What are the key elements of a successful mood board presentation to a client? (2024)

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.

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.

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.

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.

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.

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.

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.

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.

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.