Professional Documents
Culture Documents
TRAINING DECK - 5 Planning Tools Every Strategist Needs
TRAINING DECK - 5 Planning Tools Every Strategist Needs
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE ROOT CAUSES
ROOT CAUSES
PROBLEM
POSSIBLE POSSIBLE
ROOT CAUSES ROOT CAUSES
CATEGORY 3 CATEGORY 4
5 Types of Planning Tool
• Problem - Cause and effect
- Fishbone Diagram
- brand positioning
5 Types of Planning Tool
Sexy/Flirtatious
• Problem - Cause and effect
- Fishbone Diagram
- brand positioning
Brand Archetypes
5 Types of Planning Tool
• Problem - Cause and effect
- Fishbone Diagram
• Proposition - generation
simplistic
I don’t get it. Fresh, not
2. Pointless 7. Unique
- B.A.R.A.T.A. tool
Why did they seen before
bother?
3. How?
STRATEGY
1. Now 2. Where?
CURRENT SITUATION DESIRED SITUATION
Where the tools help
3. How?
1. Now 2. Where?
• Problem Cause and Effect Tool
• Target Audience Definition Tool
Where the tools help
3. How?
1. Now 2. Where?
• Problem Cause and Effect Tool (Objective)
• Target Audience Definition Tool
Where the tools help
3. How?
• Brand Positioning Tools
• Propositions Tool
• Creative evaluation Tools
1. Now 2. Where?
• Problem Cause and Effect Tool (Objective)
• Target Audience Definition Tool
1. Problem Cause & Effect
The Fishbone Diagram
What did Einstein mean?
Purpose
Template
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
1. State the problem
This is expressed as a question:
Process “Why does …?”
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
1. State the problem
2. Define the categories
Process Where the cause of the problem
may lie.
(like people, product, competitors …)
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
1. State the problem
2. Define the categories
Process 3. Brainstorm possible causes
• Informed/involved people
• Ask “Why?” 5 times
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
1. State the problem
2. Define the categories
Process 3. Brainstorm possible causes
4. Analysis
Team discussion:
- prioritize important causes
CATEGORY 1 CATEGORY 2 - identify how they connect
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
1. State the problem
2. Define the categories
Process 3. Brainstorm possible causes
4. Analysis
5. Agree root cause
Team discussion of analysis
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
The Fishbone Diagram
POSSIBLE
POSSIBLE CAUSES
CAUSES
Problem
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
1. State the problem
The Fishbone Diagram
POSSIBLE
POSSIBLE CAUSES
CAUSES
Why are people
avoiding sugar?
POSSIBLE POSSIBLE
CAUSES CAUSES
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
POSSIBLE
POSSIBLE CAUSES
CAUSES
Why are people
avoiding sugar?
POSSIBLE POSSIBLE
CAUSES CAUSES
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
HEALTH
CONCERNS
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
PERCEPTION:
SUGAR MADE IN A FACTORY
SO IT IS NOT NATURAL
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Identify connections
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Prioritize causes
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Identify connections
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Prioritize cause
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
avoiding sugar?
• MANY PEOPLE HAVE THIS PERCEPTION
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Identify connections
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
AVOIDANCE
OF SUGAR
Why are people
• ARTIFICIALITY IS A MAJOR REASON avoiding sugar?
FOR HEALTH CONCERNS
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Prioritize cause
Example: AUSTRALIAN SUGAR INDUSTRY
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
PREFER AVOIDANCE
ARTIFICIAL OF SUGAR
SWEETENERS Why are people
• SO THIS IS THE MAJOR CAUSE avoiding sugar?
OF THE PROBLEM
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS ARTIFICIAL
SO IT IS NOT NATURAL SO IT IS BAD FOR YOU
PROCESSING PRODUCT
1. State the problem
The Fishbone Diagram 2. Define the categories
3. Brainstorm possible causes
4. Look for connections
Example: AUSTRALIAN SUGAR INDUSTRY 5. Agree root cause
CONSUMERS DOCTORS
HEALTH
DOCTORS
CONCERNS
RECOMMENDING
PREFER AVOIDANCE
ARTIFICIAL OF SUGAR
SWEETENERS Why are people
avoiding sugar?
