Investor Reporting/ Strategic Creative Led/ Discovery/ Strategy/ Expression/ Execution/

Discovery

Understanding client’s story, business, audience, stakeholders, challenges, plans and actions.

3. Defining brief, scope, timeline, and budget

If required, the Strategist develops a reverse brief for the client that captures the requirements and key learnings from the Discovery session.

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The Strategist develops an internal Strategic-Creative brief summarising the key outcomes, messaging themes, audience, and channel requirements.

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The AD creates a full project plan, including all key milestones and updated quote.

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The new project plan and quote is provided to the Strategist, Artwork and Lead Designer for review and feedback.

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AD provides the project plan, revised quote, and reverse brief (if required) to the client for sign-off.

  • If Digital-first, remember to allow a longer Quality Check phase at the end for online activation, testing, etc.

  • Remember to price any video and/or animation element separately. Also include quote for hosting Flipbook etc.

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Based on client sign-off, JobBag is updated, and all future phases and milestones are entered.

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The AD provides a final project plan to everyone working on the project, and to the Creative and Artwork Directors, to assist with planning. They may also call a kickstart meeting to ensure everyone understands requirements and deadlines.

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Discovery Step 2 of 3

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Strategy Step 1 of 3