Writing an Effective Creative Brief for a Design Project

A creative brief is almost like a roadmap for how a project will turn out. It is the best chance to set the tone of your project so it starts off in the right direction. Your design will be only as good as your brief.

I remember a quote from a seminar on writing good briefs conducted by the Philippine Association of National Advertisers (PANA): “It is the miracle and magic of advertising that a structured, formal document can produce communication that touches people emotionally.”

There are all types of creative briefs and methods for developing them. The approach you use is less important than the mission: communicate clearly and thoroughly what you want. In other words, provide detailed instructions.

Affinity Express has order management systems (AESB and IDEA) that guide our clients through all the critical details, from size to folding specifications to fonts that must be used. Essentially, our technical team created an electronic client brief to make it easier for clients to communicate. We give them an area for “Additional Instructions” in which they can write anything that might help inform the designers. They can also attach as many reference documents as possible to show styles they like, old versions of documents, color combinations that work well and more.

Whether you are a client and use Affinity Express or not, here is what you should include in your creative brief for your internal team members and outside providers.

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“Visual Marketing”: the Book

Visual Marketing bookAs a marketer in the business of advertising and marketing design, I was intrigued when I first heard of the book Visual Marketing, and I was glad to get my hands on it. The premise of the book is both exciting and unoriginal: that visuals have as much to do with marketing as copy or sound is of course, well recognized, and has been used to great effect by advertisers and marketers alike. This book, however, is about visual marketing in the new world of online media: so it is infographics, web design, apps and games that take the center stage along with logos, signs, banners, print mailers and business cards—and thankfully, there isn’t a TV ad in sight.

Yet this isn’t a graphic design book: in fact, some of the examples deal with copy or an interesting business name, making the point that all the elements of marketing go hand in hand and are most effective when they all work together to enforce the message.

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10 Steps to Keeping Marketing Communications Updated

At the start of the year, every marketing department needs to update their materials and documents and make sure they’re ready to use. Now that I’m done with mine, I put together a checklist that you can use too.

Affinity Express Price Sheet

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Build Your Brand on Social Media

Have you started out on social media but aren’t quite sure what to do with it? Do you wonder how you’re ever going to show your business’s competence and expertise in 140 characters? Or how to get people interested in your industry to follow you?

I provide some answers in this post at the Search Engine People blog. A taste:

Answer Questions

Answering questions from people about the way your industry or business functions is a sure-fire way of making yourself look like an expert (provided you actually know the answers). Look through topics related to your business on sites like Quora and LinkedIn and set up a saved search on Twitter and look at hashtags. Join industry forums and participate in discussions. Use web search and Google alerts to find more questions on those topics. Don’t just answer for the sake of getting your name in: you need to actually add something informative to the discussion.

What else can you do? Read the blog post to find out!

Reviewing Design Work

“Criticism may not be agreeable, but it is necessary. It fulfills the same function as pain in the human body. It calls attention to an unhealthy state of things.”

-    Winston Churchill

As a client, when reviewing creative work, it is important to give constructive criticism. When reviewing a print ad, logo design, web design etc., what is the best way to provide feedback? Here are some guidelines on how critiques should be made to get the end products you want.

1.  Be objective

Who is your primary audience? Will the design draw their attention? Sometimes we confuse our personal taste with the needs of the target market. By setting aside your own preferences, you can better review a designer’s choices on color, layout, visual imagery and typography.

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10 Recurring Features for Your Newsletter

NewsletterDo you think sending out a newsletter isn’t for you? What could you possibly put in it every week (or month)? Think about it: you might find more content ideas than you now realize. Here are some ideas for recurring features you can have in your newsletter.

Answer customer questions

What customer questions do you or your staff (especially customer support or sales) get frequently? A  recurring column in a newsletter is a great place to answer them.

Feature feedback

Dedicate one corner of your newsletter to glowing testimonials you get from your customers. That’s your little boasting spot! Read more of this post

Ten Most Popular Marketing Posts of 2011

For newer readers as well as those of you who missed them the first time around, here are our top marketing posts from 2011.

