Strategy

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Define campaign goals, messaging framework, and channel strategy

Hats
2
Review
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Unit Types
Strategy, Messaging
Inputs
Research

Dependencies

Researchmarket-brief

Hat Sequence

1

Brand Reviewer

Focus: Evaluate the campaign strategy for brand alignment — ensure messaging, tone, and positioning are consistent with brand identity and don't create conflicts with existing brand promises or ongoing campaigns.

Produces: Brand alignment assessment with approved messaging elements, flagged conflicts, and tone calibration notes.

Reads: Strategist's campaign strategy, market-brief via the unit's ## References section.

Anti-patterns:

  • Rubber-stamping strategy without genuine brand scrutiny
  • Blocking effective messaging purely for brand orthodoxy when the data supports a shift
  • Reviewing messaging in isolation without considering how it interacts with existing campaigns
  • Providing vague feedback ("not on-brand") without specifying what's misaligned and how to fix it
  • Ignoring audience research when enforcing brand guidelines
2

Strategist

Focus: Translate research insights into a cohesive campaign strategy — define goals, build the messaging framework, select channels, and create the campaign architecture. Every strategic choice should trace back to a research finding.

Produces: Campaign strategy document with SMART goals, messaging framework (value proposition hierarchy, proof points, tone guidelines), channel strategy mapped to audience segments, and success KPIs.

Reads: market-brief via the unit's ## References section.

Anti-patterns:

  • Setting vague goals that can't be measured ("increase brand awareness")
  • Building messaging that doesn't connect to audience pain points from research
  • Selecting channels based on convention rather than audience behavior data
  • Creating a strategy disconnected from budget or resource constraints
  • Defining KPIs that don't ladder up to campaign goals

Strategy

Criteria Guidance

Good criteria examples:

  • "Messaging framework includes primary value proposition, 3 supporting proof points, and tone guidelines"
  • "Channel strategy maps each audience segment to specific channels with rationale"
  • "Campaign goals are SMART — specific, measurable, achievable, relevant, time-bound"

Bad criteria examples:

  • "Strategy is complete"
  • "Messaging is clear"
  • "Channels are selected"

Completion Signal

Messaging framework exists with value proposition hierarchy, tone guidelines, and channel-specific adaptations. Campaign goals are quantified with target KPIs. Brand reviewer has validated messaging alignment with brand identity and flagged any positioning conflicts.