5. 1 Meeting Need
2 Almost Meeting Need
3 Neutral 4
4 Almost Creating Need
5 Creating Need
6. Creative Strategy Survey Tool
Identity & Branding
Questions Answers
Will we be updating the identity or building on an existing standard? Yes Please Enter Additional Information if Required
Is there an existing hierarchy that your division/group relates to? Existing Please Explain Hierarchy
Is there an existing color palette or scheme that we should use? Yes Explain & Provide Pantone Matching System (PMS) color specification, if possible
What will your current identity appear on? Examples:- Business Cards, Website, Exterior
Provide List Here
Signage, Way-finding, PowerPoint presentations,
7. Creative Strategy Survey Tool
Communications
Questions Answers
How many individuals in your organization have business cards? 20% Write Additional Notes if Necessary
How frequently do you order business cards? Weekly Write Additional Notes if Necessary
How much letterhead and other business/admin documents do you use
Other Write Additional Notes if Necessary
annually?
Write Additional Notes if Necessary and Include the Types of Premiums (Pens, Desk
Do you hand-out premiums as part of your client communications? Yes
Accessories, etc.)
How many presentation events (trade shows fairs, etc) do you attend annually? 10 to 25 Write Additional Notes if Necessary
8. Creative Strategy Survey Tool
About You
Questions Answers
What is the specific goal for this project? List Goals Here
Key Words: Indicate a few adjectives that relate to your organization Indicate Adjectives Here
What is unique and superior about your products/services? Write Unique & Superior Traits Here
What is your greatest selling product or service? What is the least? Write Product or Service Name Here
What is your largest grossing product or service? What is the least? Write Largest & Least Grossing Product(s) or Service(s) Name(s) Here
What do your clients know you for? Indicate what you are known for Here
What do you want your clients to know you for? Indicate what you want your Clients to know you for Here