exploring values & identity

Although it varies from project to project, the starting point is typically an exploration of personal and organisation culture and values. It's foundation from which we can develop an authentic identity and voice.

phase–1 outcomes

  • an agreed, prioritised list of core values for the organisation
  • clarity on any conflicts between personal and organisation values
  • a statement for each value giving its context and intent


steps to explore
values & identity

  • uncover the values embodied by leaders within the organisation
  • list the values the organisation aspires to represent, then prioritise
  • identify alignments and conflicts within or between the value sets
  • develop a list of core values, starting with identified alignments
  • resolve conflicts, combine similar values and prune (if appropriate)
  • expand each value into a statement that includes context and intent

defining targets & offer

Once the organisation's core identity is clarified, the next phase is to define the audience, including understanding their values, situation, problems, barriers and aspirations.

phase–2 outcomes

  • a deeper understand of the ideal target customer
  • a clear outline of the offer needed to serve that customer
  • a list of potential barriers to overcome prior to purchase


steps to define
targets & offer

  • outline what's currently offered, or the initial offer idea
  • list the emotional and physical benefits to the customer
  • detail any barriers that could prevent the customer from 'buying'
  • consider how you can improve the offer to better serve the customer
  • highlight extra resources or skills needed to deliver an improved offer

developing tactics & strategy

In order to consistently deliver the defined offer as part of an 'ideal' customer experience, it's crucial that a detailed picture of how this can be achieved is outlined.


  • an outline of the key issues relating to the new positioning
  • a strategy for delivering the 'ideal' customer experience
  • a list of tactics and assets needed to support delivery


steps to develop
tactics & strategy

  • carry out journey mapping for each target customer type
  • highlight any opportunities to adapt or improve the offer
  • identify the 'pain points' that threaten offer uptake
  • prioritise the channels available to reach the target customer
  • work out the strategy and tactics for promotion and delivery
  • list the assets required to facilitate the tactics

aligning content & design

Phase 4 is focused on translating the strategy and tactics into content and design that delivers the desired customer experience, and is in line with the indentified values and culture.


  • a list of the assets required to deliver the new positioning
  • process documents and templates for asset generation
  • a plan to oversee, review and mentor ongoing delivery


steps to align
content & design

  • list the assets needed to deliver an 'ideal' customer experience
  • select and onboard the staff and suppliers tasked with delivery
  • generate detailed content, tone and design briefs for each asset
  • evaluate initial content and design, iterate until meeting requirements
  • develop comprehensive guidelines for all future activity

mentoring creation & delivery

For many organisations the aspirations and requirements identified are a long way from current practices. Mentoring through implementation is the final piece of the jigsaw, ensuring that what's been agreed can and will be delivered as consistently as possible.


  • a set of guidelines, systems and templates for offer delivery
  • mentoring plans for those roles requiring additional support
  • a schedule of future reviews to ensure alignment is maintained


steps to mentor
creation & delivery

  • evaluate existing processes and practices against values and offers
  • determine the changes required to deliver the ideal customer experience
  • develop guidelines, systems and templates to ensure consistent delivery
  • identify the roles requiring mentoring and the level of support needed
  • set up a mentoring plan that details objectives, frequency and scope
  • schedule and facilitate periodic review sessions and report outcomes