Step 1: Scope/Objectives/Current Status

Primary Purpose:

Decide scope, expectations, and deliverables with client.

Objective:

Provide a foundation for the work to follow in Steps II, III and IV.

Process:

Face-to-face meeting (meetings are usually 90-120 minutes) between consultant and client.

Suggested areas of discussion:

• Determine client goals/desired outcome of process.
• What are the biggest problems facing the client?
• What opportunities are available to the client?
• What is preventing client from reaching goals?
• What does the current brand stand for?
• Review past marketing plans - what has worked/not worked?
• Were there plans made and not implemented? Why not?
• Review business plan and available research.

Deliverable:

A summary of the current brand status and proposed project with workflow timeline.

Next Step:

Market Analysis

Estimated Working Days: 1