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Words and illustrations by JAC& Build brand smarts. Home School exists to help people build brand smarts. From business owners and those curious about starting one through to students, creative professionals and the people who work alongside them. Written and published by the team at JAC& jac-and.co First published in 2019 Design and content by JAC& Print by Bambra Press Paper by Spicers Typography by Displaay + Pangram Pangram © JAC& 2019 We’d love to be a part of your Home School journey. Please share your adventures with us: Tag @homeschoolsmarts on Instagram or use #homeschoolsmarts http://jac-and.co This book belongs to Contents 12. Intro 15. What to expect 17. What you’ll need 18. Essay: What is a brand? 21. Exercise 1: Visible/Invisible 27. Exercise 2: Purpose 33. Exercise 3: Brand story 43. Exercise 4: Brand character 49. Exercise 5: Audience 61. Exercise 6: Position 67. Exercise 7: Separating your taste 73. Exercise 8: Creative clarity 79. Exercise 9: Sad/Happy 87. Exercise 10: Taking it to market 96. Resources 98. Thanks (79) (33) (61) (87) (73) (21) (27) (43) (67) (49) Home School. Build brand smarts. 12 Home School. Build brand smarts. 13 Brands are living things. They need regular care and attention. Home School is for people who want to better their branding knowledge. Online, you will find exercises, materials and insights from us (JAC&) and some very clever contributors. In real life, we host talks and workshops to bring together a supportive likeminded community. 14 15 What to expect Thanks for joining us. We’re so glad you’ve chosen to build your brand smarts with us! Throughout this workbook, we’re going to: 1. Demystify branding and help you think strategically about it. 2. Guide you through how to craft a compelling brand story. 3. Give you a fun way to clarify character and tone of voice. 4. Provide techniques to define target market and brand position. 5. Help you create and collaborate with clarity. 6. Get a bit philosophical and then a lot practical. At the end of the workbook, if you still feel like learning (great!) we have compiled some extra resources for you. If you STILL want to learn more, we have a growing library of brand related books available at home-school.me https://home-school.me/ 16 17 If you have an idea or brand you’re working with, we recommend using it to build your responses. If you don’t, it’s completely fine to make one up or use an existing brand. If you’re choosing an existing brand, be sure to pick one that you’re familiar with. Should you need a little guidance, or get stuck at any point, reach out to us at hi@home-school.me. Happy smarts building! What you’ll need To complete this workbook, you don’t need much. The workbook in your hands and maybe a pen, highlighter and notepad. Time-wise, it’s up to you how in-depth you go. You could binge and finish it in one day, or tackle an exercise a week (or month). Either approach is great, do whatever feels right for you. We recommend revisiting exercises periodically, as a structured way to reflect, review and refine. 18 What is a brand? This is a question with a lot of answers. A quick search online will spit out plenty of opinions, strategies and approaches. We’re not claiming to have the ‘right’ strategy or all the answers. What we are trying to do is help you think strategically and develop skills that will lead to your own opinions and approach. The one thing we are certain of, is that there is a lot to a brand. A lot more than the visible parts (like a logo, type or colour). Though these might be fun to create, and are very important for first impressions, the unsung hero of a brand is the bit you can’t see. 19 Most people interact with the ‘invisible’ parts of a brand on a daily basis without even knowing it. They’re the things we tell other people when recommending somewhere to eat or something to buy. They help us make choices about what brands we trust and gift our loyalty to. Throughout this workbook, we’re going to help you get to know brand intangibles and communicate with confidence and clarity. Because brand smarts is business smarts. 20 21 Exercise 1 Visible/Invisible Instructions 23 So, we know that a brand is more than logo. There are the bits you can see, and the all important bits you can’t. To get us in the right mindset, let’s separate them. Go ahead and create 2 lists on the following page. 24 Brand visuals i.e. a logo or colour 25 Tip – Think beyond the brand itself and contemplate how people interact with it. For example, how does the phone get answered? Is there a scent connected to the experience? What role does clothing play? Invisible parts i.e. words, feelings or approach 26 27 Exercise 2 Purpose Instructions 29 Understanding (even just contemplating) your ‘why’ is valuable. Apart from getting you out of bed in the morning, sharing brand purpose is powerful. It elevates the conversation and helps to build a genuine relationship with your audience. Let’s try and write a purpose statement together. 30 Brainstorming space Brainstorm your why, think about: 1. The big picture! 2. The problem you’re trying to solve. 3. Where you want to lead people. 4. What things look like if you succeed. 