🎨 Creative Agency / Design Studio

Complete document roadmap – 68 core documents for your creative agency

View Roadmap ↓

📦 Select Your Package

Document Roadmap

R 700

Complete list of 68 documents with descriptions – ready to implement.

File Directory Structure

R 700

Pre‑built folder structure – just copy and start filing.

🔥 SAVE R100

R 1,300 R 1,400

Both Roadmap + Directory – the complete system.

Proceed to Order → You can also select individual documents below.

📋 Document Roadmap

Phase 1: Registration & Compliance 10

✔	Document	Purpose
	CRE‑001 – CIPC Registration Certificate (Pty Ltd / Sole Prop)	Proof of company registration
	CRE‑002 – Memorandum of Incorporation (MOI)	Company constitution
	CRE‑003 – SARS Registration (IT, PAYE, VAT)	Tax compliance (VAT if turnover > R1m)
	CRE‑004 – COIDA Registration	Employee injury cover
	CRE‑005 – Public Liability Insurance (Studio / Office)	Cover for visitors, client meetings
	CRE‑006 – Professional Indemnity Insurance (Creative Services)	Errors, omissions, IP disputes
	CRE‑007 – Business Licence (Municipal)	Required for trading
	CRE‑008 – B‑BBEE Certificate (or affidavit)	For corporate clients
	CRE‑009 – CSD Registration	For government tenders
	CRE‑010 – POPIA Compliance Register	Client data protection

Phase 2: Contracts & Client Docs 10

✔	Document	Purpose
	CRE‑011 – Creative Services Agreement (Master)	Core contract with clients
	CRE‑012 – Design Brief / Scope of Work Template	Project specifications
	CRE‑013 – Intellectual Property Assignment Agreement	Client owns final work
	CRE‑014 – Non‑Disclosure Agreement (NDA) – Client	Confidential information
	CRE‑015 – Quotation / Fee Proposal Template	Fee structure
	CRE‑016 – Subcontractor / Freelance Agreement (Copywriters, Illustrators)	Project basis
	CRE‑017 – Supplier Agreement (Printers, Stock Photos, Software)	With vendors
	CRE‑018 – Image / Font / Asset License Agreement	Third‑party assets
	CRE‑019 – Creative Brief / Project Initiation Form	Client alignment
	CRE‑020 – Retainer Agreement (Monthly / Ongoing)	Ongoing service

Phase 3: Human Resources 9

✔	Document	Purpose
	CRE‑021 – Employment Contract – Creative Director	Senior creative lead
	CRE‑022 – Employment Contract – Graphic Designer	Design staff
	CRE‑023 – Employment Contract – Copywriter / Content Creator	Content staff
	CRE‑024 – Employment Contract – Project Manager	Client liaison
	CRE‑025 – Employment Contract – Admin / Accounts Coordinator	Support staff
	CRE‑026 – Independent Contractor Agreement (Freelance Creatives)	Project basis
	CRE‑027 – Code of Conduct (Staff) – Creative Ethics	Originality, confidentiality
	CRE‑028 – Disciplinary Code & Procedure	HR compliance
	CRE‑029 – Attendance Register (Daily)	Sign‑in / sign‑out

Phase 4: Operations & Project Management 11

✔	Document	Purpose
	CRE‑030 – Project Timeline / Workflow Template	Scheduling
	CRE‑031 – Client Brief / Creative Brief Template	Project alignment
	CRE‑032 – Concept / Mockup Approval Form	Client sign‑off
	CRE‑033 – Revision / Amendment Log (per project)	Track changes
	CRE‑034 – Project Quality Control Checklist	Before delivery
	CRE‑035 – Client Feedback / Sign‑Off Form	Project completion
	CRE‑036 – Asset Delivery Checklist (File Formats, Links)	Handover
	CRE‑037 – Timesheet Log (Billable vs Non‑Billable)	Billing
	CRE‑038 – Project Budget / Cost Tracking Sheet	Profitability
	CRE‑039 – Client Onboarding / Kick‑Off Checklist	Project start
	CRE‑040 – Portfolio / Case Study Release Form	Client approval for use

Phase 5: Health & Safety 7

✔	Document	Purpose
	CRE‑041 – Occupational Health & Safety (OHS) Policy	Studio / Office H&S
	CRE‑042 – Risk Assessment (Studio / Office Environment)	Slips, trips, ergonomics
	CRE‑043 – Incident / Accident Report Form	Documentation
	CRE‑044 – First Aid Kit Register (Studio / Office)	Inventory
	CRE‑045 – Fire Extinguisher Inspection Log	Monthly check
	CRE‑046 – Emergency Evacuation Plan (Studio / Office Layout)	Map and drill log
	CRE‑047 – Toolbox Talk Register (Staff Safety)	Monthly topics

Phase 6: Finance & Suppliers 9

✔	Document	Purpose
	CRE‑048 – Invoice Template (Client Fees, Retainer)	Billing
	CRE‑049 – Supplier Invoice Register (Printing, Software, Freelancers)	Expense tracking
	CRE‑050 – Payroll Register	Staff wages
	CRE‑051 – Petty Cash Log	Small purchases
	CRE‑052 – Client Payment / Fee Collection Register	Accounts receivable
	CRE‑053 – Supplier Payment Schedule	Creditors aging
	CRE‑054 – Project Profitability Analysis Sheet	Per-project profitability
	CRE‑055 – Bank Reconciliation Template	Monthly finance
	CRE‑056 – Annual Financial Statements (Compiled)	Compliance

