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Brand Positioning Development 
Workshop 
Sample Materials 
March 2009
Page 2 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Page 3 
Workshop Overview – Workshop Objectives 
 The primary objective today is to brainstorm brand positioning options 
for our brand to be tested with target audiences 
 As a means to reach this objective, we will also: 
– Reach a common understanding of brand positioning, its purpose, and 
what makes it successful 
– Confirm the current customer, market, competitive and business 
analysis as an input into brand positioning development 
– Consider future trends and potential scenarios that may influence our 
market and customers
Page 4 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Page 5 
Brand Positioning Overview – Brand exercise 
 Everyone think of their favorite brand/a brand that they are loyal to: 
– Why is it your favorite/why are you loyal? 
– How much would the price have to go up before you switch? 
– What would need to happen other than a price increase to get 
you to change?
Page 6 
Brand Positioning Overview – Brand Definition 
A Brand is: 
 Built by the sum of all interactions between a 
product, service or company and its key 
stakeholders 
 A relationship based on past experience and future 
expectations 
 Defined by functional and emotional benefits 
 Intended to influence customer behavior 
 An asset that must be actively managed 
Brands are not optional – whether or not you choose Brands are not optional – whether or not you choose t oto m maannaaggee t htheemm i sis
Page 7 
Brand Positioning Overview – Brand Management 
Since brands are not only what we say but also what we do, brand strategy 
needs to balance our aspirational goals with a recognition of capabilities 
Brand 
Equity 
• Bridge between existing 
reality  desired state 
Time 
• Aspirational brand associations 
• Ideal experience customers should 
have with the company  offerings 
• Current customer 
perceptions 
Employee Engagement 
Marketing Strategy 
Current 
Brand Image 
Brand 
Positioning 
Aspirational 
Brand 
Customer Experience
Page 8 
Brand Positioning Overview – Brand Positioning Framework 
 The following is the positioning framework HawkPartners recommends 
using to define a brand positioning 
TARGET 
The specific stakeholder(s) that the brand is targeting 
FRAME OF REFERENCE 
The category of products/services/companies that the brand exists within 
WHAT IT DOES 
How we define the brand’s unique 
capabilities and approach to delivering 
benefits 
WHAT IT DELIVERS 
The benefits the brand delivers to target 
audiences 
REASONS TO BELIEVE 
The tangible things the brand can point to that prove that it can consistently deliver on 
its promise 
WORKSHOP FOCUS
Brand positioning is one piece of a bigger marketing and communications effort 
Page 9 
Brand Positioning Overview – How Brand Positioning is Used 
A brand positioning should be 
used… 
A brand positioning should NOT 
be used… 
 As a central reference tool to 
guide consistent marketing and 
communications 
 To convey the essence of the 
product, as well as its tone, 
manner and personality 
 To convey the value of the 
product to diverse audiences 
 Literally in marketing and 
communications – it is merely a 
basis for ideas and messages 
 To guide behavior, although it 
may inform actions and potential 
service ideas
Page 10 
Brand Positioning Overview – Evaluating Brand Positioning 
 A good brand positioning is… 
Relevant 
Distinct 
Credible 
Benefit-Driven 
Strategically 
Aligned 
Addresses a relevant need valued by 
customers 
Is different from other products in its 
category 
Promises something that the product can 
deliver 
Explains the functional/emotional benefits of 
the product vs. just the product attributes 
Considers the long-term product strategy, 
as well as the corporate and related product 
direction and desired meaning
Page 11 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
The Brand Analysis provides a common fact base to help fuel positioning ideas 
Strategically 
Page 12 
Brand Analysis and Implications – Key Topics 
Brand Analysis Topics 
 Market Opportunity 
– Market size and dynamics 
– Growth and other trends 
– Future state scenarios 
 Target Audience 
– Key roles/segments and influence 
– Drivers of preference and decision-making 
– Key needs (met and unmet) 
 Current Brand Assets 
– Current awareness, consideration and preference 
– Current perceptions 
– Potential strengths and weaknesses 
 Competitive Overview 
– Current competitor perceptions 
– Perceived strength/weaknesses 
– Potential future development/direction 
Brand Positioning Criteria 
Relevant 
Distinct 
Credible 
Aligned 
Benefit-Driven 
Relevant 
Benefit-Driven 
ANALYSIS (15 – 20 PAGES) CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND
Page 13 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Sample Benefits Hierarchy 
Page 14 
Target Audience Benefits Laddering – Example 
 Audience needs should cover those that are both category specific and 
more broad 
Maslow’s Hierarchy of Needs 
Self-Expressive 
Benefits 
(I’m on the Cutting Edge) 
Emotional Benefits 
(Pioneering ) 
Functional Benefits 
(Fastest and Easiest to Use) 
Functional Attributes 
(Most Advanced Technology)
Page 15 
Target Audience Benefits Laddering – Brainstorm Benefits 
Attribute 1 Attribute 2 Attribute 3 Attribute 4 
Emotional/ Self- 
Expressive Benefits 
Functional 
Benefits 
Functional 
Attributes 
What are the functional and emotional needs of target 
audiences that go beyond the product/service features? 
