Brand Assessment Tool

Use this prescriptive self-assessment tool to evaluate your organization from a Branding perspective. Rate your compliance with best practices across the following dimensions: Brand Strategy, Brand Alignment, Brand Communication, and Brand Execution. Once you have completed the assessment, you will immediately be provided with results and recommendations for improvement.

Win Loss Analysis Tool

Use this tool to track your competitive wins and losses. The “Analysis Tab” will allow you to track your wins and losses by Prospect/Customer, Industry, Product/Program, Close Date, Amount, Top Reason, Secondary Reason, and Tertiary Reason. The remaining tabs will provide you with a visual representation of your results and will help you communicate these results with key stakeholders.

Responsibility Assignment Matrix

Use this template to clarify roles and responsibilities in cross-functional/departmental projects and processes. Customize this matrix so that each piece of the project/process shows who needs to contribute what in order for the project to be completed.

Campaign Impression Calculator

Use this Campaign Impression Calculator to determine your cost per impression across the following forms of communication: Email, E-Zine, Print, Website, Direct Mail, and Sponsorship. The “Summary Tab” will automatically calculate your results and the “Charts Tab” will help you communicate these results with key stakeholders.

Business Strategy Presentation

Use this tool to present the highlights from your business strategy plan. Sections include: Executive Summary, Situational Analysis, Objectives, Initiatives, Metrics, & Targets, GAP Analysis & Program Prioritization, Monitoring & Measurement.

Website Content Audit Tool

Use this tool to inventory your current web content and audit what needs to be created, modified, or updated.