Designing Our Facebook Page Welcome Tab

Who knew a simple post describing how we created the design for our Facebook page welcome tab would be the most popular of 2011 (even though the post was published in July)?

Redesigning Business Cards to Include Social Media Info

Another post where we merely shared how we updated and improved a piece of marketing material, but judging by searches that led people to this post, quite a few of you are looking for help on designing business cards that include your social media URLs without being overwhelming. Read more of this post

What Are the Most Influential Retailers Doing on Twitter?

Klout has shared this list of the top ten most influential retailers online, and it got me wondering: what are they doing that makes them influential (or really, gives them a better Klout score)? Here’s my completely unscientific evaluation.

Amazon

It’s no surprise Amazon is on the list: it’s the top online retailer and has in some ways defined the space. Their Twitter profile is well-maintained but with no surprises: they post links to new products and to content (including Amazon’s best books of 2011, retweet from other Amazon accounts such as amazonbooks and AmazonKindle (and while I’m surprised at the inconsistent capitalization there’s nothing else noteworthy here), and have the occasional apt-and-funny product recommendation.

Victoria’s Secret

They do an amazing job at talking and not broadcasting. They respond to followers, call out people wearing their products, they even thanked Klout and their own fans for their ranking in the influential list. 

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10 Tips on Designing Brochures

With Mel Fernandez

Even with the prevalence of digital marketing, brochures are common marketing materials, used in both printed and electronic form. We use them to present our company and its products and services in an interesting way that grabs readers’ attention and makes them want to buy from us or work with us. To be effective, a brochure must have solid branding, strong visuals, clear and concise messaging, and effective page layout and design.

When we recently re-wrote and re-designed an Affinity Express trade show brochure (for print) and some posters to display in our booth, we took the time to document the process. Mel and I have worked together on dozens of brochures and come at it from two perspectives: strategy and content for me and design and branding for Mel.

Together, we came up with the following tips that will help you create effective brochures.

Affinity Express graphic services brochure

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Using Cartoons for Marketing

Cartoon created by Affinity Express

Cartoon created by Affinity Express for a client

I have been reading the book Visual Marketing by David Langton and Anita Campbell, and came across the example of cartoons to market CaseCentral. CaseCentral markets eDiscovery software to law firms and corporations, and these “Case in Point” cartoons are meant to draw attention, entertain as well as demonstrate the company’s knowledge of the field.

That is a smart use of visual marketing, and it reminded me of the Indian consumer goods company, Amul. Amul Butter cartoons appear on billboards and newspapers all over India. Each cartoon references some current event—an election, a new movie, a sleazy scandal—and the tagline is at once a pun on and a comment on the event that it references. They have been doing this for decades and these cartoons are immensely popular: you can browse through some here.

If you haven’t guessed already, I am in awe of the Amul campaign. They combine contemporary relevance, story-telling and art to create a powerful message that evokes the brand and ties in the product, and they have done this consistently for over three decades. If that isn’t brilliant, I don’t know what is.

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How to Work with Designers

Over at the Search Engine People blog, I offer more advice on working with designers.

Working with someone in a remote office is always difficult, but when I started out, I found it harder to get design done efficiently because I didn’t know much about design and I hadn’t realized how I could be a better client.

So here’s some of  what I’ve learned the hard way!

Once in a while you work with a designer who can take your “I want something pretty, but corporate, and use our brand colors but do something different and fluid” and turn it into a fabulous design. (Thanks, Mel!) But lets face it, that’s really rare. So here are some tips for marketers and business-owners on working with web or graphic designers (whether they are employees, freelancers or a business services provider).

Give detailed instructions.

This is the most obvious but also most important tip. Especially when you start out working with a new designer or provider, make sure you write down every little thing you can think of. Here are some common aspects I often forget to specify:

  • The size of the design (in pixels or inches or whatever works for you)
  • The purpose: Is it for print or web? Will it be used in your blog and have to fit into the blog column? Is it a direct mail piece that has to fit into a certain size of envelope?
  • Do you have preferences on how the design should be laid out? How many columns? How much space should the image take up?
  • When do you need it?