– What day to day challenges are we helping them overcome? 
– What are they ultimately striving to achieve? 
Attribute 5 
Attribute 6 Attribute 7 Attribute 8 Attribute 9 Attribute 10 Attribute 11 
ATTRIBUTES CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND
Page 16 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Positioning Concept Brainstorming – Break-out group assignment 
Page 17 
 Breakout Group Objective: 
 Develop 5+ preliminary positioning concepts with the following 
questions in mind: 
– What is the essence of the positioning concept, and what are 
the desired brand associations? 
– How does the positioning address the broad emotional and 
category-relevant needs? 
– Which attributes and benefits best support the concept 
(reasons-to-believe)? 
SPECIFIC BRAINSTORMING AREAS CUSTOMIZED TO CLIENT NEEDS
Page 18 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Page 19 
Positioning Concept Playback – Regroup Exercises 
 Playback 
 Per group, briefly introduce each developed (~15 minutes each) 
 Consolidation 
 Together, discuss similarities among concepts and collapse/reorganize 
 Prioritization 
 Individually, vote for positioning concepts considered most promising 
(relevant, compelling, distinct, credible, etc.)
Page 20 
Workshop Agenda 
 Workshop Overview 9:00 – 9:15 
 Brand Positioning Overview 9:15 – 10:00 
 Brand Analysis and Implications 10:00 – 10:45 
 Break 10:45 – 11:00 
 Target Audience Benefits Laddering 11:00 – 11:30 
 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 
 Break 12:30 – 1:00 
 Positioning Concept Playback/Discussion 1:00 – 2:00 
 Concept Consolidation and Prioritization 2:00 – 2:30 
 Break 2:30 – 2:45 
 Building on Preliminary Ideas 2:45 – 3:30 
 Wrap-up and Next Steps 3:30– 4:00
Page 21 
Building on Preliminary Ideas – Personification Exercise 
 The purpose of this exercise is to further define and distinguish preliminary 
concepts from one another, as well as from competitor brands 
 What person, place, or thing best embodies or personifies the concept? 
Why? 
– Celebrity 
– Sports Figure 
– Movie/TV Character 
– Historical Figure 
– Superhero 
– Fictional Character 
 How would you embody our key competitors along that same dimension? 
Why? 
EXERCISE CUSTOMIZED TO RELEVANT CLIENT EXAMPLES
The purpose of this exercise is to ensure a broad range of ideas have been 
Strong Power Safe 
Page 22 
Building on Preliminary Ideas – Spectrum Exercise 
Potential Positioning Dimensions 
Broad Focus Narrow Focus 
Emotional 
Benefits 
Functional 
Benefits 
Long-term 
Impact 
Short Term 
Impact 
Timing 
Audience Coverage 
Benefits 
Others??? 
explored 
SPECTRUMS CUSTOMIZED BASED ON KEY TARGET AUDIENCE FACTORS

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Brand positioning 0309

  • 1. Brand Positioning Development Workshop Sample Materials March 2009
  • 2. Page 2 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 3. Page 3 Workshop Overview – Workshop Objectives The primary objective today is to brainstorm brand positioning options for our brand to be tested with target audiences As a means to reach this objective, we will also: – Reach a common understanding of brand positioning, its purpose, and what makes it successful – Confirm the current customer, market, competitive and business analysis as an input into brand positioning development – Consider future trends and potential scenarios that may influence our market and customers
  • 4. Page 4 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 5. Page 5 Brand Positioning Overview – Brand exercise Everyone think of their favorite brand/a brand that they are loyal to: – Why is it your favorite/why are you loyal? – How much would the price have to go up before you switch? – What would need to happen other than a price increase to get you to change?
