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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
Identity is fact... the effective sum of the facts that can be used, in the minds of various audiences, to distinguish a given entity from all others. To manage identity is to manage these facts.
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In thirty years work with CEOs, we've learned there are just three core aspects of the leadership responsibility we need to focus on: 1. Destination, short for who we are and where we're going (includes vision, positioning, corporate purpose and mission statements) 2. Culture and personality How we must behave to get there 3. Composition How best to express our defining components, to help get there.
Situation factors are other possible facts about the company (real or merely perceived) which can serve in the minds of key audiences as identifying factors. HQ location for example (Kansas Citybased Hallmark...). Sometimes they're even stronger than the name and logo; examples are Transamerica's tower
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(architecture), and Bill Gates (management). These situation factors including products, brands, and subsidiaries must be understood in analysis and planning; like all other identity tools they can be reshaped, changed, spun and leveraged.
Third, there are the verbal and visual Identity System elements we more directly manipulate... names, theme lines, logos, signature systems, association models and other verbal or visual tools.
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The presence of a leader is signaled by an identity system visibly managed to express the institution's defining destination, culture and composition.
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http://www.identityworks.com/tools/components_of_identity.htm
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T H E C O R P O R AT E I D E N T I T Y P R O C E S S
Start PROPOSAL PHASE
CORPORAT E ACTIVITY
Go Decision
INPUTS
Internal Change Change of Vision/Positioning Reorganization Acquisition / merger Product line change Marketing strategy change
T H E C O R P O R AT E I D E N T I T Y P R O C E S S
Phase One A N A LY S I S A N D P L A N N I N G
CORPORAT E ACTIVITY
Plan Approval
IDENTITY PLAN Current identity assessment Visual messages Verbal messages Nomenclature system & elements Name & logo Identities of components Signatures & association system Situation Factors assessment Industry definition Geography/Nationality Size & Ranking History & Ownership Management Competitors Units & Competences Brands Leadership Intentions Destination Vision, Mission, Position Culture Character, Personality Composition Organizing concept, Components, Relationships Identity Platform Positioning Purpose Mission Composition Culture Personality Creative Direction As required Naming Plan Logo Design criteria Association models Nomenclature system
INPUTS Communications Materials audit Print Signs Other media Literature Review Press articles Analyst reports Business plans Marketing plans Executive Interviews Corporate mgmt. Line managers Corporate staff Distributors Agencies External Interviews Customers Industry press Analysts Regulators Unions Image Research Review existing data New research? (added Phase)
T H E C O R P O R AT E I D E N T I T Y P R O C E S S
Phase Two NAMING AND LOGO DESIGN
CORPORAT E ACTIVITY
Design recommendations
Naming Phase (if required) Master List Generation First-cut selections & screening
Refinement of selected directions Application demonstrations Color studies Visual System elements
INPUTS
T H E C O R P O R AT E I D E N T I T Y P R O C E S S
Phase Three I M P L E M E N TAT I O N P L A N N I N G A N D A P P L I C AT I O N S D E S I G N
Implementation Planning Applications design checklist Timetable and budgeting Preliminary announcement planning
Applications Design (see Checklist) Stationery & Forms Web sites PR / IR communications HR communications Facilities signs Vehicles Marketing applications
INPUTS Technical input from Advertising and PR counsel Facilities management Purchasing Supplier input (e.g. signage)
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T H E C O R P O R AT E I D E N T I T Y P R O C E S S
Phase Four I M P L E M E N TAT I O N A N D A D M I N I S T R AT I O N
CORPORAT E ACTIVITY
Ongoing Identity Management Formalize identity management, measurement and policy oversight Contract signage, other implementation; brief suppliers & agencies
CONS ULTANT ACTIVITY Identity Standards & Guidelines Write and design: Web site with templates Printed manual(s) Printed voice employee guide Provide ongoing counsel Technical support Adaptation to change
INPUTS
Internal Change Change of Vision/Positioning Reorganization Acquisition / merger Product line change Marketing strategy change
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
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5.
