Advertising Production Checklist

End-to-end agency workflow for producing an integrated spot — from creative brief through shoot, post, trafficking, and talent use-cycle maintenance. Run this on every production where SAG-AFTRA talent, music licensing, or broadcast deliverables are in play.

6 sections 25 steps Collects data
1

Brief & Strategy

  1. Intake the client creative brief
    • Account lead uploads the signed brief, MSA reference, and current SOW. Capture business challenge, single-minded proposition, audience, mandatories, and deliverables matrix in the brief — vague briefs drive scope creep through revisions.

    Collects file
  2. Align KPIs and success metrics
    • Strategy lead documents the north-star metric, brand-lift targets, and media KPIs (CPM, VTR, CPCV) so post-launch reporting can be built backward from these numbers. Confirm whether a brand-lift study or MMM read is in scope.

  3. Flag regulated-category constraints
    • Pharma triggers FDA fair-balance and ISI requirements; alcohol and gambling require age-gated targeting; financial services may need FINRA pre-approval; tobacco/cannabis face platform-by-platform restrictions. Flag now so legal review and disclosure language are baked into concepts, not bolted on at QC.

    Collects list
2

Concepting & Client Approval

  1. Develop concepts in tissue session
    • Creative teams develop 3-5 territories against the SMP. Re-anchor each concept to the brief — concepts that drift from the brief get killed at the CD walk-through, not at the client meeting.

  2. Run the CD walk-through and internal sell
    • ECD/CD culls weak territories, sharpens the survivors, and signs off on the deck before client exposure. Strategy and account validate that each concept still answers the brief and the named KPIs.

  3. Present concepts to the client
    • Account lead runs the meeting; CD walks the work. Capture the client decision in writing the same day — verbal approvals at the table evaporate by Monday.

    Collects list
  4. Revise concepts and re-present
    • If revisions push beyond brief scope, issue a change order before the next round — absorbed scope creep is the most common reason productions go red. Document each round against the original brief.

3

Pre-Production

  1. Issue bid request to production companies
    • Producer sends boards, script, and creative deck to 2-3 directors via their reps. Bids should break out director fee, production company fee, line items, and pass-throughs separately so apples-to-apples comparison is possible.

  2. Cast principals through Casting Networks
    • Casting director runs auditions and callbacks; client selects on Casting Networks or Cast It Talent. Confirm minor-talent compliance (Coogan account in CA/NY) and right-of-publicity clearances before issuing offers.

  3. Execute SAG-AFTRA Commercials Contracts
    • Lock session fees, holding fees, and use cycles in the contract. Collect W-9s and I-9s before call time — production companies that show up without paperwork can't pay talent and lose the day. Pension & Health contributions are non-negotiable per the contract.

  4. Scout locations and collect releases
    • Producer collects signed location releases before camera rolls — owners who see footage in a finished spot will demand a fee or a takedown. File releases in the production binder alongside permits and certificates of insurance.

  5. Hold the pre-production meeting
    • Walk the PPM book with agency, client, and production company: shotlist, storyboard, wardrobe, props, schedule, weather contingencies, and the deliverables matrix. Anything not surfaced at PPM becomes a shoot-day surprise.

4

Production / Shoot Day

  1. Distribute the callsheet via StudioBinder
    • Send the callsheet 12-18 hours before call time with talent, crew, location, weather, hospital info, and call/wrap times. Confirm receipt from talent agents and key crew.

  2. Confirm SAG-AFTRA meal-period compliance
    • Meal must break by the sixth hour from call; second meal six hours after the first. Meal penalties accrue per quarter-hour per principal — easily four figures of overage on a small cast if the AD lets the schedule slip.

  3. File the wrap report
    • Producer documents actuals vs. bid, overtime, meal penalties, talent overages, and any reshoot risk. Wrap report drives final invoicing and the post-mortem.

    Collects file
5

Post-Production

  1. Cut the offline rough in Frame.io
    • Editor delivers a rough cut for agency review before client exposure. Use Frame.io timecoded comments — versionless email markups guarantee notes get lost.

  2. Lock picture with client sign-off
    • Picture lock is the gate to color, online, and mix — once locked, any change is a change order and a schedule hit. Capture the client signature on the locked cut.

    Collects signature
  3. Color grade against brand spec
    • Pull brand color values from the brand book into the DI suite. Spots that drift from brand color get caught by client QC or, worse, ship off-brand and require a retraffic.

  4. Execute sync and master music licenses
    • Three rights to clear: composition (sync) with the publisher, recording (master) with the label, and performance (PRO). Match license scope — channels, geo, term, cycles — to the actual media plan, or a YouTube cutdown of a TV-only license becomes a takedown.

  5. Pass final QC against deliverables matrix
    • QC each version against network spec — ProRes 422 HQ, frame rate, audio loudness LKFS, slate, supers, lower-thirds, legal disclosures. Day-of-air rejection from a network because you delivered DV at 29.97 instead of 23.98 is the canonical avoidable failure.

  6. Run pharma fair-balance and ISI review
    • Important Safety Information must be on screen long enough to read at the legible font size, and fair balance must match the prominence of efficacy claims. Med/legal/regulatory (MLR) sign-off is mandatory before traffic — FDA warning letters cite ISI speed and font size most often.

6

Trafficking & Use-Cycle Maintenance

  1. Deliver assets to the traffic vendor
    • Send all cuts (15s, 30s, 60s, English/Spanish, 16:9 broadcast, 9:16 social, 6s bumpers) to Extreme Reach or Adstream with traffic instructions per network. Confirm each network's clearance category before send.

  2. Reconcile affidavits of performance
    • Match affidavits against the media plan; chase any missing airings with the network. Affidavits are the audit trail for billing and for any make-good claim.

  3. Calendar the talent use-cycle expiry
    • SAG-AFTRA Commercials Contract use cycles run 21 months from first air. Set a reminder 60 days before expiry so renewal or pull-down decisions happen before unauthorized-use exposure begins.

    Collects date
  4. Upload final assets to the DAM
    • Bynder or Brandfolder gets the locked masters with rights metadata: talent contract reference, music license scope, expiry dates, and channel restrictions. The next team that pulls these assets needs to see the rights envelope without re-reading the contract.

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Sections 6
Steps 25
Category Advertising
Price Free to start
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