Phase 7: Equipment & Assets 7

✔	Document	Purpose
	CRE‑057 – Asset Register (Master)	Computers, monitors, drawing tablets, cameras, furniture
	CRE‑058 – IT Hardware Inventory (Workstations, Servers, Peripherals)	Tracking
	CRE‑059 – Software Licence Register (Adobe, Microsoft, Specialised)	Compliance
	CRE‑060 – Design Equipment Inventory (Drawing Tablets, Monitors, Printers)	Tracking
	CRE‑061 – Vehicle Log Sheet (if client site visits)	Fuel, trips
	CRE‑062 – Server / Network Backup Log	Data protection
	CRE‑063 – Asset Disposal Form	Retirement of old assets

Phase 8: Forms & Templates 5

✔	Document	Purpose
	CRE‑064 – Client Onboarding Questionnaire	Initial discovery
	CRE‑065 – Overtime Authorization Form	Staff approval
	CRE‑066 – Leave Application Form	Staff requests
	CRE‑067 – New Employee Induction Checklist (Creative Agency)	Onboarding
	CRE‑068 – Supplier Evaluation Form	Vendor performance

📁 File Directory Structure

Creative Agency (Pty) Ltd/
│
├── 01 Registration & Compliance/
│   ├── CIPC_Registration.pdf
│   ├── MOI.pdf
│   ├── SARS_Registration.pdf
│   ├── COIDA_Certificate.pdf
│   ├── Public_Liability_Insurance.pdf
│   ├── Professional_Indemnity_Insurance.pdf
│   ├── Business_Licence.pdf
│   ├── B-BBEE_Certificate.pdf (or affidavit)
│   ├── CSD_Registration.pdf
│   └── POPIA_Compliance_Register.pdf
│
├── 02 Contracts & Client Docs/
│   ├── Creative_Services_Agreements/ (by client)
│   ├── Design_Briefs_Scope_of_Work/ (by project)
│   ├── IP_Assignment_Agreements/ (by project)
│   ├── NDAs_Client.docx
│   ├── Quotation_Fee_Proposal_Template.docx
│   ├── Freelance_Subcontractor_Agreements/ (copywriters, illustrators)
│   ├── Supplier_Agreements/ (printers, stock photos, software)
│   ├── Asset_License_Agreements/ (fonts, images)
│   ├── Creative_Briefs/ (by project)
│   └── Retainer_Agreements/ (monthly clients)
│
├── 03 Human Resources/
│   ├── Employment_Contracts/
│   │   ├── Creative_Director.docx
│   │   ├── Graphic_Designer.docx
│   │   ├── Copywriter_Content_Creator.docx
│   │   ├── Project_Manager.docx
│   │   └── Admin_Accounts_Coordinator.docx
│   ├── Independent_Contractor_Agreements/ (freelance)
│   ├── Code_of_Conduct_Creative_Ethics.pdf
│   ├── Disciplinary_Code.pdf
│   └── Attendance_Registers/ (monthly)
│
├── 04 Operations & Project Management/
│   ├── Project_Timelines/ (by project)
│   ├── Creative_Briefs/ (by project)
│   ├── Concept_Mockup_Approvals/ (by project)
│   ├── Revision_Amendment_Logs/ (by project)
│   ├── Quality_Control_Checklists/ (by project)
│   ├── Client_Feedback_SignOff_Forms/ (by project)
│   ├── Asset_Delivery_Checklists/ (by project)
│   ├── Timesheets/ (staff, by month)
│   ├── Project_Budget_Tracking.xlsx
│   ├── Client_Onboarding_KickOff_Checklists/ (by client)
│   └── Portfolio_Case_Study_Release_Forms/ (by client)
│
├── 05 Health & Safety/
│   ├── OHS_Policy_Studio.pdf
│   ├── Risk_Assessment_Studio.pdf
│   ├── Incident_Reports/ (by date)
│   ├── First_Aid_Kit_Register.xlsx
│   ├── Fire_Extinguisher_Log.xlsx
│   ├── Emergency_Evacuation_Plan_Studio.pdf
│   └── Toolbox_Talk_Register.xlsx
│
├── 06 Finance & Suppliers/
│   ├── Invoices_Issued/ (by client)
│   ├── Supplier_Invoice_Register.xlsx
│   ├── Payroll_Records/ (by month)
│   ├── Petty_Cash_Log.xlsx
│   ├── Client_Payment_Collection_Register.xlsx
│   ├── Supplier_Payment_Schedule.xlsx
│   ├── Project_Profitability_Analysis.xlsx
│   ├── Bank_Reconciliation.xlsx
│   └── Annual_Financial_Statements/ (by year)
│
├── 07 Equipment & Assets/
│   ├── Asset_Register.xlsx
│   ├── IT_Hardware_Inventory.xlsx
│   ├── Software_Licence_Register.xlsx
│   ├── Design_Equipment_Inventory.xlsx
│   ├── Vehicle_Logs/ (if applicable)
│   ├── Server_Network_Backup_Log.xlsx
│   └── Asset_Disposal_Form.docx
│
└── 08 Forms & Templates/
    ├── Client_Onboarding_Questionnaire.docx
    ├── Overtime_Form.docx
    ├── Leave_Application.docx
    ├── Creative_Agency_Staff_Induction_Checklist.docx
    └── Supplier_Evaluation_Form.docx

Back to Industries Order Selected Documents →