Culture > The distinctive shared behaviors that best support our common purpose and mission
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Not all companies, its true, can usefully articulate all six statements. Their units, perhaps, may share no meaningful common purpose, mission or culture. To that extent, however, the corporate brand is by definition weaker; the units themselves may constitute the stronger and more relevant brands. Time after time, this six-part construct has been proven to be effective as an identity planning tool. (See Celera, Dow Jones, Flowserve, and Commonfund examples.) proceed to Positioning >
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
The statement should cover three bases industry, geographic scope, and ranking. Industry definition can be conventional or creative; for Dow Jones a business knowledge category was created in which it could credibly lead. Geography establishes the regional, national or global scope of the companys leadership aspirations. Ranking establishes a comparative position to which the entity aspires, within its chosen industry and geography usually "the leading," premier, preferred, or one of the leaders. The ideal positioning statement is aspirational as well as defining, thus a "goal;" it must be earned, every day. The positioning statement provides the necessary one-line press release (and cocktail party) company definition. It is often the basis for a tag line. Examples I have worked with include:
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Eastman Chemical The worlds preferred chemical company. Malden Mills Innovative fabrics, engineered for performance and beauty. Celera Genomics "The definitive resource for human genome knowledge and its medical application." Flowserve "The world's premier provider of industrial flow management services." proceed to Purpose >
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
The purpose is never merely to make money. To make this clear, it helps to add the thought that by doing this well, we will provide exceptional returns to our employees and shareholders. The purpose statement provides a continuing focus for corporate decisions, as well as communications. Examples: Dow Jones Our corporate purpose is to comprehend the business of the world. By sharing that comprehension as universally as we can, helping people everywhere to understand the business in their lives, we will provide an exceptional return to our shareholders." Flowserve "We are in business to provide industrial customers with the world's most effective, efficient, durable and reliable flow management capabilities." proceed to Mission >
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http://www.identityworks.com/tools/corporate_brand_platforms_purpose.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
In every great company, leaders and employees are motivated, beyond earnings and dividends, by the belief that in achieving its daily purpose the company in some way makes the world (or its part of the world) a better place. The Mission statement expresses this contribution. The sense that a companys contribution is uniquely meaningful to human society is the most durable driver of management, employee, customer and even investor loyalty. It is as close as you can get to a corporate soul. A credible, compelling Mission statement is seldom easy to articulate, but always worth the effort. As a rule, Mission statements are written primarily for internal audiences. Examples: Dow Jones "We are motivated by the conviction that the free flow of business knowledge is fundamental to free markets, and free people." Celera Genomics By helping the world fully know the human genome, we will contribute health and well-being to human life in current and future
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http://www.identityworks.com/tools/corporate_brand_platforms_mission.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
More precisely, the question is to best support our positioning, how do we want people to understand our composition? It is really communicated composition that matters, which may differ from legal, reporting or accounting structure. The Composition statement provides the strategic platform for unit branding and naming, the unit signature system, product endorsement, and other such aspects of sub-corporate identity. A useful Composition statement may emphasize convergence in the parent brand, as in the Dow Jones illustration. Most often, it will simply list four or five basic areas of competence that support the overall purpose. Or it may anticipate evolving specializations, as in the Celera Genomics instance. These examples: Dow Jones "Although historically we are formed of strong, freestanding businesses, today convergence and coherence are more important to us than division. Our purpose is best served by an open flow of ideas, skills, people and information throughout Dow Jones."
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Celera Genomics Today we are one team, wholly focused on decoding the genome. As we learn more, we expect to divide into more specialized teams, each
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
In some companies, in reality the stronger culture is at the division or subsidiary level. When this is intentional, the Composition statement (and the corporate brand) would reflect its supportive role. When it is not, there is leadership work to be done. To be of any help, the Culture statement must go beyond boilerplate, parity expressions of quality and the like. Examples: Dow Jones "Our most fundamental passion is for the integrity, accuracy and relevance of the information we provide. This Dow Jones value crosses all unit lines." Celera Genomics We are at home in the cultures of pharmacology and medical care, of information technology, and entrepreneurial commerce. We contain all these but above them we are scientists, driven by the need to know and understand."
