Video production
Creative workstream. 23 stages, 5 gates. Any stage that is not a gate can be skipped on a campaign.
Edit stages
Reorder the stages, rename them, set the owner role and the SLA in working hours, and mark the gates. A stage key is fixed once the stage is created. The request stage production has to stay on the process, because that is where requests land. A stage taken off here keeps working on every workstream that already carries it, since those stage rows were seeded when the workstream was created. Only new workstreams pick up this list.
#KeyNameOwner roleSLA hoursGateMoveRemove
1
receive_brief
2
internal_kickoff
3
scope_estimate
4
sow_approval
5
finance_po
6
resource_scheduling
7
concept
8
concept_signoff
9
pre_production
10
pre_production_signoff
11
production
12
footage_review
13
edit_one
14
internal_review
15
client_review
16
final_edit
17
final_qa
18
final_signoff
19
versioning
20
handover
21
launch
22
post_launch
23
close_out
#StageWhat happensOwnerSLAChecklists
1
Receive brief
- Receive creative/video brief from client
- Account team
- Review objectives, audience, messaging, deliverables, channels, duration, formats, budget and deadline
- Identify production type – live action, animation, interview, UGC etc.
- Identify any gaps, dependencies or questions
2
Internal kick offWorkbook: Internal kick-off
- Arrange internal kick-off with Account, Creative, Production, Strategy, Media and other relevant teams
- Talk through brief, objectives, deliverables and timings
- Agree responsibilities and key milestones
- Identify dependencies and production requirements
3
Scope and estimateWorkbook: Scope & estimate
- Define production requirements including concept, scripting, locations, casting, crew, equipment, travel, filming days, animation, post-production, music, voiceover and deliverables
- Estimate resource and production costs
- Agree project scope, timings and cost
4
SOW and commercial approvalGateWorkbook: SOW / commercial approval
- Prepare SOW
- production quote
- Confirm inclusions, exclusions, deliverables, shoot days, rounds of amends, usage
- licensing and assumptions
- Secure client approval
- Place tentative resource request
5
Finance and POGateWorkbook: Finance / PO
- Client approval received
- PO requested
- obtained where required
- Finance confirms commercial approval
- Project financially cleared to proceed
6
Resource scheduling
- Approved scope automatically creates required production tasks in the project management system
- Resource requirements assigned based on task type, skill and estimated hours
- Project management tool checks team capacity and existing commitments
- Work automatically scheduled into available capacity
- Capacity conflicts flagged immediately
- GAD
- Traffic Manager intervenes only where there is a conflict or exception
7
Creative concept and treatmentWorkbook: Creative concept / treatment
- Develop creative concept and treatment
- Establish narrative, visual direction, tone and approach
- Develop initial creative route
- Internal review before client presentation
8
Client concept sign offGateWorkbook: Client concept sign-off
- Present concept
- treatment to client
- Capture feedback and required amendments
- Agree preferred creative direction
- Secure sign-off before moving into pre-production
9
Pre productionWorkbook: Pre-production
- Develop script, storyboard
- shot list and production plan
- Confirm locations, casting, contributors, crew, equipment, props, wardrobe, travel and permissions
- Create production schedule and call sheets where required
10
Pre production sign offGateWorkbook: Pre-production sign-off
- Client approves final script
- storyboard
- treatment and key production decisions
- Confirm all production arrangements are approved
- Confirm shoot can proceed
11
Production and shootRequests land hereWorkbook: Production / shoot
- Film
- record agreed content
- Manage crew, talent, locations and production schedule
- Capture agreed shots
- footage
- Identify any additional content required during production
12
Footage review and ingestWorkbook: Footage review / ingest
- Securely ingest and organise footage
- Review rushes
- Check footage against requirements
- Identify any gaps or potential reshoots
13
Post production, edit oneWorkbook: Post-production – Edit 1
- Create first edit
- Add graphics, animation, music, voiceover, captions and other agreed elements
- Prepare first cut for review
14
Internal review
- Creative
- Production
- Account review first cut against brief, script, brand and technical requirements
- Consolidate internal feedback before client review
15
Client review and amendsWorkbook: Client review / amends
- Present first cut to client
- Capture and consolidate feedback
- Complete agreed amendments
- Additional rounds or changes outside scope go through change control
16
Final edit and finishingWorkbook: Final edit / finishing
- Complete final edit and incorporate approved feedback
- Complete colour grade, sound mix, graphics, animation, VFX, voiceover and subtitles as required
17
Final QA
- Check content, messaging, brand, audio, picture quality, captions, accessibility, aspect ratios, duration and platform specifications
- Resolve any outstanding issues
18
Final client sign offGateWorkbook: Final client sign-off
- Obtain formal approval of final video
- Confirm exactly which version is approved
- Confirm no outstanding amendments
19
Versioning and exportsWorkbook: Versioning / exports
- Produce all required versions, durations, aspect ratios, resolutions, captions and platform-specific formats
- Apply agreed naming conventions
20
Handover and traffickingWorkbook: Handover / trafficking
- Deliver final files to Media
- Digital
- client
- Confirm all required assets have been received
- Ensure correct versions are mapped to channels, audiences and campaigns
21
Launch
- Video goes live according to agreed campaign
- media schedule
- Confirm correct creative is serving
- Check initial live delivery
22
Post launch monitoringWorkbook: Post-launch monitoring
- Monitor video performance where applicable
- Review views, completion rates, engagement, CTR and conversions
- Identify opportunities for optimisation or further creative development
23
Close outWorkbook: Close-out
- Confirm all agreed deliverables have been completed
- Archive master files and final versions
- Confirm usage
- licensing documentation
- Review actual resource and costs against scope
- Capture production learnings and outstanding actions
- Close project
SLA counts working hours, nine to half five Monday to Friday in the account timezone. A gate cannot be skipped, only passed with a note.