And make clear what you can’t do: e.g., change the colors in your logo, use serif fonts, or whatever your guidelines are. Which brings us to…

Click here to read 8 more tips.

Design Projects: Information You Should Provide Your Designer

“Design is about getting the right idea, and getting the idea right,” according to Marty Neumeier. So how do you get the most from your projects and achieve critical marketing goals? Do you have a clear vision or do you want your designer to develop the ideas for you?

Clear information and direction are vital to a design project’s success. Defining your objectives, target audience and your optimum results will enable a designer to meet your needs and overcome challenges effectively.

It is best to provide a thorough brief that sketches out the task at hand. However, when clients have a vague goal or an incomplete brief, it is the designer’s responsibility to lead and to get the required information. Whether you are the client or the designer, here is what should be covered:

1.  Scope

What is the project? What is the budget? What are the deliverables? Will the images and copy be supplied? What is the timeframe?

Communicating these important information at the start of the process gives the designer a framework and enables him or her to clearly define the visual problem and devise solutions. Read more of this post

9 Tips on Getting the Most out of a Conference

Attending a business conferenceIf you’re like me and work in a small department, conferences are an incredible opportunity to learn about what’s new in your field and meet people who do similar work. I went to my first two professional conferences this year, the Click Asia Summit in Mumbai and Ad-tech in New York. I was extremely excited to meet speakers I’ve read and heard of, people doing incredible things in marketing, and just meet a group of fellow marketers and chat with them about challenges we all face.

But if you have a tight budget (and who doesn’t?) conferences, including traveling to them and staying at hotels, can be extremely expensive. So how do you make the most of every single industry event you attend?

1.  Find the best events

This is obvious, but also probably the most important. With so many events in the year, which one(s) give you the most bang for your buck? Research online, read blog posts on the last year’s events, and ask people (both on Twitter and your real-life colleagues). What are your objectives? What do you want to learn about? What kind of people do you want to meet? Figure all this out and then check out which event makes the most sense for you. Read more of this post

Social Media Marketing at Ad-Tech

Some quick notes from yesterday at ad-tech. We stayed in the social media track, because there were interesting topics up, and I was excited to see Chris Brogan, whose blog I read religiously, in person!

David Fischer, the Vice President of Advertising and Global Operations at Facebook, revealed that if you reach out to your fans and their friends, you get 81 times the distribution. Nielsen statistics also indicate that 68% are more likely to remember an ad with social context, twice as likely to remember the message and four times as likely to buy.

So how do you build your brand on Facebook?

  1. Connect
  2. Engage
  3. Inspire

Well, that sounds easy! Also remember, your social media strategy is really your people strategy. Create personalized experiences and let people share them. Read more of this post

Repurposing Content

100% RecyclableAs a marketer, I’m constantly inundated with advice on what I should be doing. Apparently, marketers are now publishers, but not the old-fashioned magazine publishers who only needed to worry about one issue for the month. We have blog posts to write (and they’d better be long and well-written and useful and frequent), newsletters to send out regularly to our subscribers, website copy to frequently update (to catch the attention of the elusive search engines), the Facebook page to continually update and monitor, the Twitter account to be briefly witty on, the press releases to send out and reach the media, sales collateral to keep engaging and current, events to plan for, and maybe ads to create and manage. Don’t forget the internal communication: at Affinity Express, for example, we have a quarterly newsletter, as well as memos and posters we often put up to inform our internal audience.

How does a small marketing team with limited resources do all this?

1. Read widely.

Not only is reading about industry news and best practices essential for you to learn, it also helps you think and may provide material for a blog post. I’ve blogged about a book I read (and that was a fiction book and not about marketing or business, so don’t be narrow in your selection), articles that I disagreed with, a blog post and speech that inspired me.  I also routinely cull industry articles and put in a few of the best links into our monthly newsletters.

