Brand Design Project Plan Template

Start by signing up for a free Dock account. Create a new workspace using the branding plan template, customize it with your brand strategy, and save your version as a reusable template for future use.

Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Absolutely. You can adjust layout, sections, and content—whether you're adding brand voice guidance or updating your brand color palette.

Yes. Dock makes it easy to tailor your brand strategy template with each client’s brand personality, positioning statement, or marketing efforts.

Yes. Templates can be private or shared across your team, with role-based visibility settings to manage access.

A brand design project plan template is a repeatable structure used to manage branding projects. It helps keep branding assets, visual elements, and brand messaging aligned across timelines, deliverables, and approvals.

A branding plan template is a framework for building or refining a brand strategy. It covers your brand’s mission, messaging, identity, voice, values, and visual direction. It’s a critical tool for brand strategists working to create a strong brand foundation.

Your brand strategy defines who you are, what you stand for, and how you position yourself. Your brand identity brings that to life visually—through logos, typography, color palettes, and design.

Start with your mission statement, core values, and brand vision. Then define your value proposition, messaging, personas, and target audience. A good brand strategy template brings it all together into a clear, repeatable structure.

In any brand design project, you should include:

• Brand purpose, mission statement, and core values
• Space to brainstorm as a team
• Stakeholder contact info and scheduled checkpoints
• Design deliverables like logos, brand guidelines, and typography
• Brand messaging and brand assets
• Project roadmap with timelines, milestones, and tasks
• Embedded brand strategy documents and color palettes

Use it at the start of any new branding project for a client—whether you're crafting a new brand, launching new products, or refining an existing brand strategy. It’s especially helpful for aligning stakeholders and defining your ideal customer.

You need more than just creativity to get a branding project done for your client. Pull together your best team by:

• Aligning on brand values and positioning upfront between your team and your client’s decision-making stakeholders. What does branding mean to them? If it’s a rebrand, what do they want done differently?
• Thinking through each aspect of branding for your client, not just visual elements. Those are important, but you also need to craft a bigger story that resonates with your client’s customers. Brand percolates through the entire customer experience, so leave nothing off the table. 
• Keeping all of your assets in one place. A brand design requires a huge overhaul of existing assets or creating new ones, like a logo, tagline, colors and style guide, and mission/vision statements. Give your clients a single place to provide feedback so you’re all on the same page.

Running a creative project for your client doesn’t have to be like herding cats. Instead:

• Don’t skip competitor analysis—it’s essential for defining the brand’s position
• Avoid leaving personas undefined. Clarity around your client’s target audience’s demographics, interests, and preferences matters. If your client has not completed this analysis, then you need to do that work before beginning your project.
• Don’t ignore crafting the perfect brand story or tagline for your client. You can agonize over colors, fonts, or other visual cues but without a story, nothing will connect emotionally with customers, and they won’t buy.
• Avoid scattered branding efforts. Dock helps centralize everything in one place.

Use Dock’s team-wide templates and workspace sharing features to keep brand elements aligned across teams. Assign sections for review, track changes, and make updates to shared brand strategy documents in real time.

Send a shareable workspace link at project kickoff. Embed key content like your value proposition, visual identity samples, or tagline options. Use the workspace to guide them through each branding initiative step-by-step.

Each Dock workspace includes commenting features that let clients leave feedback directly on individual sections or files. You can also tag people to clarify deliverables, assign next steps, or ask for approval.

Dock’s built-in analytics show who’s viewing your workspace, what pages they’re engaging with, and how often. It’s a smart way to identify disengaged clients that may stall out the project.

Yes. Dock workspaces are ideal for long-term partnerships. You can keep updating with new campaign work, marketing strategy changes, or fresh brand guidelines.