The Blue Bird’s Way — A1. First Steps

Joana Vieira
3 min readJul 25, 2020

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🌈 This article is part of The Blue Bird’s Way, an atypical Brand Strategy process for anyone that might want to uncover their company’s true purpose, reinforce it, reinvent it, and take it somewhere over the rainbow.

Follow the full process on Instagram (@craycrayowl)
The first phase of The Blue Bird’s Way — Getting to Know Myself.

The Blue Bird’s Way
Creating an atypical Brand Strategy process
Introduction

A. Getting to Know Myself
A1. First Steps 📍
A2. My Feet and Wings
A3. Opening the Gates

— SOON —
B. Learning By Watching
C. Paving the Way — Shaping My Own Path
D. Paving the Way — A Brand’s Blue Feathers
E. Taking Off

The first thing to do is to better understand who you are today.

By going through a simple checklist, you’ll be able to quickly grasp where you and your company are currently standing, to pinpoint your company’s highlights, downfalls, and what might be missing.

These first steps can be quickly underestimated because we might think we already know what we have about our brand or don’t. Although that might be true for some, many times we don’t really know what’s missing because it’s not there.

That’s why it’s important to go through this step either way and with the help of a checklist to guide us.

Plus, by gathering all the information and having it in front of us, we will have a better perspective on how much information we have and how much is missing.

“What do I have?”

The Checklist
Buy my worksheets HERE

I made this checklist to help you go through the things you might have on your brand or that you might be missing. Note that every business has it’s own specificities so, not everything might make complete sense for your case and that's ok. You can always adapt it and make it something that fully fits your needs.

If you prefer a more analog approach to the process, you can download here the printable worksheet. It costs $5 but you can pay as much as you like and if you feel like it. All love and support are greeeeatly appreciated. 🙏

First Notes

  • Create a physical “playground” to collect every material;
  • Keep everything available on the cloud so you can easily share it latter if necessary (you can use Google Drive or Dropbox.)
  • What’s not digital, take a picture and upload it.

Brand Strategy

▢ Brand’s history
▢ Organization chart
▢ Strategic planning documents
▢ Marketing research and plans
▢ Business plans
▢ Annual reports
▢ Employee surveys

Brand Identity

▢ All marks and logos every used
▢ Standards and guidelines
▢ Service’s/Product’s names
▢ All stationery

Brand Presence

▢ Website
▢ Blogs
▢ Email signatures
▢ Social media accounts
▢ Store
▢ Merchandise

Internal Communications

▢ Employee communications
▢ Ephemera
▢ CEO speeches

Next Step:

A2. My Feet and Wings

Thank you so much for reading!
Give it a clap if you think there’s some value here for you
👏👏👏🙌

⭐️ To keep track of the full process and have a different experience full of carousels, birdies, and handwritten letters 🥰, follow me on Instagram — (@craycrayowl 👈).

One last thing…

When you buy a worksheet, you are supporting my work 💕 , but if you can’t, share it with your friends, the company that you’re working for, or a cousin that is building a business. 😊

Please know that all love and support is greatly appreciated! Thank you 💖🙏
Be happy and stay well!

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