call me at 416 885 3911

You have my personal promise to help you solve your brand building challenges. I will give you new thinking, so you can unlock future growth for your brand.

Signature