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The importance of
brand guidelines
Tips on how to ensure they are followed
White paper | October 2013 | Guidelines | 1

At Shikatani Lacroix, we design compelling purchase
moments that connect in the blink of an eye. Shikatani
Lacroix is a multidisciplinary branding and design firm with
expertise in corporate identity, naming, packaging, retail,
brand strategy, wayfinding and communication design. Our
philosophy and strategic design approach, the Blink Factor,
hones in on that instant when a consumer makes a decision.
Everything we do is geared to owning the “at purchase”
moment. We forge customer connections that build trust
and drive sales, while measuring ROI, developing growth,
and increasing brand loyalty.

About the author
Ryan Talag, Account Coordinator at Shikatani Lacroix
As an account coordinator at Shikatani Lacroix, Ryan works
with retail and corporate brands such as Second Cup
International and TD Bank Group. A graduate of
Communications, Culture & Information Technology at the
University of Toronto, Ryan conducts research and analysis
for client projects and presentations.
Prior to joining SL in 2012, Ryan did a work term in the
Middle East as a brand strategist for The Brand Union in
Dubai, U.A.E., where he worked on the following brands:
Riyad Bank and Dettol.
White paper | October 2013 | Guidelines | 2

“Companies

The answer to all

with greater

As a successful brand grows to serve customers
through multichannel avenues (packaging, online,
retail and customer service), it is essential that all
aspects of the brand follow a consistent model.

portfolio
coherence
outperform
their peers in
terms of
operating
margin”
– Traci Entel, Booz&Co.

Additionally, just like an orchestra working in
harmony to play a symphony, all internal and
external stakeholders of the brand need to
understand this unity through all modes of the
brand’s communication. This in turn leads to a
stronger performance in the company’s respective
industry.
SL’s recent white paper on brand coherence includes
a quote that effectively summarizes this notion:
“Companies with greater portfolio coherence (that is,
those whose business units have mutually reinforcing
capabilities that distinguish the company as a whole)
outperform their peers in terms of operating margin.”
– Traci Entel, Booz&Co.
This is where the importance of brand guidelines
comes into play. When corporate branding or
packaging and retail design is executed, it is crucial
that a cohesive set of brand standards is developed.
White paper | October 2013 | Guidelines | 3

What’s so great about brand standards?
For starters, they establish and protect the integrity
of the brand identity through consistent visual
representation of the brand; and consistency over
time is essential in building strong brand equity.
Before we dive into the different ways you can
onboard brand guidelines, first let’s glance over
some key details found in brand identity guidelines.

The brand story
Before delving into the guidelines’ technical specs, it
is important that every stakeholder involved with the
brand – from brand managers to packaging printers
– has an understanding of the brand’s overarching
story. The introductory sections of the brand
guidelines should communicate these aspects.
This includes such things as:
• brand essence (the core point of difference that
clearly defines the organization and how it fits a
specific consumer need)
• brand card (a promise of performance and a
summary of the interaction, attitudes and
experience of its brand equity)
• brand position (defines the target group, the
unique needs the organization is providing, and the
credible reason why the organization can meet
these needs)
White paper | October 2013 | Guidelines | 4

• brand personality/tone and voice (identifies the
key characteristics that define the organization in
humanistic terms, similar to how you would define
an individual. The brand personality sets the tone
and manner by which the organization
communicates with its key audience)

Why is it important for everyone to understand
this?
Creatively, the essence of the brand will be
integrated into all artistic elements of each brand
touch point. If a brand focuses on being high quality,
optimistic and reliable, a graphic designer will choose
to use a particular method of
gradients, colours and shapes to
illustrate that. Furthermore, a
photographer will understand why
she must execute a certain style (i.e.,
capturing genuine and emotionally
engaging real-life moments).
Even from a technical perspective,
the brand essence will be referenced
when working with logo-safe zones
(clear open space), signage
dimensions, photo lighting,
gradients, etc.
Once every person involved with the brand
understands the brand story (the values deeply
engrained in the core of the organization), they will
effectively integrate this knowledge into their work.
White paper | October 2013 | Guidelines | 5

“Successful
branding
programs are
based on the
concept of
singularity...to
create in the
mind of the
prospect the
perception that
there is no
other service on
the market
quite like your
offering.”
- Al Ries and Laura Ries, 22
Immutable Laws of Branding

Setting the standards
Now that the brand story has been established, the
advertisers, designers, signage manufacturers,
packagers, copywriters, and everyone in between
need to know the technical standards and
specifications.
This wonderful portion of the guidelines includes all
the specs, such as exterior signage measurements
(width = x ft), headline sizes (x = ¼ of first letter),
safe zones (margin around a graphic element),
minimum size, Pantone colours, along with an entire
design system overview and hierarchy of
communication.
By this point, a copywriter will not only know which
specific fonts to use and where, but also why that
font has been chosen, thanks to the aforementioned
brand story. In other words, a copywriter would
know why a friendly sans serif font is used instead of
a formal typeset, and a photographer/photo editor
would understand why emotional black and white
imagery is a better choice over bright and colourful
stock images.
White paper | October 2013 | Guidelines | 6

How to ensure guidelines are followed
What good is it to have an incredible set of
guidelines that covers every detail about your brand
if it is not put to good use? The following are some
recommendations for getting everybody on your
team on board.