31 Tip – Don’t oversell. This isn’t the place to sell users on what you’re doing. It’s where you sell them on why you’re doing it. Be human. Write as you would speak to a friend, no jargon allowed. Your statement 32 33 Exercise 3 Brand story Instructions 35 A succinct and unique brand story helps to build trust and is a powerful indirect marketing tool. The following exercise is designed to help you think about your story in a structured way. 36 Start with this (seemingly) simple question. What industry are you in? 37 Then, let’s write a service list. What do you offer? Like any good book, your brand story has chapters. Over the next few pages we’re going to explore the beginning, middle and end of your unique tale. Feel free to start with whatever’s easiest for you. 38 Beginning Go back to the start. When and why did the business begin? Brainstorm above, exploring from a variety of angles: 1. Personal reasons and background. 2. Any issues or problems that needed a new approach. 3. What was happening in the world at the time. 39 Middle Where is the business at right now? Explore the following questions: 1. What are some notable details of the business? i.e. does it support people through employment? 2. What industry or community is it involved in? 3. Is the business responding to an issue or problem? 40 What does the future look like? 1. What is the end goal? 2. Will an issue or problem continue to be addressed? 3. What does it look like if the business succeeds? End 41 Step by step Tip – If you’re not a confident writer, it’s a good idea to get professional assistance. The work you’ve done here will be a very useful tool to help you create a brief for a copywriter or editor. Simply considering your brand story will help with day-to-day decisions and communication, but let’s go a step further and bring it all together. Review your brainstorming so far and highlight the most important or interesting points. Bring them together in chronological order below. 42 43 Exercise 4 Brand character Instructions 45 This task is designed to help you define character, bringing clarity and consistency to tone-of-voice and communications. Think of your brand as a person. How would you describe their personality? Begin to cross out traits that don’t feel right for your brand. The aim is to leave only 5 traits that represent your brand’s character. There are 3 blank squares you can write on if you feel there is somethingimportant missing that you’d like to include. Once you’ve defined your brand character, it’s important to stay consistent. Whenever you speak as your brand, refer back to your selected words and ask yourself if you’re being authentic to your brand character. 46 Open minded Wise Generous Commanding Familiar Enthusiastic Indulgent Adventurous Confident Conservative Reliable Assured Calm Disciplined Intelligent Ordered Choose 5! 47 Energetic Grounded Driven Considered Stable Responsible Respectful Decisive Humble Diverse Resourceful Fun-loving Curious 48 49 Exercise 5 Audience Instructions 51 Knowing your audience and understanding their wants and needs makes it easier to tailor your offering, message and marketing. The following task is designed to help you define your target market and consider how to connect with them. Brainstorm answers to the following questions. Try to write down as much information as possible, this will help paint a better picture of who you’re going to target. 52 What are the audience demographics? 53 What do they do with their leisure time? Tip – Although in life it’s not great to stereotype, in this exercise generalising is a positive. Try to avoid being for ‘everyone’, we can’t be everything at once. 54 What other brands are they loyal to? 55 Further instructions Once you’ve explored thoroughly, try to write one or two paragraphs that sum up your audience concisely. Sometimes it’s also helpful to think of a person you know or a celebrity that fits into you ideal target market. By understanding your target market and their interests, you can focus on relevant marketing applications and learn from other brands they already frequent. Take you audience definition and ask yourself: 1. Is your current tone of voice and messaging relevant to your newly defined audience? 2. Are you marketing in the right places to achieve maximum reach? Hey, you’re halfway! Take this opportunity to have a break. It’s important to pause and reflect. 60 61 Exercise 6 Position Instructions 63 Observing industry landscape allows you to identify a unique space for your brand to own. The following task is designed to help you explore your peers’ strengths and weaknesses, so you can better understand your own. Write a list of peers and competitors and then start plotting their market position on the diagram. 64 Once you’ve plotted your peers, plot your brand’s position in the market. Ideally you are looking for a space that isn’t occupied by a competitor, this will ensure that you are consciously setting yourself apart. Take note of the competitors closest to your brand’s position, as they will be trying to reach a similar audience. It’s important to look at these competitors, assess their strengths and weaknesses and then clearly define your brand’s point of difference within the market. Consider how your competitors are perceived by the public. Observe the tone of their branding, the type of work they do and who they do it for. Use their overall perception within the market to roughly plot their positions. 1. Value translates as affordable or approachable. 