2. Dig into what’s already available.

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Marketing for the Holidays

Start preparing for the holidays now!When the weather is warm, the sun is shining and kids are out of school, I think about . . . the winter holidays. It sounds counterintuitive but this is the best time to put together plans, place orders and get ahead of the requirements of the season. I realize the summer has already passed, but hope this post will help you catch up!

The best advice of all is to start as soon as possible. These days, holiday decorations go on sale the day after Halloween with good reason—many people start planning and purchasing early. That’s why, whether you are a B2C or B2B company, it pays to have a roadmap for the holidays before you start hearing carols and seeing inflatable snow men on your neighbors’ lawns. Read more of this post

Recreating A Printed Document

From time to time we are sent scans of printed documents and asked to make changes. This may seem like a simple thing to do, but it can actually be quite challenging. Even changing a phone number can lead to a great deal of work and take many hours depending on what is provided.

Here’s an example of an order we received recently that will help me illustrate this point.

Front of postcard

This is the front side of the postcard (I blacked out the company details)

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Eight Tips on Organizing a Great Event

Event planning often falls under marketing, whether that means trade shows, client visits or corporate meetings. And if you are a small- to medium-sized business, the chances are you don’t have a budget to hire an outside firm or a consultant. We’re just back from the Affinity Express annual strategy workshop and I’m glad to say that it went quite well, from the hotel to the meals to the events. Based on this recent experience, here are some suggestions to increase the likelihood of success for your event, regardless of the type of meeting or the industry you are in.

1. Visualize the Details

This is probably the tactic that has helped me the most, especially when it comes to large events. You have to know the venues, details and agenda better than anyone. Plus, you should see them from the perspective of your participants. When you envision through how guests will enter, what they will see, what they will need and what they will expect, you can effectively cover all of the details. Your goal is to have the attendees relax and feel completely taken care of, even when you’re having a straightforward business meeting.

This is one reason why you see signs with group names and directions in hotels when there are events. Having people wander around aimlessly, wondering where they are supposed to go, is not the best start to a gathering. The annual event for the Chicago chapter of Go Red For Women was a great example of effective signage. It was a large hotel and there was no doubt where to report, check your coat, find the ballroom, etc. They answered all the questions before they could be asked (and we were proud to have helped design the signage).

Dinner at the strategy meeting

Dinner was a time to relax and have more informal conversations

For our dinners around the strategy meeting, I had perused the menus and arranged for special requirements in advance. Each day, I arrived early to meet the servers, select wine and appetizers, discuss the approach with the staff and ensure everything was set up the way I wanted. Over the course of four days, my boss never started a question with, “Did you . . .?” When our guests arrived, they didn’t have to think, just enjoy themselves, which they certainly did. I’m not naming names but there was spontaneous karaoke at one point! Read more of this post

Generating New Ideas for Blog Posts

Blogger's blockIt is blog publishing day and you are staring at a blank screen but your to-do list has reached epic proportions. All of your contributors are mysteriously offline. What can you do to get the creative juices flowing so you can post something other than a blog about writer’s block?

Here is the list I run through when all else fails.

1.     Interview Someone

I know from experience that it is almost impossible to push someone (especially someone who isn’t a professional writer or marketer) into sitting down and quickly turning out an insightful post. Instead, schedule a 15-minute call and submit questions in advance. Then take notes on the conversation. You’ll be able to ask follow-up and clarifying questions much easier this way. Then you can get some supporting research and other opinions while your subject scurries off to other tasks. You can also interview outside contacts, customers, analysts, etc. Just decide in advance what you want to know so your conversation has focus.

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Learn Marketing from the Competition

Spy on your competitors' marketing activities How much time and effort you need to spend on marketing depends partly on what your competitors are doing. Are they doing something that you aren’t, and that might work for you? Are they getting a lot of visibility online, and you need to catch up fast? Or are they relatively clueless, and you just need to keep on doing what you’re doing?

Here are some areas you can easily look at and see how your competitors fare. All you spend is some time at your computer.

1. Website

How effective is your website versus your competitors? It’s time to find out.

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