1
Define brand purpose and positioning first
Write a one-sentence brand purpose and a two-sentence positioning statement identifying your target audience and competitive differentiation. This section anchors every subsequent visual and verbal decision.
π‘ If internal stakeholders disagree on the positioning statement, resolve that debate before designing a single logo rule β the visual system should express the strategy, not precede it.
2
Document logo versions and usage rules
List every approved logo variant β full color, reversed, monochrome, and favicon β with clear space measurements, minimum sizes, and a four-example misuse gallery showing what not to do.
π‘ Measure clear space using the height of the logo's cap letter or a defined unit (e.g., the x-height) so the rule scales consistently at any size.
3
Enter the complete color palette with all color models
For each color, record HEX, RGB, CMYK, and Pantone values. Label each as primary, secondary, or accent and state the approximate usage proportion β for example, 60% primary, 30% secondary, 10% accent.
π‘ Request the Pantone equivalent from your designer at the same time as the HEX value β retrofitting print colors after the fact costs time and often produces visible mismatches.
4
Specify the full typography system
List the typeface for each text level β H1 through H4, body, caption, and pull quote β with exact weights, sizes in both points and pixels, and line-height values. Include a web-safe fallback stack.
π‘ Test your font stack on a Windows machine without the primary font installed. Helvetica renders very differently from the default system fonts on Windows β confirm fallbacks look acceptable.
5
Write the voice and tone section with contrast examples
Choose three to five specific personality traits and for each, write a one-sentence 'we are / we are not' contrast, plus a before-and-after copy example showing the difference in practice.
π‘ Use real copy from your existing marketing materials as the 'before' examples β the contrast between old and new is more instructive than hypothetical examples.
6
Build the photography and imagery style section with a mood board
Describe lighting, composition, subject, and color treatment in prose, then attach or link a mood board of eight to twelve approved reference images that visually demonstrate the style.
π‘ Include two or three 'do not use' counter-examples alongside the approved references β showing what to avoid is as instructive as showing the ideal.
7
Document digital and social application rules by platform
Record the exact pixel dimensions, file formats, and brand element placement rules for each active platform β LinkedIn, Instagram, email header, and presentation deck at minimum.
π‘ Check platform dimension specs directly from each platform's help center before publishing this section β they change several times a year and outdated specs lead to distorted assets.
8
Assign ownership, versioning, and an update schedule
Name the individual or team responsible for maintaining the document, assign a version number (e.g., v1.0), record the effective date, and set an annual review date. Link to the asset library where approved files are stored.
π‘ Store the guidelines in a shared drive location that all agency partners and new hires receive on day one β a PDF emailed once and never updated becomes a liability, not a resource.