Resources

Everything referenced in Bold Brand 2.0.

Book recommendations, organizations, figures, example vision statements, and the DIY Bold Brand Audit: the companion material for the book, plus a few free downloads.

Free downloads

Tools for bolder brands.

DIY Bold Brand Audit (PDF)

The bonus workbook from Bold Brand 2.0: score your firm across positioning, voice, identity, and proof.

Download the Audit

DIY Website Audit: 7 AEC Website Mistakes

Read the article free, then grab the 13-page checklist to score your own site.

Read & Download

Free Chapter: “The Art of War for Talent”

The recruiting-and-retention chapter of Bold Brand 2.0, free.

Get the Chapter

From the book

The DIY Bold Brand Audit.

Work through these with your leadership team, honestly. The goal isn’t a score; it’s agreement about where you actually stand. Prefer paper? Download the workbook.

Positioning
  • Who are you?
  • What is your market?
  • What is your product or service?
  • What is your Unique Selling Proposition (USP)?
  • What is your brand essence?
  • What are your brand values?
  • Describe your corporate culture. Does it fit your brand?
  • What is your elevator pitch? Mission? Vision?
  • Would everyone in your company describe your brand similarly?
  • Are important decision-makers aware of your branding and marketing initiatives?
Voice & Style
  • Describe your brand voice.
  • Review sample headlines.
  • Review sample copy.
  • Review usage (possessive, plural, product, service, combinations, etc.).
  • How do you write your company name?
Visual Identity
  • Is your name trademarked or registered?
  • Do you have a single logo or trademark?
  • Is it used consistently across materials?
Collateral
  • Round up samples of materials (brochures, print, tradeshow displays, advertising).
  • Do they look like they’re from the same company?
  • Are any outdated or inappropriately formatted?
  • Is the brand used consistently, following standard rules?
  • Are colors consistent?
Website & Social
  • Search performance: can you be found online?
  • Are your social sites up to date, and do they accurately reflect your brand?
Other Brand Exposures
  • Sponsorships, civic involvement, memberships
  • News and PR
  • External assets: speaking engagements, articles, books, blogs
  • Testimonials
  • Videos
  • HR policies and onboarding
  • Internal systems
  • Customer service
  • Internal surveys
  • Client surveys
Envision the Future State
  • What does your brand currently look like?
  • What types of assets, tools, collateral, and stories do you want?
  • Which pieces do you have now, and which are missing?
  • What are the priorities for reaching the future state?
Homework
  • Review the audit results.
  • Identify who else needs to see them.
  • Rally your team and leadership.
  • Assess in-house expertise vs. the need for outside consultants.
  • Hire the appropriate team.

Reading list

Books mentioned in Bold Brand 2.0.

  1. Pocket PorchLights Scott Abbott · AuthorHouse, 2008
  2. Branding Yourself: How to Use Social Media to Invent or Reinvent Yourself Erik Deckers & Kyle Lacy · Que Biz-Tech, 2011
  3. The Win Without Pitching Manifesto Blair Enns · RockBench Publishing, 2010
  4. Rework Jason Fried & David Heinemeier Hansson · Crown Business, 2010
  5. Outliers: The Story of Success Malcolm Gladwell · Little, Brown and Company, 2008
  6. Switch: How to Change Things When Change Is Hard Chip Heath & Dan Heath · Crown Publishing Group, 2010
  7. Fascinate: Your 7 Triggers to Persuasion and Captivation Sally Hogshead · HarperCollins, 2010
  8. Twitter Marketing For Dummies Kyle Lacy · Wiley, 2010
  9. Collapse of Distinction: Stand Out and Move Up While Your Competition Fails Scott McKain · Thomas Nelson, 2009
  10. The Brand Gap: How to Bridge the Distance Between Business Strategy and Design Marty Neumeier · New Riders Press, 2003
  11. The War of Art: Break Through the Blocks and Win Your Inner Creative Battles Steven Pressfield · Black Irish Books, 2002
  12. Get Content Get Customers: Turn Prospects into Buyers with Content Marketing Joe Pulizzi & Newt Barrett · McGraw-Hill, 2009
  13. Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity Kim Scott · St. Martin's Press, 2017
  14. The Art of War Sun Tzu · 5th century BC

Figures

Diagrams from the book, full size.

The frameworks referenced by chapter, for readers who want them larger than the printed page.

Chapter 2: Where does your company fall on the map?
Chapter 2 Where does your company fall on the map?
Chapter 2: Perceptual Mapping
Chapter 2 Perceptual Mapping
Chapter 4: Brand Essence
Chapter 4 Brand Essence
Chapter 4: Brand Essence Example
Chapter 4 Brand Essence Example
Chapter 5: Four Types of Rebrands
Chapter 5 Four Types of Rebrands
Chapter 6: Sample Advertisement with Acute Tagline-itis
Chapter 6 Sample Advertisement with Acute Tagline-itis
Chapter 6: Mission / Vision
Chapter 6 Mission / Vision

Examples

Vision statements worth studying.

Referenced in Chapter 6. Notice how few of them mention what the firm does.

“Our vision is a world where infrastructure creates opportunity for everyone: uplifting communities, improving access and sustaining our planet.”

AECOM

“To be a top-10 global design firm that maximizes long-term, sustainable value.”

Stantec

“In each HOK office, we create inclusive environments where ideas grow, innovation flourishes and people can be themselves. The diversity of experiences, backgrounds, locations, viewpoints and ideas is what makes HOK a special place. When you join our team, we’ll be counting on you to help us change the world.”

HOK

“We believe in business as a force for positive change. We chronicle how companies create and compete, highlight new business practices, and showcase the teams and individuals who are inventing the future and reinventing business.”

Co.Design

“As designers, we have a lasting impact on an equitable society and a thriving planet. Our responsibility is to think about the human and environmental experience to create the essential balance and diversity found in all beauty. At RATIO, we design for impact.”

RATIO Architects

About Bold Brand 2.0

Bold Brand is a framework and best-practices approach to help professional services firms identify a niche, position themselves within that niche, and build a compelling brand. The book walks you through the process step by step. Get it on Amazon or Audible, or read about the author.

Acknowledgments

With gratitude to Andrew Davis; to family, friends, and the Indianapolis and international network that shaped this work; to the AIGA, SMPS, and Content Marketing Institute members featured in the book; to CJ McClanahan; to Joe Pulizzi, Newt Barrett, Lisa Beets, and the Content Marketing Institute team; to editor Amy J. Dean; and to the MilesHerndon team.

Set in Gotham by Hoefler&Co. Book design, layout, and illustrations by Brian K. Gray, Jon McClure, and Josh Miles. Photography by Cody Thompson.

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