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Commonfund "Our corporate culture easily, indeed proudly captures the aggressively competitive, performance-driven values of finance, in service to our educational mission."
http://www.identityworks.com/tools/corporate_brand_platforms_culture.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
The Personality statement is especially useful in forming a consistent corporate voice and visual design. It can also drive logo design. This is particularly clear in the Dow Jones example, where the instinct to design a "bronze plaque" kind of logo was strong but wrong, and had to be directly confronted.
Dow Jones "We are not a bronze plaque. Our defining personality is dynamic, fast-moving, real-time. We are innovators. Celera Genomics We are proudly aggressive, and impatient... focused by our purpose, and driven by our mission.
http://www.identityworks.com/tools/corporate_brand_platforms_personality.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
Great companies love creative entrepreneurial managers. Naturally, creative managers love to give a creative name to anything they make or manage, and its own logo too if they can. This can be healthy, creating new brand wealth. But unless it is controlled, it is also a recipe for brand chaos, confused customers, lowered quality impressions, excessive marketing budgets and ultimately a diminished corporate brand. Should a proposed business (product, service or unit) be descriptively named under the corporate brand? Does it need a descriptive name with a creative twist, just distinctive enough to claim a "TM" designation? Or should it stand more freely under its own unique proprietary name, registered , perhaps distanced from the parent? The best answer is almost always a question of optimum balance, between the product or unit's legitimate business interests and the corporation's strategic and communications interests. It is futile to attack such questions as merely a "logo cop," acting on self-directed principle. You need the support of clear, unarguable policy that everyone from product manager to CEO understands and accepts. The Decision Tree is a magical tool that makes this almost easy. Fortunately, to get a good fix on the best strategic branding balance in any given business situation, there are only four or five questions that need to be asked. I think these following four question are universal... applicable in all industries. (In a multi-brand company, a fifth question can help... is the proposed offering best thought of an extension of an existing brand family? See Engelhard example, below.) And each question, as it happens, has three possible answers.
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Question 1: Is the business [product, service, whatever] fully controlled by our management?
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No (can't use our brand! save for required legal disclosure, in small print) -- Or it's a cooperative or joint venture, under contract, in which case a separate set of brand policy guidelines [not discussed here] comes into play. Question 2: Is management committed, long term, to this initiative? Yes... Not yet (for example it's a learning experience or market test) No (a rare answer... applies to one-time opportunity businesses) Question 3: How do we think this business will impact our master brand? It will reinforce our current brand image It will help to expand our brand in desired directions Its effect on our master brand will be neutral, possibly even negative. (And as a practical matter 'neutral' is also negative, to the extent that any further stretching of the master brand will tend to dilute it.) Question 4: Only then, ask how the corporate or master brand will impact the proposed business. Again there are three choices... Positive. The master brand will help launch/establish/support the business. Positive if secondary. It will help, but only if it's in a secondary role as sponsor, as ultimate parent and endorser; the business needs to feature its own 'flag.' Neutral or negative impact. The master brand is not an asset for the proposed product or business
And that's it. With these four questions, you can construct your own "Branding and Naming Decision Tree." Each situation, each "branch," will lead to a logical and understandable approved signature type... that is, the kind of name (and visual presence) that makes strategic sense for the offering, and its verbal and/or visual association to the parent brand. (Although there are some twenty-four possible branches, there may be only a handful of signature options, six or seven at most. Engelhard, below, offers five options.)
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Why is this "tree" approach effective, in gaining support for (often) an ultimately tougher branding discipline? I think it clarifies the issue of balance, between corporate and business-level perspectives. The two 'impact' questions -- impact of the brand and impact on the brand -- are fair and reasonable. They make room for legitimate business marketing initiatives, while reminding everyone of the equally legitimate corporate reputation interests in the business's success.
