Roadmap Template

	A	B	C	D	E
1	Client Name	Client	Designer		Client
2	Branding Development				Project
3	Prep				Project Phases
4	Kickoff meeting with Client	1	1	1	Task
5	Get overall understanding of company, projects, and goals				Roadblock
6	Verify roadmap for entire project	1	0.5
7	Client to send examples of current branding if any	0.5
8	Send quote and contract	0.5	1
9	Contracts must be signed prior to starting project
10	Primary Research and Competitor Analysis			1
11	Kickoff meeting with Client
12	Visual recommendation deck will include: recommendations on color, logo, logo style, type.....		8
13	Will include competitor analysis of top 3 competitors color, logo, fonts, and packaging		4
14	Call with Client to review competitor analysis and brand recommendations	1	1
15	Client to send comments of recommendations via email and call if needed to discuss.		0.5
16	Logo Design			2-3weeks
17	Logo development Round 1 (RD1)
18	2-3 options in grayscale or rough sketch		12
19	No color until round 3 of logo design
20	Client presentation call to review logo and type.	1	1
21	Client to send comments of design via email.	0.5	0.5
22	RD2 = Logo refinement		3
23	1 Round of consolidated Client feedback incorporated into design
24	Present to client RD2 with logo refinement	1	1
25	RD3 = Final logo with 2-3 color variations		4
26	Client presentation call to review logo and final recommendations of color & type	1	1
27	Finalize logo based on color chosen		2
28	If additional design rounds needed the invoice will be adjusted. Client will need to approve increase prior to moving forward.
29	Output: pdf, jpg, png, ai (1 color, white, black, full color) May have vertical and horizontal version of logo		0.5
30	Brand color palette			1
31	Use concept direction as foundation
32	Color palette creation starts on round 3 of logo
33	Round 1 (RD1) = 2-3 palettes to choose from with 4 to 5 colors each		1
34	Client presentation call to review logo and final recommendations of color & type
35	Client to send comments of design via email with RD3 comments of logo design
36	RD2 = Apply Client comments and make adjustments as needed		0.5
37	Send to Client for review and to make a selection along with updated logo color options	0.5	0.5
38	RD3 = Finalize color and document PMS, RGB, CMYK		1
39	If additional design rounds needed the invoice will be adjusted. Client will need to approve increase prior to moving forward.
40	Brand typeface			1
41	Use concept direction as foundation
42	Type pairing choice starts on round 3 of logo
43	Round 1 (RD1) = 2-3 typefaces to choose from		1
44	Client presentation call to review logo and final recommendations of color & type
45	Client to send comments of design via email with RD3 comments of logo design
46	RD2 = Apply Client comments and make adjustments as needed		0.5
47	Send to Client for review and to make a selection	0.5	0.5
48	RD3 = Send typeface link to client to purchase typefaces		0.5
49	If additional design rounds needed the invoice will be adjusted. Client will need to approve increase prior to moving forward.
50	Brand Guidelines			2
51	Layout RD1		6
52	To include all final brand elements: logo, type, color
53	Email Client guidelines to review
54	Layout RD2		1.5
55	Consolidated feedback received and applied to layout.
56	Layout RD3
57	Finalize layout for output		0.5
58	Output: PDF
59	If additional design rounds needed the invoice will be adjusted. Client will need to approve increase prior to moving forward.
60	Give Client all files
61	Gather all files and upload to dropbox for Client download	0.5	1
62		Client	Designer
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