Brand asset handover checklist
Download an editable CSV to record brand files, variants, source status, permissions and missing items, with a completed fictional example.
Use this worksheet when receiving a brand identity or bringing scattered files into one approved set. Give every asset a purpose, record which version is current and turn missing files or unclear permissions into specific actions.
The worksheet opens in spreadsheet software and can be printed. It requires no account or submission; your completed copy stays with you.
Download the working files
The example uses the original fictional brand handover. It records the actual teaching specimen and its supporting guidance, while making the distinction between an educational graphic and a production-ready identity clear.
Fill in one row per asset or agreed deliverable
Start with the delivery agreement and the files you have. Do not mark an item complete because a similarly named file exists. Open it, compare it with the agreed use and ask the person who will use it to check the relevant format.
| Field | What to record |
|---|---|
| Asset name | Exact filename or clearly named document. |
| Purpose | The job it serves, such as a website header, quotation or print production. |
| File format | The actual format; a renamed extension is not conversion. |
| Variant | Dark, light, single-colour, compact or another approved version. |
| Editable source status | What can be edited, in which application, and whether dependencies are supplied. |
| Usage notes | Intended background, size limits or other practical instructions. |
| Permission or licence to clarify | The agreed use, evidence location and any unanswered question. |
| Owner | The person or role responsible for this record or follow-up. This field does not determine legal ownership. |
| Version | An identifiable release or date; avoid several unrelated files called final. |
| Missing item | The exact file, variant or decision that remains absent. Use “None identified” only after checking. |
| Next action | A concrete action and responsible role; include a deadline in your own project where needed. |
A readable completed example
The downloadable example contains every column. This shorter view shows the main decisions.
| Asset | Purpose and status | Important note | Next action |
|---|---|---|---|
| Alder & Grain SVG specimen | Supplied original teaching illustration | Uses system fonts; it is not an outlined printer master. | Inspect it alongside the HTML style guide. |
| Alder & Grain logo brief | Supplied HTML teaching document | Records the fictional scope and intended use cases. | Replace the fictional business facts when writing your own brief. |
| Alder & Grain mini style guide | Supplied HTML guidance | Screen colours and type roles are documented; print requirements depend on the supplier. | Test your real materials and record approved production settings. |
| Completed asset inventory | Supplied editable CSV | Records responsibility and open production questions; it does not settle legal rights. | Save your completed project copy with the approved files. |
The example's production questions are part of the exercise. A live project should assign each one to someone who can resolve it before the affected use begins.
Check the common sources of confusion
A preview is not necessarily an editable master. Record whether the file can be changed in the intended application. If a logo depends on a font or linked image, record that dependency too.
An export size is not a universal print specification. A wide PNG may be useful in an office document, but the print supplier still needs the intended output size and its own requirements.
Possession is not the same as permission. Keep the agreement and relevant licence information with the files. Use the worksheet to expose unanswered questions, not to mark rights as settled without evidence.
A colour swatch is not a complete accessibility check. Check the actual text/background pair and the way the material is used. Use the style guide for the distinction between visual choices and reading needs.
Complete and print your copy
- Open the blank CSV and save a working copy with your project name and date.
- Add one row for each asset; duplicate rows when variants have different uses or permissions.
- Open the files and fill in their actual status. Keep unresolved items specific.
- Turn on text wrapping in your spreadsheet and widen columns as needed.
- Use a landscape print layout if you need the whole inventory on paper. Review the preview rather than shrinking the text until it is unreadable.
- Keep the current inventory beside the approved assets and archive superseded versions together.
For a brief overview on paper, print this page. For the underlying format choices, read logo files and formats. For a worked journey from requirements to delivery, inspect the brand-handover example.