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Before you begin: branding assessment worksheet

By April 20th, 2021No Comments

Are you considering a brand refresh or brand assessment for the new year? Whether you plan on engaging a marketing and branding agency or conducting your own review, taking a little time to locate resources and establish your access to key information can save frustration and delays along the way. Before you begin, take the time to write down the answers to the series of topics below, or download this worksheet to make the task a little easier!


A.) List your target audiences and any personas you’ve developed.

B.) List the location of customer testimonials or research you have on file.


A.) List locations of any employee survey information you have on file.

B.) List location of any company culture materials (company values statements, culture exercises, etc) you have on file.


List your social media accounts and account owners and how to get access to their data and analytics.


List any analytics software or mechanisms currently running and how to access them (ex: Google Analytics for website, Jim has admin access).


List your competitors and their website addresses, social media accounts and note the areas you believe they are outperforming you.


A.) Do you have brand guidelines developed for your company? List the last time they were updated and where they are located:

B.) List any additional brand guidance available and where to find it:

C.) List your primary brand items (ex: logo, sales brochure, website, business cards, etc).

D.) List where physical or electronic versions of your brand items can be found.

With that information at hand you’re ready to take a deeper look at how your brand is performing, or to start a conversation with an outside agency. If you need help with the next steps check out the branding section of our Marketing To-Do List and this round-up of branding resources. Happy branding!

Beth Seitzberg

Author Beth Seitzberg

Beth is the creative director at d.trio.

More posts by Beth Seitzberg

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