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Tool: Rebranding Checklist HOW TO USE THIS TOOL: ....................................................................................................................... You’re ever-so-close to picking your new name and/or logo. It’s all very exciting. But how, exactly, do you go about systematically unveiling your spiffy new logo to the great, big, wide world?! This checklist walks you through all the tasks that need to get done in order for you to complete your rebranding process. Every single item may not be relevant for you. For instance, you may not have parking passes or signage or need to buy a new url. Focus on the tasks that make sense for your organization and don’t worry about the rest. Tweak, trim, add, cut, and change to ïŹt your needs!

Rebranding Checklist

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Changing your name or logo? Feeling overwhelmed by the thought of figuring out every single piece of paper, business card, sign, and web site that needs to be updated? It's a lot to keep track of. That's why we created this checklist. You'll need to tweak it to meet your specific needs, but it'll give you a solid start.

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Page 1: Rebranding Checklist

Tool: Rebranding Checklist

HOW TO USE THIS TOOL:

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You’re ever-so-close to picking your new name and/or logo. It’s all very exciting.

But how, exactly, do you go about systematically unveiling your spiffy new logo to

the great, big, wide world?!

This checklist walks you through all the tasks that need to get done in order for

you to complete your rebranding process.

Every single item may not be relevant for you. For instance, you may not have

parking passes or signage or need to buy a new url. Focus on the tasks that make

sense for your organization and don’t worry about the rest. Tweak, trim, add, cut,

and change to fit your needs!

Page 2: Rebranding Checklist

Rebranding Checklist

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Item PRIoRIty owneR StatuS noteS

GeneRal/oPeRatIonSLetterhead

Electronic letterhead template

Email signature

One-pager/FAQs

Business Cards

Voicemail messages

Job descriptions/job posting templates

Parking permit template

Update business license

Update internal manuals (HR, etc.)

Notify Vendors, suppliers, contractors

Notify City

PowerPoint Presentation Template

Purchase URL

Update signage (exterior/interior)

Logo wear/goods (t-shirts, totes, pens, etc.)

FInanCeChange name with IRS via 990

Change name with Sec of State

maIlInGReturn address labels

Business envelopes

Donation envelopes

Thank you cards and envelopes

Page 3: Rebranding Checklist

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Item PRIoRIty owneR StatuS noteS

CommunICatIonSClient e-news templates

Volunteer/donor e-news templates

maRketInG/DeveloPmentDevelop identity/design

Update Website Design

Update Website Content

Notify journals/blogs linking to us New

donor materials

Integrate with new funding proposals

Notify funders and donors

Create Message Platform

Training in new messaging

Display board materials Brochures

Grant file checklist

webSIteS that ConneCt to uSFacebook

Twitter

YouTube

Paypal

Idealist

Pinterest

Linkedin Company page Linkedin

Employee pages

otheR

Page 4: Rebranding Checklist

We hope you found This ToolkiT useful!

Here are two other tools to help you market your mission:

pitchfalls: why bad pitches happen to good people

1, 2, 3 Marketing Tree

Thanks for making the world a better place,

The Claxon Team

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www.claxonmarketing.com | [email protected] | 347.766.6485