Login
Strategy Finishing School/Strategy Kick-Off Toolkit
Enrollment is closed

  • $100

Strategy Kick-Off Toolkit

  • Closed

●   Process to go from client brief to strategy/creative brief 
●   How to write a strategy document
●   4 templates to guide you (Kickoff Call Questions, Discovery Questions, Strategy Scrapbook, & Strategy Blank Check Templates
●   Examples of how to use the templates 
Buy now

What is it?

A toolkit that gives you a working process and four templates that help you get from a client brief to a strategy document. 

There are tutorials that walk you through the key documents. 

This will give a clear direction of the work that needs to be done and how to get there. 

Kickoff Call Checklist

A list of questions that ensures you leave a client briefing with all the key information. 

Discovery Questions

20+ questions that will help you compile relevant information in the discovery phase.

Strategy Scrapbook Template

Scrapbook template that helps you compile all the relevant information in order to make a strategy. Including an example of a Scrapbook for Microsoft Xbox

Strategy Blank Checks

One page formula to help structure your strategy narrative. With examples for Snickers, Bing and Eargo. The final exercise will be for Jolly Rancher. 

Meet Julian Cole

Julian Cole is a strategy consultant to global brands including Apple, Facebook, Disney, Snap and Uber. 

Previously he's held the role of Head of Comms Planning at BBDO and BBH in New York.

He's created award-winning work for PlayStation, Bacardi, Pepsi, Google, and Coca-Cola.

With a void of practical strategy education, Julian founded the Strategy Finishing School (previously Planning Dirty Academy) in 2019. 

Since then, he has taught his world-class experience to more than 3,000 strategists.

XInstagramLinked_inYoutubeTiktokWebsite

About Strategy Finishing School

Strategy Finishing School is the leading training resource for strategists. With 700+ members and 20,000+ subscribers to the newsletter. 

The Academy has over 8+ hours of strategy content and has planners from a range of companies and agencies. 

TESTIMONIALS

Anton Reyniers, Head of Partner Marketing Creative, Netflix

Whether you're starting out in Planning or it's been your whole career, Julian's generous wealth of knowledge is invaluable stimulus. 

A treasure chest of principles, lessons and approaches that goes beyond the theory into actually helping us do our job better. 

Hugh Reinbolt, Director at London Social Strategy

Julian is like the mentor I never had. 

There’s been so many gaps in my knowledge that have built up over the last 13 years that are now being glued together by the principles, frameworks and techniques that he's teaching us. 

Where I’m at now is a state of increased understanding and confidence, as well as much greater quality/focus of my deliverables.

Tricia Russo, Chief Strategy Officer, DDB Chicago

Julian is making the most positive impact in the discipline today.  

His tools anchor Planning/Strategy (and innovation in general) as it’s meant to be - simple, powerful and collaborative.  His commitment to fearless curiosity without ego is at the heart of innovative ideas.

Contents

Introduction

Strategy Toolkit Introduction
Strategy Kickoff Toolkit Introduction
Strategy Kickoff Toolkit (PDF)

Client Kick Off Questions

Kickoff Call Strategy Checklist.pdf
Client Kick Off Questions (Google Slides)
Kickoff Call Strategy Checklist (Microsoft Word)

Discovery Questions

Discovery Questions (Google Slides)
Discovery Questions (PDF)

Strategy Scrapbook

Strategy Scrapbook
Strategy Scrapbook Template (PDF)
Strategy Scrapbook: Example Xbox Google Slides
Strategy Scrapbook (Xbox Example).pdf
Dakota Green Opening Moves Explaining The Strategy Scrapbook
Dakota's PBR brief in Opening Moves Video

Strategy Blank Checks

Strategy Blank Check.mp4
Strategy Blank Checks.pdf
Strategy Blank Checks (Google Slides)
Jolly Rancher Case Study Review