Brand Asset Governance Audit (Onboarding)

Brand Asset Governance Audit (Onboarding)

1. 01

   Inventory all client brand assets across current storage locations

   Catalog logos, videos, images, templates, and guidelines from shared drives, email attachments, and existing DAMs. Note the volume and format mix to size the migration effort.

2. 02

   Assess metadata completeness and tagging consistency

   Check whether assets carry standardized naming, keywords, and usage rights. Inconsistent metadata forces manual retrieval and increases the risk of using outdated or unauthorized files.

3. 03

   Identify version control gaps and duplicate assets

   Flag cases where multiple versions of the same asset exist without clear status. Duplicates and missing version history are the top cause of brand violations in client deliverables.

4. 04

   Evaluate the client's brand guidelines and compliance rules

   Confirm which logo variations, color codes, and typography are approved for external use. Document any restrictions on partner or co-branded materials.

5. 05

   Map asset usage rights and licensing terms

   Review contracts for stock imagery, music, and talent releases. Unlicensed assets can expose the agency to legal liability and damage client trust.

6. 06

   Define the target taxonomy and folder structure

   Design a hierarchy that mirrors the client's campaigns, channels, and product lines. A clear taxonomy reduces retrieval time and supports AI auto-tagging accuracy.

7. 07

   Document the governance workflow for approvals and updates

   Specify who can upload, edit, archive, or delete assets, and how approvals are routed. Clear ownership prevents unauthorized changes and keeps the audit trail intact.