Last updated on Apr 24, 2024
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Know your audience
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Choose the right format
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Tell a story
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Explain your choices
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Invite feedback
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Follow up
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Here’s what else to consider
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A mood board is a visual tool that helps you communicate your creative concept to a client. It can showcase the style, tone, color palette, typography, imagery, and inspiration for a project. But how do you present a mood board to a client in a way that convinces them of your vision and skills? In this article, we will explore the key elements of a successful mood board presentation, and how to avoid some common pitfalls.
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- Sandra Slate Creative Marketing Leader | UX Content Strategist | Author
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- René Favela 🗣️🤝 Brand design consultant and creative thinker. Helping brands connect with people.
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1 Know your audience
Before you create and present your mood board, you need to understand who your client is, what their goals are, and what their expectations are. Research their brand identity, their target market, their competitors, and their preferences. This will help you tailor your mood board to their needs and preferences, and avoid any mismatch or confusion. You can also use this information to explain how your concept aligns with their brand strategy and values.
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- Sandra Slate Creative Marketing Leader | UX Content Strategist | Author
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In my experience, it is highly valuable to also understand what the key players/stakeholders in the company believe about their image in the market. Taking time to interview a few people within the company privately can deliver deeper information and engaging team members also elevates buy-in for the process. Most people do not understand the concept of "brand" so giving them different cues like, "what do you believe your customer sees when they think about your company and its services?" and "what do you believe are the strongest attributes of your company's identity?" unveil some underlying hopes for the company identity that may not be projected well to the customers. It is an opportunity for better insight from the very beginning.
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- René Favela 🗣️🤝 Brand design consultant and creative thinker. Helping brands connect with people.
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One key factor is to know who will you present this to, will this be only one person or a team. Find out what are their expectations for this presentation. Understand what's the main goal of this mood board, what's its purpose? What are you expected to achieve with it?Research their prior brand identity efforts. How has that worked for them? How their competitors look as well. This information will help you to avoid repeating any prior mistakes, to keep the presentation "fresh", to avoid using unnecessary or overused industry standards or "fashion trends".At the end you should aimed to meet the goal for this mood board, while at the same time meeting your clients expectations for it.
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What has worked for me is having an intro discovery call with the client to get to know them and their brand. Hearing from the client what is important to them about the brand, helps me to understand who the intended audience is and sets me in the right direction from the start.
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2 Choose the right format
There are different ways to present your mood board, depending on the type of project, the stage of the process, and the client's preferences. You can use a physical board, a digital board, or a combination of both. A physical board can be more tactile and immersive, but it can also be more costly and time-consuming to produce. A digital board can be more flexible and convenient, but it can also lose some of the impact and detail of a physical board. You can also use a hybrid approach, where you create a digital board first, and then print it out or add some physical elements to it. Whatever format you choose, make sure it is clear, coherent, and professional.
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- Sandra Slate Creative Marketing Leader | UX Content Strategist | Author
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In my experience, the cost is not a concern. It is the speed at which you can deliver an accurate board in a format that is the preference of the stakeholder. If they are used to digital presentations, deliver a slide deck. If they are most comfortable with physical, invest in getting it done well and delivered on time. I have had stakeholders that will only look at a slide deck and if they are presented with something else, it will be rejected because of the format. Know your stakeholder and deliver what they want no matter what you believe is the better presentation.
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I prefer to create a presentation pdf with 3 options and proper explanations about each moodboard to make each moodboard style clear to the client. I also like to schedule a zoom call where we talk through every option together to get a better sense of what the client likes or doesn't like and to give the client a chance to ask questions or talk about any concerns or feedback.
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3 Tell a story
A mood board is not just a collection of images and colors, it is a story that conveys your creative concept and how it will solve the client's problem. When you present your mood board, you need to tell that story in a compelling and engaging way. You can use a narrative structure, where you introduce the problem, the solution, and the benefits of your concept. You can also use a thematic structure, where you highlight the main themes, elements, and influences of your concept. You can also use a combination of both, where you weave the themes into the narrative. Whatever structure you use, make sure you have a clear beginning, middle, and end, and that you connect the dots for the client.
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- Sandra Slate Creative Marketing Leader | UX Content Strategist | Author
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I agree and would add to be mindful of the clarity of the progression of the story. Remove all clutter. If you have a few similar images - choose the best and trust that instead of overwhelming a presentation by restating a concept unnecessarily focus on the clearest illustrations and images that prove your recommendations.
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One way that helps to present the info well is to use a simple layout with 2 grids. I like to lead with the moodboard images, add some keywords that are relevant to the direction behind the moodboard and also a short paragraph detailing more detail. I also like to give each moodboard option a title. When describing the direction of each moodboard option, I find it helpful to the client to explain why a certain photo style is being recommended, the intent behind the font choices, and why certain colors are being chosen. Explaining how this relates to the brand, helps the client understand the moodboard options. Without that, the client can often be lost and not always "get it." I find it helpful to present the moodboards in person or zoom.
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4 Explain your choices
A mood board is not self-explanatory, it needs context and justification. When you present your mood board, you need to explain why you chose the images, colors, fonts, and other elements that you did. You need to show how they reflect the client's brand identity, message, and audience. You also need to show how they support your creative concept and how they differentiate it from the competition. You can use labels, captions, annotations, or verbal explanations to communicate your choices. You can also use references, examples, or analogies to illustrate your points.
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Yes, yes and yes. Before designing a moodboard, I create a series of word maps that relate to the brand, based on a previous intro call that I've had with the client. Then I draw out keywords from that map to design the moodboard. When presenting the moodboard, I will often add relevant keywords per moodboard options to help the client see the specific vision for each board.
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5 Invite feedback
A mood board presentation is not a one-way communication, it is a dialogue with the client. You need to invite feedback, questions, and suggestions from the client, and listen to them carefully. You need to be open-minded, respectful, and collaborative, and avoid being defensive or dismissive. You also need to be prepared to explain, clarify, or modify your concept, if needed. You can use feedback as an opportunity to learn more about the client's needs and preferences, and to improve your concept and relationship.
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One thing I find helpful is to allow the client to express themselves without interrupting them. I lead the meeting by affirming their feedback and then asking the right questions to better understand. I try to ask questions instead of talking to much in order to allow the client to discuss their needs and preferences.
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6 Follow up
A mood board presentation is not the end of the process, it is the beginning of a collaboration. You need to follow up with the client after the presentation, and thank them for their time and feedback. You also need to summarize the main points of the presentation, the feedback received, and the next steps to take. You can also ask for their confirmation, approval, or sign-off, if applicable. You can use follow-up as a way to reinforce your concept, address any concerns, and maintain communication and trust.
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7 Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
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