Online Portal
1. Easy access
An online portal is an effective way
for all individuals to access your
brand identity guidelines. With a
special login and password, this
information can be kept safe and
secure while the proper parties,
including third party vendors, can
gain access.
2. Many parties
There are instances when so many
different people doing a wide range of
jobs will need the guidelines. From an advertising
copywriter a few city blocks away to the signage
installer who desperately needs measurement specs
for an international store on the other side of the
world, all parties will be able to retrieve this valuable
information.
White paper | October 2013 | Guidelines | 7

3. Efficient updates
Things are always changing. As a brand evolves,
certain pieces may need adjustments along the way,
such as a new standard for sizing or updated legal
copy. Subsequently, these changes may not be
effective immediately, as organizations need some
transition time between changes (e.g., changing
photography standards for ad campaigns). Here, an
early notification of “things to come” can be
broadcast on the host site,
informing all parties of what lies
ahead.

Hand ’em out/meet up
1. In your face
In a digital world, sometimes it’s
more salient and effective to have
good, old-fashioned printed
handouts or a face-to-face
meeting with your intended
audience so that they cannot
easily ignore the messaging.
In package design meetings, there
is usually a discussion regarding artwork and layout.
Through the complexities of colour standards, sizing
and materials, it is often fundamental to be able to
refer to brand guidelines on the spot. Therefore, it is
important that the guidelines are distributed and that
all involved parties receive a copy.
Something to keep in mind is the importance of
proper and effective distribution. Depending on the
company size and various locations, online portals or
FTP sites can prove to be most beneficial.
White paper | October 2013 | Guidelines | 8

Final thoughts
The truth is, even if you live and breathe a brand, it is
very difficult for a single person to remember every
intricate detail of your brand standards. Certain
details simply do not come up often enough to
register in your brain without reference. As there are
many levels of communication within a brand, every
touch point must integrate the same brand essence
to achieve complete brand coherence.
Once the brand story and personality are established
in the brand guidelines, it is imperative that all parties
develop a high-level knowledge of this information.
From here, everyone on the creative and technical
sides, from the advertising and social media
departments to the packaging printers, will have a
clear comprehension of the brand and how it should
be properly communicated.
White paper | October 2013 | Guidelines | 10

For more information, contact:
Jean-Pierre Lacroix, President
Shikatani Lacroix
387 Richmond Street East
Toronto, Ontario
M5A 1P6
Telephone: 416-367-1999
Email: jplacroix@sld.com

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The importance of brand guidelines