  • 6. Page 6 Brand Positioning Overview – Brand Definition A Brand is: Built by the sum of all interactions between a product, service or company and its key stakeholders A relationship based on past experience and future expectations Defined by functional and emotional benefits Intended to influence customer behavior An asset that must be actively managed Brands are not optional – whether or not you choose Brands are not optional – whether or not you choose t oto m maannaaggee t htheemm i sis
  • 7. Page 7 Brand Positioning Overview – Brand Management Since brands are not only what we say but also what we do, brand strategy needs to balance our aspirational goals with a recognition of capabilities Brand Equity • Bridge between existing reality desired state Time • Aspirational brand associations • Ideal experience customers should have with the company offerings • Current customer perceptions Employee Engagement Marketing Strategy Current Brand Image Brand Positioning Aspirational Brand Customer Experience
  • 8. Page 8 Brand Positioning Overview – Brand Positioning Framework The following is the positioning framework HawkPartners recommends using to define a brand positioning TARGET The specific stakeholder(s) that the brand is targeting FRAME OF REFERENCE The category of products/services/companies that the brand exists within WHAT IT DOES How we define the brand’s unique capabilities and approach to delivering benefits WHAT IT DELIVERS The benefits the brand delivers to target audiences REASONS TO BELIEVE The tangible things the brand can point to that prove that it can consistently deliver on its promise WORKSHOP FOCUS
  • 9. Brand positioning is one piece of a bigger marketing and communications effort Page 9 Brand Positioning Overview – How Brand Positioning is Used A brand positioning should be used… A brand positioning should NOT be used… As a central reference tool to guide consistent marketing and communications To convey the essence of the product, as well as its tone, manner and personality To convey the value of the product to diverse audiences Literally in marketing and communications – it is merely a basis for ideas and messages To guide behavior, although it may inform actions and potential service ideas
  • 10. Page 10 Brand Positioning Overview – Evaluating Brand Positioning A good brand positioning is… Relevant Distinct Credible Benefit-Driven Strategically Aligned Addresses a relevant need valued by customers Is different from other products in its category Promises something that the product can deliver Explains the functional/emotional benefits of the product vs. just the product attributes Considers the long-term product strategy, as well as the corporate and related product direction and desired meaning
  • 11. Page 11 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 12. The Brand Analysis provides a common fact base to help fuel positioning ideas Strategically Page 12 Brand Analysis and Implications – Key Topics Brand Analysis Topics Market Opportunity – Market size and dynamics – Growth and other trends – Future state scenarios Target Audience – Key roles/segments and influence – Drivers of preference and decision-making – Key needs (met and unmet) Current Brand Assets – Current awareness, consideration and preference – Current perceptions – Potential strengths and weaknesses Competitive Overview – Current competitor perceptions – Perceived strength/weaknesses – Potential future development/direction Brand Positioning Criteria Relevant Distinct Credible Aligned Benefit-Driven Relevant Benefit-Driven ANALYSIS (15 – 20 PAGES) CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND
  • 13. Page 13 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 14. Sample Benefits Hierarchy Page 14 Target Audience Benefits Laddering – Example Audience needs should cover those that are both category specific and more broad Maslow’s Hierarchy of Needs Self-Expressive Benefits (I’m on the Cutting Edge) Emotional Benefits (Pioneering ) Functional Benefits (Fastest and Easiest to Use) Functional Attributes (Most Advanced Technology)
  • 15. Page 15 Target Audience Benefits Laddering – Brainstorm Benefits Attribute 1 Attribute 2 Attribute 3 Attribute 4 Emotional/ Self- Expressive Benefits Functional Benefits Functional Attributes What are the functional and emotional needs of target audiences that go beyond the product/service features? – What day to day challenges are we helping them overcome? – What are they ultimately striving to achieve? Attribute 5 Attribute 6 Attribute 7 Attribute 8 Attribute 9 Attribute 10 Attribute 11 ATTRIBUTES CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND
  • 16. Page 16 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 17. Positioning Concept Brainstorming – Break-out group assignment Page 17 Breakout Group Objective: Develop 5+ preliminary positioning concepts with the following questions in mind: – What is the essence of the positioning concept, and what are the desired brand associations? – How does the positioning address the broad emotional and category-relevant needs? – Which attributes and benefits best support the concept (reasons-to-believe)? SPECIFIC BRAINSTORMING AREAS CUSTOMIZED TO CLIENT NEEDS
  • 18. Page 18 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 19. Page 19 Positioning Concept Playback – Regroup Exercises Playback Per group, briefly introduce each developed (~15 minutes each) Consolidation Together, discuss similarities among concepts and collapse/reorganize Prioritization Individually, vote for positioning concepts considered most promising (relevant, compelling, distinct, credible, etc.)
  • 20. Page 20 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00
  • 21. Page 21 Building on Preliminary Ideas – Personification Exercise The purpose of this exercise is to further define and distinguish preliminary concepts from one another, as well as from competitor brands What person, place, or thing best embodies or personifies the concept? Why? – Celebrity – Sports Figure – Movie/TV Character – Historical Figure – Superhero – Fictional Character How would you embody our key competitors along that same dimension? Why? EXERCISE CUSTOMIZED TO RELEVANT CLIENT EXAMPLES
  • 22. The purpose of this exercise is to ensure a broad range of ideas have been Strong Power Safe Page 22 Building on Preliminary Ideas – Spectrum Exercise Potential Positioning Dimensions Broad Focus Narrow Focus Emotional Benefits Functional Benefits Long-term Impact Short Term Impact Timing Audience Coverage Benefits Others??? explored SPECTRUMS CUSTOMIZED BASED ON KEY TARGET AUDIENCE FACTORS