1. Templates
  2. Advertising
  3. Branding & Strategy
  4. Brand Asset & Guidelines Handover Form

Brand Asset & Guidelines Handover Form

A brand asset and guidelines handover template — confirm which final files you’ve received, where the master files live and who owns them.

Description

The end of a branding project is where files get lost — final assets scattered across emails, and no one sure which version is the master. This brand asset and guidelines handover form makes the handover clean, confirming exactly what’s been delivered and who owns it.

The client confirms which files they’ve received, who owns the master files internally and where they’ll live, whether they need editable source files like AI or PSD, their preferred delivery method, and any team members who need access. It also flags any formats still outstanding.

Use it whenever a completed brand is delivered to a client. Run a structured handover, offer a walkthrough call, and close the project knowing nothing’s been left behind. Customize the fields, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Brand Asset & Guidelines Handover Form above collects — 12 fields across 2 pages, so you can see exactly what it captures before you make it your own.

Your Brand Handover

  • Brand name

    Short Answer Icon
    Short Answer

  • Confirm you've received

    Multi-Select Icon
    Multi-Select

Access & Owner

  • Who owns the master files internally?

    Short Answer Icon
    Short Answer

  • Email address

    Email Icon
    Email

  • Do you need us to set up a shared drive / DAM?

    Yes/No Icon
    Yes/No

  • Would you like a handover walkthrough call?

    Yes/No Icon
    Yes/No

  • Any files or formats still outstanding?

    Long Answer Icon
    Long Answer

  • Preferred file delivery

    Dropdown Icon
    Dropdown

  • Where will the master files live?

    Short Answer Icon
    Short Answer

  • Do you need editable source files (AI/PSD)?

    Yes/No Icon
    Yes/No

  • Any team members who need access?

    Long Answer Icon
    Long Answer

  • Received by

    Name Icon
    Name
Use Template Arrow Right Icon

Template FAQs

Common questions about the Brand Asset & Guidelines Handover Form — what it captures, when to use it, and how to make it your own.

What is a brand asset and guidelines handover?

A brand asset handover is the point where a completed brand and its guidelines are formally passed to the client. It confirms what has been received, where the master files will live and who owns them, so nothing goes missing after the project closes.

What should a brand handover form capture?

This form confirms which files you have received, who owns the master files internally, where they will live, whether you need editable source files like AI or PSD, your preferred delivery method, any outstanding formats, and which team members need access.

When should you use a brand handover form?

At the end of a branding project, once final assets are ready to deliver. Running a structured handover avoids the common problem of files scattered across emails and a client unsure which version is final months later.

Who completes a brand asset handover form?

The client-side person receiving the files, often the marketing or brand owner, confirming receipt. The form records who received it and offers a walkthrough call, so the agency knows the handover is properly closed.

Do we need the editable source files, or just the exports?

The form asks directly whether you need editable source files such as AI or PSD alongside the final exports. Capturing this up front means the agency delivers everything your team needs to make future edits, rather than only flat outputs.

Is this brand handover template free, and can I customize it?

Yes, it is completely free. Add or remove fields, change the file formats listed and restyle it to your brand, then embed it on your site or share it as a link. No coding needed, just a free Fun Forms account to collect responses.

Make a free Fun Form Arrow Right Icon

Related templates

Brand Audit Request Form

Brand Audit Request Form

A brand audit request template — scope a review of how your brand looks, sounds and performs across …

Brand Direction & Moodboard Feedback Form

Brand Direction & Moodboard Feedback Form

A brand direction and moodboard feedback template — capture reactions to early creative territories: …

Brand Guidelines Brief Form

Brand Guidelines Brief Form

A brand guidelines brief template — scope what your guidelines should cover, who’ll use them and the …

Brand Guidelines Sign-Off Form

Brand Guidelines Sign-Off Form

A brand guidelines sign-off template — record formal approval of a finished guidelines document, …

Brand Naming Brief Form

Brand Naming Brief Form

A brand naming brief template — set out what needs naming, how the name should feel, and the domain …

Brand Perception Survey Form

Brand Perception Survey Form

A brand perception survey template — ask existing customers how they see your brand, how you compare …

Brand Positioning Workshop Booking Form

Brand Positioning Workshop Booking Form

A brand positioning workshop booking template — book a facilitated session, capturing who’s …

Brand Refresh Brief Form

Brand Refresh Brief Form

A brand refresh brief template — scope a lighter-touch update to an existing brand, defining what’s …