[10k]: Brand identity, marketing, and communications audit

Definition

Initiating the data collection phase to inform the initial internal/external synthesis that will inform branding efforts. Gathering metrics, user engagement, feedback, and relevant data from various sources, such as newsletters, grantor communications, research findings, legacy brand documentation, etc.

Business Goals

Complete audit of current brand landscape using collateral, brand standards, marketing materia, social media, data, and other relevant sources
Complete audit of competitor and similar organizations’ brand identities
Consolidate data in a shared repository or folder for collaborative access and synthesis
Analyze the current brand with a thorough audit and define a clear brand position that is aligned with organizational goals. These efforts inform the design of the brand identity

In scope

Audit
Findings presentation

Out of scope

{Item that is out of scope for this work}

Tasks

[x] Gather all the internal audit material listed below
[x] Gather external compset audit material listed below into folders
[x] Organize into the correct folders
[x] Create virtual audit board in Mural for internal and external
[x] Synthesize current messaging (email metrics, voice and tone guides for chat bot, blog posts, videos, etc) in order to inform positioning phase work
[ ] Nice-to-have: Conduct interviews with Grants stakeholders on the key shortcomings of the brand and marketing materials
[ ] Nice-to-have: Create prime/clients PAC with a list of people in the approval chain
[x] Create audit readout and preview with prime/clients

Definition of Done

[x] Audit board in Mural which includes an audit of the current brand landscape, including internal and external components with a readout shared with key stakeholders
[x] Audit key findings document, such as Mural
[x] Audit key findings review with stakeholders

HHS / simpler-grants-gov