Month 1 · Annual Kickoff
Setting the year's starting point
WHAT HAPPENSThe brand is spread across the website, visual identity, content and sales materials, and the year's priorities are not yet confirmed.
ADVISORYReviewing the current brand position, confirming annual priorities and setting up the working mechanism, producing the Annual Brand Status & Priority Map.
Month 2 · Monthly Advisory
Existing expression no longer supports a new product
WHAT HAPPENSNew products and businesses arrive, and positioning and narrative begin to dilute.
ADVISORYReturn to brand judgment, clarifying positioning, narrative direction and the boundaries of what to leave out.
Month 3 · Quarterly Brand Audit
The first quarterly brand audit
WHAT HAPPENSA quarter has passed, and brand expression and key assets need a systematic check.
ADVISORYChecking consistency of brand expression, website and content updates and the state of visual assets, and setting next-quarter priorities.
Month 4 · Monthly Advisory
External design partners drift from the standards
WHAT HAPPENSOutputs from different partners gradually move away from the established visual identity.
ADVISORYReduce execution drift through Brief review, initial proposal review and checkpoints at key milestones.
Month 5 · Monthly Advisory
AI-generated content fragments language and visuals
WHAT HAPPENSMore copy and visuals are generated with AI, and tone and style start to diverge.
ADVISORYBring AI-generated copy and visuals into the same consistency review, judged against the brand rules already in place.
Month 6 · Quarterly Brand Audit
The website falls behind the business
WHAT HAPPENSThe website becomes outdated and no longer reflects current business priorities.
ADVISORYReview in the quarterly audit whether website content keeps pace with the business, and recommend structure and priorities.
Month 7 · Monthly Advisory
Sales materials say different things
WHAT HAPPENSSales materials become fragmented across departments.
ADVISORYAlign the core value proposition, sales messaging and the structure of supporting materials.
Month 8 · Monthly Advisory
More activity, harder-to-control assets
WHAT HAPPENSMarketing activity increases while brand assets become harder to control.
ADVISORYMaintain brand asset rules, versions and consistency across key touchpoints.
Month 9 · Quarterly Brand Audit
Expansion and fundraising need more systematic communication
WHAT HAPPENSKey external situations multiply, and the brand narrative has to hold up under scrutiny.
ADVISORYReview the core external narrative and the structure of key materials so brand communication stays consistent.
Month 10 · Monthly Advisory
Ad hoc decisions create repeated revisions
WHAT HAPPENSThe same questions are reopened, and execution is consumed by revisions.
ADVISORYProvide stable decision criteria and priority recommendations so the same questions are not reopened each time.
Month 11 · Monthly Advisory
Content keeps coming, but loses focus
WHAT HAPPENSContent volume grows while themes and brand positions lack a long-term structure.
ADVISORYAnnual content theme planning and monthly direction recommendations.
Month 12 · Annual Review
Turning this year into next year's starting point
WHAT HAPPENSOver the year, both brand assets and the business have changed.
ADVISORYReviewing the year's changes, recommending brand-system improvements and setting the key decisions for the year ahead.