Brand Strategy Workshop Toolkit

Tame the brand strategy beast with the tools we use on each and every branding project.

— 50-Page Strategy Template
— Eight-Phase Framework
— Printable Worksheets
— Core Value Explorer
— Value Reference Cards
— Brand Archetype Cards

Worksheets

40-page workbook to compliment the client workshop, with fillable pages for the participants.

Core Value Explorer Tool

Categorized and easy-to-use explorer tool that lets you and your clients explore, discuss and try-on various core value examples.

Core Value Cards

180 value cards examples for in-person workshops.

Brand Archetype Cards

12 illustrated brand archetype characters, with explainers, and brand examples.

Why We Made This Toolkit

We know how difficult it can be to develop a unique and compelling brand strategy with our clients.

Our tools were designed to systemize the brand creation process and effortlessly take your clients through the challenging brand strategy process.

Brand Strategy Template

Our brand strategy template lets designers and strategists run engaging, comprehensive brand strategy workshops without prior experience.

Through a customizable template with page-by-page instructions, the phased template takes center stage, focuses the workshop, and delivers a comprehensive and unique brand strategy.

The brand strategy template helps uncover brand DNA, vision, core values, personality, and positioning. The template culminates in helping develop the mission statement, brand taglines and planning the brand identity.

Clear instructions on each page take you and your client through the whole brand strategy process. The master template is totally customizable and can be personalized to your own brand and each client project.

The template is created from fillable pages and tools, designed to guide you and your team through the process. The brand strategy template covers the following phases:

1. Brand Audit
2. DNA
3. Positioning
4. Vision
5. Values
6. Personality
7. Mission
8. Brand identity

Worksheets

Alongside the template presentation and archetype cards, the toolkit includes our 40-page workbook, ready for the brand strategy workshop participants.

The printable worksheets include an appendix and helpsheets for the master brand strategy template. The worksheets are a fantastic reference for your participants to use during the brand strategy workshop.

Core Value Explorer & Cards

Helping your team or client reach their chosen brand values is often a difficult process, full of opinion, ego, and subjectivity. One of the tools we’ve developed that help to align the team in the process, is the core value explorer tool.

180 core values consolidated into categories of Form, Success, Wisdom, Expertise, Connection, Virtue, Courage, Emotion, and Love.

Brand Archetype Cards

We’ve created printable brand archetype cards for use as a visual reference in the brand strategy workshop.

Each card illustrates the brand archetype, with an explainer and example brands. The archetype cards help the workshop participants to ‘try on’ each brand archetype, compare against competitors and gamify the experience.