Collaborate with clients throughout the brand design process with this free project plan template.
Brand design teams, creative agencies, and freelance designers who need a structured, repeatable way to run branding projects and collaborate with clients.
Manage every step of a brand design project inside a single workspace from kickoff to final delivery. It’s built to make branding work more collaborative, transparent, and repeatable.
Use this section to welcome your client to your new Dock workspace. Include information about the overall goal of the brand design project, a way to collect feedback from your clients to set the stage for your collaboration, and contact information for the client to best get in touch with you.
Provide your client with a clearly laid out plan at the outset of a new project and welcome transparency throughout development. This section allows clients to track a project’s progress against set milestones in real-time. Individual tasks can be assigned to users on the client or agency side with the option to include due dates, status updates, and notes.
Every branding project should keep the target audience in mind. This section is the place to include that information around your client’s ICP and brand positioning so every creative team member stays aligned as they bring their brand vision to life.
This section is ideal for collaborating on deliverables for your client. You can directly embed slideshows, videos, and more for your clients to view and give feedback on as you move forward through the project. Dock’s native integrations make it easy to share media from a number of different platforms.
Dock’s branding plan template gives designers, agencies, and creative teams one place to manage every step of a brand identity project. Instead of juggling email threads, shared folders, and endless review calls, you get a single, client-facing workspace that keeps everything aligned with your brand strategy.
With Dock, you can build a reusable branding strategy template that’s flexible enough for creative work and structured enough to guide your process. Whether you're launching a new product, developing a brand from scratch, or updating an existing identity, you’ll have a consistent place to house your messaging, timelines, and deliverables.
What sets Dock apart is how it supports real collaboration. Your clients can view and interact with the workspace without creating an account. You can embed brand guidelines, mood boards, Figma files, or even your mission statement, and then tag stakeholders for input. This keeps your team aligned and your brand’s identity on track.
And Dock isn’t just a workspace—it’s your process playbook. You can templatize entire brand strategy documents or just sections, like brand voice definitions or competitor analysis. Dock also gives you analytics to understand which parts of your plan are resonating and which are getting overlooked.
Related Templates
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:
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:
Running a creative project for your client doesn’t have to be like herding cats. Instead:
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.