Brand Guidelines
Methods for establishing, maintaining, and applying a cohesive brand identity across all written communications.
Building a Brand Voice Document
A thorough voice reference covers the following areas. Use this structure to help teams articulate their voice from scratch or to interpret an existing voice configuration.
Brand Personality Profile
Describe the brand as though it were a human being. What character traits define it?
Example: "Our brand is the sharp-but-generous mentor — someone who breaks down hard ideas in plain language, takes genuine pride in your progress, and never condescends."
Communication Attributes (3-5)
Each attribute needs four elements to prevent ambiguity:
- A plain-language definition of what it means in practice
- A boundary statement explaining what it does NOT mean
- A sample sentence that embodies the attribute
- A sample sentence that violates the attribute
Target Audience Profile
- Primary and secondary audiences the brand addresses
- Core concerns and motivations of each audience
- Level of domain expertise to assume
- Communication expectations and preferences
Messaging Pillars (3-5)
- The recurring strategic themes the brand reinforces
- Relative priority among pillars (which leads in any given context)
- How each pillar maps to an audience need or pain point
Contextual Tone Range
How the voice flexes across situations while remaining unmistakably the same brand. See the Tone Modulation section below.
Editorial Style Rules
Concrete grammar, punctuation, and formatting standards. See Editorial Standards below.
Vocabulary Controls
Approved and prohibited terms. See Vocabulary Governance below.
Defining Communication Attributes
Attribute Spectrum Reference
Positioning attributes on a continuum helps teams calibrate. Common spectrums include:
| Dimension | End A | End B | |-----------|-------|-------| | Register | Formal, institutional | Relaxed, conversational | | Expertise | Authoritative, expert | Collaborative, peer-level | | Warmth | Empathetic, personal | Direct, no-nonsense | | Technicality | Precise, specialized | Plain, universally accessible | | Intensity | Bold, high-energy | Calm, understated | | Levity | Playful, witty | Serious, measured | | Orientation | Forward-looking, innovative | Established, reliability-focused |
Attribute Documentation Template
For every selected attribute, record:
[Attribute Name]
- In practice: [concrete behavioral description]
- Not to be confused with: [the common misinterpretation]
- Sounds like: [example sentence demonstrating it well]
- Does not sound like: [example sentence that crosses the line]
Example:
Welcoming
- In practice: inclusive, clear, free of jargon, equally respectful to newcomers and veterans
- Not to be confused with: oversimplified, excessively informal, or lacking depth
- Sounds like: "Getting set up takes about five minutes — here is how."
- Does not sound like: "Yo! Even a total beginner can figure this out lol."
Tone Modulation
The brand voice is the constant; tone is the variable that adjusts based on context. Tone represents the emotional calibration applied to the voice.
Tone by Communication Channel
| Channel | Tone Shift | Illustration | |---------|-----------|-------------| | Blog | Educational, conversational, exploratory | "Here is a walkthrough of how this works and why your team should care." | | LinkedIn | Professional, thought-provoking, compact | "Three takeaways from running 50 campaigns last quarter." | | Twitter/X | Sharp, concise, occasionally playful | "Your landing page gets 3 seconds. Spend them wisely." | | Email marketing | Personal, supportive, action-oriented | "We built something we think will save you real time." | | Sales materials | Assured, benefit-focused, evidence-backed | "Teams on our platform cut reporting overhead by 40%." | | Help documentation | Patient, sequential, unambiguous | "If this error appears, follow these steps to resolve it." | | Press releases | Formal, factual, newsworthy | "The company announced today the general availability of..." | | Error states | Understanding, constructive, non-blaming | "We hit a snag on our side. Our team is already investigating." |
Tone by Scenario
| Scenario | Tone Adjustment | |----------|----------------| | Product launch | Confident, enthusiastic, forward-looking | | Service disruption | Transparent, accountable, empathetic | | Customer win | Celebratory, specific, customer-centered | | Industry thought leadership | Nuanced, evidence-driven, authoritative | | New user onboarding | Encouraging, clear, welcoming | | Unwelcome news (price changes, deprecations) | Honest, respectful, solution-focused | | Competitive positioning | Self-assured, factual, never disparaging |
The Dial Principle
Voice attributes remain constant. Tone turns their intensity up or down depending on the moment. For a brand that is "confident and warm":
- At a product launch, confidence takes the lead
- During an outage, warmth takes the lead
- Neither quality vanishes; the emphasis shifts
Editorial Standards
Grammar and Mechanical Choices
Consistency matters more than any single choice. Document and enforce these decisions:
| Decision | Alternatives | Sample | |----------|-------------|--------| | Serial comma | Include / Omit | "fast, reliable, and secure" vs. "fast, reliable and secure" | | Heading capitalization | Sentence case / Title case | "How to get started" vs. "How to Get Started" | | Contractions | Permit / Avoid | "we're" vs. "we are" | | Em dash style | No surrounding spaces / Spaces | "this—and more" vs. "this — and more" | | Numeral rules | Spell out one through nine / Always use digits | "five features" vs. "5 features" | | Percentage notation | Symbol / Word | "50%" vs. "50 percent" | | Date styling | Month DD, YYYY / DD/MM/YYYY / other | "January 15, 2025" | | Time styling | 12-hour / 24-hour | "3:00 PM" vs. "15:00" | | List punctuation | Terminal periods / No periods on fragments | "Set up your account." vs. "Set up your account" |
Formatting Conventions
- Heading hierarchy rules (when H1, H2, H3 are appropriate)
- Bold vs. italic purpose (bold for emphasis, italic for titles or introducing terms)
- Hyperlink text standards (always descriptive; never "click here")
- Image alt text requirements
- Code formatting norms (for technical brands)
- Use of callout or highlight boxes
Punctuation and Emphasis Policies
- Exclamation marks: use sparingly, never consecutively
- Ellipses: avoid in professional content
- All-caps: prohibited for emphasis; use bold instead
- Emoji: prohibited in professional channels; acceptable in social where context warrants
Vocabulary Governance
Standardized Terms
Maintain an authoritative list of correct forms alongside common mistakes:
| Approved Form | Incorrect Form | Rationale | |--------------|---------------|-----------| | sign up (verb) | signup (verb) | "signup" is the noun/adjective form | | log in (verb) | login (verb) | "login" is the noun/adjective form | | set up (verb) | setup (verb) | "setup" is the noun/adjective form | | email | e-mail | No hyphen; industry standard | | website | web site | Single word; modern convention | | data is (singular) | data are | Unless publication style mandates plural |
Product and Feature Naming
- Canonical capitalization for every product name
- Rules for when to use the full name vs. an abbreviated form
- Whether "the" precedes product names
- How version numbers appear in copy
- Trademark and registration symbol usage (where required and where to omit)
Language Inclusivity
- Default to gender-neutral pronouns (they/them for individuals of unknown gender)
- Eliminate ableist expressions ("crazy", "blind spot", "lame")
- Favor person-first phrasing where relevant
- Steer clear of culturally-bound idioms that resist translation
- Prefer "straightforward" or "simple" over "easy" — difficulty is subjective
Technical and Industry Terminology
- Catalogue which specialized terms the audience grasps without explanation
- Identify jargon that must always be defined or replaced with plain language
- Specify which acronyms require full expansion on first use
- Build an audience-segmented glossary for terms with different meanings across reader groups
Competitive and Market Language
- Define your preferred framing for your product category
- Establish how competitors are referenced (by name or generically)
- Identify competitor-coined terms to avoid, so you do not reinforce rival positioning
- Codify your preferred differentiation phrasing