Indexwriting
Writing indexNote / Sep 06, 2023

Field note / brand identity / branding / visual identity

Designing Brand Guidelines That Actually Get Used

A brand guidelines document nobody reads is worse than no guidelines at all. Here is how I design them to be used.

Published
Sep 06, 2023
Length
3 min read / 692 words
Topics
brand identity, branding, visual identity

I've produced two types of brand guidelines in my career. The first type: comprehensive, beautifully designed documents that cover every conceivable application with precise specifications. Delivered to clients with pride. Opened twice and then never touched.

The second type: leaner, more opinionated, structured for how people actually look things up and make decisions. Imperfect, but actually used.

The difference taught me that designing the guidelines is a design problem in its own right, separate from designing the identity. The audience is real people under time pressure who need to make quick decisions. Design for them.

Why Nobody Reads Brand Guidelines

The format problem: most brand guidelines are designed as linear documents to be read from beginning to end. Nobody does that. People look things up. They have a specific question: can I use the logo on a red background? What's the hex code for the secondary blue? What font goes in a presentation headline?

A linear document forces them to know where to look. They don't. They give up, make a guess, and the brand drifts.

The content problem: most guidelines describe everything. Every possible application, every color combination, every logo clearance rule, every font weight. The result is a document where important information is buried alongside information nobody will ever need.

Structure for Lookup

I structure guidelines by question, not by element. The sections are organized around what someone needs to do, not around categories of design elements.

  • How do I use the logo?
  • What colors can I use?
  • What fonts do I need and how do I use them?
  • How do I make a social post?
  • How do I make a presentation?
  • How do I create a printed piece?

Each section answers a specific question in the order someone would ask it. The logo section tells you the variants, the minimum sizes, the clearance rules, the backgrounds it can go on. It doesn't make you read the entire document before you learn whether you can put the logo on a dark background.

One Page Per Question

For each major question, I aim for one page or screen. A single page that shows the rule, shows an example of it applied correctly, and shows (if useful) an example of it applied incorrectly. Right versus wrong on the same page.

Visual examples are more valuable than written descriptions. "Maintain 20% clearance on all sides" means almost nothing. A diagram showing the clearance zone around the actual logo is immediately clear.

The Quick Reference Card

I separate the quick reference from the full guidelines. The quick reference is one or two pages: logo, colors with hex codes, fonts, one basic layout example. This is the document that gets pinned to the wall or bookmarked. It covers 80% of everyday decisions in 5% of the document space.

The full guidelines exist for edge cases, onboarding new team members, and briefing vendors. The quick reference is for daily use.

Digital-First Delivery

Static PDFs are inferior to web-based guidelines for most uses. Web guidelines can be searched, updated in real time, and include interactive elements like color pickers with hex codes that copy on click.

When I deliver guidelines as web documents (using Notion, Gitbook, a custom site, or the client's existing documentation system), adoption improves. The searchability alone is worth the format change.

When a PDF is required, I optimize it for PDF behavior: bookmarks for every section, hyperlinked table of contents, page numbers prominently displayed, clear visual hierarchy so scanning is fast.

The Update Protocol

Guidelines that aren't maintained become worse than no guidelines, because they create confident incorrect behavior. An outdated hex code that someone copies from an old document gets used everywhere.

Part of the guidelines delivery is a maintenance protocol: who owns the document, what triggers an update, how updates get communicated to the team. The maintenance process is as important as the document itself.

Guidelines that get used are guidelines that are easy to use. Design them for use.