Use casesCreative asset delivery checklist

Build your creative asset delivery checklist.

Keep delivery formats, asset versions and client acceptance together.

How to build your creative asset delivery checklist

  1. Describe the job

    Keep delivery formats, asset versions and client acceptance together.

  2. Review the first version

    Choose how the designer records the deliverable and how the creative reviewer reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A creative asset delivery checklist example

A client approves the web banner while the print version has not been supplied.

Illustrative workflowCreative asset delivery checklist

Creative asset delivery checklist example

Record
Creative asset delivery checklist · 01
Owner
Designer

Current stage · Designer

Open the deliverable

A client approves the web banner while the print version has not been supplied.

Read the full walkthrough
  1. Open the deliverable

    A client approves the web banner while the print version has not been supplied.

    Record:
    Creative asset delivery checklist · 01
    Owner:
    Designer
  2. Review the delivery acceptance

    Track acceptance by format rather than marking the whole deliverable set complete.

    Stage:
    Review pending
    Owner:
    Creative reviewer
  3. Hold the package

    Hold the package until the required version and format are accepted.

    Next action:
    Hold the package until the required version and format are accepted.
    Owner:
    Account manager

What to include in your creative asset delivery checklist

  • Keep the deliverable in context

    Keep deliverable, format, version, usage scope, review note and delivery acceptance together so the next person can understand the request or record.

  • When the next step needs a decision

    A client approves the web banner while the print version has not been supplied. Track acceptance by format rather than marking the whole deliverable set complete.

  • Keep delivery acceptance visible

    Hold the package until the required version and format are accepted.

  • Choose what each person needs

    Give the designer a working view and the creative reviewer a review view. Keep deliverable and format attached to the decision as the work moves between them.

Questions about creative asset delivery checklist

Start with deliverable, format, version, usage scope, review note and delivery acceptance. Describe who enters the information and who reviews the next step.

Build your creative asset delivery checklist.

Start with your workflow and make it yours.

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