In 2001 and 2002 Michael Williams, Senior Manager Business Communications, led a comprehensive re-thinking and redesign of the diversified Engelhard identity, to refocus it on a more unified vision of a "surface and materials science company." He was supported by my friends and associates at BrandLogic. In 2003, with a clearer, stronger Engelhard brand in place, Mike was ready to tackle the messy nomenclature heritage of the corporation's uncontrolled creativity..."several hundred product trademarks that weren't supported with marketing resources and didn't support the idea of building equity in the Engelhard brand." The process of constructing and explaining a new decision-tree process won broad management and employee support for clearing out this underbrush, and brought order and discipline to naming-branding decisions.
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
Our process increases the chances of success. It is predicated on especially rigorous, disciplined planning, on the development of very large quantities of options, on creative collaboration with experienced intellectual property counsel, and on full client involvement in all key judgements. Tony Spaeth has personally directed naming programs like: Alacra, formerly Portal B and its parent, Data Downlink Corporation Celera Genomics, the DNA decoding company Chartway Technologies, formerly Sage Systems (software) Flowserve, the merger of BW/IP and Durco industrial pump companies
DETAILS:
1. Process > 2. Planning > 3. Generation > 4. Selection > 5. Time & Costs >
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Identrus, the consortium of world banks providing identity trust for ecommerce. Inrange Technologies, formerly General Signals Networks division Pentegra, formerly Financial Institutions Retirement Fund Primis Custom Publishing Services, a McGraw-Hill business Provis, repositioning a medical peer review organization Scirex, a new leader in pharmaceutical clinical trials management In earlier tenures, at NWAyer Spaeth found and proposed the name Absolut for a new vodka brand and at the firm Anspach Grossman Portugal, directed naming of the Optima card among many other brands and companies.
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
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9. 10.
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Graphic demonstration and evaluation Market research evaluation (when appropriate) Final legal risk evaluation Name decision
Any naming activity must in some way incorporate these steps. Our confidence of a successful result derives from our quantitative push for diversity and creativity in generation, and especially from the thoroughness of our planning discipline. proceed to Planning >
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
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5.
Function Functional considerations are legal availability (category, geography), distinctiveness, phonetics, linguistic attributes, brevity, and required
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What tone, or style should the name convey? Image and personality criteria should come from a clear understanding of the product, brand or institutional personality, as articulated in the identity platform. They can be rich sources of solution ideas. 7. Type There are many kinds of names. The naming plan indicates which types are most likely to meet the functional and image criteria, to help focus creative effort. The universe of name types includes preexisting names, real words capable of use in a different way, and coined or created inventions:
Proper PersonPlace
8.
Content Can the name do its essential job (which is merely to designate) and also convey some kind of information? The category or industry, perhaps? Geography? Size? A distinctive attribute? If so, what kinds of information are potentially most useful? This list can be a rich source of naming ideas.
9.
Directions The naming plan ends with a starting list of directional naming ideas. These help to give our name-generating team (which includes the client) their work assignments. After approval of the naming plan, name generation begins.
http://www.identityworks.com/tools/naming_planning.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
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Contests are tricky. With or without a contest, clients are urged to contribute candidates throughout the process. (Normally no record is kept of contributors; pride of authorship belongs to the process, rather than the idea generator.) proceed to Selection >
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
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basis of the technical and strategic merits of the candidate names than on the basis of audience reaction. We encourage focus groups or similar research when the name is primarily for marketing use. We can assist as desired in research design, sourcing, direction and interpretation.
http://www.identityworks.com/tools/naming_selection.htm
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Overview > Components Of Identity > Corporate Identity Process > Corporate Brand Platforms > Decision Trees > Naming > Guidelines And Standards Manuals > Implementation Checklist >
This section on naming can be downloaded and printed using Adobe Acrobat Reader software. Click here for the PDF file: Tony_Spaeth_Naming.pdf
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