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Account Planning Toolkit

Links x (account planning / strategy tools + resources + hacks)

5 Links

Posted by blaiq on Tuesday, February 8, 2011
The best and the worst Superbowl ads

Why Nielsen ratings are inaccurate and why they'll stay that way

Are brown bottles better for beer?

Duelling anecdotes over whether social media makes protests possible

Why you're probably less popular than your friends

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Quick Links

  • Product Anchor - A weekly data newsletter for Product Teams
  • The Monster List of Book Recommendations for Account Planners & Strategists

Account Planning Classics

  • 'The Anatomy of Account Planning' by Stephen King
  • 'What is a Brand?" by Stephen King
  • 'Why is a good insight like a refrigerator?' by Jeremy Bullmore
  • JWT Planning Guide (1974)

Account Planning 101

  • 'The anatomy of Account Planning' by Henrik Habberstad
  • Account Planning (Wikipedia Entry)
  • Advertising Account Planner - Job Description and Activities
  • Junior Strategy
  • Russell Davies on 'What is a Planner and what does Planning mean?'
  • The Anatomy of an Ideal Account Planner
  • The Role of Account Planning
  • The Strategy & Planning Scrapbook
  • What in the hell do Planners do?
  • What is Account Planning? (and what do account planners do exactly?)

Account Planner Advice

  • 'Advice for the Next Generation Planner' from The Planning Lab
  • 'Better Advice for Young Planners' by Richard Huntington
  • 'How to be interesting?' by Russell Davies
  • Jon Steel on what he values in a planner

Briefing formats/examples

Agency Formats: BBH / Crispin Porter + Bogusky / Euro RSCG Australia / Fallon / Fallon's Red Brief (for re-briefs and pitches) / Jung von Matt / M&C Saatchi / McCann (Indonesia) / Modernista / Naked / Singleton Ogilvy & Mather / Testardo Redcell (Most of these are via)

Won't-fit-in-the-above format:
Adliterate / Adliterate Template / Binary Brief / How to define a problem

Discipline Formats: Propagation Planning

Examples: Brief for Sistine Chapel

Account Planning Groups

Australia / Canada / Germany / Mexico / Netherlands / Spain / Sweden / Switzerland / UK/London

The Account Planner/Strategist Survey Reports

2015-16 / 2012-13 / 2011 / 2010 / 2009 / 2008 / 2007 / 2006 / 2005

Account Planning Careers

  • How Strategists level up: The Undercurrent Skills Maturity Matrix
  • How to get your first job/placement in Planning
  • Planner Salaries: How much should you be making?
  • Want to work in Europe?

Recommended Newsletters

Fraggl / Only Dead Fish / Open Strategy / Strands of Genius / The Bureau of Small Observation / Wordsmith

More Account Planning Resources

  • Top Trend News
  • Planner Collective
  • Planning Above and Beyond

Search This Blog

Time Pass

  • A random website on the Internet

Account Planning Toolkit (see below) is a collection of links to offbeat and non-obvious tools for account planners and strategists - ideally, with instructions about how and why to use them. If you have written something on your blog (or elsewhere) that fits, I'd love to feature a link.

Account Planning Toolkit

  • Behavior Change Strategy Cards
  • Behaviour Wizard : Step-by-step guide to achieving behaviour change
  • Bookworm: How often has your brand name been used in TV shows/movies?
  • Brand Personas: Create a visual profile of how the Internet 'sees' your brand
  • Change-maker Cards: How to influence customer behaviour towards sustainability (PDF Link)
  • Consumer Barometer: Insights into how consumers use offline and online information during the purchase process
  • Consumer Trend Canvas: A framework to unpack and understand any trend (PDF Link)
  • Data Visualisation: 30 Simple Tools
  • Dictionary of Numbers: Put large numbers in easy-to-understand terms
  • Digital Strategy Toolbox
  • Empathy Mapping to uncover consumer insights
  • Find The Data : Compare publically available information
  • Free Research: 8 resources every marketer needs
  • Google Drawing : Completely intuitive drawing photo-manipulation utility
  • IBM Manyeyes : Create visualisations based on user-defined datasets
  • Lexicalist Trends: Popular slang in the US (by demographic)
  • Market Research: A Sampler of Free Market-Research Tools
  • MECE: A list of qualities lists should have
  • Minimum Viable Ethnography
  • Open PlanningWare : Free for all planning charts
  • Personas: 100 questions to ask yourself before creating a buyer persona
  • Personas: Approaches to creating Qualitative and Quantitative Personas (PDF Link)
  • Phoenix Checklist: Checklist of questions used by the CIA to think thru problems
  • Plannersphere Search Engine: Customised search that returns results only from planning blogs
  • Sample Size Calculator : Calculate sample size based on target population
  • SlideFinder : Search the internet for slides from publicly available presentations
  • StrategyDeck iOS app: All communication strategy tools in one deck of tip-cards
  • The Planning Canvas : Organising the process of strategic planning
  • Twitch Point Planning
  • Twitter: 8 Excellent Tools to Extract Insights from Twitter Streams
  • Typeform: Create free (and attractive) online surveys
  • Vocabulary Wheel: Find the perfect word to describe consumers' feelings
  • Web Seer : Compare Google Suggest results
  • Worksheet to create computer free digital experiences
  • Worldometers : World statictics updated in real-time

Planning Craft

  • How to win an IPA EFffectiveness Award (in 24 simple steps)

Presentation Resources

  • Cassette Generator
  • Catalog Card Generator
  • David Armano's Visual Thinking Archive
  • Flip Title : write upside down, like this [uʍop ǝpısdn ǝʇıɹʍ]
  • How to embed Youtube videos in PowerPoint presentations
  • Image Mosaic Generator: Convert any of your pics to an image mosaic
  • Periodic Table of Visualisation techniques
  • Quotes for Planners
  • Speech Calculator: How long will your ___ word speech take?
  • Spell With Flickr
  • Twitlogo: Generate Your Own Twitter Logo
  • Wordle - create word clouds

Utilities

  • Capture Full Page : Screenshot entire web page as a continuous image
  • Convert PDF Documents to Word and vice versa
  • Copypastecharacter: Copy and paste accented characters and symbols
  • Down for everyone or just me? - Check if a site/blog is down for only you or for the rest of the world
  • Gridzzly: Create printable paper with customised lines and dots
  • How to delete accounts from any website
  • MediaFire (File Transfer utility)
  • Melt Mail: Create temporary email addresses that forward mail to your own and are discarded after a preset time
  • Time Zones: A visual representation of time zones
  • Universal Viewer : Open almost any file format
  • Verify e-mail address: Check if an address exists or not
 
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