  • 1. The importance of brand guidelines Tips on how to ensure they are followed
  • 2. White paper | October 2013 | Guidelines | 1 At Shikatani Lacroix, we design compelling purchase moments that connect in the blink of an eye. Shikatani Lacroix is a multidisciplinary branding and design firm with expertise in corporate identity, naming, packaging, retail, brand strategy, wayfinding and communication design. Our philosophy and strategic design approach, the Blink Factor, hones in on that instant when a consumer makes a decision. Everything we do is geared to owning the “at purchase” moment. We forge customer connections that build trust and drive sales, while measuring ROI, developing growth, and increasing brand loyalty. About the author Ryan Talag, Account Coordinator at Shikatani Lacroix As an account coordinator at Shikatani Lacroix, Ryan works with retail and corporate brands such as Second Cup International and TD Bank Group. A graduate of Communications, Culture & Information Technology at the University of Toronto, Ryan conducts research and analysis for client projects and presentations. Prior to joining SL in 2012, Ryan did a work term in the Middle East as a brand strategist for The Brand Union in Dubai, U.A.E., where he worked on the following brands: Riyad Bank and Dettol.
  • 3. White paper | October 2013 | Guidelines | 2 “Companies The answer to all with greater As a successful brand grows to serve customers through multichannel avenues (packaging, online, retail and customer service), it is essential that all aspects of the brand follow a consistent model. portfolio coherence outperform their peers in terms of operating margin” – Traci Entel, Booz&Co. Additionally, just like an orchestra working in harmony to play a symphony, all internal and external stakeholders of the brand need to understand this unity through all modes of the brand’s communication. This in turn leads to a stronger performance in the company’s respective industry. SL’s recent white paper on brand coherence includes a quote that effectively summarizes this notion: “Companies with greater portfolio coherence (that is, those whose business units have mutually reinforcing capabilities that distinguish the company as a whole) outperform their peers in terms of operating margin.” – Traci Entel, Booz&Co. This is where the importance of brand guidelines comes into play. When corporate branding or packaging and retail design is executed, it is crucial that a cohesive set of brand standards is developed.
  • 4. White paper | October 2013 | Guidelines | 3 What’s so great about brand standards? For starters, they establish and protect the integrity of the brand identity through consistent visual representation of the brand; and consistency over time is essential in building strong brand equity. Before we dive into the different ways you can onboard brand guidelines, first let’s glance over some key details found in brand identity guidelines. The brand story Before delving into the guidelines’ technical specs, it is important that every stakeholder involved with the brand – from brand managers to packaging printers – has an understanding of the brand’s overarching story. The introductory sections of the brand guidelines should communicate these aspects. This includes such things as: • brand essence (the core point of difference that clearly defines the organization and how it fits a specific consumer need) • brand card (a promise of performance and a summary of the interaction, attitudes and experience of its brand equity) • brand position (defines the target group, the unique needs the organization is providing, and the credible reason why the organization can meet these needs)
  • 5. White paper | October 2013 | Guidelines | 4 • brand personality/tone and voice (identifies the key characteristics that define the organization in humanistic terms, similar to how you would define an individual. The brand personality sets the tone and manner by which the organization communicates with its key audience) Why is it important for everyone to understand this? Creatively, the essence of the brand will be integrated into all artistic elements of each brand touch point. If a brand focuses on being high quality, optimistic and reliable, a graphic designer will choose to use a particular method of gradients, colours and shapes to illustrate that. Furthermore, a photographer will understand why she must execute a certain style (i.e., capturing genuine and emotionally engaging real-life moments). Even from a technical perspective, the brand essence will be referenced when working with logo-safe zones (clear open space), signage dimensions, photo lighting, gradients, etc. Once every person involved with the brand understands the brand story (the values deeply engrained in the core of the organization), they will effectively integrate this knowledge into their work.
  • 6. White paper | October 2013 | Guidelines | 5 “Successful branding programs are based on the concept of singularity...to create in the mind of the prospect the perception that there is no other service on the market quite like your offering.” - Al Ries and Laura Ries, 22 Immutable Laws of Branding Setting the standards Now that the brand story has been established, the advertisers, designers, signage manufacturers, packagers, copywriters, and everyone in between need to know the technical standards and specifications. This wonderful portion of the guidelines includes all the specs, such as exterior signage measurements (width = x ft), headline sizes (x = ¼ of first letter), safe zones (margin around a graphic element), minimum size, Pantone colours, along with an entire design system overview and hierarchy of communication. By this point, a copywriter will not only know which specific fonts to use and where, but also why that font has been chosen, thanks to the aforementioned brand story. In other words, a copywriter would know why a friendly sans serif font is used instead of a formal typeset, and a photographer/photo editor would understand why emotional black and white imagery is a better choice over bright and colourful stock images.
  • 7. White paper | October 2013 | Guidelines | 6 How to ensure guidelines are followed What good is it to have an incredible set of guidelines that covers every detail about your brand if it is not put to good use? The following are some recommendations for getting everybody on your team on board. Online Portal 1. Easy access An online portal is an effective way for all individuals to access your brand identity guidelines. With a special login and password, this information can be kept safe and secure while the proper parties, including third party vendors, can gain access. 2. Many parties There are instances when so many different people doing a wide range of jobs will need the guidelines. From an advertising copywriter a few city blocks away to the signage installer who desperately needs measurement specs for an international store on the other side of the world, all parties will be able to retrieve this valuable information.
  • 8. White paper | October 2013 | Guidelines | 7 3. Efficient updates Things are always changing. As a brand evolves, certain pieces may need adjustments along the way, such as a new standard for sizing or updated legal copy. Subsequently, these changes may not be effective immediately, as organizations need some transition time between changes (e.g., changing photography standards for ad campaigns). Here, an early notification of “things to come” can be broadcast on the host site, informing all parties of what lies ahead. Hand ’em out/meet up 1. In your face In a digital world, sometimes it’s more salient and effective to have good, old-fashioned printed handouts or a face-to-face meeting with your intended audience so that they cannot easily ignore the messaging. In package design meetings, there is usually a discussion regarding artwork and layout. Through the complexities of colour standards, sizing and materials, it is often fundamental to be able to refer to brand guidelines on the spot. Therefore, it is important that the guidelines are distributed and that all involved parties receive a copy. Something to keep in mind is the importance of proper and effective distribution. Depending on the company size and various locations, online portals or FTP sites can prove to be most beneficial.
  • 9. White paper | October 2013 | Guidelines | 8 Final thoughts The truth is, even if you live and breathe a brand, it is very difficult for a single person to remember every intricate detail of your brand standards. Certain details simply do not come up often enough to register in your brain without reference. As there are many levels of communication within a brand, every touch point must integrate the same brand essence to achieve complete brand coherence. Once the brand story and personality are established in the brand guidelines, it is imperative that all parties develop a high-level knowledge of this information. From here, everyone on the creative and technical sides, from the advertising and social media departments to the packaging printers, will have a clear comprehension of the brand and how it should be properly communicated.
  • 10. White paper | October 2013 | Guidelines | 10 For more information, contact: Jean-Pierre Lacroix, President Shikatani Lacroix 387 Richmond Street East Toronto, Ontario M5A 1P6 Telephone: 416-367-1999 Email: jplacroix@sld.com