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Strategy Planning Resources Guide

Strategy Mate provides tips and resources to help with all aspects of strategic planning, including research tools, brainstorming techniques, briefing templates, presentation advice, behavioral economics primers, sample job descriptions, and guides for writing award-winning work. The document outlines starter packs and secret weapons for various strategic planning tasks and recommends books, templates, and courses to help users improve their strategy skills.

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Andres Gonzales Palacios
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We take content rights seriously. If you suspect this is your content, claim it here.
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117 views11 pages

Strategy Planning Resources Guide

Strategy Mate provides tips and resources to help with all aspects of strategic planning, including research tools, brainstorming techniques, briefing templates, presentation advice, behavioral economics primers, sample job descriptions, and guides for writing award-winning work. The document outlines starter packs and secret weapons for various strategic planning tasks and recommends books, templates, and courses to help users improve their strategy skills.

Uploaded by

Andres Gonzales Palacios
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

STRATEGY

MATE
ALL YOUR PLANNING QUESTIONS ANSWERED
Strategy Mate is your mate with the answers to all your strategy questions.

A collection of tips from the readers of Strategy Finishing School.

Enjoy,
Julian Cole

Subscribe to the Strategy Finishing School newsletter


for more strategy tools, tips and resources
STARTER PACK

RESEARCH BRAINSTORMING BRIEFING PRESENTATIONS

BEHAVIORAL JOB
AWARDS COMMUNITY
ECONOMICS DESCRIPTION
STARTER PACK
WHERE DO I START?
How To Transition To A Strategist In 9 Months

Read these 4 key books/documents:


1. JWT Planning Guide
2. Jon Steel - Truth, Lies and Advertising (buy it)
3. How Brands Grow by Byron Sharp,
4. IPA Long and Short of It (summary)

Check out the Essential Strategy Reading List


How to do account planning long read by Mark Pollard

Day 1 Advice - A presentation of advice from older planners on how to be great at your job
RESEARCHING
WHAT’S YOUR RESEARCH SECRET WEAPON?

Consumer Research Category Research Competitor research


Answer the Public - Shows Mintel (Paid) best tool for Brand Actions Library - 180
what queries people are Category Research examples of innovative
searching for on a topic advertising by category
List of Trend Sites in
Ask A Test (Paid) Quick and Strategy Deck Trends Cassies - Canadian Award
dirty testing Case Study Library

Free Tools -
Digital Strategy Toolbox
BRAINSTORMING
HOW CAN I GET IDEAS?

Hyper Island Toolbox for Creative Collaboration (broken down by group size, time frame)

Deck of Brilliance (52 tools to get to ideas in short time with examples)

The Three Hour Brand Sprint by Jake Knapp

PATCH approach to brainstorming by Mark Pollard


BRIEFING
HOW DO I WRITE A BRIEF?

GET/TO/BY Brief and 10 Examples of the GTB

Example of 9 different briefing templates by Edward Boches

Info for your client on how to brief you by the IPA


PRESENTATIONS
HOW CAN I IMPROVE MY DECK?

You could do a free course on storytelling by Pixar

Read this book on writing well (buy It)

You could use the Planner’s Template (downloads for Keynote and PowerPoint)
BEHAVIORAL ECONOMICS
WHAT IS IT?

Here’s a cheatsheet to get you up to date on the cognitive biases

Copy, Copy, Copy Cards (paid) helps you apply Behavioral Economics to Advertising

Three key reads on how to apply it to advertising:


Richard Shotton’s Choice Factory, Adam Ferrier’s The Advertising Effect and Phil Barden’s Decoded
JOB DESCRIPTION
WHAT THE HELL DO I DO?

Paul Carr’s Creative Strategy Matrix lets you see where you need to improve

The original Digital Strategy Job Matrix by Clay Parker Jones

Planner’s Survey gives you a rough indication of money, last updated 2016
AWARDS
HOW DO I WIN?

Bluffer’s guide to writing an awards paper

10 award winning strategy papers

Key Strategy Award Show Deadlines::


Jay Chiats, Effies, IPA

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