Resources
Tools for holding the standard.
We publish the checklists and templates we use on our own convening projects. Take them. Use them. If you'd rather have us run them against your plan, book an audit.
The Institutional Convening Brand Consistency Checklist
45 checkpoints across strategy, visual identity, stage and screen, print and delegate kit, digital and social, donor visibility, and handover.
- Checkpoints45
- Sections7
- Run it at8 wks · 1 wk · +48 hrs
Seven sections, run at three points.
8 weeks out
Strategy and governance. Name the brand owner, document the messages, consolidate the vendor list before anyone designs anything.
1 week out
Identity, stage and screen, print and delegate kit, digital and social. The surfaces, and who owns each one.
48 hours after
Donor visibility evidence, handover, closeout. Assemble the visibility report while the room is still standing.
Each section closes with a red flag: the single failure that most often follows when those boxes go unchecked. The donor visibility section draws on published European Commission guidance, cited in the document. It is a starting point for a conversation with your donor focal point, not a substitute for your own grant agreement.
Tell us where to send it.
No sequence, no newsletter. We send the checklist and nothing else unless you ask.
What we're building next.
Published when they're genuinely useful, not before. If one of these would help you sooner, say so and we'll prioritise it.
- Donor visibility matrixA single sheet mapping every donor and partner logo to the surfaces it appears on, the size rule that governs it, and who signs it off.
- Convening brand kit templateThe one-page standard we hand to vendors, as an editable template you can fill in for your own programme.
- Convening content calendarPre-event, during and post-event posting structure, built around a fixed date rather than a rolling schedule.
Preparing a convening with multiple partners and one standard to hold?
We'll run a 20-minute audit against your current plan and show you exactly where the brand will fragment, before it happens in front of delegates.
Book a 20-minute programme brand audit →
Or request the institutional brand consistency checklist →