2. Premium signifies a sense of luxury or refinement. 3. Traditional talks to being reliable or timeless. 4. Innovation communicates cutting edge thinking or processes. 65 Value Premium Traditional Innovation 66 67 Exercise 7 Separating your taste from the brands Instructions 69 We all have personal taste and styles we naturally gravitate towards, however it’s important to put them aside when building your own brand visuals. To help clear this up, let’s write a list below of things you like in one column and things your audience likes in the next. Think about brand visuals, but don’t forget the invisible parts! 70 i.e. minimal, clean type Your taste 71 Tip – To better understand audience taste, consider the strengths and weaknesses of the other brands they gravitate towards. i.e. bold colours and patterns Audience taste 72 73 Exercise 8 Creative clarity Instructions 75 Clarity when collaborating is crucial. To help you communicate well, we’re going to take you through brief development. Whether you’re working with a creative, or are one yourself, learning how to build a thorough brief is a valuable trick to have up your sleeve. It will save time and make sure everyone is on the same page and working towards the same goal. 76 This template can be used for gathering the basics of a brief. However, you’ve already done the bulk of the work! The exercises you’ve completed will help you create or collaborate with clarity. A successful project is built on trust and communication. Remember to be open with your purpose, story and intentions. Tip – Ask questions. We all have a unique understanding of language. What one person thinks is sophisticated, can mean a completely different thing to someone else. Get to the core. 77 Creative brief Project name: Project lead: Key dates or deadlines: What is the project goal/intention? Project overview: Who are the audience? Additional notes and/or examples: What’s needed to complete this? i.e. logo files, photography 78 79 Exercise 9 Sad/Happy Instructions 81 This task is simple but effective. The intention is to take a step back and consider what’s making you ‘sad’ and what would make you ‘happy’. Approaching these questions in a structured way can point out obvious areas for improvement. 82 Sad Write down everything you can think of that isn’t working in your business. These can be general concerns, something that’s causing stress or a specific issue you’ve dealt with recently. 83 Happy Write down some ideals. What would things look like if everything was running perfectly? Everyone has different goals and motivations, some people are after financial security where others might prefer freedom of time. 84 Spend some time brainstorming what part your brand can play in improving things. Perhaps there are processes you can refine or a better way to communicate with your audience. Write down any and all ideas that pop into your mind. Step away for a while and then come back to review your ideas. Pick the best few and get to work. 85 Sad Happy 86 87 Exercise 10 Taking it to market Instructions 89 All of this self reflection is fantastic, but what’s even better is doing something with it. Being strategic here is particularly helpful. First, let’s think about goals. 1. What do the next 6-12 months look like? 2. What do the next 12-24 months look like? 3. What is the end goal? 90 Let’s think about how you’ll communicate with your audience. Explore some marketing ideas in and around the pie-chart below, thinking about your goals and Sad-Happy brainstorming as you do. Approach Attracting new Raising profile Looking after existing 91 Now let’s write a to-do list. It’s not possible to do everything at once, we’re not robots and things take time. Think about your goals and marketing approach, then what needs to happen to achieve both. Schedule Month 1 Month 2 Month 3 Month 4 Month 5 92 Guess what? You’re done! 95 Want to keep learning? We’ve curated some resources for you on the following page. If you’d like to explore things in more depth, we offer one-on-one tutoring and also host community events and workshops. Learn more at home-school.me We’re here to help if you just need some advice or feedback too. Feel free to reach out with your thoughts, questions or comments: Email: hi@home-school.me Instagram: @homeschoolsmarts Resources 97 Read Home School Library home-school.me Frank Chimero frankchimero.com/blog Google Design design.google Lecture in Progress lectureinprogress.com Listen Search for thesewherever you find your podcasts: Aus Design Radio Havard Business Review StartUp School (Seth Godin) Creative Mornings It’s Nice That Look Brand New underconsideration.com/brandnew Visual Journal visualjournal.it BP&O bpando.org https://home-school.me/ https://frankchimero.com/blog/ https://design.google/ http://lectureinprogress.com/ Thanks Home School is an ambitious side project by JAC&; a brand development and design studio for small business. We couldn’t have made this happen without the help of some really wonderful people. In addition to some very patient friends, family and peers, our heartfelt thanks go out to: Spicers, the best in the paper biz. Bambra, for all your printing needs. And most importantly, thanks to you! We really appreciate you buying this workbook and hope you got value out of it. You can learn more about us at jac-and.co home-school.mehome-school.me