PERCEPTION: PERCEPTION:
SUGAR MADE IN A FACTORY SUGAR IS
SO IT IS NOT NATURAL ARTIFICIAL
SO IT IS
BAD FOR YOU
PROCESSING PRODUCT
Example: PLASTIC BAG REDUCTION CAMPAIGN - SUPERMARKET
GOVERNMENT
X
POLICIES
PEOPLE
SELLER SOCIETY
Example: PLASTIC BAG REDUCTION CAMPAIGN - SUPERMARKET
GOVERNMENT
X
POLICIES
PEOPLE
SELLER SOCIETY
Example: PLASTIC BAG REDUCTION CAMPAIGN - SUPERMARKET
PROBLEM STATEMENT:
PEOPLE OFTEN FORGET TO BRING REUSABLE BAG, AND SUPERMARKET DOES NOTHING ABOUT IT!
GOVERNMENT
X
POLICIES
PEOPLE
SELLER SOCIETY
https://www.youtube.com/watch?v=ZQ59c2eyEoI
Exercise: DIÊM HOA MAI
CATEGORY 1 CATEGORY 2
POSSIBLE
POSSIBLE CAUSES
CAUSES
Why do people no
longer use Matches?
POSSIBLE POSSIBLE
CAUSES CAUSES
CATEGORY 3 CATEGORY 4
2. Target Audience Definition
and Segmentation
Target Audience Definition
POSITIVES
UNDECIDEDS
NEGATIVES
Target Audience Segmentation
POSITIVES
UNDECIDEDS
NEGATIVES
Target Audience Segmentation
POSITIVES
UNDECIDEDS
NEGATIVES
Target Audience Segmentation
POSITIVES
UNDECIDEDS
NEGATIVES
Target Audience Segmentation
POSITIVES
UNDECIDEDS
NEGATIVES
Target Audience Definition and Segmentation
Summary
Further examples
Further examples
Further examples
Method
How to segment?
Perceptual Mapping Tools
- Brand Positioning
- Brand Personality
Mapping Brand Positionings
Purpose
Purpose
Positioning
Kotler
Mapping Brand Positionings
B
A
C
D E
F
Mapping Brand Positionings
B
C
F
A
D
A
C
F
B
D
Method
Method
Method
Consumer
Typoloogy Protector Striver
High
Quality
Mapping Brand Positionings
High
Example Performance
Brands positionings plotted
against these dimensions
Our Brand A is not distinctive
C
Protector Striver
D
B A
E
F
High
Quality
Mapping Brand Positionings
Example Sporty
Brand positionings plotted with
revised Y-Axis dimensions
Brand A is more distinctive
A
C
Protector Striver
B D
F
Practical
Mapping Brand Positionings
Example Sporty
Brand positionings plotted with
revised Y-Axis and X-Axis dimensions
Shows an opportunity for Brand A
C
Dreamer Achiever
B
D
Practical
Mapping Brand Positionings
Example Sporty
Brand A positioning is distinctive
C
Dreamer Achiever
B
D
Practical
Mapping Brand Positionings
Example Sporty
Communications will position
Brand A’s sportiness to consumers
who identify as achievers A
C
Dreamer Achiever
B
D
Practical
Mapping Brand Positionings
Exercise
Dimensions:
X-axis: brand attributes
Y-axis: brand attributes
Mapping Brand Positionings
Exercise #1: Spot the mistake
Simple
VW
Toyota
Flexible Inflexible
Lexus BMW
Mercedes-Benz
Jaguar
Porsche
Complex
Mapping Brand Positionings
Exercise #1: Solution: Dimensions do not fit auto category
Simple
VW
Toyota
Flexible Inflexible
Lexus BMW
Mercedes-Benz
Jaguar
Porsche
Complex
Mapping Brand Positionings
Exercise #1: Solution: Dimensions do not fit auto category
Simple
Mercedes-Benz
Porsche
BMW Jaguar
Lexus
Flexible Inflexible
Toyota Mazda
Ford
VW Honda
Complex
Mapping Brand Positionings
Exercise #2: Spot the mistake
Classy
Mercedes-Benz
Porsche
BMW Jaguar
Lexus
Conservative Sporty
Toyota Mazda
Ford
VW Honda
Everyday
Mapping Brand Positionings
Exercise #2: Solution BMW plotted incorrectly
Classy
Mercedes-Benz
Porsche
BMW Jaguar BMW
Lexus
Conservative Sporty
Toyota Mazda
Ford
VW Honda
Everyday
Mapping Brand Positionings
Exercise #3: Spot the mistake
Easy to Drive
Toyota
Ford
Jaguar
VW Lexus Mercedes-Benz
Honda
BMW
Mazda
Wide choice of Narrow choice
exterior colors of exterior
colors
Porsche
Difficult to Drive
Mapping Brand Positionings
These dimensions are are not sufficiently
Exercise #3: Solution: important for use in brand positioning
Easy to Drive
Toyota
Ford
Jaguar
VW Lexus Mercedes-Benz
Honda
BMW
Mazda
Wide choice of Narrow choice
exterior colors of exterior
colors
Porsche
Difficult to Drive
A tool for
differentiating the brand
using human characteristics
Brand Archetypes tool
Brand Archetypes
Definition
Purpose
Archetype:
• Caregiver • Regular guy • Hero • Innocent
• Creator • Lover • Outlaw • Explorer
• Ruler • Jester • Magician • Wise man
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Apple, Sony Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes tool
Motivation: Stability Belonging Change Learning
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony, Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes
Method:
• How do we want the brand to motivate people?
(eg: Feel safe? Belong? etc)
Exercise
Example Volvo, WWF Ikea, GAP, Nike, Red Cross Dove, Coke
Example Apple, Sony, Godiva, Vic Secret Harley-Davidson National Geo, Jeep
Example : Mercedes, Microsoft M&Ms, Old Spice Disney, Dyson Google, TED Talks
Brand Archetypes
Exercise: Answers
Exercise: Answers
Exercise: Answers
Exercise: Answers
https://iconicfox.com.au/brand-archetypes/
Generating Brand Propositions
Generating Brand Propositions
Purpose
Method
B.A.R.A.T.A. tool
• Write attributes to explore the potential
of 6 different types of proposition
• Select the one with best potential to
guide and inspire great ideas
B.A.R.A.T.A Tool
Template
• Benefit The gain for the consumer
• Awareness The brand name or logo
• Role The purpose the brand serves
• Attribute A feature closely linked to the brand
• Territory Where the brand lives, its sphere
• Attitude The brands stance/personality
B.A.R.A.T.A Tool
• Benefit ?
• Awareness ?
• Role ?
• Attribute ?
• Territory ?
• Attitude ?
Evaluating Creative Ideas
Evaluating Creative Ideas
Purpose
Method
Fails to get me
interest, tedious. 3. Boring
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Fails to get me
interest, tedious. 3. Boring
Unoriginal,
familiar 4. Seen it
before
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Fails to get me
interest, tedious. 3. Boring
Unoriginal,
familiar 4. Seen it
before
Has appeal
No negatives 5. OK
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Likeable,
persuasive 6. Wins me
over
Fails to get me
interest, tedious. 3. Boring
Unoriginal,
familiar 4. Seen it
before
Has appeal
No negatives 5. OK
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Likeable,
persuasive 6. Wins me
over
Fails to get me
interest, tedious. 3. Boring
Unoriginal,
familiar 4. Seen it
before
Has appeal
No negatives 5. OK
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Likeable,
persuasive 6. Wins me
over
Fails to get me
interest, tedious. 3. Boring
Best in
category 8. Killer
Idea
Unoriginal,
familiar 4. Seen it
before
Has appeal
No negatives 5. OK
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Likeable,
persuasive 6. Wins me
over
Fails to get me
interest, tedious. 3. Boring
Best in
category 8. Killer
Idea
Re-positions all
Unoriginal,
familiar 4. Seen it
before competitors 9. Game
Changer
Has appeal
No negatives 5. OK
Evaluating Creative Ideas
The 10 Score Cards
Stupid, childish,
over-simplistic 1. Insults my
intelligence
Likeable,
persuasive 6. Wins me
over
Fails to get me
interest, tedious. 3. Boring
Best in
category 8. Killer
Idea
Re-positions all
Unoriginal,
familiar 4. Seen it
before competitors 9. Game
Changer
Fails to get me
interest, tedious. 3. Boring
Best in
category 8. Killer
Idea
Re-positions all
Unoriginal,
familiar 4. Seen it
before competitors 9. Game
Changer
4 SLIDES TO SUBMIT